AI Automations & Executive Workshops | Digismart
🌐 Remote-first · Zoom workshops · 1:1 executive coaching

AI That Actually Works for Your Business
Built, Taught, and Handed Back to You
No Hype. Just Good Systems.

Two ways we help teams put AI to work: we build the automations that handle data, content, outreach, and customer service — or we run remote Zoom workshops and 1:1 executive sessions so your leaders understand AI deeply enough to drive it themselves. Most clients do both.

✓ Founder-led call · 100% remote · No sales pitch

9:41 Zoom workshop · Thu 2pm Inbox agent deployedTue · 9:12 amHandling 80% of repliesLIVE 🎓Exec 1:1 · Session 3Wed · 11:00 amBuilding custom GPTsZOOM Content pipeline ranThu · 6:00 am12 posts queuedDONE 🎓Team workshop · AI opsFri · 10:00 am8 attendees · RemoteZOOM Build + Learn, in parallel Systems running + team trainedDocumented · Owned · In your voice

TWO TRACKS, ONE OUTCOME

We build the systems. We train your people. You end up owning both.

Pick one track or run them in parallel. Every engagement is remote-first — Zoom sessions, shared docs, recorded for your team — so location isn't a constraint.

⚙️

TRACK 1

AI Automations

We build the automations that run the parts of your business draining your team — data automation, content creation, outreach, and customer service. Wired into your actual tools, tuned to your voice, and handed back documented so you own it.

  • Data & operations — scheduling, CRM entry, reporting, handoffs
  • Content creation — social, newsletters, blog, ad copy
  • Outreach & follow-up — sequences, nurture, reactivation
  • Customer service — inbox agent, voice receptionist, review replies

Typical timeline: 3 weeks from kickoff to first automation live.

🎓

TRACK 2

Executive Workshops & 1:1 Coaching

For executives and operators who want to drive AI themselves — not just delegate it. Remote Zoom workshops for your leadership team, or 1:1 sessions if you’d rather go deep one-on-one. Practical, hands-on, and built around your actual work.

  • Remote team workshops — 2-4 hour Zoom sessions, recorded, with take-home exercises
  • 1:1 executive sessions — weekly or biweekly, tailored to what you’re actually trying to ship
  • Custom GPT & agent building — we sit with you and build tools for your specific workflow
  • Prompt & workflow libraries — you leave with a reusable toolkit, not just notes

Typical format: 4-6 week cohort for workshops; ongoing monthly cadence for 1:1.

THE FREE CONSULTATION

What you’ll walk away with — even if we never work together.

A 30-minute Zoom. You describe how your team operates today and where the friction is. We map the 2-3 places where automation, training, or both would move the needle most, tell you what it’d cost, and — if it’s not a fit — tell you that too. You leave with a one-page plan either way.

BOOK THE CONSULT
A clear diagnosis of where AI actually fits
Not “you should use ChatGPT more.” Specific workflows, specific tools, specific numbers.
A written 1-page plan, sent the same day
Yours to keep, share, or use to hire someone else. No strings.
A recommendation on track — build, train, or both
Some teams need systems. Some need skills. Most need both, in a specific order.
A 45-minute sales pitch for some platform
No decks. No “revolutionary AI.” If you stay on the call 10 minutes past time, it’s because you want to.

COMMON QUESTIONS

Objections we hear every week.

Won’t AI make my business sound robotic and generic?
That’s the #1 concern and the reason generic AI projects fail. We spend the second week tuning the agents on your recordings, your email replies, and your edge cases — so the output sounds like someone you actually hired. You approve every change. Before anything goes live, you’ll review it and sign off.
We already tried ChatGPT and it didn’t stick. Why is this different?
What does this actually cost?
How are the workshops structured? Live or recorded?
Do you work with teams in different time zones?
Am I locked in?

HOW IT ACTUALLY WORKS

Three weeks. Then it runs itself — or your team does.

1

We map what’s leaking

A 30-min Zoom. We find the 2–3 automations or skill gaps that’ll pay for themselves in the first month.

2

We build & teach in parallel

While we tune agents in your voice, your execs learn how to drive them. Zoom sessions, shared docs, recorded for replay.

3

We hand it back documented

You own the systems and the knowledge. One page of docs. Month-over-month we keep optimizing — but you’re never locked in.

WHAT THIS TYPICALLY LOOKS LIKE

Numbers from the automations and programs we’ve shipped for small and mid-sized teams.

~94%

of inbound customer messages handled automatically, including overnight and weekends — up from roughly 58% before.

12hr

median reduction in team time spent on repetitive inbox, data, and content work per week.

3wks

from kickoff Zoom to first automation running in production — or first executive workshop delivered.

$0

cost to find out if this works for you. The strategy call is free, no pitch, no pressure.

📊

Operations & data automation

The internal stuff that eats hours every week. Scheduling, reporting, data entry, handoffs — automated and documented.

SCHEDULING

Appointment & dispatch automation

Syncs bookings across your calendar, sends confirmation and reminder texts automatically, handles reschedules without human intervention, and notifies your team the moment a job is confirmed.

Connects to: Google Calendar · your scheduling tool · SMS

REPORTING

Weekly ops summary

Every Monday morning: a plain-English summary of last week’s calls, bookings, reviews, leads, and revenue — pulled from your tools automatically. No dashboard to log into. Just a clear read in your inbox.

Connects to: CRM · calendar · phone system · email

DATA

CRM data entry & enrichment

Pulls contact details, deal stage, and conversation notes from emails and calls — logs them to your CRM automatically. No manual data entry. Every lead fully documented without your team touching it.

Connects to: HubSpot · Salesforce · GHL · Notion

FINANCE

Invoice & payment follow-up

Sends automatic, polite payment reminders via email or SMS when an invoice hits 3, 7, and 14 days overdue — in your voice, with your branding. Stops the moment payment is received.

Connects to: QuickBooks · Stripe · Wave · FreshBooks

ONBOARDING

New client onboarding flow

The moment a new client signs, a sequence kicks off automatically: welcome email, intake form, contract, intro call booking, and first deliverable checklist — all timed and personalized without a human doing the handoff.

Connects to: email · DocuSign · calendar · CRM

INTERNAL

Team notification & handoff alerts

When a lead books, a payment clears, a review comes in, or a task is due — the right person on your team gets a Slack or SMS alert automatically. Nothing falls through between systems.

Connects to: Slack · SMS · email · CRM
📈

Content creation & marketing

Content, campaigns, and nurture — running on your brand, without your manual effort.

SOCIAL

Social media content pipeline

Generates a week of on-brand Instagram, Facebook, and LinkedIn posts from a short weekly briefing — captions, hashtags, and posting schedule. You review once; it queues everything.

Connects to: Meta · LinkedIn · Buffer / Later

EMAIL

Newsletter & drip builder

Drafts monthly newsletters and automated drip sequences for new leads — pulling from your blog, services, and recent news. Maintains your voice across every touchpoint without your team writing a word.

Connects to: Mailchimp · Klaviyo · ActiveCampaign

SEO

Blog & SEO content

Produces SEO-optimized blog posts, landing pages, and FAQ content on a set cadence — researched, written, and formatted for WordPress or your CMS. Targets the searches your customers are actually making.

Connects to: WordPress · your CMS · Google Search Console

ADS

Ad copy & creative refresh

Generates new ad copy variants for Google and Meta on a weekly cadence — headline, description, CTA combinations — so your campaigns never go stale without a copywriter on the payroll.

Connects to: Google Ads · Meta Ads Manager
💬

Outreach & customer service

The automations that answer, qualify, and book — so you stop losing leads to voicemail and inbox lag.

VOICE

AI voice receptionist

Answers every inbound call 24/7 in your business’s name. Qualifies the caller, answers FAQs, books appointments straight into your calendar, and logs a summary to your CRM before hanging up. Multilingual.

Connects to: your phone number · Google Calendar · CRM

MESSAGING

WhatsApp & chat auto-responder

Replies to every WhatsApp, SMS, or web chat message in ~2 seconds — in the customer’s language, detected automatically. Handles pricing questions, booking requests, and follow-ups. Escalates hot leads to you in real time.

Connects to: WhatsApp Business · calendar · CRM

EMAIL

Inbox reply agent

Reads every inbound email, drafts a reply in your voice using a knowledge base you control (pricing, availability, services, FAQs), and either sends automatically or drops into a one-click approve queue.

Connects to: Gmail / Outlook · your knowledge base

REVIEWS

Review reply automation

Drafts a specific, on-brand reply to every new Google, Yelp, or Trustpilot review within the hour — naming details, matching tone, and auto-flagging 1-star reviews for owner approval before anything goes live.

Connects to: Google Business · Yelp · Trustpilot

SMS

Missed-call text-back

Every missed call gets an automatic SMS within 30 seconds: “Hi, sorry we missed you — we’re [Business]. What can we help with?” Captures the lead before they call your competitor.

Connects to: your phone number · SMS platform

FOLLOW-UP

Lead follow-up sequence

Automatically sends 2–3 follow-up messages (email, SMS, or WhatsApp) to any lead that didn’t convert — spaced intelligently, written in your voice, stopping the moment they reply or book.

Connects to: CRM · email · SMS · WhatsApp
🎓

Executive workshops & 1:1 coaching

For leaders who want to understand AI deeply enough to drive it — not just delegate it. All sessions are remote.

TEAM

Remote AI workshop series

A 4-session Zoom cohort for your leadership team. Each session is 90 minutes, recorded, with take-home exercises built around your actual business. By session four, your team is shipping their own prompts, custom GPTs, and simple agents.

Format: 4 × 90-min Zoom · recorded · group of 4–12

1:1

Executive 1:1 coaching

Weekly or biweekly Zoom with one of our senior operators. We work on whatever you’re actually trying to ship — a board deck, a product spec, an investor memo — and turn each session into a repeatable AI workflow you keep using.

Format: 60 min · weekly or biweekly · ongoing

INTENSIVE

Half-day leadership intensive

A single 4-hour Zoom block for your exec team. We audit the 3 highest-leverage workflows, build working AI tools for each one live on the call, and leave you with a prioritized roadmap. Good fit if you need momentum fast.

Format: 4 hours · Zoom · recorded · up to 8 execs

CUSTOM GPTS

Custom GPT & agent building

We sit with you on Zoom and build the custom GPTs and agents your team actually needs — a sales-call analyzer, a strategy memo drafter, a competitive research agent. You leave owning the assets and knowing how to iterate.

Format: 2–3 sessions · Zoom · pair-building

LIBRARY

Prompt & workflow library buildout

We build a searchable library of prompts and workflows specific to your business — written with you, tested by you, documented in Notion or your tool of choice. Becomes the foundation your team builds on for the next 12 months.

Format: 3–4 weeks · async + 2 Zooms

ONGOING

Monthly AI office hours

After the initial engagement, many teams keep us on a light monthly cadence — one Zoom a month, open agenda. You bring whatever came up, we help ship it. Low-commitment way to keep momentum after the formal program ends.

Format: 60 min/month · Zoom · month-to-month

BOOK THE CONSULT

Pick a 30-minute Zoom slot. We’ll handle the rest.

One call, no pitch, plan delivered the same day.

BOOK FREE 30-MIN CONSULT →
✓ Founder-led call✓ 100% remote✓ 1-page plan, same day✓ No long-term contract