Lead handling
Advertising leads connected to CRM, replies and scoring.
A solar-installation business is one example of how we apply AI and automation to real operations. Its result demonstrates the approach; it does not define every business we work with.
We measured the time spent by 15 managers on daily reporting and by payroll staff preparing monthly payroll, then automated the reporting-to-payroll workflow.
One workflow, from daily manager reports to monthly payroll preparation. See the work behind the result.
Measurement basisMeasured hours × loaded rates. This time-value capacity belongs to the first reporting-to-payroll workflow, separate from the later builds. It is not a claim of reduced payroll expense or a promise of cash savings.
The case values reporting time and payroll preparation using the recorded hours and loaded rates.
| Work | Existing case calculation | Monthly value |
|---|---|---|
| Manager reporting | 15 managers × 15 min/day × 22 working days × $80/hour | $6,600 |
| Payroll preparation | 16 hours/month × $45/hour | $720 |
| Reported monthly time-value capacity | $7,320 | |
Annualized time-value capacity: $87,840. Capacity is time valued at loaded rates; it is not a claim that payroll expense fell by this amount. This is the first reporting-to-payroll workflow, separate from the three subsequent builds.
The implementation connects the information managers collect with the people preparing payroll. The scope includes the handoffs, review points and exceptions around that work.
Managers submit the daily information needed by the reporting workflow.
The agreed reporting data moves into the operating system instead of being re-entered.
The responsible people handle missing information and exceptions before it is used.
Payroll staff work from the connected, reviewed information for monthly payroll preparation.
Watch Denis explain the broader approach to introducing AI while keeping leadership and the team in control. This is the existing general founder walkthrough; the case measurements are documented above.
The wider client work describes three further systems after the first reporting-to-payroll workflow.
Advertising leads connected to CRM, replies and scoring.
Connected quoting and the communication flow around it.
Maintenance contract information connected to invoicing.
Start with the work, the people and the systems around it. We will help you choose the right next step.
