What the onboarding build covers
- AI chat or lead capture wired into your site
- Webhook and CRM integration with HubSpot or your CRM
- Field mapping, error handling, monitoring
- Documented and tested before launch
AI Integration & Automation
One partner. Flat monthly price. Every commitment in writing.
What onboarding ships
The gap
You've seen the demos. The real gap is in your stack: your site, your CRM, your day-to-day. AI only pays off when it's wired in: capturing leads, qualifying them, and feeding your team instead of sitting in a dashboard no one checks. We build that pipeline so AI works for your business, not the other way around.
Services
We build AI into your business: your site, your CRM, your workflows.
We integrate AI where it matters: workflows, lead capture, CRM, internal tools. We choose the right fit, build the connections, and make sure data flows where you need it, with no manual handoff or dead ends. For 24/7 phone, chat, or widget intake we have a dedicated product: Intelligent Intake.
We connect your existing tools and add AI where it helps: follow-ups, routing, simple workflows. You get fewer repetitive tasks and faster response, without a "transformation" project.
No lock-in. Clear documentation. You keep what we build; we can stay on for updates or new use cases if you want.
We define outcomes up front (what gets automated and what gets integrated) and deliver against that. No open-ended "AI consulting" bills.
Why us
We run AI and automation in our own business: chat, CRM, webhooks, integrations. We've debugged the messy parts and wired it so nothing falls through the cracks. You get someone who's built it, not someone who's only spec'd it.
Most "AI" offers are strategy. We deliver working systems: AI built into your site, your CRM, and your workflows, so you stop losing leads and hours to manual work.
The partnership
One 15-minute fit call. Scope in writing within 1–2 business days. Live in weeks, tracked on the Atlas platform.
As a client, you work directly with senior engineers. There are no account managers or outsourced support. Every commitment is tracked in writing: response times, actions, health reports.
Partnership from $1,995/mo. Every build is priced in writing on the fit call.
Deliverables
Working systems, not strategy decks
Chat, lead capture, or automation wired where it matters: site, CRM, workflows.
Every conversation or form submission flows into your CRM with the right fields and context.
Automation that saves time: follow-ups, routing, simple workflows.
No lock-in. Clear documentation. You keep what we build.
We define what "done" looks like up front and deliver against that.
Monitoring and alerts so you know if something breaks.
Your team learns how to use and maintain what we build.
Complete handoff documentation for your reference.
Demo
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FAQ
We integrate AI where it matters: chat on your site, lead capture into your CRM, automation in your workflows. We choose the right fit, build the connections, and make sure data flows where you need it, with no manual handoff or dead ends. The tech is AI; the outcome is fewer missed leads and less busywork. For dedicated 24/7 phone, chat, or widget intake we have a separate product: Intelligent Intake.
No. Chat and CRM integration is one example. We also do automation that connects your existing tools and adds AI where it helps: follow-ups, routing, internal tools. We scope each engagement around what you want AI to do and where it plugs in.
Typical build: 2–4 weeks depending on scope. We define outcomes up front (what gets automated and what gets integrated) and deliver against that. Custom or multi-system work may take longer; the schedule is written into your scope.
You're ready for "fewer manual steps and better follow-up." That's what we build. We keep the scope tight so you see results without a big transformation project. No open-ended "AI consulting" bills.
Yes. No lock-in. You get clear documentation and the integration stays yours. We can stay on for updates or new use cases if you want.
Most AI consulting is strategy decks. We deliver working systems: AI in your site, your CRM, your workflows. We use this stack every day in our own business. We've built and debugged it, so you get someone who ships, not just advises.
Get started
Tell us your business and your goals on a 15-minute call. Partnership from $1,995/mo. Every build is priced in writing on the fit call.
Need 24/7 intake (phone, chat, widget)? See Intelligent Intake.For CRM-first setup without AI (HubSpot/Salesforce, forms, migrations), see CRM & Integrations.