Deploy automations in weeks, not months

AI automation that makes your team faster, sharper, and harder to ignore.

We build production-grade automation for inbound leads, customer follow-up, scheduling, reporting, and internal ops. You get faster response times, fewer dropped opportunities, and cleaner execution.

Typical first wins: lead response + follow-up sequences
Built for: small teams to mid-market
Focus: revenue + operations

Built with

Trusted platforms used in our production automation systems.

Shopify logoShopify
OpenAI logoOpenAI
Zapier logoZapier
Twilio logoTwilio
HubSpot logoHubSpot
Stripe logoStripe
Slack logoSlack
Google logoGoogle

See the full process and delivery flow

The process page walks through the lead pipeline step by step, then shows the service layers we implement around it.

Open process page

Industries we serve

Different businesses, same patterns: missed leads, slow follow-up, messy handoffs, and invisible performance.

Why most automation projects fail

Most failures come from weak foundations, not bad intentions.

Common problems

  • Fragile workflows that break on edge cases
  • Disconnected tools with no reliable handoff
  • No monitoring when automations fail silently
  • Undocumented systems nobody can maintain

How Palmetto solves it

  • Production-grade architecture with clear ownership
  • QA-tested integrations across your core stack
  • Monitoring alerts for failures and bottlenecks
  • Documented SOPs so your team can operate confidently

Process

Simple: diagnose, build the minimum viable system, deploy, then optimize based on real numbers.

1

Discovery

Map your current workflow, tools, and bottlenecks. Define success metrics.

2

Design

Create the automation architecture, handoffs, and escalation rules.

3

Build + QA

Implement, test edge cases, add monitoring, and document SOPs.

4

Deploy + Optimize

Roll out in phases, track KPIs weekly, iterate based on performance.

Enterprise-grade automation systems

We can remove emojis, tighten copy, add deeper pages, and align the whole site to a consulting-grade aesthetic.

Request a build plan See pricing

Pricing

Monthly retainer tiers designed for steady improvements and measurable wins.

Monthly retainer tiers
Maintenance

$750

per month
One time $1500 set up fee
  • Monthly 30-min check-in call
  • Monitor and fix existing automations
  • Up to 3 hrs of minor changes
  • Email/Slack access (48-hr SLA)
  • Monthly performance report
Fractional AI Director

$3-5K

per month
One time $1500 set up fee
  • Weekly strategy calls
  • Up to 20 hrs/month of work
  • Proactive AI roadmap ownership
  • Same-day response SLA
  • Team training sessions
  • Full quarterly automation audit

FAQ

Quick answers to common implementation and integration questions.

How long does a typical implementation take?

Most implementations launch in 2 to 6 weeks based on system complexity and approvals.

What tools and CRMs do you integrate with?

We integrate major CRMs, commerce platforms, email/SMS tools, forms, calendars, and payment systems.

Do we need to replace our existing software?

Usually no. We design around your current stack and only recommend replacement when it removes clear bottlenecks.

What does support look like after launch?

Post-launch support includes monitoring, issue resolution, optimization, and regular strategy check-ins.

Can you work with regulated industries?

Yes. We use compliance-aware workflows, approval gates, and risk-reduced disclaimers in regulated categories.

Book a call

Tell us what you do, what’s breaking, and what you want automated. We’ll respond with a clear next step.

What to send

Copy/paste this into an email or form. Keep it simple and factual.

1) Business + volume
Leads per day, calls per week, bookings per month
2) Pain
Where leads drop, where time gets wasted
3) Tools
CRM, email, calendar, forms, spreadsheets
4) Goal
Faster response, higher conversion, fewer no-shows

Quick contact form

Share your workflow and current tools. We will respond with a practical rollout plan.

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