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48 operational automation units for standardized business workflows
The Foundation Layer
24/7 digital front desk that captures and qualifies leads from any source
Automates persistence required to close deals with multi-channel cadence
Removes friction between interest and action for instant appointment booking
Ensures every job is assigned to the right person at the right time automatically
Ensures every job moves cleanly from 'assigned' to 'completed' with full visibility
Ensures completed work turns into billable revenue automatically and accurately
Handles the 'last mile' of revenue collection with automated dunning
Ensures every customer issue is received, categorized, and routed correctly
Ensures customer feedback is captured, encouraged, monitored, and responded to consistently
Captures, organizes, and surfaces institutional knowledge for instant access
Tracks team capacity and workload to prevent bottlenecks and overload
Continuously tracks service-level commitments and detects breaches early
Ensures policies and procedures are followed consistently across the organization
Monitors data quality and flags inconsistencies, duplicates, and errors
Turns raw operational data into clear, decision-ready insights
Ensures important issues reach the right person at the right time with intelligent escalation
Ensures changes to systems, data, and workflows are intentional, traceable, and reversible
Continuously analyzes how work moves through your business and identifies bottlenecks
Manages how your business works with outside parties so deadlines don't fall through cracks
Ensures no contract, agreement, or renewal date is ever missed
Gives real-time visibility into inventory, tools, and equipment to prevent shortages and losses
Ensures projects move forward on schedule with continuous automated visibility
Gives continuous visibility into where every customer is in their journey
Gives leadership clear, forward-looking visibility into expected revenue
Shows what marketing is actually working by tracking campaigns across channels
Gives clear visibility into every stage of hiring from applicant to offer
Provides objective, ongoing insight into how employees are performing and engaging
Ensures new hires ramp faster and existing employees upskill continuously
Creates a clear, auditable path for internal decisions like purchases and policy exceptions
Ensures every important document is organized, accessible, versioned, and governed
Ensures clients receive the right message, at the right time, through the right channel
Ensures pricing is consistent, strategic, and protected from erosion
Aggregates and analyzes customer feedback to surface actionable insights
Continuously scans for operational, financial, and reputational risks
Tracks vendor spending and identifies opportunities for cost optimization
Manages user access, permissions, and ensures principle of least privilege
Ensures personal data is handled in compliance with GDPR, CCPA, and other regulations
Ensures critical systems can be restored quickly in case of failure or disaster
Turns tribal knowledge into a living, searchable, and operational asset
Ensures work moves smoothly across teams without bottlenecks or manual chasing
Ensures changes to systems and processes happen intentionally, not accidentally
Guarantees that promises made to customers are promises kept
Continuously listens to how customers actually feel across all touchpoints
Actively protects and strengthens your public image across platforms
Shows what marketing is actually working by tracking campaigns across channels
Ensures content is planned, produced, published, and measured like an operational system
Brings structure, visibility, and control to legal requests and contracts
Gives leadership a single, coherent view of the business