2Run it
AI and automation that keep things moving
Trifecta Growth Partners sets up AI and automation for growing companies: instant replies to every new lead, AI chat and receptionists that answer questions and book calls from your calendar, automations that pass work between your tools, and reports that build themselves. It's built around the software you already use, and a person checks the work until it has earned your trust.
Watch one lead get handled
A real enquiry, start to finish, while your team is off for the evening.
How much time could you get back?
Move the sliders to match your team.
Hours back each year
922
About 23 working weeks, worth $41,472 a year.
Find out where in your game planAn estimate, assuming automation takes on 40% of that work over 48 working weeks. Discovery gives you the real number.
What's included
Instant lead follow-up
Every enquiry from your website, ads, phone or email gets a helpful reply in seconds, day or night, using your real services and prices. Leads that go quiet get a friendly follow-up instead of being forgotten.
AI chat, receptionists and booking
Calls, website chats and messages answered in your voice at any hour. The AI answers common questions, collects the details your team needs and books calls straight into your calendar. Anything it can't handle goes to a person.
Automations between your tools
Your CRM, inbox, calendar, phone system and accounts passing work along without copy and paste: new leads logged, jobs created, invoices chased and the right person told at the right time.
Reports that build themselves
The numbers you check every week, from leads and bookings to revenue and response times, gathered from your tools and summarised automatically, with a short note on what changed.
A good fit if
- Leads that come in after hours wait until morning
- Your team spends hours copying details between systems
- Missed calls go to voicemail and don't call back
- You pull the same report together by hand every week
Strategy ties it together
How we work
We work out where sharper marketing, a bit of automation or a stronger sales process will pay off most for your business, then build it in that order.
- 1
Free
Your free game plan
We review your website, your marketing, your follow-up and how your team sells, and give you the three moves most likely to win you more work, whether or not we work together.
- 2
Scoped together
Discovery and roadmap
We dig into your customers, your numbers and your tools, then scope and price each piece. You choose what gets built and in what order.
- 3
Highest payoff first
Build, launch, measure
We start with the piece most likely to pay off, measure what it delivers, then line up the next.
- 4
Ongoing
Your team takes the reins
Hands-on training, plain-English documentation and support when you want it. You own every page, account and automation.
Questions about ai and automation
What is AI lead follow-up?
It's an AI assistant that replies to every new enquiry within seconds, by text, email or chat, answers the first questions using your real services and prices, and offers times from your calendar. Your team gets a short summary of each conversation, so they walk into the call already briefed.
Will the AI sound like us?
Yes. It's set up with your services, prices, policies and tone of voice, and a person reviews its replies at the start. We only reduce the checks once it has a track record you're comfortable with.
What happens when the AI doesn't know the answer?
It says so politely, takes the details and hands the conversation to a person on your team. It never makes up prices, promises or policies.
Which tools does it work with?
Most of the ones growing companies use, including HubSpot, Salesforce, Gmail, Outlook, Calendly, Slack, QuickBooks, Google Sheets and Zapier, plus most phone systems. If something can't connect, we'll tell you up front.
The other two lanes
Get your free game plan.
A free review of your website, your marketing, how you follow up leads and how your team sells, with a senior consultant. You leave with the three moves most likely to win you more work, whether or not we work together.
Rather email? hello@trifectagrowthpartners.com