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Align. Automate. Accelerate.

Align. Automate. Accelerate.Align. Automate. Accelerate.Align. Automate. Accelerate.

Automate your CRM, marketing, & call center platforms with AI that drives appointments & streamlines the customer journey.

Align. Automate. Accelerate.

Align. Automate. Accelerate.Align. Automate. Accelerate.Align. Automate. Accelerate.

Automate your CRM, marketing, & call center platforms with AI that drives appointments & streamlines the customer journey.

The Clarity You Need. The Blueprint You’ve Been Missing.

Visualize your ideal workflows, integrations, and tools — before making another investment.

Before you invest in another tool, integration, or AI solution — get crystal clear on what your business actually needs.


The Automation Alignment Blueprint is our strategic service that uncovers the smartest path forward for your CRM, marketing automation, and AI stack. 


Through a guided intake and a visual roadmap, we’ll map your ideal workflows, platform stack, and integration logic — so you can execute efficiently, whether on your own or with a consultant.


  • Visual workflow architecture
  • CRM & platform recommendations
  • Operational logic & priority mapping
  • Built for implementation — not fluff


Ready to build your custom blueprint?

Schedule a Consultation below.


Book Free Consultation!

Business Efficiency Assessment Survey

How it works

1. Initial Virtual Meeting

2. Intake Call and Questionnaire

2. Intake Call and Questionnaire

All initial engagements will start with a one hour Zoom meeting to go over the type of engagement required. Also, this discovery call will help ensure that we would be good partners.

2. Intake Call and Questionnaire

2. Intake Call and Questionnaire

2. Intake Call and Questionnaire

A comprehensive intake questionnaire in the form of a secure PDF form will be emailed. Generally, depending on size of business it takes about 4 hours to complete.

3. Follow up Virtual Meeting

2. Intake Call and Questionnaire

3. Follow up Virtual Meeting

This call generally will take 2-3 hours. We will confirm all the platforms and services that your business would like to integrate and optimize. Recommendations will be discussed. The ultimate goal will be clearly defined.

4. Automation Alignment

4. Automation Alignment

3. Follow up Virtual Meeting

The Automation Alignment Blueprint will be presented to the stakeholders. Step by step processes along with logic branching  and established KPIs will be finalized.

5. Project Build

4. Automation Alignment

5. Project Build

Client will be provided with a timeline of deliverables. Depending on size and scope of project, turnaround times are generally 2-6 months

6. Testing Phase

4. Automation Alignment

5. Project Build

Testing will start with our internal team and then to a sandbox instance client-side. Testing will be based on number of workflows and departments. This period generally involves 2-4 weeks of testing.

Just as electricity transformed almost everything 100 years ago, today I actually have a hard time thinking of an industry that I don’t think AI will transform in the next several years.


Andrew Ng (Founder of Landing AI; Coursera Co-founder)

the growthmindset.ai blog

author: Matthew Martelli

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