Your Business on AI Autopilot.
No Staff. No Overhead.
We deploy a suite of AI skills directly into your Zoho CRM — running your pipeline intelligence, outreach, customer retention, and operations automatically, every single day.
See If It's Right for You →
No contracts. No setup fees. 15-minute intro call.
Revenue Is Slipping Through the Cracks — Every Day
Most businesses don't have a sales problem. They have a follow-through problem. Leads go cold, deals stall, invoices sit unpaid, and at-risk customers leave quietly — because nobody has time to catch it all.
Deals die in silence
A prospect went quiet after your quote. Nobody noticed for two weeks. That deal is gone. AI catches it in 24 hours.
Cold leads stay cold
Your pipeline fills with leads that were never properly researched or followed up. They age out. Revenue walks out the door.
AR drags for weeks
Overdue invoices sit because nobody has time to write a personalized follow-up. Meanwhile your cash flow suffers.
Good customers leave quietly
A customer you haven't contacted in 60 days just signed with a competitor. You didn't see the warning signs in time.
Outreach never gets done
Your team knows who to call. Nobody has time to research, personalize, and send. The pipeline starves while everyone stays busy.
No visibility into what's working
You're guessing which reps, campaigns, and channels are actually moving the needle. Decisions get made on gut, not data.
Four AI Pillars. Running Automatically.
We connect a suite of Claude AI skills to your existing Zoho CRM. They run on a schedule — no prompting, no babysitting, no manual work from you.
- Daily sales activity scan — calls, emails, deals, follow-ups reviewed every morning
- Prioritized action list posted to your CRM before you start your day
- Weekly pipeline health report — each deal scored, stalled deals flagged
- Weekly lead research batch — new leads enriched with ICP scoring and outreach context
- Monthly competitive intelligence brief — what competitors are doing in your market
- 10–20 researched, personalized outreach emails drafted weekly — queued for your review
- Monthly re-engagement campaign targeting contacts dormant 90+ days
- Proposal follow-up drafted automatically when a quote sits open 5+ days
- Daily at-risk customer alerts — churn signals flagged with recommended actions
- Weekly AR follow-up drafts — personalized emails queued for overdue invoices
- Monthly operations scorecard — plain-English KPI narrative vs. prior month
- Zoho ONE license management — renewals, upgrades, and billing handled for you
- Monthly CRM hygiene run — duplicates, stale leads, and incomplete fields flagged
- Ongoing skill maintenance — if something breaks, we fix it
Up and Running in Days. Then It Just Runs.
15-Minute Intro Call
We confirm you're on Zoho ONE (or get you set up), walk through what the AI skills will do, and answer any questions. No pressure, no pitch.
We Connect the Skills to Your CRM
We deploy the AI skill suite into our Claude account and connect it to your Zoho environment. You don't touch anything technical. Setup typically takes 2–3 business days.
The AI Runs on a Schedule
Daily scans, weekly reports, monthly scorecards — all fire automatically. Outputs land as CRM notes, tasks, and email drafts waiting for your one-click review.
You Stay in Control of What Goes Out
Outreach drafts and AR follow-ups are queued for your approval before anything sends. You get the intelligence; you make the calls. The AI does the legwork.
Find the Right Level of Intelligence
All three tiers run on the same AI infrastructure. The difference is how custom and hands-on the strategic layer is.
- ✓ All 4 AI pillars running automatically
- ✓ Daily, weekly & monthly skill outputs
- ✓ Zoho license management
- ✓ Skill maintenance included
- ✓ New skill builds from standard menu
- ✗ No custom agent assessment
- ✗ No dedicated strategist
- ✗ No quarterly strategy call
- ✓ All 4 AI pillars running automatically
- ✓ Daily, weekly & monthly skill outputs
- ✓ Zoho license management
- ✓ Skill maintenance included
- ✓ Deep-dive ops assessment
- ✓ Custom agent design & blueprint doc
- ✓ Custom agent deployment
- ✗ No quarterly strategy call
- ✗ No dedicated monthly strategist
- ✓ All 4 AI pillars running automatically
- ✓ Daily, weekly & monthly skill outputs
- ✓ Zoho license management
- ✓ Skill maintenance included
- ✓ Custom automation builds
- ✓ Dedicated senior strategist
- ✓ Quarterly strategy call
- ✓ Priority 24-hr support SLA
What This Would Cost to Hire
Every skill has a human equivalent. Here's what you'd pay to get the same output from staff or agencies.
| What the AI Does | What It Replaces | Market Value |
|---|---|---|
| Daily sales activity review + prioritized action list | Sales manager daily review | $800/mo |
| Weekly pipeline health report | Sales ops analyst | $500/mo |
| Weekly lead research batch (20+ leads) | Research VA | $1,500/mo |
| Personalized outreach drafts (10–20/week) | SDR or outreach agency | $2,000/mo |
| Monthly re-engagement campaign | Marketing agency work | $600/mo |
| Daily at-risk customer alerts | Customer success manager | $400/mo |
| Weekly AR follow-up drafts | AR collections service | $500/mo |
| Monthly operations scorecard | Fractional COO | $1,200/mo |
| Monthly competitive intelligence brief | Strategy consultant | $400/mo |
| Zoho license management + CRM hygiene | Internal IT/ops admin | $300/mo |
| Total Monthly Market Value | ~$8,200/mo | |
Common Questions
Do I need to already be on Zoho?
Yes — the AI skills connect directly to Zoho CRM. If you're not on Zoho ONE yet, you can start a free 30 day trial by clicking here.
What happens if I cancel?
The skills stop running. We own the Claude account they operate from, so access ends with the subscription. There's no contract — but the system only works while it's active.
How is this different from the $2,995 retainer?
Same four pillars, same AI infrastructure — but no dedicated strategist, no custom automation builds, and no quarterly strategy call. The AI runs; we maintain it. You act on the outputs.
Do I have to approve everything before it sends?
Yes — outreach drafts and AR follow-ups are queued for your one-click review before anything goes out. Nothing sends automatically without your approval.
What does setup look like?
After a 15-minute intro call, we connect the skill suite to your Zoho environment within 2–3 business days. You don't touch any code or configuration.
Can I upgrade to the full retainer later?
Absolutely — and most clients do. Once you see what the AI surfaces in your pipeline, the case for having a strategist act on it becomes obvious. We make the upgrade seamless.
Need a Strategist in Your Corner Too?
The AI Autopilot runs the machine. The Unfair Advantage Retainer at $2,995/month adds David Edkins personally reviewing outputs, building custom automations, and running quarterly strategy sessions with you. One tier up — a completely different relationship.
Learn About the Full Retainer →Your Pipeline Deserves to Run Without You.
Book a 15-minute call. We'll confirm it's a fit, walk through the setup, and have your AI skills running within a week.
- ✓ No setup fees or contracts
- ✓ Live in 2–3 business days
- ✓ Cancel anytime — no lock-in