Deliver more client work
with the same team.
I help marketing and sales agencies build AI into their daily work, so your team spends less time on reports, research and follow-ups, and more time on clients and revenue.
12+ companies · 5 years building production AI systems · 9 engagements published below
Trusted by teams at
Your team is busy. But is it busy with the right work?
Most agencies and sales teams don't have a talent problem. They have a time problem. Skilled people spend hours every week on work that doesn't need their skill.
- Account managers rebuild the same client reports every month.
- Writers start every brief, caption and email from a blank page.
- Sales reps research prospects by hand and forget to follow up.
- New leads wait hours, or days, for a first reply.
- Proposals take a full day to put together.
So when new clients come in, the only answer seems to be hiring more people. That eats your margin and slows you down.
There’s a better way. Build AI into how your team already works, and the same people can handle far more.
Built for teams of 10 to 100 people who sell or deliver for clients.
Marketing and sales agencies
Digital, content, social, performance, lead-gen and outsourced sales agencies doing project work for clients.Pain. Margins squeezed, delivery is manual, growth means hiring.Result. Take on more clients with the same team and faster turnaround.
B2B sales teams
Companies with 3 to 20 reps selling services, software or products to other businesses.Pain. Reps spend more time on research, admin and CRM than selling.Result. More selling time per rep, faster follow-ups, cleaner pipeline.
High lead-volume businesses
Real estate, education and coaching, recruitment, insurance and loan distribution.Pain. Leads go cold because nobody replies fast enough.Result. Every lead answered and followed up within minutes.
Good fit if you
- Have 10 to 100 employees and a founder or leader who can make decisions quickly.
- Already use basic tools such as a CRM, Google Workspace or Microsoft 365.
- Feel stretched and would rather grow capacity than add headcount.
Not a fit if you
Are a large enterprise with long procurement cycles, or a solo operator with no repeatable process yet.
Where your team gets hours back.
These are tasks I have already taken off a real team's plate. The numbers are from that work.
Client delivery
PawPurrfect bookings, payouts and the daily operations consoleThe team runs the day with no engineer on staff. 0 payment disputes from split-booking refunds.
Client delivery
Bloom Cap assessment reports, counsellor sessions and parent updatesThree audiences, one privacy rule. 0 data-visibility incidents since launch.
Research
GetBoarded skill profiles and capability search, kept current as the model changes100% of live profiles preserved. 0 downtime across later changes.
Follow-up
Pacome alerts when a stock signal changes, including after a ticker is renamed0 silent drops. Subscribers keep getting the alert they pay for.
Lead handling
estart4 restaurant orders, the kitchen queue and repeat-customer campaigns0 double-claimed orders at Saturday volume. Campaigns sit on the same system as orders.
Operations
Mic Monster voice renders, queued under a spike and billed only when audio is deliveredThousands of active users. 0 charges for a failed render.
The offer for agencies and sales teams is the same shape of work: reports, first drafts, research, follow-ups and lead replies, inside the tools you already use. See the three ways to start.
From first call to real results in weeks, not months.
- 01
Free workflow review
30 minutes. We talk through how your team works today and where time is being lost.
- 02
Audit
I map your workflows, measure where hours go and hand you a roadmap with expected savings.
- 03
Build
I set up AI workflows inside the tools you already use, starting with the quickest wins.
- 04
Train
Hands-on sessions and simple guides, so your team actually uses what we built.
- 05
Measure and improve
We track hours saved and output gained, then move on to the next opportunity.
Your team stays in control. AI handles the repetitive work. Your people handle judgement, creativity and client relationships.
Real teams. Measured results.
| Client | Challenge | Headline result |
|---|---|---|
| PawPurrfect | Split bookings and payouts needed a person on every awkward cancellation. | 0 payment disputes from those split bookings |
| Bloom Cap | Parent reports and counsellor notes were hidden in the screens, not actually private. | 0 data-visibility incidents since launch |
| estart4 | Two kitchen stations could claim the same order once Saturday volume hit. | 0 double-claimed orders after the fix |
Not another AI hype consultant.
I’m Sumit Rathore. Over the past five years I’ve worked with 12+ companies, including PawPurrfect, Bloom Cap, GetBoarded and estart4, building the workflows their teams run every day: bookings, reports, follow-ups and the admin around them.
I don’t sell software and I don’t hand over a slide deck and disappear. I build the systems, train your people and stay until it works.
Agency and sales focus
I only work with teams like yours, so I already know your workflows.
Results you can measure
Every project starts with a baseline and ends with numbers.
Built into your current tools
No big migrations or new platforms to learn.
Your team stays in control
AI does the grunt work. Your people do the work that matters.
Questions owners ask before the first call.
No. The goal is to remove repetitive work so your existing team can handle more clients and higher-value work. Most clients use the time saved to grow without hiring as fast.
No. I set everything up inside tools you already use and train your team in plain language.
It depends on your setup. Typically leading AI assistants, automation platforms and your existing CRM, email and project tools. I recommend tools, I don't resell them.
Most teams see their first time savings within 2 to 3 weeks of starting the implementation sprint.
Yes. I follow data-privacy best practices, use business-grade AI tools with data protection settings, and can sign an NDA before we start.
The audit is a fixed fee, quoted on the workflow review before any work starts. Implementation and the monthly retainer are quoted after the audit, based on scope. The audit fee is credited if you continue.
The audit tells you upfront where AI will and won't help, with estimated savings, before you commit to anything bigger.
Find out how many hours your team could get back.
Book a free 30-minute workflow review. We'll look at how your team works today and I'll show you the 3 biggest places AI could save time. No pitch deck, no obligation.