What We Do
We Remove Friction.
If your team spends time copying data, chasing follow ups, updating spreadsheets, or switching between tools, that is lost energy. We turn that work into automated systems so your people can focus on customers, decisions, and growth.
You do not need technical knowledge. We design, build, and run the systems for you.
Who This Is For
Companies that want to:
- Grow faster without adding chaos
- Scale operations without burning out teams
- Use automation as a daily advantage
- Save time across sales and service
- Have one partner who owns the outcome
Typical Decision Makers
- Founders & CEOs
- COOs & Ops Leaders
- Growth Leaders
Typical Companies
- • Growing SMEs with 20–200 employees
- • Sales and operations driven businesses
- • Agencies and service companies scaling delivery
- • Established companies entering a growth phase
The Problem
The Problems
We Fix
Most clients come to us with the same frustrations. These problems quietly drain time, money, and energy.
- Too much manual work
- Employees copying and pasting between systems
- Important data stuck in emails and spreadsheets
- No clear overview of what is happening
- Mistakes caused by human repetition
The Solution
What We Build For You
We build automated systems that take work off your team’s plate. Your people focus on decisions and customers. The system handles the rest.
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Emails, messages, and requests handled automatically
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Leads and tasks routed to the right people
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Reports and summaries generated automatically
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Follow ups sent without manual chasing
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Data cleaned, enriched, and kept consistent
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Your existing tools connected into one flow
Process
How We Work
We follow a simple three step process. No jargon.
Understand Your Business
We talk to your team and map how work actually happens today. We identify where time is wasted, where errors happen, and what can be automated safely.
Design a Clear Plan
We design a practical plan in business language. We decide which tasks to automate, which tools to keep, replace, or remove, and how people stay in control.
Build, Launch, Support
We build the automation, connect your systems, test with real data, train your team, and monitor performance. You do not manage developers - we do.
Capabilities
Common Use Cases
Real, everyday workflows. Not experiments.
AI Lead Generation & Outreach
Problem
Manual prospecting is slow. You spend hours searching LinkedIn and writing generic emails that get ignored.
What we automate:
- Identify ideal accounts and decision makers
- Enrich contact data with verified emails
- Personalized outreach sequences at scale
- Filter and categorize responses
The Result
A calendar full of qualified meetings without the manual grunt work.
Inbound Lead Management
Problem
Leads sit in your inbox for hours. Manual data entry leads to lost numbers and missed follow-ups.
What we automate:
- Capture leads from email, forms, and inbound channels
- Automatically enrich and qualify leads
- Route leads to the right person
- Trigger follow ups and reminders
- Create clear overviews of pipeline activity
The Result
Sales teams respond faster, miss fewer opportunities, and spend more time selling.
Customer Support Automation
Problem:
Support teams repeat the same answers, manually route requests, and struggle to keep response quality consistent.
What we automate:
- Categorize and route incoming requests
- Draft response suggestions for common questions
- Summarize customer history for agents
- Track response times and bottlenecks
The Result
Faster responses, better customer experience, and less stress for the team.
Internal Operations
Problem:
Operations depend on spreadsheets, emails, and manual coordination. Small mistakes create delays and confusion.
What we automate:
- Task handoffs between teams
- Approval and review workflows
- Data syncing between tools
- Status updates and reporting
The Result
Smoother operations, fewer errors, and clear visibility for management.
Reporting & Visibility
Problem:
Leaders spend too much time asking for updates and waiting for reports. Decisions are made with outdated information.
What we automate:
- Data collection from existing systems
- Automatic summaries and dashboards
- Regular management updates
- Alerts when something needs attention
The Result
Better decisions, faster reactions, and less time spent chasing information.
Connecting Your Apps
Problem:
You use many great tools, but they don't talk to each other. You spend time moving data between them.
What we automate:
- Sync data silently in the background
- Trigger actions across different apps
- Keep customer records matching everywhere
- Eliminate manual copy-pasting entirely
The Result
We build invisible bridges between your apps so data flows automatically.
Pricing
Services & Pricing
Clarity first, results second, long-term leverage last.
AI Automation Blueprint
Clarity before you invest serious money.
2 Weeks. Fixed Scope.
- Full Process Overview
- Opportunity List
- Estimated Savings
- Step-by-step Plan
Implementation Projects
We build and deploy systems for you.
4-12 Weeks
- Sales/Lead Automation
- Support Workflows
- Ops Automation
- You get working systems, not slides.
Ongoing Leadership
Your technical partner.
Retainer
- Decide what's next
- Stable & Secure Systems
- Prevent bad AI decisions
What Makes StepAI Different
We take responsibility for outcomes, not just advice.
Proof & Experience
Built for Scale
Millions
Users Supported
Tens of Millions
Records Processed
Global Scale
Critical Operations
The same principles work for smaller, non-technical organizations.
Is This Right For You?
Current Challenges
- Your team spends too much time on manual work
- You feel systems are slowing the business down
- You are losing leads or opportunities in the chaos
- Your data is scattered across too many tools
What You Want
- You want automation without the technical headache
- You want one responsible partner who owns the outcome
- You are ready to scale operations, not just headcount
- You value long-term stability over quick hacks
Next Step
Book a discovery call.
We will:
- Listen to how your business works
- Explain what can be improved in plain language
- Be honest about cost and impact
No pressure. No tech talk. Just clarity.
Book Discovery Call