Services we offer

This quick strategy session allows us to learn about your business, understand your goals, and identify where AI and automation can create the biggest impact. We’ll outline opportunities to streamline your processes, increase efficiency, and help your business scale faster.

Pricing depends on company size

The Velocity Blueprint is a top-down audit and execution plan that identifies your biggest opportunities, eliminates inefficiencies, and outlines the exact AI systems needed to help you grow smarter, faster, and more profitably.

Discovery Strategy Call (60–90 min)

Goal: Understand the business

We go over:
• your current model(s)
• sales process
• team roles
• current software
• biggest operational pain points and current inefficiencies
• Automation opportunities
• Estimated ROI
• Next steps

2. Automation Opportunity Analysis

We identify key automation opportunities

• AI lead response system
• automated CRM pipeline
• automated client onboarding
• AI appointment booking
• automated follow-up marketing

3. Tech Stack Recommendations

We suggest a simplified tool stack, like:
• Automation tools
• AI assistants
• Marketing automation
• Scheduling systems

This is strategic recommendations, not full implementation.

4. 90-Day Automation Roadmap

We provide a simple roadmap:

Phase 1 — Quick wins
Phase 2 — Sales automation
Phase 3 — AI scaling

Phase 1: Implementation (One-Time Build)

This phase is where we design and build the automation systems identified during the AI Business Audit / Strategy Session.

During the implementation phase, we design and integrate intelligent systems that connect your existing software and automate critical business processes. This may include CRM automation, automated lead capture, AI chatbots, marketing automation, appointment scheduling systems, client onboarding workflows, and internal workflow automation. By integrating AI-powered tools with your current technology stack, businesses can reduce manual work, improve response times, and create a more efficient and scalable operating system.

Once implementation is complete, our monthly AI automation management service ensures your systems continue to operate smoothly and evolve alongside your business. Our team monitors automations, optimizes workflows, introduces new AI tools, and continuously improves system performance to maximize efficiency and growth. This ongoing support helps businesses stay competitive while leveraging the latest advancements in AI automation, business process automation, and intelligent workflow systems.

Velocity’s AI implementation and automation management services help small and mid-size businesses work smarter, increase productivity, and build scalable systems that support long-term growth.

Implementation Includes

1. Automation System Setup
We build custom automation workflows tailored to your business operations.

Examples include:
• automated lead capture
• automated follow-up systems
• AI appointment scheduling
• CRM automation
• sales pipeline automation
• client onboarding workflows

2. AI Integration
We implement AI tools designed to improve productivity and reduce manual work.

Examples:
• AI customer support assistants
• AI lead qualification systems
• AI chatbots for website inquiries
• AI email response tools
• AI data analysis tools

3. System Integration
We connect the systems your business uses so they work together efficiently.

This may include integration between:

• CRM platforms
• marketing software
• scheduling tools
• payment systems
• project management platforms
• communication tools

4. Workflow Automation
We design automated workflows that eliminate repetitive tasks and streamline internal operations.

Examples:
• automated client onboarding
• automated task assignment
• automated notifications and reminders
• automated reporting

5. Team Training
Your team will receive training on how to use the new systems and automations effectively.

Training includes:
• system walkthroughs
• best practices
• workflow management

Price starts at $ 24,999.00 depending on company size

After implementation, Velocity provides ongoing support to ensure your systems continue running smoothly and evolve with your business. Price starting at $ 1,500 a month depending on implementation tools and company size. Price for 12 month contract.

Monthly Services Include

Automation Monitoring
We monitor all automations to ensure they continue functioning properly.

System Optimization
As your business grows, we refine and improve your automations to increase efficiency and performance.

AI Tool Updates
AI tools evolve quickly. We update and improve your systems as new technology becomes available.

New Automation Builds
Each month we can build additional automations to continue improving your business operations.

Performance Reporting
You receive regular reports showing how automation is improving efficiency and productivity.