AI Automation Consulting  ·  Carmel, Indiana

We help real estate agents
automate the busywork so you can
focus on deals and jobs.

Based in Carmel, IN — we build AI systems tailored to how your operation actually runs. No templates. No generic software.

Book Your Free AI Audit →

How we've integrated AI in other businesses

These aren't concepts. These are systems we've built, deployed, and handed off — running in production today.

Design & Construction

Client Selections Portal

A design-build firm

Designers ran material selection meetings by hand — handwritten notes, lost emails, no consistent process. Post-meeting admin was eating hours and selections kept getting miscommunicated.

2,944
products in live database
<1hr
estimated deploy to live URL

Custom web app built from scratch — room-by-room wizard, full product library, auto-generated client PDFs and vendor order forms. Zero miscommunications since deployment.

Construction Operations

Contract Document Audit Tool

A construction firm in Carmel

Manually reviewing 4 construction documents before every project upload took 90 minutes per job — and was the last checkpoint before a $1M–$4M build kicked off.

~2min
AI review (was 90 min)
$10.5M
in contracts reviewed in one session

AI reads all four documents simultaneously and flags every discrepancy — including a plan set 3 months out of date and a broken formula that would have hit a live build uncorrected.

Real Estate Operations

Document Transfer Automation

A regional real estate developer

Moving legal documents between department folders was entirely manual — file hunting across three document types, one lot at a time. It was slow, error-prone, and often didn't get done.

~3hrs
saved per subdivision run
0
files deleted or lost

One command now handles the entire transfer — AI maps source to destination, auto-sorts by document type, and catches gaps. Found 18 lots where no documents had ever been moved.

Sales & CRM

Automated Lead Response System

A local service business

New leads came in from multiple sources — web forms, referrals, phone calls — and response was manual, inconsistent, and slow. Leads were going cold before anyone followed up.

<60s
average response time (was hours)
0
leads manually logged or followed up

Every new lead triggers an instant personalized response, CRM entry, and sales rep reminder — automatically. Cold leads enter a re-engagement sequence. Nothing falls through.

Professional Services

Automated Proposal Generator

An independent consulting firm

Every proposal was built from scratch — pulling scope details from emails, copy-pasting pricing, reformatting in Word. A 45-minute task that happened 10–15 times a month.

45min
→ under 2 min per proposal
100%
consistent pricing, every time

Client fills out a short intake form. The system assembles a fully formatted, branded proposal and sends it to the client's inbox — before the competition has even opened their laptop.

Finance & Admin

Invoice Collections Automation

A property management company

Chasing overdue invoices meant awkward manual emails, tracking who had paid, and remembering to follow up again. The right message rarely went out at the right time.

40%
faster average collections
0
manual follow-up emails sent

Day 1, 7, and 14 follow-ups go out automatically in the business's voice — with the invoice attached. The sequence stops the moment payment comes in. No awkwardness. No missed reminders.

Common Automation Playbook

The most common workflows we're asked to automate — and what the result looks like.

70%

Reduction in admin labor — documented

12hrs → 3hrs

Time saved per client through automation

24/7

Agents running in the background for clients

1
Buildertrend Automation Suite
Eliminate manual data entry and status chasing across every active job.

When a job milestone is hit, the system automatically notifies subcontractors, updates the schedule, and logs the change — no one has to remember to do it. Purchase orders, change orders, and daily logs all trigger downstream actions without anyone touching them.

↓ 3–5 hrs/week per PM · Zero fallthrough between field and office
2
Automated Lead Follow-Up System
No lead gets forgotten — ever.

When a new lead comes in from any source (web form, Zillow, referral), the system automatically sends a personalized follow-up, schedules a reminder for the sales rep, and logs the interaction. Cold leads trigger automated re-engagement sequences on a schedule.

Response times: hours → seconds
3
AI Document Audit Tool
AI that reads your documents, catches errors, and delivers a branded report in under 2 minutes.

Documents are uploaded. The AI agent reads them simultaneously, flags discrepancies across every category, and generates a color-coded report in minutes. Deployed with a browser-based interface — accessible from any device, no technical setup required.

90 min manual review → 2 min AI review · Catches errors that cost thousands in rework
4
Subcontractor Dispatch & Scheduling Agent
A 24/7 agent that handles sub availability, assignments, and conflicts overnight.

Deployed as a persistent background agent. When a job opens or a schedule changes, the agent checks availability, sends assignments, logs confirmations, and updates the master schedule — without a coordinator making calls. Runs overnight so the morning starts with everything sorted.

Eliminates the coordination back-and-forth that eats coordinators' mornings
5
Client Onboarding & Selections Portal
A custom web app that runs client onboarding and selection meetings end-to-end.

The app walks clients through material and design selections in a structured, visual format. Selections are logged automatically, tied to the project, and pushed to relevant team members — no more handwritten notes or lost emails. Vendor order forms are generated automatically.

Post-meeting admin cut in half · Zero selection miscommunications
6
Weekly Operations Digest
Every Monday morning, a full business summary lands in your inbox automatically.

Pulls from your existing tools — wherever your data lives. Active jobs and status, outstanding invoices, upcoming milestones, flagged issues. Built with browser-based agents running in the background, zero manual report pulling.

Full business picture in 2 minutes instead of an hour of digging
7
Automated Proposal & Quote Generator
Turn a 5-minute intake form into a polished, branded proposal — automatically.

A client fills out a short intake form — project type, scope, budget range, timeline. The system pulls from your service library and pricing logic, assembles a fully formatted proposal in your brand, and sends it to the client's inbox within minutes. No one writes a proposal from scratch again.

Proposal turnaround: hours → minutes · Consistent pricing, every time
8
Review Request & Reputation Automation
Every completed job automatically asks for a review — at exactly the right moment.

When a job is marked complete, the system waits a configurable number of days, then sends a personalized review request via email or SMS. It tracks who responded, who didn't, and sends a single follow-up to non-responders. Integrates with Google, Yelp, or any review platform. The best time to ask for a review is right after a great experience — this makes sure it happens every single time.

3–5x more reviews without anyone remembering to ask
9
Invoice Follow-Up & Collections Sequence
Overdue invoices chase themselves — professionally, automatically, without awkwardness.

When an invoice passes its due date, the system automatically sends a polite reminder on day 1, a firmer follow-up on day 7, and an escalation on day 14 — all in your voice, with the invoice attached. Payments received instantly stop the sequence. No one has to remember to follow up, and no client relationship gets awkward because a human had to send a collection email.

Average collections time cut by 40% · Zero awkward manual follow-ups
10
New Employee Onboarding System
From offer accepted to fully onboarded — without HR manually managing every step.

When a new hire is added to your system, an automated sequence kicks off: welcome email with first-day details, document requests (W-4, I-9, direct deposit), equipment provisioning requests to IT, a manager checklist, and a 30-day check-in reminder. Each step only triggers when the previous one is complete. Nothing falls through. Nobody has to remember what step they're on.

Onboarding time cut in half · Consistent experience for every new hire
11
Meeting Notes → Action Items Pipeline
Every meeting ends with a summary, decisions logged, and tasks assigned — automatically.

After a call or meeting, the transcript or recording is passed to an AI agent that extracts key decisions, open questions, and action items — assigns them to the right people, adds them to your project management tool, and emails a clean summary to all attendees. No more "who was supposed to handle that?" conversations three days later.

Zero dropped action items · Full meeting record searchable in seconds
12
Contract Generation from Templates
Contracts write themselves from the details already in your system.

When a deal is won or a project is greenlit, the system pulls the relevant details — client name, project scope, pricing, dates — from wherever they live (CRM, spreadsheet, intake form) and populates a fully formatted contract from your template. Ready to send for signature in under a minute. No copy-pasting, no wrong version, no missing fields.

Contract generation: 45 min → under 2 min · Zero data entry errors

Don't see your use case? Submit it → We review every request and respond either way.

Tell us what you want automated

Describe any task, workflow, or problem. We'll review it and respond — whether we can build it or not. If it's outside our scope, we'll point you in the right direction.

See the full form

How It Works

Three steps. No fluff. Built around your operation from day one.

1

Free Audit Call

We spend 30 minutes mapping your current workflows — where time is going, where things are getting dropped, and where automation would have the biggest impact. No pitch. Just a clear picture of what's fixable.

  • Map your existing tools and processes
  • Identify 3 high-impact automation opportunities
  • Zero commitment required
2

We Build It

We deploy AI tools built specifically for your operation — not off-the-shelf software. Your team keeps working exactly as they do. The AI handles the repetitive layer underneath.

  • Custom-built around your actual workflow
  • Integrates with tools you already use
  • Delivered in 2–4 weeks
3

You Run It

Agents go live. Reports run while you sleep. You stop doing the work that was slowing you down — and start seeing what your operation actually looks like when it's running clean.

  • We walk you through everything
  • Ongoing support and tuning
  • Expand as you grow

Limited pilot spots available

We're currently onboarding a small number of pilot clients at a reduced rate in exchange for a documented case study. If you're a small business in the Carmel/Indianapolis area, this is the lowest-cost way to get custom AI tooling built for your business.
Apply for a Pilot Spot →

Common questions

Do my employees need to learn new software?

No. We build around how your team already works. Most automations run in the background — your team may not even notice anything changed, except that the manual work stopped showing up.

How long does it take to see results?

Most clients see time savings within the first 2 weeks of deployment. The audit call itself usually surfaces 3–5 quick wins we can act on immediately.

What does this cost?

Pricing depends on scope. We offer a free audit first — no commitment required. Pilot spots are available at a significantly reduced rate.

Is my data secure?

Yes. We use industry-standard infrastructure and never store sensitive business data beyond what's needed to run your automations.

Do you work with tools I'm already using — like Buildertrend, Follow Up Boss, or QuickBooks?

Yes. We integrate with the tools you already have. No ripping and replacing — we layer AI on top of your existing stack.

What if I submit a request and you can't build it?

We respond to every submission either way. If it's outside our scope, we'll tell you specifically what we'd recommend and who's better positioned to help — even if that means sending you somewhere else. We'd rather give you a useful answer than leave you hanging.

Ready to stop doing this manually?

Book a free 30-minute AI Audit. We'll identify 3 specific things you could automate this month.

Book Free Audit →