CRMs & AI Automations

CRMs & AI Automations

Systems & Automations that saves time and scales with you.

Systems & Automations that saves time and scales with you.

Systems & Automations that saves time and scales with you.

Streamlined, automated systems that eliminate bottlenecks, maximize conversions, and handle operations efficiently so you can scale without losing momentum.

Streamlined, automated systems that eliminate bottlenecks, maximize conversions, and handle operations efficiently so you can scale without losing momentum.

About Us

We know that Time is a Service Business owner’s most Valuable Asset. We Partner with established service businesses to build or fix CRMs, automations, and AI workflows that handle leads, follow‑up, and admin work automatically. The result owners get their time back, stop losing money to slow or missed follow‑up, and finally have a business that runs without them instead of running their life.

We know that time is a service business owner’s most valuable asset. We partner with established service businesses to build or fix CRMs, automations, and AI workflows that handle leads, follow‑up, and admin work automatically. The result: owners get their time back, stop losing money to slow or missed follow‑up, and finally have a business that runs without them instead of running their life.

Consulting that actually works

We’re more than just consultants that tell you what to do, we build custom systems tailored to your business so you can get your time back and focus on what truly matters to you.

Consulting that actually works

We’re more than just consultants that tell you what to do, we build custom systems tailored to your business so you can get your time back and focus on what truly matters to you.

Consulting that actually works

We’re more than just consultants that tell you what to do, we build custom systems tailored to your business so you can get your time back and focus on what truly matters to you.

Let Us Handle the Hard Part

Trying to figure out which tools to use can be overwhelming. We make it easy. We test tools daily and focus on the ones that truly work. We make sure you get a setup that works, saves time, and keeps you from spending on things you don’t need.

Let Us Handle the Hard Part

Trying to figure out which tools to use can be overwhelming. We make it easy. We test tools daily and focus on the ones that truly work. We make sure you get a setup that works, saves time, and keeps you from spending on things you don’t need.

Let Us Handle the Hard Part

Trying to figure out which tools to use can be overwhelming. We make it easy. We test tools daily and focus on the ones that truly work. We make sure you get a setup that works, saves time, and keeps you from spending on things you don’t need.

SERVICES

We Build What We Use—CRM, Automation, and Systems That Actually Work

We Build What Works—Because We Use It Every Single Day Our systems run our business. Its Not something We just borrowed from a playbook.

Cost Management

Payment reminder

Employee Tracking

Social media post

Stop Doing Repetitive Work

Automate everything that doesn't need a human decision. From lead capture to client onboarding to financial operations—we turn hours of manual work into seconds of automated workflows.

Cost Management

Payment reminder

Employee Tracking

Social media post

Stop Doing Repetitive Work

Automate everything that doesn't need a human decision. From lead capture to client onboarding to financial operations—we turn hours of manual work into seconds of automated workflows.

Connect Your Tools

New client signs a contract? Your workflow automatically creates the project, sends welcome emails, assigns tasks to your team, and updates accounting. No more manual coordination between five different tools.

Connect Your Tools

New client signs a contract? Your workflow automatically creates the project, sends welcome emails, assigns tasks to your team, and updates accounting. No more manual coordination between five different tools.

Research anything...

Research

Software & App Industry

UX & UI Design Industry

High Converting Customer

High Converting Assets

People land, scroll, leave. Your pages and funnels aren't guiding them to buy. Every exit costs you. We build assets that guide them to buy.

Research anything...

Research

Software & App Industry

UX & UI Design Industry

High Converting Customer

High Converting Assets

People land, scroll, leave. Your pages and funnels aren't guiding them to buy. Every exit costs you. We build assets that guide them to buy.

Code

1

2

3

4

5

class AutomationAgent:
def __init__(self, activation_limit):
self.activation_limit = activation_limit
self.current_mode = "idle"

def evaluate_task(self, workload_value):
if workload_value > self.activation_limit:
self.current_mode = "engaged"
return "Automation agent has been successfully activated!"
else:
return "No activation needed. Agent stays idle."
def get_current_mode(self):
return f"Current operational mode: {self.current_mode}"

Business AI Agents

Off-the-shelf AI doesn't fit your business. You need something that understands your specific workflow and get your ops done for you.

Code

1

2

3

4

5

class AutomationAgent:
def __init__(self, activation_limit):
self.activation_limit = activation_limit
self.current_mode = "idle"

def evaluate_task(self, workload_value):
if workload_value > self.activation_limit:
self.current_mode = "engaged"
return "Automation agent has been successfully activated!"
else:
return "No activation needed. Agent stays idle."
def get_current_mode(self):
return f"Current operational mode: {self.current_mode}"

Business AI Agents

Off-the-shelf AI doesn't fit your business. You need something that understands your specific workflow and get your ops done for you.

Find Your Bottlenecks

You're busy but not closing. Deals slip away and you don't know why. We audit your entire pipeline and show you exactly where you're losing money.

Find Your Bottlenecks

You're busy but not closing. Deals slip away and you don't know why. We audit your entire pipeline and show you exactly where you're losing money.

SERVICES

We Build What We Use—CRM, Automation, and Systems That Actually Work

We Build What Works—Because We Use It Every Single Day Our systems run our business. Its Not something We just borrowed from a playbook.

Cost Management

Payment reminder

Employee Tracking

Social media post

Stop Doing Repetitive Work

Automate everything that doesn't need a human decision. From lead capture to client onboarding to financial operations—we turn hours of manual work into seconds of automated workflows.

Connect Your Tools

New client signs a contract? Your workflow automatically creates the project, sends welcome emails, assigns tasks to your team, and updates accounting. No more manual coordination between five different tools.

Research anything...

Research

Software & App Industry

UX & UI Design Industry

High Converting Customer

High Converting Assets

People land, scroll, leave. Your pages and funnels aren't guiding them to buy. Every exit costs you. We build assets that guide them to buy.

Code

1

2

3

4

5

class AutomationAgent:
def __init__(self, activation_limit):
self.activation_limit = activation_limit
self.current_mode = "idle"

def evaluate_task(self, workload_value):
if workload_value > self.activation_limit:
self.current_mode = "engaged"
return "Automation agent has been successfully activated!"
else:
return "No activation needed. Agent stays idle."
def get_current_mode(self):
return f"Current operational mode: {self.current_mode}"

Business AI Agents

Off-the-shelf AI doesn't fit your business. You need something that understands your specific workflow and get your ops done for you.

Find Your Bottlenecks

You're busy but not closing. Deals slip away and you don't know why. We audit your entire pipeline and show you exactly where you're losing money.

Conversion Assets

Conversion Assets

We make sure your business is successful, beyond creating systems and automations for your business we will also create a high converting landing page for your business so you can show the world who you are!

We make sure your business is successful, beyond creating systems and automations for your business we will also create a high converting landing page for your business so you can show the world who you are!

How it works

A simple and efficient workflow to bring your vision to life. From the first call to final delivery, every step is designed for clarity and efficiency.

1

Find the Leaks

We start with a simple strategy call to map your lead flow. We look at where leads come from, who handles them, and where they get lost.

1

Find the Leaks

We start with a simple strategy call to map your lead flow. We look at where leads come from, who handles them, and where they get lost.

1

Find the Leaks

We start with a simple strategy call to map your lead flow. We look at where leads come from, who handles them, and where they get lost.

2

Clean Up the “Franken-Stack”

We remove the clutter—sticky notes, spreadsheets, random apps—and turn everything into one clean, organized CRM that’s ready to scale.

2

Clean Up the “Franken-Stack”

We remove the clutter—sticky notes, spreadsheets, random apps—and turn everything into one clean, organized CRM that’s ready to scale.

2

Clean Up the “Franken-Stack”

We remove the clutter—sticky notes, spreadsheets, random apps—and turn everything into one clean, organized CRM that’s ready to scale.

3

Install the Core Automations

This is where things speed up. We build the automations every growing business needs & create custom workflows for your specific needs.

3

Install the Core Automations

This is where things speed up. We build the automations every growing business needs & create custom workflows for your specific needs.

3

Install the Core Automations

This is where things speed up. We build the automations every growing business needs & create custom workflows for your specific needs.

4

Build Your Conversion Hub

We create or refine your landing page, booking calendar, or funnel—so the traffic you’re paying for actually turns into appointments.

4

Build Your Conversion Hub

We create or refine your landing page, booking calendar, or funnel—so the traffic you’re paying for actually turns into appointments.

4

Build Your Conversion Hub

We create or refine your landing page, booking calendar, or funnel—so the traffic you’re paying for actually turns into appointments.

5

Train, Launch, and Optimize

We train your team on a live Zoom call, then launch everything with you. We watch your leads in real time, make quick adjustments, and hand over a system that runs smoothly on its own.

5

Train, Launch, and Optimize

We train your team on a live Zoom call, then launch everything with you. We watch your leads in real time, make quick adjustments, and hand over a system that runs smoothly on its own.

5

Train, Launch, and Optimize

We train your team on a live Zoom call, then launch everything with you. We watch your leads in real time, make quick adjustments, and hand over a system that runs smoothly on its own.

Our Process

How do we take you from where you are to where you need to be?

We've done this dozens of times. Here's our blueprint.

1

Tell us where you are. We'll show you where you're going.

Fill out a short form about your business. We'll review it, then get on a call to walk you through a custom solution that fits your exact needs—showing exactly what we'll build and how it solves your specific bottlenecks.

Step 1

2

Your custom systems get built—no work required from you

Lead qualification. Automated follow-ups. Billing processes. Employee tracking. We build every system your business needs, custom-designed for your operations. You get milestone check-ins, but you won't touch a single line of code.

Step 2

3

We deliver everything, then spend a week making sure you're confident

Your systems go live with full documentation and video tutorials covering every feature. Our team dedicates a full week to onboarding your staff, answering questions, and making sure everyone's comfortable with the new workflow.

Step 3

4

We don’t just launch your system — we grow it with you. Your long-term success is our focus.

Receive a fully tested, polished, and high-quality product tailored to your needs with ongoing support

Step 4

How it works

How do we take you from where you are to where you need to be?

We've done this dozens of times. Here's our blueprint.

1

Tell us where you are. We'll show you where you're going.

Fill out a short form about your business. We'll review it, then get on a call to walk you through a custom solution that fits your exact needs—showing exactly what we'll build and how it solves your specific bottlenecks.

Step 1

1

Tell us where you are. We'll show you where you're going.

Fill out a short form about your business. We'll review it, then get on a call to walk you through a custom solution that fits your exact needs—showing exactly what we'll build and how it solves your specific bottlenecks.

Step 1

2

Your custom systems get built—no work required from you

Lead qualification. Automated follow-ups. Billing processes. Employee tracking. We build every system your business needs, custom-designed for your operations. You get milestone check-ins, but you won't touch a single line of code.

Step 2

2

Your custom systems get built—no work required from you

Lead qualification. Automated follow-ups. Billing processes. Employee tracking. We build every system your business needs, custom-designed for your operations. You get milestone check-ins, but you won't touch a single line of code.

Step 2

3

We deliver everything, then spend a week making sure you're confident

Your systems go live with full documentation and video tutorials covering every feature. Our team dedicates a full week to onboarding your staff, answering questions, and making sure everyone's comfortable with the new workflow.

Step 3

3

We deliver everything, then spend a week making sure you're confident

Your systems go live with full documentation and video tutorials covering every feature. Our team dedicates a full week to onboarding your staff, answering questions, and making sure everyone's comfortable with the new workflow.

Step 3

4

And Hand Over

Receive a fully tested, polished, and high-quality product tailored to your needs with ongoing support

Step 4

4

And Hand Over

Receive a fully tested, polished, and high-quality product tailored to your needs with ongoing support

Step 4

I am with you in every step

alongside you at each step for seamless experience

SERVICES

We Build What We Use—CRM, Automation, and Systems That Actually Work

We Build What Works—Because We Use It Every Single Day Our systems run our business. Its Not something We just borrowed from a playbook.

Cost Management

Payment reminder

Employee Tracking

Social media post

Stop Doing Repetitive Work

Automate everything that doesn't need a human decision. From lead capture to client onboarding to financial operations—we turn hours of manual work into seconds of automated workflows.

Cost Management

Payment reminder

Employee Tracking

Social media post

Stop Doing Repetitive Work

Automate everything that doesn't need a human decision. From lead capture to client onboarding to financial operations—we turn hours of manual work into seconds of automated workflows.

Connect Your Tools

New client signs a contract? Your workflow automatically creates the project, sends welcome emails, assigns tasks to your team, and updates accounting. No more manual coordination between five different tools.

Connect Your Tools

New client signs a contract? Your workflow automatically creates the project, sends welcome emails, assigns tasks to your team, and updates accounting. No more manual coordination between five different tools.

Research anything...

Research

Software & App Industry

UX & UI Design Industry

High Converting Customer

High Converting Assets

People land, scroll, leave. Your pages and funnels aren't guiding them to buy. Every exit costs you. We build assets that guide them to buy.

Research anything...

Research

Software & App Industry

UX & UI Design Industry

High Converting Customer

High Converting Assets

People land, scroll, leave. Your pages and funnels aren't guiding them to buy. Every exit costs you. We build assets that guide them to buy.

Code

1

2

3

4

5

class AutomationAgent:
def __init__(self, activation_limit):
self.activation_limit = activation_limit
self.current_mode = "idle"

def evaluate_task(self, workload_value):
if workload_value > self.activation_limit:
self.current_mode = "engaged"
return "Automation agent has been successfully activated!"
else:
return "No activation needed. Agent stays idle."
def get_current_mode(self):
return f"Current operational mode: {self.current_mode}"

Business AI Agents

Off-the-shelf AI doesn't fit your business. You need something that understands your specific workflow and get your ops done for you.

Code

1

2

3

4

5

class AutomationAgent:
def __init__(self, activation_limit):
self.activation_limit = activation_limit
self.current_mode = "idle"

def evaluate_task(self, workload_value):
if workload_value > self.activation_limit:
self.current_mode = "engaged"
return "Automation agent has been successfully activated!"
else:
return "No activation needed. Agent stays idle."
def get_current_mode(self):
return f"Current operational mode: {self.current_mode}"

Business AI Agents

Off-the-shelf AI doesn't fit your business. You need something that understands your specific workflow and get your ops done for you.

Find Your Bottlenecks

You're busy but not closing. Deals slip away and you don't know why. We audit your entire pipeline and show you exactly where you're losing money.

Find Your Bottlenecks

You're busy but not closing. Deals slip away and you don't know why. We audit your entire pipeline and show you exactly where you're losing money.

OUR CLIENTS

How We've Solved This Before For Businesses

Same problems you're facing. Here's the systems we built to stop the bleeding in weeks.

We spent more time doing paperwork than running our business.

The owners at South East Yacht were exhausted. They'd built something great, but every week they were buried—manually invoicing clients, tracking jobs on spreadsheets, chasing follow-ups that slipped through the cracks. They couldn't hire fast enough. Growth just meant more chaos, less control.We automated their entire operation—from job tracking to invoicing—so they could finally focus on growth.

0

%

Time Reclaimed

0

%

Systems Optimization

Emily's E-commerce Success

Emily, the CEO of BloomTech, transformed their marketing efforts using AI-powered tools. This shift resulted in a 60% increase in ROI and a 45% improvement in customer personalization, leading to a surge in brand loyalty

0

%

growth in sales

0

%

rise in engagement

Sophia's Retail Breakthrough

Sophia, the marketing lead at Trendify, used AI-driven analytics to dive deep into customer behavior. The insights led to a 40% increase in engagement and a 30% rise in repeat purchases, creating long-term customer relationships.

0

%

gain in retention

0

%

surge in profits

Book Your Call: Get a Custom Plan + Competitor Analysis + Growth Roadmap

Book Your Call: Get a Custom Plan + Competitor Analysis + Growth Roadmap

Who is SOS Flow for?

We work with three types of clients: Business owners with no systems who need everything built from scratch Established businesses with broken or inefficient systems that need optimization Aspiring entrepreneurs who want to start a business from zero (our free program)

What exactly do we do?

We build custom CRMs, websites, landing pages, automate operations, and create systems that scale your business. This includes automated lead follow-up, client onboarding, workflow optimization, AI agents for communication, tool integrations, and full automation of repetitive tasks.

How long does implementation take?

Custom builds typically take 2-4 weeks depending on complexity. Our Business Builder program is designed as a 60-day launch plan. Optimization projects vary based on your current setup.

What results can I expect?

Most clients save 10-20 hours per week, see higher conversion rates, smoother operations, and increased revenue. You'll get your time back while your business becomes more predictable and scalable.

I already have some systems in place. Can you help?

Absolutely! Our SOS Optimization + Scale service is specifically designed for businesses with existing systems. We'll audit what you have, fix what's broken, streamline what's working, and build what's missing.

What tools do you work with?

We work with GoHighLevel (GHL), Make, Zapier, and other leading automation platforms. We'll recommend the best tools for your specific needs and can integrate with your existing tech stack.

Who is SOS Flow for?

We work with three types of clients: Business owners with no systems who need everything built from scratch Established businesses with broken or inefficient systems that need optimization Aspiring entrepreneurs who want to start a business from zero (our free program)

What exactly do we do?

We build custom CRMs, websites, landing pages, automate operations, and create systems that scale your business. This includes automated lead follow-up, client onboarding, workflow optimization, AI agents for communication, tool integrations, and full automation of repetitive tasks.

How long does implementation take?

Custom builds typically take 2-4 weeks depending on complexity. Our Business Builder program is designed as a 60-day launch plan. Optimization projects vary based on your current setup.

What results can I expect?

Most clients save 10-20 hours per week, see higher conversion rates, smoother operations, and increased revenue. You'll get your time back while your business becomes more predictable and scalable.

I already have some systems in place. Can you help?

Absolutely! Our SOS Optimization + Scale service is specifically designed for businesses with existing systems. We'll audit what you have, fix what's broken, streamline what's working, and build what's missing.

What tools do you work with?

We work with GoHighLevel (GHL), Make, Zapier, and other leading automation platforms. We'll recommend the best tools for your specific needs and can integrate with your existing tech stack.

FAQs

Everything You Need To Know

Everything You Need To Know

How it works

How do we take you from where you are to where you need to be?

We've done this dozens of times. Here's our blueprint.

1

Tell us where you are. We'll show you where you're going.

Fill out a short form about your business. We'll review it, then get on a call to walk you through a custom solution that fits your exact needs—showing exactly what we'll build and how it solves your specific bottlenecks.

Step 1

2

Your custom systems get built—no work required from you

Lead qualification. Automated follow-ups. Billing processes. Employee tracking. We build every system your business needs, custom-designed for your operations. You get milestone check-ins, but you won't touch a single line of code.

Step 2

3

We deliver everything, then spend a week making sure you're confident

Your systems go live with full documentation and video tutorials covering every feature. Our team dedicates a full week to onboarding your staff, answering questions, and making sure everyone's comfortable with the new workflow.

Step 3

4

And Hand Over

Receive a fully tested, polished, and high-quality product tailored to your needs with ongoing support

Step 4

I am with you in every step

alongside you at each step for seamless experience