AI & AUTOMATION STRATEGY
Building Growth Systems that Drive Revenue for B2B
It’s time to get smart about AI
Trusted by high growth companies
Services
Diagnostic
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Objective: Identify automation opportunities within the business processes.
Includes:
Needs Assessment: Conduct thorough interviews and surveys with stakeholders to understand current processes, pain points, and goals.
Process Mapping: Document and analyze existing workflows to identify bottlenecks and inefficiencies.
Feasibility Study: Evaluate the technical and economic feasibility of potential automation solutions.
Prioritization: Prioritize automation opportunities based on impact and ease of implementation.
Diagnostic Report: Provide a detailed report outlining findings, potential solutions, and a roadmap for implementation.
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From kickoff to receiving a comprehensive roadmap, identify automation opportunities quickly.
Implementation
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Objective: Execute the automation strategies identified in the Diagnostic Phase.
Includes:
Solution Design: Develop detailed designs for the selected automation solutions, including technology stack, workflow integration, and user requirements.
Development: Build or customize the automation tools and integrate them with existing systems.
Testing: Conduct rigorous testing to ensure the solutions work as intended and meet all requirements.
Training: Train the client's staff on how to use and manage the new automated processes.
Deployment: Roll out the automation solutions in a controlled and phased manner to ensure minimal disruption to operations.
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Timeline depends on level of complexity, number of implementations, and scope.
Optimization
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Objective: Ensure continuous improvement and sustained results from the implemented automation solutions.
Steps:
Monitoring: Set up systems to continuously monitor the performance of the automated processes.
Maintenance: Provide regular maintenance to prevent any issues and ensure smooth operation.
Performance Analysis: Analyze the performance data to identify areas for further improvement.
Feedback Loop: Collect and incorporate feedback from users to refine and enhance the automation solutions.
Upgrades: Implement upgrades and new features as needed to keep the solutions up-to-date with the latest technological advancements.
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What should we know about the services you provide? Better descriptions result in more sales.
Automation as a service
Scaling your business through AI & Automation poses challenges with traditional consultancies being costly and slow. In-house hiring adds risk and requires extensive onboarding. Enter our innovative on-demand automation as-a-service: fast, flexible, and efficient. We serve as your Fractional COO, transforming challenges into opportunities for growth. We’re more than a vendor; we’re a strategic business partner, ready to elevate your business to new heights.
Pause Anytime
Build the best systems in sprints. Say goodbye to lengthy development cycles and restrictive quarterly retainers that underdeliver. With us, you have an AI expert actively brainstorming ways to streamline processes.
Full Transparency
Experience clarity—without the endless meetings. We value your time, providing asynchronous project updates and weekly consultations to strategize future automations. Consider us your operations business partner, always aligned with your goals.
Results Fast
We can start immediately. Following a brief onboarding call, we'll initiate development and refine systems until you're completely satisfied—no questions asked. Enjoy price certainty and eliminate risk with our straightforward approach.
How we help our clients
We take a holistic approach to building hands-off growth systems. Explore our suite of services designed to seamlessly integrate AI into your business strategy, enhancing efficiency, innovation, and competitive advantage.
AI Strategy
Diagnostic and roadmap to identify AI & Automation opportunities. Identify quick wins and heavy-hitters ranked by ROI.
Lead Generation
Scalable, cost effective outbound & marketing systems to grow your company’s sales on autopilot.
CRM Buildout
Sales systems to track, iterate, and scale growth. Automate steps to ensure sales can focus on closing.
SOPs & AI Prompt Library
We'll help clarify your value proposition, build you a library of SOPs and Prompts for efficient AI integration.
AI Workshop
Customized, hands-on session to equip your team with practical AI skills tailored to your industry's specific needs, like content creation with Generative AI tools.
AI Training
Elevate your team's AI expertise with our comprehensive training, covering Generative AI basics to advanced techniques and topics.
Industry Insights
How it Works
Our mission is to unlock business growth for our clients through education, training, bespoke automation and AI solution implementation. We approach your business holistically, and are focused on high ROI systems to maximize investment. We transform repetitive tasks into efficient automated processes, freeing your teams to focus on what truly matters - driving your business success.
1. Diagnostic
Our process begins with a comprehensive business diagnostic, thoroughly analyzing your operations and customer journey. We map out your internal workflows and team processes to gain a holistic understanding of your company. Using this insight, we develop a strategic automation roadmap tailored to your needs. This roadmap identifies both quick wins and high-ROI opportunities, prioritizing implementations for maximum efficiency and impact.
2. Implementation
During this phase, we expertly deploy AI and automation solutions customized to your organization's specific needs. Guided by insights from our Diagnostic phase, we implement systems that precisely align with your strategic objectives and current operational framework. Our advanced solutions are engineered to integrate seamlessly with your existing technology infrastructure, facilitating effortless adoption and optimizing business performance.
3. Optimization
Following implementation, we enter the Optimization phase, where your new AI-driven systems reach their full potential. We continuously monitor performance, proactively refining algorithms and workflows to adapt to your evolving business needs. As your dedicated partners, we provide ongoing support and strategic guidance, ensuring your AI solutions drive sustained growth and maintain your competitive edge. Our commitment extends beyond initial setup, as we are your strategic business partner to maximize the long-term value and success of your investment.
Where AIWISE Can Help
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Lead Gen & Route Management
Generate lead lists using tactics 8-figure agencies do. Automate the lead funnel. Respond immediately and accurately assigning and distributing incoming leads to global sales teams. Qualify leads on autopilot at scale.
CRM Setup
Build and automation triggers established to streamline repetitive tasks freeing sales to focus on what’s mission critical: closing deals
Contract management
Generate custom contracts and NDAs faster for management approval by automating your contract management processes.
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Lead generation
Drive high-quality leads by scheduling, managing, and rapidly distributing targeted social media content on multiple digital channels at once. Post natively everywhere effortlessly.
Lead nurturing
Track campaign engagement, and distribute personalized content to nurture leads in your pipeline. AI powered email drop campaigns that convert.
Content Generation
Content is king, and leaders are leveraging AI for content generation, repurposing images, audio and video into short/long form content. Create once, and repurpose for multiple platforms automatically.
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Accounts payable
Streamline your accounts payable and purchase order needs by integrating multiple applications, and systems into one single platform.
Invoice processing
Improve your cash flow by automating the creation, distribution, and management of supplier and customer invoices.
Reporting and compliance
Protect your confidential company information by automating the secure uploading, and storage of sensitive documents on your server or in the cloud.
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Employee onboarding
Provide a seamless onboarding experience for new hires by automating your onboarding tasks.
Performance management
Boost your 360-degree performance evaluations by automating the distribution of internal and external employee surveys.
Talent acquisition
Effectively manage your pipeline and place skilled candidates faster by automating the posting of roles on Facebook, Twitter, and LinkedIn.
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Incident management
Identify, escalate, and resolve critical incidents faster by automating your incident management processes.
Employee offboarding
Avoid security breaches and the loss of company assets by automating the deactivation of users' access to tools and documents.
Data pipelines and reverse ETL
Prevent errors and the loss of company data by automating the extraction and uploading of sensitive data on company-wide servers.
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Return and refund management
Effectively process returns and refunds faster by automating the approval and refunding of goods and services.
Customer onboarding
Equip customers to easily get started with a comprehensive onboarding program that automates access control, distribution of resources, set-up of training, and more.
Customer SLA management
Resolve customer queries within SLA guidelines set by automating the escalation, processing, and management of customer tickets.
Contact Us
And discover how automation can grow your business.
