We know that AI can do a lot, but what are the right things to implement and when? That's where we can help
Small businesses to Enterprises all have similar problems, lost/cold leads, bookings being missed, calls going to voicemail, and invoices all being forgotten to be sent.
But now there is also hundreds of AI tools out there that promise the world, but often don’t deliver.
So, let’s fix that and find the right tools that meet your needs at a cost that makes sense. Float into the Clouds brings the same process discipline behind 100+ CRM projects to a smaller, faster engagement — and it scales down as easily as it scales up.
We first want to start with a Workflow & Process Walkthrough where we sit down with you and your team to map how work actually moves today: the repetitive tasks, the manual data entry, and the follow-ups that fall through the cracks. From there we can give you the AI Opportunity Assessment. This is where we turn that walkthrough into a plain-language list of where AI and automation would save the most time — and where it’s actually costing you revenue — ranked by effort versus payoff.
From here, we will look at your tools/data to see what’s already in your CRM, calendar, inbox, or booking app to confirm what’s realistic to automate now versus what needs cleanup first. This forms part of the short practical plan you would receive that would include details about the costs to maintain and what guardrails keep AI an asset instead of a liability. We also can help provide the governance oversight of when should AI be used, and when could it cause ethical or reputational risks.
Some of the AI services we have recently provided include:
- AI Governance policy for a public sector organization with extensive PII.
- A “recruiter assistant” that could summarize a candidate resume, phone screen and cover letter in seconds.
- AI Business Development assistance that could prepare senior leaders for sales calls.
- AI Chat Bots – we have launched many AI chat bots that live right on your website, and politely “ping” visitors into conversation to generate engagement, and conversions.
- AI Phone & Call Qualification – an AI-assisted intake that answers or screens inbound calls when you can’t — mid-appointment, after hours, mid-job-site — that asks the questions you’d ask, and books or routes the good ones straight through into your system, or even your mobile phone.
- Automated Lead Scoring – we have built lead scoring models into CRMs (after first manually validating on CSVs of your data) so that we can help identify, right in your CRM or marketing platform which leads need a call now, and which can wait.
- AI Marketing Content – we built, for one client that had a one-person marketing team, an AI content generation engine that can create as much content as a five person creating team, but at a fraction of the cost.
- Follow-Up & Nurture Automation – we have built automatic, on-brand follow-ups triggered by what a lead or client actually does — opens an email, misses a call, hasn’t rebooked in a while — so nobody gets forgotten and nothing gets left on the table.
- Invoice Automation – we have helped integrate invoicing systems into operational systems so that AI can generate the invoice and get it to the customer within minutes of the job being completed.
- And, of course, Meeting & Call Summaries – AI-generated notes and next steps from sales calls or client meetings, logged straight into your CRM instead of a notebook.
Ready to Float into the Clouds?
Let’s build on the AI opportunity and help your business grow rapidly, but at a scalable cost.