Sales & Follow-Up
Lead capture, CRM updates, email follow-up, prospecting, scheduling, and nurture.
Practical automation for growing businesses
Automate the work slowing your business down.
We build practical automations, AI tools, integrations, and custom systems that save your team time and keep work from falling through the cracks.
From lead follow-up and email to internal workflows and custom apps, we find the repetitive work eating up your team's time and build a better way to handle it.
No long contracts Clear scope before we build Works with the tools you already use
What could we automate?
If your team does the same thing over and over, there's a good chance we can make it faster.
Operations & Admin
Data entry, documents, reporting, invoicing, onboarding, communication, and internal workflows.
Custom AI & Software
Internal AI assistants, dashboards, portals, lightweight apps, and tools built around the way your business actually works. From a simple automation to a custom internal application, we build around the problem rather than forcing you into one tool.
Your team shouldn't spend hours doing work software can handle in seconds.
Most growing businesses aren't short on software. They're short on systems connecting everything together.
Information gets copied between tools. Leads get forgotten. Emails pile up. Spreadsheets become databases. Someone has to remember what happens next.
We fix that.
Inbox
Spreadsheet
Sticky note
Automated workflowClear next step
From bottleneck to working system.
- 01
Find the bottleneck
We look at what's being done manually and what it's costing you.
- 02
Build the solution
We use the simplest tool that solves it, whether that's an automation, integration, AI workflow, or custom app.
- 03
Launch it
We test it with real work, train whoever needs to use it, and make sure it actually works.
What this actually looks like
Lead comes inAdded to CRMEnrichedFollow-up sentSalesperson notified
Documents receivedAI reads themInformation extractedSystem updatedMissing items flagged
Meeting endsNotes summarizedCRM updatedTasks createdFollow-up drafted
Invoice overdueReminder sentOwner notifiedFollow-up tracked
Team asks a questionPrivate AI searchesApproved processes checkedAnswer returned
Software doesn't fitWorkflow mappedLightweight custom app builtTeam starts using it
Built for real businesses.
Tom’s process is comprehensive, and he’s highly professional and effective. He understands the needs of our business and has helped us bring in a steady stream of new clients.
Outsourcing to drive efficiency in my business is key. Tom delivers by allowing me to focus on existing clients while he helps me grow my network and connect with solid leads that become new clients.
Tom has great creative ideas and is a pleasure to work with. We’ve found great value in our partnership with Tom, particularly in his exceptional skill set.
You work directly with the person building it.
I'm Tom Whitaker. I've spent the last several years building automation systems, marketing systems, AI tools, and custom software for real businesses.
I don't start with a specific piece of software or try to sell AI where it isn't needed. We look at the problem first, then build the simplest solution that makes sense.
Start with one annoying process.
You don't need to automate your whole company.
Bring me one repetitive workflow, bottleneck, or manual process that's driving you nuts. In a free 20-minute call, we'll look at how it works today and whether there's a practical way to improve it.
You’ll know exactly what we’re building, what it costs, and what to expect before anything starts.