AI integration for IT, Marketing & Sales Agencies

Build a reliable AI workflow for your agency team.

Your team can build AI demos quickly, but client projects stall when integrations, testing, and production controls are missing. We connect them in one secure AI workflow.

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Repeatable delivery without hidden production risk · $10,000 – $35,000 · Milestone-based

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IT, Marketing & Sales Agencies · Custom AI Integration

What does this engagement mean for agency teams?

An agency AI integration should turn a repeatable client workflow into an owned delivery system rather than another one-off demo. The design needs tenant separation, reusable components, clear client-specific configuration, and a handover model the agency can support.

Workflow in scope

A repeatable client process such as lead qualification, knowledge support, reporting, content operations, or service delivery.

Likely system boundaries

  • Client CRM and project systems
  • Approved client knowledge and data sources
  • Agency monitoring, support, and handover workflow

Evidence required

  • Client data and credentials remain isolated
  • Reusable logic is separated from client-specific rules
  • The agency can diagnose, operate, and extend the delivered workflow

Important boundary

The engagement productises one proven service workflow; it is not an unlimited white-label platform build.

Who this is for

For operations leaders and founders who need AI inside the business—not beside it.

Best fit for mid-market IT, Marketing & Sales Agencies teams with heavy data and manual handoffs. Buyers are usually a VP of Operations, COO, or founder who can open doors to systems and process owners.

  • Your team is drowning in manual processing of internal data.
  • You want AI inside the tools people already use—not a separate chat window nobody opens.
  • You need agents or RAG connected to real CRM, ERP, or proprietary databases.
  • A simple ChatGPT wrapper will not survive compliance, permissions, or multi-step work.
  • Operations or product leadership owns the problem, not just a side experiment.

What you get

A production-minded build, not a weekend prototype.

Discovery of the real workflow, data sources, and decision points worth automating
Architecture for a secure multi-agent or RAG system tied to your systems of record
Integration into agreed databases, APIs, CRM, or ERP surfaces
Permission boundaries, audit-friendly logging, and failure handling for production use
Milestone demos with clear acceptance criteria
Handover notes so your team can operate and extend the system

How delivery works

Clear milestones. No open-ended build theatre.

Pricing sits between $10,000 – $35,000 depending on system access, number of integrations, compliance needs, and how much of the workflow is in scope. We lock the first milestone before code starts.

Milestone 1

Map the workflow, data access, risks, and definition of done

Milestone 2

Build the core agent or retrieval path against real systems

Milestone 3

Harden controls, test failure paths, and ship the first live slice

Milestone 4

Handover, operating guidance, and next-priority roadmap

Frequently Asked Questions

Clear scope. No vague answers.

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