The cheapest wins are the ones already staring at you
You don’t need an AI agent to stop losing leads. You need to route them to the right person within 60 seconds.
1. Lead routing
Use form data + CRM enrichment + Slack notifications. Eliminate the 24h gap most teams still have.
2. Onboarding flows
Trigger emails, CRM tasks and product events from a single source of truth. No more “who owns this account?”
3. Billing ops
Dunning, invoice reminders and refund flows are boring and high-leverage. Automate before they bite you.
4. Support macros + AI drafts
Don’t replace agents. Draft replies for them. You’ll see handle time drop within weeks.
5. Weekly exec reports
One dashboard, one email, one source of truth. Kill the weekly report meeting.