Lead Conversion and Workflow Automation
Lead Conversion and Workflow Automation
Automations That Save Time and Win More Clients
We use AI to automate CRM, follow-ups, proposals, and onboarding — helping service businesses close faster and scale without the admin drag.
We use AI to automate CRM, follow-ups, proposals, and onboarding — helping service businesses close faster and scale without the admin drag.
We use AI to automate CRM, follow-ups, proposals, and onboarding — helping service businesses close faster and scale without the admin drag.
Our Trusted Partners
What We Do
Automate Sales, Onboarding, and Delivery
From first touch to onboarding, we build automation systems that streamline your sales workflows, CRM, and handoff processes — so you can scale without adding headcount.
Lead-to-Client Workflows
Automate CRM and deal flow — follow-ups, reminders, and lead capture — to save time.
Lead-to-Client Workflows
Automate CRM and deal flow — follow-ups, reminders, and lead capture — to save time.
Lead-to-Client Workflows
Automate CRM and deal flow — follow-ups, reminders, and lead capture — to save time.
Client Onboarding & Delivery
Automate post-sale handoff — kickoff docs, task routing, and alerts — to cut delays and admin.
Client Onboarding & Delivery
Automate post-sale handoff — kickoff docs, task routing, and alerts — to cut delays and admin.
Client Onboarding & Delivery
Automate post-sale handoff — kickoff docs, task routing, and alerts — to cut delays and admin.
Proposal Automation System
Generate and send branded proposals within minutes of a call — no bottlenecks, no delays.
Proposal Automation System
Generate and send branded proposals within minutes of a call — no bottlenecks, no delays.
Proposal Automation System
Generate and send branded proposals within minutes of a call — no bottlenecks, no delays.
CRM Builds
CRM Builds
CRM Builds
Instant Lead Response
Instant Lead Response
Instant Lead Response
Smart Invoice Reminders
Smart Invoice Reminders
Smart Invoice Reminders
Follow-Up Sequences
Follow-Up Sequences
Follow-Up Sequences
What We've Done Before
Automations Built By Our People
Automated Signal Platform
Designed and implemented the automation strategy behind a full-funnel system that scaled an automated signal platform from $0 to $97K/month in profit. Built the lead architecture, onboarding flows, and CRM logic that powered rapid growth — systems we now apply across Inflowork client projects.
$2.2B Hedge Fund
17% cost reduction
B2B2C Home Services Platform
$40K/month revenue increase
Automated Signal Platform
Designed and implemented the automation strategy behind a full-funnel system that scaled an automated signal platform from $0 to $97K/month in profit. Built the lead architecture, onboarding flows, and CRM logic that powered rapid growth — systems we now apply across Inflowork client projects.
$2.2B Hedge Fund
17% cost reduction
B2B2C Home Services Platform
$40K/month revenue increase
Signal App
Designed and implemented the automation strategy behind a full-funnel system that scaled an automated signal platform from $0 to $97K/month in profit. Built the lead architecture, onboarding flows, and CRM logic that powered rapid growth — systems we now apply across Inflowork client projects.
Hedge Fund
17% cost reduction
B2B2C
$40K/month revenue increase
What Our Clients Say
Trusted by Businesses Like Yours
Trusted by Businesses Like Yours
“The proposal automation was a game-changer, we send branded docs right after a call now. But honestly, the whole setup’s been huge. From follow-ups to onboarding, the backend runs itself, and I’ve got way more headspace.”
Alex King
Founder, alignr
“Our CRM and client onboarding finally works. Deals move smoothly, nothing gets missed, and it’s taken a load off the team.”
Alan Nguyen
Founder, AJL Lawyers
“Our CRM and client onboarding finally works. Deals move smoothly, nothing gets missed, and it’s taken a load off the team.”
Alan Nguyen
Founder, AJL Lawyers
“Our CRM and client onboarding finally works. Deals move smoothly, nothing gets missed, and it’s taken a load off the team.”
Alan Nguyen
Founder, AJL Lawyers
"Exceptional work!!!! Extreme expert. World class! Highly recommend"
Brayden Robinson
Business Advisor, Signet Strategies
"Exceptional work!!!! Extreme expert. World class! Highly recommend"
Brayden Robinson
Business Advisor, Signet Strategies
"Exceptional work!!!! Extreme expert. World class! Highly recommend"
Brayden Robinson
Business Advisor, Signet Strategies
"Michael is a true professional who goes above and beyond to make sure your project is a success. I'm blown away, and will definitely hire again for automation/ design/funnel work."
Nick Brighton
Copywriter & CRO Consultant
"Michael is a true professional who goes above and beyond to make sure your project is a success. I'm blown away, and will definitely hire again for automation/ design/funnel work."
Nick Brighton
Copywriter & CRO Consultant
"Michael is a true professional who goes above and beyond to make sure your project is a success. I'm blown away, and will definitely hire again for automation/ design/funnel work."
Nick Brighton
Copywriter & CRO Consultant