Cut Hours, Tasks, and Expensive Hires with
Systems & Automation
Simplify disorganized and scattered to do lists with a fully setup and automated project management system.
Setup and scale sales systems to track deals, find the weak points, and generate more revenue for your firm.
Turn on a scalable and affordable outbound system to grow your company on autopilot.
Hiring & Recruiting Systems
Cut down on the redundant tasks of reviewing applications, sending emails back and forth, and get agreements signed.
Seller's agent, Dawn Rucinski, found herself spending too much time doing administrative work rather than closing deals.
We implemented a lead intake automation and eliminated the need to constantly retype client details and critical deal information.
She's now happily training the individual who previously handled these tasks for higher-leverage activity rather than keeping them busy and overwhelmed with constant tedious work.
Cut hours of tedious admin per week
Reduce data input errors
Free up team to handle bigger tasks
Automating Your Onboarding Process: Reducing lag between client signup and value delivery
The key to good client relationships is to ensure they never feel as if they are lost in space, not knowing what to do next or what you are working on.
That's highlighted most (and you are judged most) during the onboarding sequence. And with automation, you can gather all the information you need while guiding clients through a seamless, value enhancing flow.
Move clients quickly for payment to positive feelings toward your agency
Make a valuable first impression with a professional introduction to your firm
Streamline the distribution of the creative brief to your product team with a form that leaves nothing to question
Optimizing Your Sales Systems: Process mapping to find the inefficiencies and get you more revenue
Many businesses will be making money but spending their days just making sure things don't break, treading water unable to see things clearly in order to make more--but knowing it's possible. With a proper sales system analysis, we can help your business understand the highest leverage points, generate more cash, and work less. Often there are a few key things that can be identified that will change your bottom line drastically.
Layout your sales process to understand gaps in the customer journey
Optimize your sales system to bring in more money with the same or less overhead
Use deal data to inform your next offer
Automating Your Document Processing:
Streamlining NDA and CIM generation and processing, preserving $10K+ monthly pipeline, and capturing every qualified lead
We implemented an intelligent automation system that captures Gmail inquiries, auto-populates NDAs from CRM data, generates personalized follow-up emails with AI-enhanced content, and delivers complete buyer packets—all within minutes of initial contact.
Aaron transformed from spending hours daily on paperwork to focusing entirely on deal-making, while never missing another hot lead due to response delays.
Reduced response time from 4-24 hours to 2-5 minutes (95% reduction)
Free up team to focus on high-value relationship building
Scaled to unlimited lead volume without adding overhead
What they’re saying about us
Dawn Rucinski
Seller's Agent
"Hire him. You won't be sorry. Literally saves us at least 20 hours a week and we can now reallocate that time to other tasks as opposed to hiring another employee. My employees are excited because their jobs have been made exponentially easier. Frank is a resourceful expert in his field. Highly recommended."
Mason Kuhr
Supplement Brand Owner
"Frank is unbelievable at his job and his talent is worth every cent. Very great communication, quick turnaround time, and willing to do whatever is needed to get the job done. Will be working together long into the future. Highly recommended."
Ben Moore
SaaS Founder
"Frank is well versed in Sales, Marketing, Automation & AI, Management. He's a well-rounded business athlete. I not only appreciated the quality of Frank's output but also his perspective and advice on many business situations. He's a star. I will surely work with Frank again very soon."
Packages
Sales AI & Automation System
Increase closing rate by 15%
Reduce lead response time by 70%
Boost follow-up consistency by 85%
Capture leads 24/7 without manual intervention
Track full customer journey from first contact to sale
Project Manager AI & Optimization System
Save 20+ hours weekly on administrative tasks
Cut labor costs by $4,000+ monthly
Eliminate need for additional hires ($50k+ savings)
Turn manual processes into hands-off automated workflows
Get real-time visibility into project status and bottlenecks
Want something custom?
Book a call and we can talk about your specific needs.
Email: [email protected]