AI Strategy  ·  Automation  ·  Implementation

Your business
has a
Key Path

Let's follow it there.

I work with you directly to find the right path, build it cleanly, and make sure your business is actually better for it before I'm done.

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What We Build

AI that fits your business, not the other way around

Every solution is built from scratch for your stack, your data, and your team. No off-the-shelf tools dressed up as custom work.

01

Speed-to-Lead Systems

Studies show responding to a lead within 5 minutes makes you 10× more likely to close — yet the average business takes 47 hours. The moment someone submits a form, our automation captures, qualifies, and routes the lead, then fires a personalized follow-up in seconds.

  • Instant lead capture & qualification from any form or CRM
  • Auto-route hot leads to the right rep with full context
  • Personalized SMS + email sent before a human even sees the notification
DentalReal EstateLaw FirmsHVAC
02

Document Processing

Manual document handling costs $15–25 per document and carries a 5–15% error rate. We automate the extraction, validation, and routing of invoices, contracts, applications, and intake forms — cutting processing time from 15 minutes to under 2, with no human ever touching the repetitive parts.

  • Invoice extraction: vendor, amount, line items → pushed to your accounting software
  • Contract review flagging and clause extraction
  • Patient/client intake forms auto-populated into your CRM
AccountingInsuranceLegalConstruction
03

Follow-up & Reactivation

80% of sales require at least 5 follow-ups — most businesses stop at one or two. We build two complementary systems: nurture sequences that convert warm leads automatically, and database reactivation campaigns that turn your forgotten CRM contacts into booked calls without spending a dollar on new ads.

  • Personalized multi-touch sequences triggered by form fills, webinars, or calls
  • Instagram DM automation to book leads into your calendar
  • Reactivation of past customers and cold leads — average 1,200% ROI in 60 days
CoachesSaaSE-commerceAgencies
04

Internal Reporting & Ops

Every business has someone spending hours compiling information that other people need to make decisions. We automate those reporting loops so your team gets the right data, in the right place, without lifting a finger — daily Slack summaries, weekly KPI digests, project status alerts, and more.

  • Daily Slack message with yesterday's sales pipeline and deal stages
  • Weekly client performance reports sent automatically to your team
  • Real-time alerts when projects fall behind or deals hit key milestones
OperationsSales TeamsAgenciesAny Business

How I Work

I don't start with AI. I start with your business.

Most AI engagements begin with a solution already chosen. I start earlier than that — with an honest look at your business, what's slowing it down, and what would actually make a difference.

01

The tool is never the answer.

Understanding the problem is.

02

The right solution is specific.

Specific to how you work, what you're already using, and what will actually get used.

03

Not everything needs AI.

If there's a simpler path, I'll tell you.

Get Started

Let's find your key path

Tell us what you're working on. We'll respond within 24 hours with specific ideas — not a generic sales pitch.

01
Free strategy call
45 minutes to map your biggest AI opportunity
02
Written audit
A documented ops review with actionable findings
03
ROI model
Projected returns before you commit a dollar

Or email directly: hello@keypathAI.com