Solutions Development — Insightful Agents
Solutions Development

Stop Losing Deals to
Broken Follow-Up.

According to Harvard Business Review, 71% of qualified leads are never followed up on. We build the automation that makes sure no lead falls through the cracks.

The 4-Workflow Lead Pipeline

A complete lead-to-close system that finds your prospects, personalizes outreach with AI, and follows up automatically until they respond or opt out. Includes HubSpot CRM setup so your team has full visibility.

01

Lead Ingestion

Pull prospects from Apollo, LinkedIn, web forms, or CSV uploads. Deduplicate against your CRM. Enrich with company data, tech stack, and LinkedIn profiles.

Apollo/LinkedIn → Dedupe → Enrich → HubSpot CRM
02

AI Scoring & Segmentation

Score leads by fit (role, company size, industry) and intent signals. Segment into tiers: high-value gets deep personalization, mid-tier gets smart templates, volume tier gets optimized sequences.

Raw leads → AI scoring → Tier 1 / Tier 2 / Tier 3
03

Personalized Outreach

AI writes unique email copy for each lead using their role, industry, and company data. No generic templates. Warmup-aware sending respects email provider limits and domain reputation.

Tier data → Claude AI personalization → Scheduled send
04

Nurturing & Follow-Up

Automated drip sequences for non-responders. Re-engagement campaigns for cold leads. Meeting booking triggers when a lead shows interest. Every touchpoint logged in your CRM.

No reply → Follow-up sequence → Re-engage → Book meeting
Included: CRM Setup

HubSpot CRM — Configured and Connected

Every lead pipeline includes HubSpot Free CRM setup. Your team gets a single source of truth for every lead, every touchpoint, and every deal. No spreadsheets. No guessing who followed up.

Contact + deal pipeline setup
Automation sync (n8n ↔ HubSpot)
Activity logging on every lead
Team dashboard + reporting
Free for your team (no CRM cost)
Custom Solutions for
Any Business Process

AI-Powered Data Pipelines

Ingest from APIs, databases, and files. Transform with AI. Store and schedule. We run a production pipeline that processes SEC filings, calculates forensic scores, and generates investor reports automatically.

Multi-Model AI Agents

Workflows that use multiple AI models as a decision engine. Claude for analysis, Perplexity for real-time data, Gemini as tiebreaker. Each model plays a role with conflict resolution logic.

Webhook & API Integrations

Connect Stripe, HubSpot, Gmail, Slack, and any REST API into automated event-driven workflows with error handling and retry logic.

Automated Reports & Alerts

Scheduled daily, weekly, or monthly reports. Anomaly detection. Threshold alerts delivered via email, Slack, or custom dashboards.

Fixed-Price Projects, Ready to Start

Scoped projects with clear deliverables and fixed pricing. No hourly billing. No scope creep. Pick the tier that fits your needs.

Automation Audit
Find → Report → Fix Plan

Structured audit of your automation stack against 7 silent failure modes. Written report with prioritized fix plan and health score.

From $2,500 View Tiers →
Workflow Rescue
Scope → Fix → Document

Scoped fix engagements for broken automation. OAuth refresh, heartbeat monitors, attribution repair, webhook queues — fixed and handed back.

From $1,500 View Tiers →
Lead Pipeline Automation
Apollo → Instantly → HubSpot

A complete cold outreach pipeline: lead sourcing, A/B-tested email campaigns, lead scoring, and CRM integration. All wired with n8n and Supabase.

From $1,497 View Tiers →
CRM Automation
Outreach → CRM → Pipeline

Wire your CRM to your outreach tools. Contacts sync, deals auto-create, events flow. HubSpot, Salesforce, or Pipedrive.

From $1,997 View Tiers →
Supabase Backend
Schema → RLS → n8n Wiring

A production-grade Supabase project designed around your data model, locked down with RLS, and wired directly into your n8n workflows.

From $597 View Tiers →
Our Proof Is Our Product

Everything below runs on n8n. We built it. We maintain it. It processes real data for real subscribers every day.

Valuation Platform

Occam's Investing

6 sector-specific valuation models. 3-model AI jury. Automated sector detection and routing. 100+ valuations processed.

ClaudePerplexityGeminiSupabaseFMP API
Outreach System

4-Workflow Lead Pipeline

Ingestion, scoring, AI personalization (3 tiers), automated sending with warmup-aware rate limiting. 1,100+ leads processed.

ClaudeHaikuInstantlyApolloSupabase
Financial Data

SEC XBRL Pipeline

Quarterly SEC filing ingestion, XBRL parsing, forensic scoring with Rule of 40, zombie detection, and dividend risk analysis.

SEC EDGARXBRLSupabasen8n
Payments

Stripe Integration

Checkout, subscription management, quota enforcement, referral tracking with 40% commission calculation.

StripeWebhooksSupabase
Monitoring

Systemic Risk Alerts

Daily sector analysis. When 3+ companies in a sector trigger SELL, automated email alert to all subscribers.

SupabaseGmailCron
Content

Automated Reports

Damodaran ERP monthly updates. Historical accuracy tracking. Weekly scanner with Lynch categorization.

Web ScrapingFMPSupabase
Four Steps to Production
01

Discovery

15-minute call. What are you trying to automate? What breaks today? What would save you the most time?

02

Architecture

We design the workflow structure, choose the right nodes and APIs, and define the expected inputs and outputs.

03

Build & Test

We build the workflow on your n8n instance. Test with real data. Add error handling and monitoring.

04

Deploy & Document

Activate the workflow. Document how it works. Train your team. We're available for 30 days post-launch.

Two Ways to Work Together
Done With You
$2,500
We build it, you learn it
  • 4-Workflow Lead Pipeline
  • HubSpot CRM setup
  • We build on your n8n instance
  • 2 hours training with your team
  • Documentation + video walkthrough
  • 14 days post-launch support
Book a Call
Custom Solution
$7,500+
Complex multi-system integration
  • Everything in Done For You
  • Multi-model AI agents
  • Custom API integrations
  • Database design + migration
  • Ongoing retainer available
  • 60 days support + SLA
Book a Call
How Many Leads Did You Lose This Week?

15-minute call. We'll map your current lead flow, identify where deals fall through, and show you what automated follow-up looks like.

Book a Discovery Call →