Small business automation

Less overhead.
More of the work that got you here.

We build dashboards, automation systems, and AI workflows for small businesses — inside your existing tools, without disrupting how you already work.

Book a free 20-min call Find out where you're losing time →

Free · No pitch · No obligation

Built inside your existing tools
No new software required
Done in 5–7 business days
30-day support included
One recovered client covers the cost

What we build

Three things that take work off your plate.

01

Dashboards

One view of your whole business. Clients, revenue, pipeline, renewals — no spreadsheets, no manual assembly or updating.

  • Built around your specific numbers and questions
  • Connected to your actual data, not hardcoded
  • Coach, consultant, insurance, and nonprofit versions available
Talk to us about a dashboard →
02

Workflow automation

The repetitive stuff runs itself. Follow-ups, confirmations, onboarding, reminders — configured inside what you already use.

  • Lead response and nurture sequences
  • Client onboarding and check-in automation
  • Review requests, referral asks, renewal reminders
Talk to us about this →
03

Agentic AI systems

For businesses ready to go deeper. AI that gathers, analyzes, and surfaces what matters — automatically, on a schedule, without someone pulling it together. Built around your data and your questions.

  • Automated reporting and data gathering
  • Pattern detection and anomaly alerts
  • Scheduled summaries delivered to whoever needs them
  • Connected to your existing tools and data sources
Book a call to scope this →

How to work with us

Start where it makes sense for you.

Custom

Agentic system

Scoped individually

For businesses that need something more sophisticated. AI that runs on its own, connected to your real data, surfacing what matters.

  • Custom architecture for your tools and data
  • Automated gathering and analysis
  • Scheduled reporting to your team
  • Built and maintained by us
Talk to us

How it works

You hand us access.
We hand back something that runs.

01

20 minutes

Tell us what tools you use and where things are falling through. We'll tell you what to build and what it costs. No obligation.

cal.com/aligned-ai.co/20min

02

We build. You do nothing.

Inside your existing CRM or software. No new tools unless you want them. No disruption to how you currently work. Done in 5–7 business days.

03

It runs. You grow.

Walkthrough, documentation, 30-day support. Leads get responded to. Clients stay warm. The work that was eating your week — gone.

30-day support included

Not sure where to start?

Five questions and you'll know exactly where your time is leaking, and what to fix first.

Take the diagnostic →

By industry

Find your business.
See what gets built.

Each vertical page shows the specific automations built for how that business loses leads and clients.

You put in the work to get here.

The systems should reflect that.

20 minutes. No pitch. Just a clear look at what's in the way.

Book a free call Take the diagnostic first →

Free · 20 minutes · No obligation