Service 04 — Automation & AI
No lead waits for someone to remember it.
We connect the tools you already use and automate the steps that shouldn’t need a person every time: capture, follow-up, routing, reporting, and AI assistants that answer from your own knowledge.
From $1,500Fixed scopeFixed price
Group view4 companies · 1 system
Leads · follow-ups · quotes, in one place
Real project · Precision Group · simplified, no figures shown
01 — The problem
Growth stalls in the gaps between your tools.
Leads live in spreadsheets and inboxes.
Duplicates, missing details, and nobody sure who called whom.
Five tools that don’t talk.
Someone spends hours copying the same details from one to the next.
Follow-up depends on memory.
A sticky note is the only system, and sticky notes fall off.
The same questions, all day.
Hours, prices, availability, answered by hand, again and again.
Nobody can see the numbers.
Every report means pulling data from four places by hand.
#management
Can you pull last month’s leads by source?
Give me a few days. It’s in the inbox, the CRM, two spreadsheets and the phone log.
Every hour a lead waits is an hour a competitor has to get there first.So the system answers first.
Here’s what we build ↓
02 — What we build
Systems that do the remembering.
We start with the tools you already pay for and connect them, then automate the steps that eat your team’s day. AI goes where it genuinely helps, with a person always in charge.
Thanks Sarah! Pick a time that suits you: book.link/consult
01 · Most businesses start here
Lead capture & instant follow-up
Every form, call and message lands in one CRM and gets an answer in seconds, with reminders until it’s booked. Usually built on GoHighLevel.
02
Connected tools
Your apps share data automatically, so nobody copies details by hand.
Are you open Saturday?
Yes, 9 to 2. Want me to book you in?
03
AI chat on your site
Answers common questions from your own content, day and night, and books or hands off to a person.
04
Internal knowledge assistant
Your team asks a question and gets the answer from your documents, with the source.
05
CRM setup & migration
Pipelines, stages and contacts set up properly, with your old data cleaned and moved in.
06 · Every morning
Dashboards & reporting
One screen that shows what’s happening in the business, without anyone building a report.
Built with
We use what you already have where it works, and recommend changes only when they pay for themselves.
03 — The AI assistant
Answers from your knowledge. A person when it matters.
An assistant that only answers from your own documents, shows where each answer came from, and hands the conversation to a named person when it should. This is the pattern behind Precision Group’s AI knowledge hub.
Your knowledge
Which company quotes a gasket enquiry, and what do I send?
Precision Gasket handles gasket enquiries. Send the standard quote template from the Quote process, and log it against the shared contact.
1Group directory2Quote processThe customer wants a call today.
04 — What a good system does
Captured
New lead · 0:04
Hi, can I get a quote?Your team
Call Sarah · booked →We automate the routine steps, not the relationship. The system captures, replies, reminds and reports; your people step in where judgement and warmth matter.
Map my workflows05 — How an automation project runs
Find the leaks. Then close them.
Map the work
How enquiries, jobs and information move through your business today.
You get a workflow map
Find the leaks
Where time and leads are actually lost, ranked by what it costs you.
You get clear priorities
Proposal
The workflows to build, the tools involved and a fixed price, in writing.
You get a fixed price
Build & connect
Workflows built and tools connected, step by step, with you reviewing each one.
You get working automations
Test with real data
Every path tested with real examples, including the awkward ones, before switching on.
You get no surprises
Launch & train
Switched on, with short guides and a walkthrough for your team.
You get a team that uses it
Monitor
Optional: we watch the workflows, fix what breaks and add new ones as you grow.
Optional · monthly
06 — Systems we’ve built
Connected, not cobbled.
Four industrial companies on one shared system, and two real estate advisories running CRM and follow-up in a 90-day build.
All work →
Precision GroupB2B & Industrial · Saudi Arabia
OffplanradarReal estate · Off-plan advisory · UAE
OffPlan InsiderReal estate · Off-plan research · UAE
07 — Pricing
Clear scope. Clear price.
Priced by the number of workflows, the tools involved and their complexity. Fixed in a written proposal before we build.
01
Lead system
Capture every lead and answer it in seconds.
02 Most chosen
Connected system
Quoted after mapping
Your tools connected, routine work automated.
03
Monitor & grow
Monthly retainer
Keep it running, keep it improving.
Fixed price for project workBuilt on tools you ownA person always in charge
08 — FAQ
Automation questions, answered.
Still unsure? Ask us directly →
Usually, yes. We start with what you already pay for and connect it. If a tool is genuinely holding you back, we explain why and what it would cost to change, and you decide.
Yes. GoHighLevel is our usual choice for lead capture, pipelines, SMS and email follow-up and booking, because it puts those in one place. We also work with HubSpot, Pipedrive and others.
Ours are set up to answer only from your own documents and website, show the source for each answer, and hand the conversation to a person when they aren’t sure or when the customer asks. You review the content they draw from.
We use the access each workflow needs and nothing more, keep credentials in your accounts rather than ours, and document every connection so you always know where your data goes.
Tools update their features and connections from time to time. A monitoring retainer covers fixing and adjusting workflows when that happens; without one, we quote fixes as they come up.
Lead systems start from $1,500. Larger connected systems are quoted after we map your workflows, based on the number of workflows, the tools involved and their complexity. The price is fixed in writing before we build.
A lead system is usually the quickest win. Larger systems are built in stages, so the most valuable workflows go live first. The timeline is in your written proposal.
We design around how your team already works, train them at launch, and leave short guides. If something is awkward in practice, we adjust it.
Have a project in mind?