AI Automation for Mid-Market Operations

We find the money your operation is losing

An AI Orchestrator, embeds inside your operation, finds the costliest manual work, and builds the system that eliminates it.

Planet Cyclery
Epallet
Verse Gaming
Smart Swapping
Office Relief
Willport
Landing
Lending Home
Radian Generation
Video Squirrel

AI works. You know that. The question is where it hasn't reached yet.

The manual work draining your margin is hiding in plain sight: the reports rebuilt every week, the approvals that stall, the data moved by hand between systems. The diagnostic puts a dollar figure on it.

Your team already uses AI

Your team drafts in ChatGPT, creates presentations using Claude, and summarizes calls using Read.ai. The tools work. The adoption already happened.

It just hasn't reached your operation

You still feel everything takes too much time. The reports four people rebuild every Monday. The follow-ups that fall through. The workflows consuming the most time are often the least improved. That's what the diagnostic is for.

Three steps. One person. Fixed scope.

We don't sell discovery phases. We don't bill by the hour. Here's exactly what working with us looks like.

Diagnose

An AI Orchestrator spends two to three hours inside your business, finds the costliest manual work, and puts a dollar figure on it you believe. Built together, not handed down. Cost: $500. The goal is clarity before any build begins.

No obligation If we don't see a build worth doing, we say so.

Build

One problem. Fixed timeline. Acceptance criteria in the engagement letter before work starts. The value estimate is set with you during the diagnostic. Our fee is 20% of that year-one estimate, not a share of realized savings.

No day rates Our fee is tied to the estimate you helped set, not to hours.

Maintain

AI systems drift when nobody watches them. A monthly retainer keeps someone attached: model updates, integration repairs, prompt tuning, plus a few hours each month hunting the next workflow worth fixing. Optional. 30 days notice to stop.

You own it Everything runs on your systems either way.

What this looks like in practice

Two recent builds, named outcomes.

Financial servicesInternal operations
$900K

80% of operational queries now handled by AI. ~$900k year-one value, set with the client.

Customer service, operations, and new hires depended on senior team members for answers, pulling experienced staff away from higher-value work and slowing response times. We identified knowledge transfer as the bottleneck and consolidated documentation spread across multiple data sources into a RAG-based searchable knowledge base. Now, 80% of operational questions are resolved without senior team involvement, reducing dependency and allowing experts to focus on business-critical work.

A US-based financial services company

HealthtechOperations
$375K

Scaled member support without adding headcount. $375k year-one value, set with the client.

Member volume was growing faster than the support team could absorb manually. Hiring additional staff looked inevitable. We identified the highest-volume support workflows and automated them through an AI voice helpline integrated with the client's internal systems. The business avoided five new hires, automated 13 member-support workflows, and created an estimated $375K in year-one value. The engagement continues with purchase order automation, eliminating manual routing and duplication.

A North American food benefits platform

See if your operation has a leak this size.

Book a diagnostic
Your data, your systems

Your data never leaves your systems

Everything we build runs in your accounts, under your security policy. NDAs and MSAs are signed before the diagnostic begins.

The workflows bleeding money right now

Thirty real workflows we see across mid-market operations. The diagnostic puts a number on yours.

Proposal assembly

5-10 hours per proposal across three systems, two review rounds, a template nobody trusts. Same-day quotes win at 43%. Past 24 hours, win rates drop below 30%.

Sales / RevOpsCross-industry

Pipeline reviews built on opinion

The forecast you take to the board Monday is wrong by Thursday. Reps update CRM stages when they remember to. Decisions get made on data that was stale before the meeting started.

Sales / RevOpsCross-industry

Deal desk and pricing approval

Your reps wait two days for a discount sign-off while the competitor said yes in four hours. One day of approval delay costs roughly $80K in lost revenue.

Sales / RevOpsCross-industry

Lead routing and follow-up response

Leads contacted in under five minutes close at 32%. After 24 hours, 12%. Good leads are arriving. Nobody is picking up the phone.

Sales / RevOpsCross-industry

Commission calculation and dispute resolution

Commissions run on a 15-tab spreadsheet. Finance closes it three to five days late. Reps shadow-track their own numbers because they don't trust yours.

Sales / RevOpsCross-industry

Contract renewal and upsell flagging

The renewal process depends on someone remembering. Across 100 accounts, someone always forgets. The customer is already shopping alternatives before you notice.

Sales / RevOpsProfessional Services

Vendor invoice reconciliation

80+ hours a month entering invoice data by hand. Missed early-pay discounts. The occasional duplicate payment nobody catches until the quarterly close.

OperationsCross-industry

Dispatch and scheduling

By 10 AM two jobs have changed and the plan is fiction. On a 20-tech crew, 40% of workdays disappear into travel and scheduling friction.

OperationsField Services

Inventory reorder and demand sensing

You carry 38% more inventory than you need while the three SKUs your biggest customer ordered are on backorder. Reorder points set by gut.

OperationsWholesale Distribution

Work order lifecycle tracking

Created in the system, assigned on a whiteboard, updated by text, closed in a spreadsheet. The invoice goes out two weeks late and short.

OperationsField Services

Returns and warranty claims processing

Three people touch each return. Authorization takes four days. The pattern driving 60% of claims never gets found, so the return rate never changes.

OperationsWholesale Distribution

Subcontractor onboarding and compliance

Insurance certs expire and nobody checks until the job starts. One lapsed certificate shuts down a site. A $200K project sits idle for a PDF.

OperationsProfessional Services

Client onboarding and intake

6-12 touches across four people. The client answers the same questions they answered in the sales cycle. Setup takes weeks instead of days.

Customer SuccessProfessional Services

Customer health scoring and renewal

Usage, tickets, and contract dates live in three systems that don't talk. The account was saveable 90 days before your CSM scrambled the save play.

Customer SuccessCross-industry

Escalation routing across departments

Three days pass. The client copies their VP. Someone finally owns it, but the client has already told two peers not to buy from you.

Customer SuccessProfessional Services

QBR prep that eats the whole week

8-12 hours per account to build a deck. 45-minute meeting. Half the slides get skipped. The concern that drives renewal comes up in the last five minutes.

Customer SuccessProfessional Services

Customer feedback and close-the-loop

22% respond to the NPS survey. Detractors get flagged. Nothing happens for two weeks. You proved to your unhappy clients that you don't act on what they say.

Customer SuccessCross-industry

Service entitlement verification

The rep can't tell if the client has a 24-hour SLA or next-business-day. So they over-service and eat margin, or under-service and trigger a complaint.

Customer SuccessWholesale Distribution

Campaign reporting and attribution

Your board asks which channel drove the $400K deal. Nobody can answer in under a week. Budget gets approved based on who argues loudest.

MarketingCross-industry

MQL-to-SQL handoff

30-40% of MQLs sit in limbo: not accepted by sales, not recycled by marketing. You're spending 25-30% of your pipeline budget on leads that evaporate in the gap.

MarketingCross-industry

Content production and approval

8-12 weeks from idea to publish. The campaign window closed weeks ago. You have 10-15 stories approved in principle that never ship.

MarketingProfessional Services

Event and trade show lead capture

200 scans. A CSV three days later. 80% of trade show leads never get a single follow-up. Pipeline that evaporates between the convention center and your CRM.

MarketingWholesale Distribution

Sales enablement collateral management

Three versions of the one-pager, none labeled final. Your rep improvises. This happens 5-8 hours a week across your team.

MarketingCross-industry

RFP response assembly

Past responses on someone's laptop. Specs from three departments over email. A $500K opportunity gets a C-minus response because assembly ran out of time, not talent.

MarketingProfessional Services

Employee onboarding

15-20 tasks across four teams, nobody owns the list. 20% of new hires leave within 45 days. You spent $15-25K replacing someone you never properly started.

HR / People OpsCross-industry

Timesheet and project-hour reconciliation

Running 60% utilization instead of 70% leaves $800K-$1.2M on the table per 100 billable staff. Nobody trusts the data, so nobody makes decisions from it.

HR / People OpsProfessional Services

Technician compliance and certifications

One expired OSHA card costs a $2K day. One lapsed cert in an audit triggers $15K+ per violation. The tracking system is a spreadsheet one person maintains.

HR / People OpsField Services

Time-off and coverage scheduling

PTO gets approved without checking the project schedule. Two weeks later a deliverable slips or a shift runs short and someone gets called in on overtime.

HR / People OpsCross-industry

Offboarding and IT deprovisioning

89% of former employees retain access to at least one corporate application after departure. You find out when a client asks why their former contact can still see their files.

HR / People OpsCross-industry

Performance review cycles

Half the reviews are written the night before. Comp, promotion, and termination decisions made on bad data. When the last three reviews say "meets expectations," you have a legal problem.

HR / People OpsCross-industry

The person going into your business

One AI Orchestrator, accountable from start to finish.

Who they are

An AI Orchestrator dedicated to your engagement. They start with the diagnostic to find the costliest manual work and design the systems that remove it.

What they do

They find the problem, build the fix, deploy it, train your team, and stay attached to maintain it. Their role is to turn bottlenecks into systems that run faster, cheaper, and with less manual work.

What they're not

Not a consultant who advises and leaves. Not a developer waiting for tickets. Not a vendor you have to manage. They own execution and remain accountable for the outcome.

Who backs them

Creative Chaos, shipping enterprise production software since 2000. ~150 engineers, designers, and operators. The person is the face; the firm is the engine.

You already know which parts of your business shouldn't work the way they work.

The only question is whether this is the week you find out what it's costing you.