Solution Kits

AI workflows built for how you actually work.

Not demos. Not experiments. Production systems that run inside your existing tools.

Every Kit Includes

Built to deliver. Built to last.

Every Solution Kit ships with the documentation and monitoring your team needs to run it confidently.

Workflow Diagram

Visual map of every step, decision point, and integration so your team understands exactly what runs and why.

Success Criteria Checklist

Defined measures of success captured before we build so you know exactly what done looks like.

90 Day ROI Projection

Baseline metrics captured before launch. Expected value at 30, 60, and 90 days. Verified against actuals.

Solution Kit 01

Personalized Outreach Researcher

Turn a contact list into personalized outreach in minutes, not hours.

Your team spends hours researching contacts before writing a single message. This workflow researches each contact automatically and drafts personalized messages for your review before anything sends.

What it does

  • Takes your CSV or CRM contact list as input
  • Researches each contact automatically
  • Drafts personalized messages in two steps
  • Queues for your review before anything sends
  • Writes results back to your CRM

Works with

HubSpot Salesforce Google Sheets Outlook Gmail
2 to 3 hrs Saved per week
Higher Reply rates

Guardrails built in

  • Human approval before any message sends
  • PII handling compliant by default
  • Audit log of all outreach activity
Minutes Quote turnaround
Zero Pricing errors

Guardrails built in

  • Margin floor enforcement before quote sends
  • Manager approval rail for exceptions
  • Full audit trail per quote

Solution Kit 02

Sales Desk / Quoter

Qualified leads get quotes in minutes. Not days.

Incoming inquiries stall because someone has to qualify them, pull pricing, and build a quote. This workflow handles all three and routes exceptions to a manager when margins hit your floor.

What it does

  • Qualifies incoming inquiries automatically
  • Generates quotes based on your pricing rules
  • Writes to your CRM with full history
  • Routes for approval when margins hit your floor

Works with

HubSpot Salesforce QuickBooks NetSuite

Solution Kit 03

Slack Team Assistant

Your team's questions answered instantly. With sources.

Every interruption costs productivity. This assistant responds to slash commands in Slack, searches your knowledge base, and cites every answer so your team knows exactly where the information came from.

What it does

  • Responds to /ask, /summary, /task commands
  • Searches your knowledge base in real time
  • Cites sources in every answer
  • Respects role permissions and redacts sensitive data

Works with

Slack Notion Google Drive Confluence
Fewer Interruptions
Faster Answers

Guardrails built in

  • Role based access controls
  • PII redaction in all responses
  • Full audit logging
24/7 Coverage
Every Interaction remembered

Guardrails built in

  • Human escalation paths defined
  • Confidence thresholds for escalation
  • Full audit trail across all channels

Solution Kit 04

AI Concierge

Customer support that remembers every interaction.

A concierge that handles onboarding, events, passes, and support inquiries across channels. It maintains identity and memory, connects to your systems, and escalates to humans when needed.

What it does

  • Handles onboarding, events, passes, and inquiries
  • Maintains identity and memory across channels
  • Connects to your systems via MCP
  • Escalates to humans when confidence drops

Works with

Slack SMS Email Web Chat CRM

Not sure which kit fits your situation?

We'll audit your operations and show you exactly where to start. No commitment required.