Integrate
Connect all your systems and databases
Serving Ventura County
Local Custom Automations
Learn how AI and automation can increase revenue and decrease costs from an in-person expert.
What We Do
Automate
Perform repetitive tasks directly for you
Implement AI
Add intelligence and decision making to the rest of your software
Automated AI Email Follow‑Up
Considers email history, CRM notes, and industry insights to craft custom emails that mimic your sales writing style
Proposal Generator
Custom form that automatically generates a branded proposal and the appropriate documentation such as contracts and commission sheets
Business Card Reader
Take a picture of a business card on your phone and have it intelligently routed into your CRM
LinkedIn Automation
Automatically connect, message, post, and reply throughout your sales process
Automatic Researcher
Train AI to research the way your organization does: reviewing websites, LinkedIn, and internal database information
Our process
Just because something can be automated doesn’t mean it should be automated
1
Discovery Call
Broadly understand your business processes, challenges, and goals
2
Audit
Map and document your current business process and identify where automation can be valuable
3
Build
Implement the scoped project identified in the audit
4
Maintain and Optimize
Continued monthly monitoring and optimization
Your Expert
Trevor Parker
Your Expert
Trevor Parker
About Trevor
Trevor has over 5 years of experience helping small to medium-sized businesses with automations and integrations. After finding success in his own sales career by implementing personal automations for himself and coworkers, Trevor decided to commit full time to helping other local teams learn and benefit from emerging technology.