Pipelines that run while you sleep.
78% of organizations already use AI in the business. We wire intelligent automations that capture, qualify, and route every lead, so nothing falls through the cracks.
What this covers
Visibility and a great site generate leads. Without a system to catch them, they leak, a form fills out at 9pm, nobody replies until Tuesday, and the prospect already booked your competitor. Automation closes that gap.
We map your real workflows and turn them into reliable, automated flows: capture → enrich → route → notify → follow-up → report. Forms, calendars, inboxes, spreadsheets, and your CRM connect and talk to each other, with AI drafting responses, tagging intent, and extracting the fields that matter, and human review built in for the steps that need it.
One system
How it works inside the Be Found Framework
Automations + AI is Phase 3, Fuel Growth. It scales what’s already working by removing the manual gaps.
It’s the connective tissue of the whole framework: it captures the traffic SEO and GBP earn, follows up on the leads your site and social generate, requests the reviews that lift your GBP, and reports across every channel in one place. The other phases create motion; this one makes sure none of it is wasted.
What's included
Workflow mapping
We document your day-to-day tasks and convert the repetitive ones into automated workflows.
Integrations
Forms, Calendly, email, Slack, Sheets, and your CRM connected so data flows without copy-paste.
AI assistance
AI drafts replies and summaries, tags intent, and extracts key fields, with human review where it counts.
Lead capture & routing
Every lead captured, enriched, verified, and routed to the right person with a calendar and CRM task.
Safeguards
Approval steps, rate limits, retry logic, and error logging so automation stays reliable and on-brand.
Reporting
Dashboards and weekly reporting across channels, plus A/B testing to keep improving.
Frequently asked questions
What can you actually automate?
Lead capture and routing, follow-up sequences, review requests, data entry between tools, scheduling, reporting, anything repetitive that currently eats your team’s time.
Will AI send things without me checking?
Only where you want it to. Sensitive steps include human review and approval gates; AI handles the drafting and routing, you keep control.
What tools do you connect?
Form tools, Calendly, email, Slack, Google Sheets, and CRMs like Pipedrive or HubSpot, among others. If it has an integration, we can usually wire it in.
How is this different from buying a CRM?
A CRM stores data; automation makes it move. We connect your tools so leads are captured, qualified, and followed up automatically, the work a CRM alone won’t do.
Do I need the rest of the framework first?
Automation amplifies whatever is feeding it. It delivers most when there’s traffic and leads from Phases 1 and 2 to capture, which is why it’s Phase 3.
Ready to be found?
Automations + AI is one phase of the Be Found Framework, see how the whole system works together.
Building something more custom? See Custom Solutions →