01
Map the revenue and admin workflows
We review how leads arrive, how clients request work, where CRM updates happen, which reports get built, and which handoffs depend on memory.
B2B AI Workflow Audit
Find where your service firm is leaking leads, time, and margin.
Before we build anything, we inspect how leads, CRM updates, client requests, admin tasks, documents, and reporting move through your business. Then we turn the highest-value automation opportunities into a practical 30-day implementation roadmap.
You receive
Lead response and follow-up audit
CRM hygiene and pipeline workflow review
Client intake and request-routing map
Reporting automation and admin workload plan
30-day first AI operator roadmap with ROI and risk priorities
Method
A practical audit for B2B operators.
02
Find the highest-value repeat work
We separate workflows that can produce measurable savings or recovered revenue from AI ideas that look impressive but do not move the business.
03
Design the first AI operator
We specify the agent role, tools, data access, escalation rules, approval gates, CRM actions, and reporting trail needed for the first build.
04
Leave with a 30-day build plan
You receive a practical roadmap with scope, connector paths, operating rules, ownership, success metrics, and the implementation sequence.
Request
Tell us where your team loses time, leads, or visibility.
Share your lead sources, CRM, client request channels, reporting process, team structure, and current bottleneck. We will respond with practical next questions and whether the audit is the right first step.
Common questions
Are you an AI agency?
Deltabits is better understood as an AI operations partner. We do not just install tools. We study how the business runs, design the operating system, build the first workflows, and improve them over time.
What is an AI employee?
An AI employee is a role-based system with a clear job: answer calls, qualify leads, update CRM, draft support replies, search internal knowledge, create reports, or route work with human approval when needed.
Can the systems run privately?
Yes, where the workflow requires it. The audit decides what should run on private infrastructure, what can use client-owned provider accounts, and what needs hybrid routing with strict data boundaries.
What happens after the audit?
You receive a prioritized roadmap. You can build the first system with Deltabits, hand the plan to your internal team, or use it as a technical brief for another vendor.
Do you replace our existing tools?
Usually no. The strongest first step is connecting the tools the team already uses: CRM, email, calendar, phone, website, documents, spreadsheets, billing, and internal apps.