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Zachary Tech service

Technology & Automation

Engagement levels: Essential $5 · Growth $20 · Scale $50 per hour

We connect the tools you already pay for, then automate the repetitive work around lead routing, reporting and customer follow-up.

The problem

Leads sit in inboxes, reports are rebuilt by hand every month, and data lives in five disconnected systems.

Our approach

We map the workflow, integrate the systems, and deploy automations — including AI assistants where they measurably save time.

What is included

  • Workflow audit and mapping
  • CRM setup and integration
  • Email and lifecycle automation
  • AI assistants and chat support
  • Automated dashboards and reporting
  • API and webhook integrations

Typical outcome

Teams commonly recover 10-20 hours of manual work per month per operator.