You will get an automated client intake and database system for your business
Project details
AI AutoPilot: Intelligent Client Tracking
THE PROBLEM
Traditional CRMs are static data graveyards. Agencies waste hours on manual updates and messy spreadsheets. You need a system that works as fast as you do.
THE SOLUTION
I will build the AI AutoPilot, a dynamic CRM for high-velocity agencies. It transforms raw data into an actionable decision engine to manage relationships, not just rows.
WHAT YOU GET
1. Visual Intelligence (Gallery): Card-first interface for instant visibility into client health.
2. Kinetic Workflow (Kanban): Drag-and-drop pipeline moving leads from Prospect to Active.
3. Deep Data Grid: Comprehensive backend tracking 20+ touchpoints so no interaction is lost.
CAPABILITIES
• Custom Status Logic (Lead > Active > Archived)
• Automated Timestamps
• Visual Progress Tracking
• Mobile-Responsive
DEPLOYMENT
Don't let leads slip. Click Continue to initialize your AI AutoPilot and start scaling today.
THE PROBLEM
Traditional CRMs are static data graveyards. Agencies waste hours on manual updates and messy spreadsheets. You need a system that works as fast as you do.
THE SOLUTION
I will build the AI AutoPilot, a dynamic CRM for high-velocity agencies. It transforms raw data into an actionable decision engine to manage relationships, not just rows.
WHAT YOU GET
1. Visual Intelligence (Gallery): Card-first interface for instant visibility into client health.
2. Kinetic Workflow (Kanban): Drag-and-drop pipeline moving leads from Prospect to Active.
3. Deep Data Grid: Comprehensive backend tracking 20+ touchpoints so no interaction is lost.
CAPABILITIES
• Custom Status Logic (Lead > Active > Archived)
• Automated Timestamps
• Visual Progress Tracking
• Mobile-Responsive
DEPLOYMENT
Don't let leads slip. Click Continue to initialize your AI AutoPilot and start scaling today.
AI Algorithms
Large Language Model, Transformer ModelAI Applications
AI Chatbot, AI Content Creation, Natural Language Generation, Natural Language UnderstandingAI Development Language
PythonAI Models
ChatGPT, DALL-E, GPT-3, GPT-4What's included
| Service Tiers |
Starter
$150
|
Standard
$450
|
Advanced
$900
|
|---|---|---|---|
| Delivery Time | 2 days | 5 days | 10 days |
Number of Revisions | 1 | 2 | 10 |
AI Model Integration | - | - | |
Batch Normalization | - | - | - |
Database Integration | |||
Detailed Code Comments | - | - | - |
Image Upscaling | - | - | - |
MLOps | - | - | - |
Model Deployment | - | - | - |
Model Documentation | - | - | - |
Model Monitoring | - | - | - |
Model Testing & Optimization | - | - | - |
Model Tuning | - | - | - |
Natural Language Processing | - | - | |
NLP Tokenization | - | - | - |
Pre-Training | - | - | - |
Prompt Engineering | - | - | |
Setup File | - | ||
Source Code | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$50 - $200
Additional Revision
+$50Frequently asked questions
About Kenneth
AI Automation Specialist | Customer Service & Workflow Systems
Dallas, United States - 3:42 am local time
I am looking to build detailed case studies for my new AI Automation & Operations agency. I have the engineering background (COO, US Patent Holder) and the tech stack (Zapier, Python, LLMs)—now I need the reviews.
The Offer:
I will work with you for 1-3 months (up to 20 hours/week) to automate your workflows, build custom AI agents, or streamline your operations.
Cost: $0.
The "Catch": I require a verified video testimonial and a written review upon successful completion.
Who I’m looking for:
✅ Must be a verified, US-based business or entrepreneur.
✅ Must have a real operational mess you need cleaned up (I need complex problems to solve!).
✅ Must be ready to start immediately.
I am only accepting 3 partners. DM me "PILOT" if you want free expert-level automation.
I help small businesses work smarter by building AI-powered systems that automate customer service, lead generation, scheduling, phone calls, internal workflows, and administrative tasks. My focus is creating reliable, 24/7 automation so businesses can save time, reduce costs, and run smoothly without the daily chaos.
What I Do Best
• AI customer service systems (chatbots, phone automation, DMs)
• Lead capture, appointment scheduling, and follow-up automation
• Social media message automation (FB, IG, TikTok)
• Internal workflows for operations, vendors, recruiters, and support teams
• AI paralegal tools (contracts, document review, intake workflows)
• “Operations Brain” dashboards to centralize your business systems
• No-code automations using Zapier, Make, LangChain, Google Workspace
• AI-powered graphics, branding, and digital content
Why Clients Hire Me
• Fast turnaround
• Clear communication
• Custom-built AI systems tailored to your business
• Strong technical knowledge + real-world automation experience
• Clean, organized deliverables that keep working long after the project ends
If you want your business to run on AI AutoPilot—faster, cleaner, and more efficiently—I’m here to help.
Let’s build something that works for you 24/7 nationwide.
Steps for completing your project
After purchasing the project, send requirements so Kenneth can start the project.
Delivery time starts when Kenneth receives requirements from you.
Kenneth works on your project following the steps below.
Revisions may occur after the delivery date.
System Architecture & Setup
I build your custom CRM structure within Airtable, configuring the visual Gallery View for account management and the Kanban View for your specific workflow logic.
Data Import & Cleaning
I take the raw client list (CSV/Excel) you provided in the requirements, clean the formatting, and import it into the new system, ensuring every contact is correctly tagged and categorized.