Know what you’re agreeing to.
Scope, fees, billing currency, access and separate platform or media costs are confirmed in the proposal.
07 / UNITED STATES / ONLINE DELIVERYBetter lead handoffs.
Better lead handoffs.
Less manual chasing.
AI & workflow automation for US businesses. Connect the enquiry, the CRM record and the next action, with practical automation and people responsible for the decisions.
Discuss your workflow
UNITED STATES / Less repetition. More room to think.AN ILLUSTRATIVE BRIEF / UNITED STATES
A new lead gets recorded, then disappears into manual follow-up.
A services team needs to connect website enquiries with CRM ownership and a review queue. A focused workflow can remove repeated entry while keeping qualification and commitments under human control.
A possible starting point. Not a client case study.07 / THE STARTING POINT
- 01
Agree the record, owner and next action.
- 02
Test duplicate, incomplete and failed submissions.
- 03
Document the handover and fallback process.
From the idea to the actual workGood thinking.
Good thinking.
Something to show for it.
Explore the work we can bring together. Your proposal confirms the priorities, responsibilities, and deliverables before we begin.
01AI consultancy & planning
Assess where AI could help, compare suitable tools, and define a focused next step before committing to a build.
02Workflow discovery
Map the process, data, owners, exceptions, and the point where a person should make the decision.
03Lead routing & follow-up
Connect forms to your CRM, assign ownership, and prepare relevant follow-ups with approval where needed.
04AI-assisted internal work
Scope knowledge search, drafting, classification, or summarisation with a clear source of truth and review process.
05Tool integrations
Connect suitable APIs and workflow tools such as Make, Zapier, or n8n after checking access, cost, and fit.
06Testing, documentation & handover
Test failure paths, document responsibilities, and define how the workflow will be monitored and maintained.
SHREEM DIGITAL / SCOPE NOTES01 / 06
AI consultancy & planning
Clear responsibilities. Agreed deliverables.
A piece of the plan, with a purpose.
A FOCUSED START
Small teams losing time to manual handoffs, repetitive administration, or missed follow-ups.
THE WORKING ARRANGEMENT / UNITED STATESClear scope.
Clear scope.
Across the distance.
12–24HOURS / ENQUIRY REPLY
Tell us what needs to work better. We’ll agree the right next conversation.
Discuss your projectWe work remotely with businesses across the globe. We begin with your audience, service coverage and sales process, then agree the scope, access and review schedule. Your project gets a defined next step rather than an open-ended list of marketing tasks.
An enquiry copied between systems. A follow-up that depends on someone remembering. A report rebuilt every month. We map the process first, then assess whether a straightforward integration, automation, or AI step is the right fit.
A person who owns the conversation.
Your dedicated client team manager coordinates updates and gives project requests priority. The scope sets delivery dates.
A LITTLE CLARITY
Before you decide.
Practical answers about ai & workflow automation for US businesses.
How would this project work for our business in United States?
We work remotely with businesses across the globe. We begin with your audience, service coverage and sales process, then agree the scope, access and review schedule. Your project gets a defined next step rather than an open-ended list of marketing tasks.
What do you need before quoting?
Tell us about your offer, current website or tools, the customers you want to reach and the part of the process that needs attention. We assess access and constraints before confirming the work.
Can we start with AI consultancy only?
Yes. We can begin by reviewing your workflows, comparing suitable tools and setting out practical recommendations before any integration or automation build.
Do we need AI for every automation?
No. Rules and direct integrations are often more predictable. We recommend AI only where interpretation or generation adds useful value.
Can you connect to our existing CRM?
We assess the CRM’s API, plan permissions, data model, and supported integrations before confirming the scope.
Will AI send messages without review?
Approval rules are agreed in advance. A sensible pilot often drafts or routes information first, with a person approving external actions.
What happens if an integration fails?
The workflow should include logging, a clear owner, retry rules where appropriate, and a fallback. Those requirements are part of the design and testing.
A good conversation changes things.
Your next chapter
starts here.
Let’s find your next moveNo pitch deck marathon. Just a useful first conversation.