Cut costs. Close more.
Grow faster.

We build custom AI agents that take the repetitive, expensive work off your team's plate so you can focus on growing the business. You don't need a tech background. You just need to be tired of doing things the hard way.

🧮
Free savings calculator See your cost savings and revenue upside in 60 seconds
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A
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Trusted by 200+ foundersAvg. $180K saved + $220K revenue unlocked in year one
Live Agent Impact — Q2 2026
$42K
Costs saved this month
+$31K
New revenue generated
Client Onboarding
Lead Conversion
Retention Rate
Invoice Processing
↑ +35% close rate
$31K
New revenue this month
🚀
Lead converted in 4 min
Agent followed up instantly
Client Onboarding Appointment Scheduling Invoice & Billing Customer Follow-Ups Social Media Management Proposal Generation Contract Routing Lead Nurturing HR & Payroll Prep Client Onboarding Appointment Scheduling Invoice & Billing Customer Follow-Ups Social Media Management Proposal Generation Contract Routing Lead Nurturing HR & Payroll Prep
What we do

Everything you need to automate with confidence

We handle all the technical work from start to finish. You just tell us what's eating your time.

🔍

Process Audit

We map your operations to find every task worth automating and give you a written estimate of the time and money you'd save before you ever commit to anything.

01
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Custom Agent Build

We design agents around how your business actually works, not how some generic software platform thinks it should work. Your workflows, your tools, your rules.

02
🔗

System Integration

Your agents plug into the tools you're already using: your CRM, email, scheduling software, accounting platform, and more. No switching, no retraining your team.

03
📊

Performance Dashboard

A simple, plain-English dashboard that shows you exactly what your agents are doing, how much they've saved, and where it makes sense to expand next.

04
🛡️

Compliance & Control

Every agent is built with clear guardrails so you stay in charge. Approval steps, audit logs, and override controls are included from day one, not bolted on later.

05
🎓

Team Enablement

We train your team to manage and adapt your agents confidently. The goal is that you never need to call us just to make a small change.

06

Built for how you actually work

Real examples of agents we've built for women-owned businesses across industries.
💼
Most Requested

Client Onboarding Agent

The moment a client signs, your agent sends the welcome email, creates their folder, updates your CRM, sends the intake form, and books the kickoff call. All of it, in under five minutes, without anyone on your team lifting a finger.

3.5 hrs saved per client
+22% faster time-to-revenue
Onboarding — Live Snapshot
4 min
Full onboarding time
100%
Steps completed
Welcome email
Folder created
CRM updated
Kickoff scheduled
✍️
Consulting

Proposal & Scope Writer

After a discovery call, your agent drafts the full proposal using your notes and templates. Scope, timeline, pricing, terms. Ready for your review in minutes instead of half a day.

4 hrs saved per proposal
+35% close rate from faster send
📅
All Industries

Smart Appointment Scheduler

Handles all the scheduling back and forth, sends reminders the day before and an hour before each appointment, follows up on no-shows, and fills the slot again automatically.

40% fewer no-shows
+18% more appointments filled
🛍️
Retail & E-Commerce

Order & Returns Agent

Takes care of order confirmations, shipping updates, return requests, and refunds around the clock. Most customers get their answer without ever reaching a human on your team.

85% of inquiries auto-resolved
+24% repeat purchase rate
📣
Retail & E-Commerce

Social Content Scheduler

Pulls from your product catalog and brand guidelines to write captions and schedule posts across Instagram, Facebook, and Pinterest. You show up consistently without spending hours on it.

10+ hrs saved weekly
3x more posts, +31% reach
🌿
Health & Wellness

Patient Intake Agent

Sends intake forms, collects health history, handles consent documents, and fills in your practice management system before every appointment. Built to be HIPAA compliant from the ground up.

2 hrs of admin saved daily
+15% more appointments per day
💌
Health & Wellness

Retention & Re-Engagement

Watches your client activity and sends the right message at the right time: a check-in when someone goes quiet, a birthday note, a win-back offer for lapsed clients, a seasonal promotion.

Zero manual follow-up effort
+28% client retention rate
🏡
Real Estate

Listing & Lead Nurture Agent

Responds to listing inquiries in seconds, asks the right qualifying questions, books showings, and sends personalized property matches. It works weekends and evenings without being asked.

3x faster response time
+41% more showings booked
📝
Real Estate

Transaction Coordinator

Tracks inspection deadlines, document checklists, and closing dates for every deal. Notifies the right person when action is needed so nothing slips through the cracks.

Zero missed deadlines
Handle 2x more transactions per agent
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Finance & Legal

Invoice & Collections Agent

Generates invoices when a project wraps up, sends payment reminders at 7, 14, and 30 days, escalates when needed, and posts payments to your accounting system when they come in.

DSO reduced by 11 days
+$28K/yr cash flow improvement
📋
Finance & Legal

Contract Review & Routing

Reads incoming contracts, pulls out the key terms, flags anything unusual, routes it to the right person for approval, and logs everything. What used to take days now takes minutes.

Review time cut by 70%
Take on 30% more client engagements

When the work spans every corner of your business

Some work isn't a single task, it's a whole chain of decisions, tools, and people. We build multi-agent pipelines that handle entire workflows from start to finish, connecting your team, your systems, and your data into something that just runs. Click any process to see exactly how it works.
🎯
End-to-End Sales Pipeline
From first website visit to signed contract, with no manual handoffs in between
Consulting · Services · Retail
$84K
avg. annual savings
Lead CaptureForm filled, ad click, referral
Enrich & ScoreCRM populated, lead graded
🤖
Nurture SequencePersonalized emails sent
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Book DiscoveryCalendly link, reminders sent
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Proposal DraftCustom scope generated
📝
You ReviewApprove and send in 1 click
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Contract & CloseE-sign sent, CRM updated
What the agents do
  • Pull lead data from LinkedIn, Clearbit, and your CRM the moment someone comes in
  • Score leads by fit and intent, and route the hot ones straight to your calendar
  • Send a five-touch nurture sequence tailored to the lead's industry and source
  • Generate a proposal using your call notes and your existing template library
  • Send the contract through DocuSign and kick off onboarding the second it's signed
Tools connected
  • HubSpot / Salesforce (CRM)
  • Calendly (scheduling)
  • Apollo / Clay (enrichment)
  • Gmail / Outlook (email)
  • DocuSign / PandaDoc (contracts)
  • Slack (team notifications)
📈
Clients report a 3x increase in their lead-to-close rate and a sales cycle that shrinks from 21 days to 8. Leads stop going cold because no one forgets to follow up.
👩‍💼
Hire-to-Productive Employee Pipeline
From job post to fully onboarded team member in days, not weeks
All Industries
$36K
avg. annual savings
Job PostedMulti-platform publish
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Screen & RankResumes scored vs. criteria
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Schedule InterviewsCoordination handled
🧑‍💼
You InterviewTop 3 shortlisted
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Offer & DocsLetter drafted, e-signed
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ProvisionAccounts, tools, access
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30-Day RampCheck-ins, training tasks
What the agents do
  • Post the job to LinkedIn, Indeed, and your careers page at the same time
  • Score every applicant against your criteria so you only see the top 10%
  • Handle interview scheduling across multiple calendars with no back and forth
  • Draft the offer letter, send it for signature, and collect all the required documents
  • Set up email, Slack, and software access before the new hire's first day
  • Send a 30-day onboarding checklist and weekly check-ins automatically
Tools connected
  • LinkedIn / Indeed (job posting)
  • Google Workspace / Microsoft 365
  • Rippling / Gusto (HR & payroll)
  • DocuSign (offer letters)
  • Slack (comms provisioning)
  • Notion / Confluence (training)
Time-to-hire drops from an average of 34 days to 12, and new hires reach full productivity two weeks faster because nothing gets lost between HR, IT, and the hiring manager.
📊
Monthly Financial Close & Reporting
Reconciliation, P&L, cash flow, and board deck generated automatically every month
Finance · Operations
$48K
avg. annual savings
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Data PullAll accounts synced
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ReconcileDiscrepancies flagged
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CategorizeTransactions coded
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You ReviewException list only
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Generate ReportsP&L, cash flow, KPIs
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Build DeckBoard slides created
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DistributeSent to stakeholders
What the agents do
  • Pull transactions from all bank accounts, cards, and payment processors
  • Reconcile automatically and only flag the exceptions that need a human look, usually under 5%
  • Categorize every expense against your chart of accounts
  • Generate your P&L, balance sheet, cash flow statement, and rolling forecasts
  • Build a board-ready slide deck with charts and variance notes
  • Send reports to your accountant, CFO, and investors on a set schedule
Tools connected
  • QuickBooks / Xero / NetSuite
  • Plaid (bank feed aggregation)
  • Stripe / Square (payments)
  • Google Sheets / Excel
  • PowerPoint / Google Slides
  • Gmail / Slack (distribution)
🗓️
Monthly close shrinks from 8 to 12 days down to under 48 hours. Your finance team gets to spend their time reading the numbers instead of chasing them. Board decks land automatically on the first of every month.
💚
Customer Success & Retention Engine
Watch every client relationship and step in before someone decides to leave
SaaS · Wellness · Services
$120K
avg. annual savings
🤖
Health MonitorUsage and signals tracked
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Risk ScoreChurn probability rated
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Trigger ActionRight message, right time
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CSM NotifiedHigh-risk accounts only
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Upsell SequenceExpansion opportunities
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Renewal FlowContract renewal triggered
What the agents do
  • Track 15 or more signals per client: logins, support tickets, NPS scores, payment history
  • Calculate a churn risk score for every active client, updated daily
  • Send personalized re-engagement campaigns when a client's risk score rises
  • Notify your customer success team only when an account genuinely needs a human conversation
  • Spot upsell and cross-sell opportunities and trigger the right offer at the right time
  • Start renewal conversations 90 days before a contract expires
Tools connected
  • HubSpot / Salesforce (CRM)
  • Intercom / Zendesk (support)
  • Stripe (billing signals)
  • Typeform / Delighted (NPS)
  • Klaviyo / ActiveCampaign (email)
  • Slack (CS team alerts)
💰
Clients using this system see a 22 to 35% drop in annual churn and a 15% increase in net revenue retention. Every at-risk client gets the right response before they start looking elsewhere.
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Vendor & Procurement Lifecycle
Purchase request to payment, with approvals, POs, receipts, and reconciliation handled automatically
Operations · Finance
$52K
avg. annual savings
Purchase RequestSubmitted by team member
🤖
Policy CheckBudget and rules verified
ApprovalRouted by amount and dept
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PO CreatedSent to vendor
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Receipt MatchInvoice vs. PO verified
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PaymentScheduled and executed
What the agents do
  • Check every purchase request against your budget rules and approved vendor list
  • Route for approval to the right person based on amount, department, and category
  • Generate and send purchase orders to vendors using your standard terms
  • Match the purchase order, receipt, and invoice and only flag what doesn't line up
  • Schedule payments on your net terms and post them to your accounting system
  • Flag late deliveries from vendors automatically
Tools connected
  • QuickBooks / NetSuite / Sage
  • Bill.com / Ramp / Brex
  • Gmail / Outlook (vendor comms)
  • Slack (approval workflows)
  • DocuSign (PO signatures)
  • Google Drive (document storage)
🏦
Processing time per purchase order drops from four days to under four hours. Duplicate payments and invoice errors, which cost the average $3M business around $28K a year, get eliminated entirely.
📢
Multi-Channel Marketing Execution
One campaign brief turns into a fully executed, multi-platform launch without a marketing team
Retail · Consulting · Wellness
$60K
avg. annual savings
You Write BriefGoal, offer, audience
🤖
Copy GeneratedEmail, social, ads
✏️
You ApproveOne quick review
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Schedule & LaunchAll channels at once
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Monitor & OptimizeWeak ads paused
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ReportCampaign results summary
What the agents do
  • Write on-brand copy for email, Instagram, Facebook, LinkedIn, and Google Ads from a single brief
  • Schedule posts and ads across every platform at the best times for your audience
  • Watch performance in real time and pause ads that aren't working
  • Run A/B tests on subject lines and creative and push the winner after 24 hours
  • Tag and segment leads from the campaign in your CRM
  • Send you a full performance report with notes on what to do differently next time
Tools connected
  • Klaviyo / Mailchimp (email)
  • Meta Ads / Google Ads
  • Instagram / Facebook / LinkedIn
  • Buffer / Later (social scheduling)
  • HubSpot (lead tagging)
  • Google Analytics / GA4
🚀
A campaign that used to take two weeks and a $5K agency retainer now launches in 48 hours for the cost of your agent subscription. Most clients run three times as many campaigns per quarter as a result.

How much could your business save and earn?

Tell us a bit about your business and we'll estimate what you could save on costs and what you could gain in revenue.

About your business
Industry
Number of employees 10
Average employee hourly cost (salary + benefits) $35/hr
Hours per week spent on repetitive admin tasks 20 hrs
Which processes would you automate?
Estimated Annual Cost Savings
$0
Based on your inputs above
0 hrs
Hours saved per week
0 hrs
Hours saved per year
$0
Monthly savings
0
FTE equivalent freed up
Select your processes above to see your estimated payback period.
Estimated Annual Revenue Lift
$0
Across conversion, retention & capacity
$0
Faster lead conversion
Agents respond in seconds, not hours
$0
Retention & upsell lift
Avg. 22–35% churn reduction
$0
Capacity unlock
New revenue from freed-up hours
$0
Monthly revenue lift
🚀
Revenue lift figures reflect averages across our client base. Individual results depend on your current conversion rates, pricing, and market.
TOTAL ANNUAL IMPACT
$0
Cost savings + revenue lift combined
MONTHLY
$0
$0
Annual cost savings
$0
Annual revenue lift
0 hrs
Hours freed per week
Payback period
💡
Adjust your inputs to see your full financial picture.
Get My Free Personalized Audit

Estimates based on average client outcomes. Actual results vary by business. A free audit at oneblockdatasolutions.com will produce a precise figure for your situation.

AI doesn't just cut costs. It grows your revenue.

Every hour saved is an hour you can put toward bringing in new clients. Every faster follow-up is a deal that doesn't go cold. Every automated check-in is a client who sticks around. The impact on your top line is just as real as the savings on your bottom line.

3x
Higher lead-to-close rate when your agent responds within 5 minutes instead of an hour
💚
+28%
Average improvement in client retention when re-engagement runs on autopilot
📈
+$180K
Average new revenue generated in year one from capacity that gets redirected to growth

Faster Lead Conversion

Speed is probably the biggest factor in whether you win or lose a deal. Leads who get a response in minutes convert at dramatically higher rates than leads who hear back hours later. Your agents follow up instantly, day or night.

Agents respond to inbound leads within 90 seconds, including nights and weekends
Proposals go out the same day as the discovery call, not three days later
Lead scoring shows you exactly where to focus your personal attention
Your CRM stays current so no deal sits forgotten in someone's inbox
+35%
Average increase in lead-to-close rate among clients in their first six months
💚

Retention & Upsell Revenue

Keeping a client costs about five times less than finding a new one. Agents track every relationship for early warning signs and send the right message before someone starts looking elsewhere.

Client health scores get updated daily so you catch problems early
Anniversary messages, check-ins, and seasonal offers go out automatically year-round
Upsell offers get triggered at the right point in the client relationship
Renewal conversations start 90 days before expiry, not after it passes
-28%
Average reduction in annual client churn, which translates directly to revenue you keep
🚀

Capacity Unlock

The revenue opportunity most founders overlook: every hour spent on admin is an hour that isn't spent on clients or growth. When agents absorb the operational load, your team can take on more without burning out.

14 hours freed per week creates room for two to four new client engagements
Your best people shift from doing tasks to building relationships and winning work
Revenue grows 40 to 60 percent without a proportional increase in headcount
Larger contracts become possible when you actually have the capacity to deliver them
+42%
Average revenue growth in year one when freed capacity goes toward new business
Our process

From first call to live agent in weeks

No long contracts, no six-month discovery phases. We move at a pace that gets you results quickly.

1

Free Process Audit

A 60-minute working session where we dig into your operations, find your top three automation opportunities, and give you a written estimate of what you'd save. No obligation to move forward.

2

ROI Blueprint

Within 48 hours, you get a plain-English document with projected savings, projected revenue lift, a recommended starting point, and a clear implementation timeline.

3

Build & Integrate

We build your first agent and connect it to your existing tools. You see it working in a test environment before it goes live. Typical timeline is two to four weeks.

4

Optimize & Scale

We watch performance closely, tune the agent based on real results, and help you decide where to automate next as your confidence in the system grows.

Cost savings and revenue growth, measured together.

AI agents don't just protect your margin. They expand it. Here's what our clients actually see across both sides of the ledger.

Cost Savings
14 hrs
Average hours given back to founders each week within the first 90 days
$180K
Average annual cost savings for a business doing $2M to $5M in revenue
94%
Of targeted manual tasks fully automated within 60 days of going live
4-6 mo.
Typical payback period, after which every month is pure margin improvement
Revenue Lift
+35%
Average increase in lead-to-close rate from instant follow-up and same-day proposal delivery
+28%
Average improvement in client retention when agents handle re-engagement and health monitoring
+42%
Average revenue growth in year one when freed-up capacity goes toward new client acquisition
$220K
Average new revenue unlocked per year through better conversion, retention, and capacity
Average Total Annual Impact
$400K+
Cost savings plus revenue lift combined, for a $2M to $5M business
40 to 60x ROI on investment
Every dollar spent with One Block Data Solutions returns $40 to $60 in combined financial impact in year one.

What our clients say

Founders who got their time back and then used it to grow.

"I was spending 12 hours a week on onboarding and proposals. One Block built me an agent that handles all of it. I used that time to sign four new clients. That's over $80,000 in new annual revenue from hours I used to waste on admin work.

T
Tamara L.
CEO, Marketing Consultancy · grew from $2.4M to $3.1M

"The retention agent alone was worth every penny. We went from losing two or three clients a quarter to almost zero churn. That improvement added more to our bottom line than the admin savings did, and we got both.

A
Amara O.
Founder, Wellness Practice · 3 locations · +$140K retained revenue

"Our lead response time went from six hours to under two minutes. Our close rate jumped 38% in 90 days. We saved $60K in admin costs and brought in $190K in new revenue from clients who would have gone with someone faster.

M
Monica R.
Managing Partner, Law Firm · grew from $3.8M to $4.9M
Pricing

Straightforward packages, no surprises

Every engagement starts with a free audit. You'll know both your cost savings and your revenue upside before you spend a dollar.

Starter
$4,500/mo
Automate your single most painful process and see real results fast.
  • 1 custom AI agent
  • Up to 3 tool integrations
  • Free process discovery session
  • Monthly performance report
  • Email support
  • 30-day onboarding included
Get Started
Enterprise
Custom
For multi-location businesses with department-wide automation needs.
  • Unlimited agents
  • Custom model training on your data
  • Full governance & compliance framework
  • On-site workshops
  • Team training & certification
  • 24/7 dedicated support
  • SOC 2 compliant deployments
Contact Us
See your savings and your revenue upside before you commit.

Book a free 60-minute audit. We'll find your top automation opportunities and give you a written estimate of both what you'd save and what you could earn. No jargon, no pressure, no obligation.