Consolidate Software
Automate Workflows
Leverage AI
Three ways to move from manual hustle to scalable systems.
Pick Your Starting Point
Where you start depends on what’s breaking first: tools, workflows, or capacity.
Each path is designed for small businesses doing real revenue but stuck in ops bottlenecks.
🧩 Growth Path 1
Consolidate Software
Too many tools. Disconnected systems. No clear visibility. We centralize your CRM, marketing, and automation into one aligned ecosystem — built around revenue execution.
- Audit existing tools and overlap
- Design a unified revenue system
- Migrate key workflows without downtime
Best for: Founders overwhelmed by tech sprawl and patchwork systems.
⚙️ Growth Path 2
Automate Workflows
Leads coming in but follow-up is inconsistent. We install automated RevOps workflows for speed-to-lead, nurture, booking, onboarding, and retention.
Instant responses to every new lead
Multi-channel nurture that feels personal
Bookings and reminders on autopilot
Best for: Revenue Ops Teams with traction but operational gaps.
🤖 Growth Path 3
Leverage AI
Manual work is slowing growth. We deploy AI employees and intelligent workflows that handle qualification, communication, and repetitive execution.
- AI SDRs and appointment setters
- Smart routing and qualification
- Follow-up, check-ins, and renewals at scale
Best for: Founders ready to operationalize AI — not experiment with it.
Trusted by lean teams in coaching, consulting, and high-ticket services.
Built For Small, Sharp Teams
If you’re wearing too many hats, this is for you.
We specialize in growth-stage founders ($1–10M) and ambitious entrepreneurs ($200K+) who have traction but need streamlined systems, automated workflows, and embedded AI to scale efficiently.
- You’re generating consistent leads, but follow-up is ad hoc.
- You’re juggling 5–10+ tools that don’t fully talk to each other.
- You’re closing deals, but onboarding and retention feel messy.
- You know AI matters, but don’t have time to “figure it out.”
“We went from 11 different tools and a founder doing manual follow-up… to a single system that books calls, nurtures leads, and chases invoices without me touching it.”
— Fractional COO, Coaching & Consulting Agency
On your free Discovery Call, we’ll quickly identify whether you’re a better fit for stack consolidation, workflow automation, or AI deployment — and what that looks like in practical steps over the next 90 days.
How the Discovery Call Works
In 30 minutes, we’ll map your path to automation-led growth.
No fluff, no generic advice. We focus the call on your funnel, your tools, and the fastest way to increase booked revenue-generating appointments.
1. Assess
We start with your current stack, lead sources, and sales process. What’s manual? What’s breaking? Where are you losing time or revenue?
2. Recommend
We recommend a primary growth path — Consolidate, Automate, or AI — and outline what a 90-day implementation would look like for your business.
3. Next Steps
You’ll leave with 1–3 specific plays to increase booked appointments and revenue. If we’re a fit, we’ll also outline how we can implement for you.
Not sure where to start?
You don’t have to pick perfectly. On your Discovery Call, we’ll assess your current systems and recommend the highest-leverage move for your stage and capacity.
Zero obligation. Clear next steps either way.
On the call we can help you:
- Choose the right starting path for your revenue goals
- Identify the 2–3 workflows that must be automated first
- Spot quick wins hiding in your existing tools
- Decide where AI can safely replace manual effort
Questions, Answered
What to know before you book.
Straightforward, implementation-focused conversations for founders and operators who want more revenue with less chaos.
What happens on the free Discovery Call?
We walk through your current funnel, tools, and team capacity. Then we identify where you’re leaking time or revenue and recommend one primary growth path (Consolidate, Automate, or AI) with 1–3 concrete plays you can run in the next 90 days.
Is this a sales call?
It’s a strategy-first call. We’ll share exactly what we’d do if we were in your role. At the end, if it’s clearly a fit, we can talk about what implementation together might look like — but there’s no pressure and no hard close.
Who should be on the call?
Ideally the founder plus whoever owns sales, marketing, or operations. If that’s all you, that’s fine. The more context you bring about your numbers, bottlenecks, and tools, the more precise our recommendations can be.
What does Automate 2 Scale actually implement?
Depending on the path, we handle systems architecture, tool consolidation, CRM and funnel builds, automated workflows for lead capture and nurture, AI agents for qualification and follow-up, and the reporting you need to see performance at a glance.
What if I’m early stage or just exploring?
If you’re pre-revenue or still validating your offer, we’re likely not the best fit right now. The call is best for businesses already generating leads and sales who want to remove operational friction and scale with systems.
© 2026 Automate 2 Scale - All Rights Reserved.