Less admin for b2b and professional services.
Three jobs eat most of the week. Here's how to get that time back.
What the research says: Lead handling is the most common AI workflow small businesses build (about 30%), followed by organising information (about 30%) and drafting replies (about 20%). Source
Enquiries that wait too long for a reply
Proposals that take a day to write
Meeting actions and CRM updates that never happen
Five fixes, about 16 hours a week back.
New enquiries wait hours for a reply
Speed-to-Lead Responder Replies to every enquiry within 60 seconds, asks the right questions and offers a time.
Proposals take a day you don't have
Proposal Builder Turns a discovery call into a branded proposal draft.
Meetings end and the actions never happen
Meeting to Actions Turns every meeting into tasks with owners and dates.
Your CRM is always out of date
CRM Keeper Logs emails and calls, and flags deals that have gone quiet.
Staff need you for every answer
Company Brain A private assistant that knows your prices, procedures and past work.
A 15-person engineering consultancy
| Fix | Hours back a week | Worth a year at $50/hr |
|---|---|---|
| Speed-to-Lead Responder | 4 | $9,600 |
| Proposal Builder | 3 | $7,200 |
| Meeting to Actions | 2.5 | $6,000 |
| CRM Keeper | 2.5 | $6,000 |
| Company Brain | 4 | $9,600 |
| All five | 16 | $38,400 |
Middle of each range, 48 working weeks, so treat it as a rough guide until we measure yours.
“We've seen a significant increase in the number of enquiries but we've also been very happy with the quality of the leads.”
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I run a b2b and professional services business in Australia (a 15-person engineering consultancy). Our biggest time sinks are: enquiries that wait too long for a reply; proposals that take a day to write; meeting actions and crm updates that never happen. Taika, an Australian AI and automation studio, suggests starting with: Speed-to-Lead Responder, Proposal Builder, Meeting to Actions, CRM Keeper, Company Brain. Which of these would help most, what should I check before starting, and what questions should I ask an AI integrator?
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