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AI Automation for Small Business: Build Custom AI Agents

$345
Quantity
1
Delivery in
3 days
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What you get with this Offer

Set up a single high-impact automation or basic AI assistant to tackle your biggest business bottleneck. Includes 1 system audit and full testing.Deliverables:1 Custom Core Workflow (e.g., Lead capture form $\rightarrow$ Auto-enrich data $\rightarrow$ Push to CRM).Integration between up most 3 basic apps (e.g., Slack, Gmail, Google Sheets).3 days of post-launch hypercare support.Estimated Cost: $345 – $400Estimated Time: 3 – 5 Days

Get more with Offer Add-ons

  • I can custom AI Chatbot + Core CRM Integration

    Additional 5 working days

    +$1.0k
  • I can deliver all work in 3 working days
    +$268

What the Freelancer needs to start the work

To kickstart your automation project and ensure a seamless setup, please provide as much detail as possible for the following items:

1. The Target Workflow (Your Biggest Bottleneck)

Please describe the specific manual process you want to automate. (e.g., "When a new lead fills out our WordPress contact form, we manually copy their details into HubSpot and send a welcome email.")

2. Your Current Tech Stack

What software tools, platforms, or CRMs are you currently using that need to talk to each other? (e.g., HubSpot, Zapier, Make.com, WhatsApp Business, Gmail, Shopify, Notion).

3. Key Data Points

What specific information should the AI capture and process? (e.g., Lead Name, Email, Phone Number, Company Size, Custom FAQ answers).

4. Current Standard Operating Procedure (SOP) or Logic

Are there any specific rules or guidelines the AI needs to follow? (e.g., "If the lead is from the US, route them to Sales Agent A. If international, route to Sales Agent B."). Feel free to share text, a bulleted list, or a quick Loom video walkthrough.

5. Assets & Knowledge Base (For Chatbots/AI Agents Only)

If we are building a custom AI Chatbot or Customer Support Agent, please upload or link your company FAQs, training documents, guidelines, or website URLs the AI should study.

6. Success Metrics & Goals

What does a successful outcome look like for you? (e.g., "Save 5 hours of manual data entry per week," or "Reduce lead response time to under 2 minutes.")