B2B lead qualification and proposals
Automate lead qualification, RFP and proposal intake, and CRM updates for engineering and manufacturing firms.
Santa Barbara area
Goleta is the South Coast's tech and aerospace hub, anchored by UCSB and a cluster of engineering, electro-optics, and software firms. We help B2B teams here automate the operations around complex, technical sales and delivery.
We build automations around the work that actually happens here, in Santa Barbara County, not a generic template.
Working with businesses around the Goleta tech corridor, the area near UCSB, and Old Town Goleta.
Automate lead qualification, RFP and proposal intake, and CRM updates for engineering and manufacturing firms.
Automate customer onboarding and support-ticket triage for the area software and IT companies.
A short, paid audit that maps your workflows, tools, and data, then ranks what to automate by payback so you never build the wrong thing.
Learn moreMulti-step automations that move data and trigger actions across the tools you already run, replacing the manual back-office work that eats your week.
Learn moreSemi-autonomous agents that reason through multi-step tasks across your systems, with retries and fallbacks, not just one-shot replies.
Learn moreYes. Much of our agent work is for technical teams automating qualification, proposals, onboarding, and support.
Yes. We build on the tools you already run and integrate with anything that has an API.
Book a call and we will map the highest-payback automation for your team.