Business automation services
Every lead followed up. None falling through.
Business automation services, done for you, for the two kinds of firms we serve — independent RIAs and web-design agencies. Inquiries slip away while everyone's heads-down or it's after hours. Our AI automation services wire your stack so every missed call gets texted back, every lead gets followed up in seconds, every meeting confirms itself, and every send passes a human approval gate — running around the clock, no one chasing by hand.
AI Operator · today
A referred household — or an inbound agency lead — won’t wait
A prospective household introduced by a referral, or an inbound lead asking about a build, goes to whoever responds first. Reply in seconds, not hours, and they’re still yours when you pick up the conversation.
Onboarding stalls between the steps nobody owns
The NIGO form, the custodian re-submission, the asset hand-off that’s been sitting two days — the gaps between steps are where intake quietly slips from days into weeks.
Manual follow-up is capped by someone’s hours
Onboarding nudges, status updates, client-reporting cadence, review capture — done by hand they only happen when someone has time, and the busy weeks are exactly when things slip.
What’s included
Business process automation services so nothing slips between the steps.
Instant inbound response
A referral intro or inbound build enquiry gets an instant, on-brand reply — before they hear back from anyone else.
Onboarding-status nudges
Pre-fills, paperwork, and asset hand-offs get chased automatically until each step clears — no household left waiting.
Instant booking
Reads your calendar, offers slots, books and sends reminders — no human.
Lead qualification & routing
Chat or detailed form qualifies the prospect and routes the right ones to the right person first.
Client review capture (white-label for agencies)
Requests reviews at the right moment under your brand; routes anything unhappy to you privately.
CRM + client-reporting cadence
One pipeline with an owner dashboard and reports that go out on a set cadence — never late, never forgotten.
How it works
From first call to live system.
Teardown
We map where your leads leak and which automations pay off first.
Build
We wire the stack into your CRM, calendar and channels.
Go-live
We test end-to-end, then switch it on with guardrails.
Run
We monitor, optimise and add automations as you grow.
Transparent by default
Every step, logged live.
You watch the system work in real time — every step posted to your Slack or Discord as it happens. No black box, no “trust us.”
Why NAZCO
DIY it, hire for it, or have it built and run.
| DIY / point tools | Hire in-house | NAZCO | |
|---|---|---|---|
| Time to live | Weeks of trial and error | Months, plus recruiting | Days to weeks |
| Who maintains it | You do | Your new hire | We do, on a retainer |
| Real cost | Cheap until it breaks | A full salary, loaded | A fraction of a hire |
| You own it | Yes — but you built it | Yes | Yes — on your own stack |
| When it breaks | Your problem, at 9pm | Their problem | Monitored and fixed for you |
Pricing
Transparent. No surprises.
RIA firms
From $25,000 the build
Automations ship inside the Fiduciary Onboarding Engine — see /financial-firms.
- New-household intake in days, not weeks
- Human approval gates + audit trail
- Redtail/Wealthbox + custodian + planning stack
Web-design agencies
From $15,000 the build
Automations ship inside the 1-Week Delivery Engine — see /agencies.
- Intake→content→design→dev→QA→launch
- Run from your Slack or Discord
- Human gate on every send and publish
Audit / Sprint first
From $3,500 100% credited
Start smaller: the AI Operations Audit + Roadmap or the 7-Day Proof Sprint.
- Fully credited to the build
- Scoped on your free teardown
- Care retainer always attached
Prices in USD, indicative. Tools & usage (CRM, AI, SMS, hosting) billed at cost — you own your accounts. Final scope on a quick call.
Run a web-design agency? White-label this under your brand →
FAQ
Questions, answered.
What if the automations don't actually plug my leak?+
We agree the target with you up front — missed calls texted back, leads followed up inside seconds, nothing dropped — and our Build-Until-It-Works guarantee means we keep building free until it hits. You don't carry the risk of it not working.
How fast can it go live?+
Fast. A single automation can be live in days; the full operator stack is typically 1–2 weeks. You start catching leads almost immediately.
Do I own it, or am I locked in?+
You own it. It's built on your own accounts, so there's no lock-in. We stay on as the maintainer so it never breaks or gets abandoned.
Who pays for the tools, and what does the monthly cover?+
You own the meters — your CRM sub-account, AI usage and SMS are billed at cost on your accounts, never marked up. The monthly covers monitoring, fixes, optimisation, reporting and small changes: AI automation agency services priced like a fractional automation team, for less than one hire.
The Build-Until-It-Works Guarantee
We don’t stop until it works.
We agree on a clear acceptance target before we build. If the system isn’t hitting it, we keep building and optimizing at no extra cost until it does — provided you complete onboarding and approve milestones on time. Most agencies won’t put that in writing because they’re not sure it’ll work. We are.
Let's plug your biggest leak first.
Start with the free teardown for your firm — RIA or agency. We'll show you exactly where work is slipping, what it's costing you, and what catching it is worth.
Free teardown · 2 build slots + 2 advisory retainer seats · Build-Until-It-Works guarantee