Lead Intake and Follow-Up Automation
Route new inquiries, draft first responses for human approval, and keep follow-up from stalling when the day gets busy.
AI Implementation
CDM SUITE
AI that does the repetitive work, with a human still reviewing it.
CDM Suite designs and builds practical AI into the workflows that eat your team's week: inquiry intake, follow-up, reporting, and document production. Connected to the tools you already use, documented in plain language, and reviewed by a person before it reaches a client.
What We Build
Start with the workflow that costs the most manual time.
Reporting and Summary Automation
Turn raw activity, schedule, and pipeline data into the recurring reports leadership actually reads, on a set cadence.
Document Drafting and Review Workflows
Draft proposals, scopes, and routine documents from your own templates and past work, with a reviewer step before anything goes out.
Internal Knowledge Assistants
Give staff fast, sourced answers from your own policies, project files, and playbooks instead of digging through folders.
Workflow Integration
Connect the build to the tools you already run, forms, CRM, email, and calendars, so AI output lands where the work happens.
How We Build
We map the workflow first, build the smallest version that removes the manual work, and keep a human review step wherever the output carries risk. No tool stack is chosen before the job it has to do is clear.
Pricing
Published rates, scoped before work starts.
AI Implementation Build
$2,000 to $4,500 per build, depending on scope. One defined workflow, built, connected, and documented. 50% to start, balance on delivery.
Ongoing Support
$300/mo after launch. Monitoring, small adjustments, and fixes as your team uses the build and the workflow changes.
Not Sure Yet?
Book a consultation first. We will name the workflow worth automating, or tell you plainly when AI is not the right spend yet.
FAQs
What this engagement is, and is not.
Is this a chatbot bolted onto our website?
No. CDM Suite builds AI into the workflows that cost your team time: inquiry intake and follow-up, reporting, document drafting and review, and internal knowledge lookup. A website chatbot is only added when it is the right tool for a defined job.
Who is it for?
Service businesses and project-driven teams with repetitive manual work in lead handling, scheduling support, reporting, or document production, and no internal team to build or maintain AI tooling.
What do we leave with?
A working first build connected to your existing tools, plain-language documentation your staff can run, and support at $300/mo after launch. Builds run $2,000 to $4,500 depending on scope, quoted before work starts.
Do you replace our judgment with AI output?
No. Every build keeps a human review step where the work carries risk. Your AI can draft it. We make sure it passes review before it reaches a client or a deadline.
Next Step
Bring the workflow that eats your week.
Tell us where the manual work piles up. We will scope the first build, quote it before work starts, and keep a human in the loop where it matters.