Atamai Solutions

Demo Growth Co. AI Automation Assessment

Prepared for Alex Morgan.

Executive Summary

Where automation can create momentum.

Demo Growth Co. has strong demand but loses time across manual lead follow-up, scattered reporting, and repeated client onboarding tasks. The fastest wins are automated lead response, intake summaries, and a weekly operating dashboard.

Business Snapshot

Your current operating picture.

Industry Professional services

Team Size 8-15

Current Tools Website forms, Gmail, Google Sheets, CRM, Calendly

Primary Goal Respond to leads faster while reducing admin work

Key Pain Points

The friction worth removing first.

Website leads are followed up manually, creating delays during busy days.

Client onboarding requires repeated copy/paste work between email, spreadsheets, and the CRM.

Leadership reporting depends on manually updated spreadsheets.

Team members spend too much time searching for client context before calls.

Opportunity Matrix

Prioritized automation opportunities.

Instant lead intake and follow-up High Medium Phase 1

AI-generated client summary before sales calls High Low Phase 1

Automated onboarding task creation Medium Medium Phase 2

Weekly growth and operations dashboard Medium Low Phase 2

Systems to build next.

Lead response automationConnect website form submissions to CRM updates, instant email follow-up, team alerts, and booking prompts.

AI call prep assistantGenerate a concise lead summary, likely needs, and suggested questions before each implementation call.

Onboarding workflowCreate tasks, folders, kickoff emails, and internal notes automatically when a client is marked as won.

Owner dashboardSummarize lead volume, conversion points, active onboarding, and overdue tasks each week.

Implementation Roadmap

A focused path from idea to working automation.

Week 1Map intake, CRM, and booking flow. Confirm fields, triggers, and handoff rules.

Weeks 2-3Build lead response automation and AI call prep assistant.

Week 4Launch onboarding automation and dashboard reporting.

OngoingMeasure time saved, refine prompts, and expand automation coverage.

Next Steps

Turn this roadmap into working systems.

Confirm the first workflow to automate.

Connect website form, CRM, email, and calendar access.

Build a v1 automation in n8n and test with real leads.

Review results after two weeks and expand the system.

Book Implementation Call