ConnectedKits
ConnectedKits
B2B automation systems designed to optimize your business workflows

Connect your tools into one integrated workflow.

ConnectedKits connects the systems behind intake, communication, routing, scheduling, handoffs, billing, and reporting into one accountable workflow. AI employees can extend after-hours coverage where faster response and follow-up create clear ROI and make more opportunities available to your team.

Deploy in days (not months)
AI voice + chat coverage
Works with your stack
Operational visibility
Your SystemAutomated Workflow
Workflow preview
Intake
Route + Notify
Schedule + Assign
Billing + Payment
Handoff + Reporting
24/7 coverage
Add AI employees for after-hours intake and follow-up when coverage improves response.
Fewer manual steps
Less copying/pasting, fewer dropped tasks.
Workflow visibility
See status across tools in one place.
Clean ownership
Clear next step and owner on every item.
What you get

End-to-end workflow coverage for B2B operations

Connect capture, routing, scheduling, billing, and reporting in one system of record, with optional AI coverage where it helps.

Capture + intake

Capture requests from forms, chat, inbox, and phone, then sync data to your CRM automatically.

Routing + scheduling

Auto-assign by rules and coordinate calendar booking, reminders, and owner handoffs.

Billing + collections

Automate invoices, payment links, and subscription updates with status synced across systems.

CRM + ops workflows

Update pipeline stages, create tasks/tickets, and enforce SLAs so nothing gets dropped.

Reporting + attribution

Track speed-to-lead, conversion, bookings, and bottlenecks across the full workflow.

Reliability + governance

Monitoring, QA checks, audit visibility, and clean ownership so automations stay reliable.

Kits

Choose a Kit. We deploy it. Your operations run smoothly.

Start with a core workflow Kit, then add optional AI and growth modules as your process scales.

Lead Intake + Routing Kit

Best for: B2B inbound leads and inquiries

Core system
  • Forms/chat/calls -> CRM
  • Auto-qualification + tagging
  • Route by rules + notify owners
Scheduling + Coordination Kit

Best for: Teams that book calls or site visits

  • Calendar routing + round-robin
  • Reminders + no-show protection
  • Prep notes + owner handoff
AI Employee Kit

Best for: Teams that need 24/7 intake and follow-up

24/7 coverage
  • AI voice + chat intake
  • Qualification + appointment booking
  • Escalation rules + transcript QA
Billing + Payment Automation Kit

Best for: Deposits, invoices, subscriptions

  • Invoices/subscriptions/payment links
  • Payment status sync to CRM
  • Invoice reminders + payment follow-up automation
Ops Workflow Kit

Best for: Internal handoffs and fulfillment

  • Tasks/tickets + SLA timers
  • Cross-team handoff automation
  • KPI reporting dashboards
How it works

Install an integration system in three steps

We map your current workflows, deploy the right system, then optimize performance over time.

1) Map your workflow

A brief kickoff to map capture, routing, scheduling, billing, and current bottlenecks.

2) Deploy your Kit

We connect your stack, configure automations, and test key handoffs end-to-end.

3) Launch + improve

Track conversion and cycle-time metrics, remove friction, and expand high-ROI modules over time.

Lead capture channels connected
CRM + pipeline stages mapped
Routing and calendar rules live
Billing + payment sync enabled
Optional AI scope defined
Reporting dashboards + attribution
Ownership and escalation handoffs
Outcomes

Unlock ROI with connected workflows

Outcomes that matter: faster response, cleaner handoffs, stronger execution, and better visibility.

Faster response

Respond in minutes, not hours - and stop losing opportunities to slow follow-up.

Shorter cycle time

Move work from inquiry -> assigned -> completed with fewer bottlenecks and less back-and-forth.

Higher conversion

More qualified leads book and pay because follow-up, reminders, and exceptions are handled consistently.

Pricing

Transparent pricing that scales

Most clients start with one high-leverage system, then expand into adjacent automations as needed. AI employees, funnels/websites, reputation, and marketing automations can be scoped as add-ons.

Implementation

From $3,500

  • Workflow design + requirements
  • Kit build + configuration
  • Testing + launch + handoff
Book a demo
Support + Optimization (Monthly)

From $750/mo (subscription)

  • Monitoring + fixes
  • Ongoing improvements
  • Support SLA

Best for teams that want monitoring, fixes, and ongoing optimization after launch.

Platform + Usage (Pass-through)

Billed at cost

  • Hosted workspace/sub-account (if hosted by us)
  • Phone/SMS/email usage (if enabled)
  • AI employee usage (if enabled)
  • Any required third-party app fees
No hidden costs
We itemize platform and communication usage and re-bill at cost. If AI is enabled, that usage is itemized separately. Third-party app or ad-platform costs are also broken out before scaling.

Pricing depends on scope and stack complexity. Start with one high-impact system, validate ROI, then expand into adjacent workflows or add-ons. If you already have a platform/workspace in place, we can deploy into your environment.

FAQ

Frequently asked questions

Built for teams with inbound leads, cross-tool handoffs, and recurring follow-up.

How fast can this go live?

Most Kits deploy in 2-7 days depending on tool access and intake complexity.

Can you work with the tools we already use?

Yes. We usually integrate what you already use and only recommend changes where there is a clear ROI.

Can you handle multiple locations?

Yes. We can route leads by zip, location, department, or service line and track each pipeline.

What kinds of systems and automations can you build?

We build across intake and lead capture, messaging and follow-up, routing and booking, funnels, websites and ads, billing and subscriptions, reputation and reporting, plus AI-assisted workflows and internal operations.

What can AI employees handle?

They can answer common questions, qualify leads, book appointments, trigger follow-up, and route to the right human owner.

How do AI employees hand off to humans?

We define clear escalation rules by intent, confidence, and business hours, then log every handoff in your CRM for accountability.

Can you build beyond the listed Kits?

Yes. The Kits are a fast starting point, and we also scope custom business automations, cross-system workflows, and operational builds based on your business workflows.

What can be added after launch?

After launch, we can layer in AI roles, funnels/websites, ads, reputation workflows, marketing automations, and other scoped modules.

Unlock ROI with ConnectedKits.

Book a quick call - we will map your current workflows, identify the highest-friction handoffs, and recommend the highest-ROI system to deploy first. Then we can scope follow-on automations only where they create clear leverage.