otomations

// services

Systems for agencies, consultants, and coaches.

Pick your business below. Each block shows where it leaks, the systems that stop it, and what those systems did for a business like yours. Every one runs inside your own accounts. No pricing here. You get a real number on the call.

// for marketing agencies

Keep the clients you already paid to get.

This is not white-label work you resell. It is the system that runs your own proposals, onboarding, and follow-up, built on the tools your agency already uses.

Where it leaks

Clients leave early. Reporting eats the week. Proposals and invoices sit.

The systems

  1. Speed-to-lead + follow-up system

    A new lead hears back in seconds. Then every lead, proposal, and invoice gets chased, whether you remember or not.

  2. Proposal + onboarding system

    A signed proposal turns into an onboarded client without you touching it.

  3. Reporting automation

    Client reports write themselves every Monday.

At The Snow Media, the agency I run: $23,500 in new business in 30 days and 432 hours saved in 90 days.

Book the Workflow Map call
Speed-to-lead + follow-up systemSpeed to lead live in 7 days, the rest in 2 to 4 weeks

The leak, in numbers

  • 42%

    yearly churn for project-based agencies. Retainer-based agencies lose 18%.

  • 12 to 15

    hours a week spent building client reports

  • 3

    things I chased by hand at The Snow Media: proposals, onboarding, invoices

// for consultants

Your pipeline should not stop when the project starts.

Feast or famine happens because selling stops the day the project starts. I build the outbound system that keeps calls landing on your calendar, and the onboarding system that keeps admin off your desk.

Where it leaks

Feast or famine. Non-billable admin. Onboarding that eats a workweek.

The systems

  1. Speed-to-lead + follow-up system

    A new lead hears back in seconds. Then every lead, proposal, and invoice gets chased, whether you remember or not.

  2. Booked-appointment system

    Calls land on your calendar while you deliver.

  3. Proposal + onboarding system

    A signed proposal turns into an onboarded client without you touching it.

Elevated Collective: the system I built helped generate over $250,000 in 90 days.

Book the Workflow Map call
Booked-appointment systemLive in 2 to 4 weeks

The leak, in numbers

  • 2

    modes most consulting practices live in: too busy to sell, or too quiet to bill

  • 21x

    more likely to qualify a lead when you reply in 5 minutes instead of 30

  • 432

    hours my systems saved in 90 days at The Snow Media, onboarding among them

// for coaches

Get more of the people you book to actually show up.

Reminder, no-show, and DM systems that sound like you. You sell and you coach. The plumbing runs itself.

Where it leaks

No-shows on booked calls. DMs at 11pm. Three inboxes, no system.

The systems

  1. Show-rate system

    More of the people you book actually show up.

  2. DM sales agent

    The DM at 11pm gets answered at 11pm, in your voice.

Elevated Collective's agent books 13 to 17 qualified meetings a month. The average deal is $25,000.

Book the Workflow Map call
DM sales agentSpeed-to-lead live in 7 days

The leak, in numbers

  • 50%

    show-up rate on calls booked from cold traffic can drop this low. Paying clients should be near 90%.

  • 100x

    more likely to reach a lead when you reply in 5 minutes instead of 30

  • 3

    inboxes to watch: Instagram, WhatsApp, and text

// the systems

All six systems, in detail.

Every system a buyer above can point to: how it runs, how long it takes, what it did, and the workflow templates behind it.

  1. Speed-to-lead + follow-up system

    Speed to lead live in 7 days, the rest in 2 to 4 weeks

    For

    A new lead hears back in seconds. Then every lead, proposal, and invoice gets chased, whether you remember or not.

    The moment a lead comes in, it gets a reply in your voice with the booking link, in under a minute. Leads that go quiet get a nudge. Proposals get a check-in on day 3 and day 7. Unpaid invoices get a polite reminder before they are late. Every reply lands with you, with the thread attached.

    Proof

    $23,500 in new business in 30 days at The Snow Media.

  2. Proposal + onboarding system

    Live in 2 to 4 weeks

    For

    A signed proposal turns into an onboarded client without you touching it.

    The moment a proposal is accepted, the contract and the invoice go out. The intake form fires, the welcome email sends, and the kickoff gets booked. Your team gets a brief in Slack. Nothing is retyped.

    Proof

    Built first for The Snow Media, the agency I run. It is how the agency onboards today.

  3. Reporting automation

    Live in 2 to 4 weeks

    For

    Client reports write themselves every Monday.

    Ad platform data comes in on schedule. Claude drafts the story in your voice. Your account manager reviews instead of assembles, and the report ships under your brand.

    Proof

    7 to 9 hours a week back per account manager at The Snow Media.

  4. Booked-appointment system

    Live in 2 to 4 weeks

    For

    Calls land on your calendar while you deliver.

    A hand-built list. A first message written with you, sent at a human pace. Claude reads every reply. Interested people get two time slots. You get a pre-call brief before each one.

    Proof

    Elevated Collective: the system helped generate over $250,000 in 90 days.

  5. Show-rate system

    Live in 2 to 4 weeks

    For

    More of the people you book actually show up.

    Reminders go out 24 hours and 2 hours before the call, in your words. If nobody joins, a rebook sequence sends a one-click link. No guilt trip, no manual chasing.

    Proof

    Elevated Collective's agent books 13 to 17 qualified meetings a month.

  6. DM sales agent

    Speed-to-lead live in 7 days

    For

    The DM at 11pm gets answered at 11pm, in your voice.

    Instagram, WhatsApp, and text messages get a reply in seconds. The agent qualifies, answers questions from your own content, and books the call. You see every conversation. The coaching is still you.

    Proof

    Elevated Collective's agent books 13 to 17 qualified meetings a month into a $25,000 average deal pipeline.

See the machinery in the workflow library

How it works

Map. Build. Run.

01

Map

First I map where your leads, proposals, or bookings fall through. Most of the time it is not where you think. You keep the map either way.

02

Build

Then I build it, wired into the tools you already use. You do not switch software. Most systems are live in 2 to 4 weeks.

03

Run

You watch it run for two weeks before anything changes on your end. Then I keep it running and tuned, month to month.

What you can expect

  • You work with me, not an account manager.
  • A short update every week while I build.
  • Built on your stack. Your logins, your accounts.
  • It runs inside your own accounts. If we part ways, it stays yours.
Let's talk

$2.5M+ generated for clients and partners since January 2026.

Questions

The things people ask before they book.

Does this replace me or my coaching?

No. Nothing here touches the coaching. It handles reminders, replies, and rebooking, in your words. The session is still you.

Will it sound like a machine?

No. Every message goes out in your voice, written from your own words and your past replies. The plumbing is automated. The tone is yours. Nothing ships that reads like a template.

What happens when something breaks?

Every system has monitoring. If a step fails, I get the alert before you do, and I fix it. You get a note that says what happened and when.

Who owns this if I stop working with you?

You do. It runs inside your own accounts and your own tool logins. If we part ways, it keeps running and it stays yours.

Is this a rules engine calling itself AI?

Parts of it are rules, on purpose. Reminders and routing should be boring and reliable. The parts that read, write, and decide use Claude. You can watch the whole thing run on this page before we ever talk.

What does an AI automation agency do?

Otomations is an AI automation agency. I build and run the follow-up, onboarding, and booking systems that stop leads, clients, and hours from leaking out of marketing agencies, consulting practices, and coaching businesses. The systems run inside your own tools. The difference between an AI automation consultant and an agency is mostly who does the work.

What is speed to lead, and why does it come first?

Speed to lead is the time between a lead raising their hand and a real reply. Reply within 5 minutes instead of 30 and you are 100 times more likely to reach that person, per the MIT and InsideSales.com study. It is the first system I build because it is live in 7 days and pays back fastest. The longer version is what speed to lead means, and how to measure yours.

How quickly should you respond to a new lead?

Inside five minutes, every time, including nights and weekends. A person cannot hold that line. A system that reads the message, replies in your voice, and offers a time can. After the first reply, a lead follow-up system keeps the pace until they book or say no.

How much do AI automation agencies charge?

It depends on what you need built and how many systems. I do not publish prices. You get a real number on the call, not a range that means nothing. The three common pricing models are in how AI automation consultants and agencies charge.

How long does AI automation take to build?

Most systems go live in 2 to 4 weeks. A speed-to-lead system can be live in 7 days. You see it run for two weeks before it touches anything client-facing.

Which platform is the automation built on?

Yours. Every system is built on the tools you already run: your inbox, calendar, CRM, and booking link. Claude does the reading and writing. You do not buy new software to work with me, and nothing is locked to a platform you would have to leave with.

Is there a guarantee?

Yes. Every build comes with a performance guarantee. I walk you through exactly how it works on the call.

Will this replace my team?

No. It takes the repetitive work off their plate: chasing, reminding, assembling, logging. Your people keep the work that needs a person.

Will this replace my account managers?

No. It gives each of them 7 to 9 hours a week back. That is what happened at The Snow Media, the agency I run. They spend it on clients, not on slides.

Is this white-label automation I resell to my clients?

No. This runs your own agency: your proposals, your onboarding, your follow-up, your reports. If you want to resell systems to clients later, that is a different conversation, and I am happy to have it.

How do I automate client onboarding for my agency?

Start from the signed proposal. That one event should send the contract, the invoice, the intake form, the welcome email, and the kickoff booking on its own. I build it on your proposal tool, your invoicing, and your calendar, and it is live in 2 to 3 weeks. The walkthrough is how to automate client onboarding for a marketing agency.

Can you automate our client reporting?

Yes. The numbers get pulled from the tools you already use every Monday, the summary gets written in your voice, and the report goes out under your brand. Agencies spend about 12 to 15 hours a week on reports by hand, per a Databox survey of 450 agencies. That is the time it gives back. How the pull, the summary, and the send work is in automated client reporting for agencies.

What is the best way to follow up with leads?

Fast, then persistent. A real reply within five minutes, then a timed sequence in your own words until they book or say no. The system stops the moment they answer and puts the thread in front of you. The sequence itself is in a lead follow-up system that runs without you chasing.

Will outbound make me look like a spam tool?

Not if it is written like you and sent at a human pace. I build the list by hand, write the first message with you, and cap the volume. The goal is a conversation, not a blast. How the outbound system works is in B2B appointment setting for consultants.

Is there an AI appointment setter for consultants?

Yes. It reads every reply, form fill, and message, qualifies the interested ones, offers times from your own calendar, books the call, and reminds them. You get a one-page brief before each call. It does not cold call strangers for you. The longer answer is what an AI appointment setter does, and what it cannot do.

How do I automate my consulting practice without losing the personal touch?

Automate the admin loops first: replying to leads, booking and confirming calls, and onboarding a signed client. Leave the diagnosis, the advice, and the relationship to yourself. Every message goes out in your own words, so clients notice you on a good day, every day. The order I automate things in is in how to automate a consulting practice.

How do I reduce no-shows on my sales calls?

Make the call feel real before it happens. A confirmation the moment they book, a reminder the day before with one question to answer, a reminder an hour before, a friendly nudge five minutes in, and a same-day rebook link if they miss. All in your voice, sent by text and email, every time. The full sequence is in how to reduce no-shows on sales calls.

Can an AI sales agent answer my DMs without sounding canned?

Yes, if it only answers from your own content and your own past replies. It asks the questions you would ask, books from your calendar, and hands the thread to you the moment it is qualified or unsure. It never invents a price or promises a result. The lines it never crosses are in what an AI sales agent does in your DMs.

How can a coach use AI without losing the personal touch?

Use it for the waiting, not the coaching. The first reply at 11pm, the qualifying questions, the booking, and the reminders. The call and the session are still you, and every message is written from your words. The DM side of that is Instagram DM automation for coaches.

One call. One map. You decide.

The Workflow Map call is free and takes 30 minutes. You leave with a one-page map of where your leads, proposals, or bookings fall through, and what I would build first. If I cannot find one thing burning your time, I will tell you that too.

Let's talk

$2.5M+ generated for clients and partners since January 2026.