AI Consulting for SMBs with Repetitive Workflows

Small and mid-sized businesses run on repeatable processes: emails, data entry, reporting, scheduling, follow-ups, and approvals. We help SMBs reclaim 10–15 hours per employee each week by automating repetitive workflows—without disrupting the systems your team already relies on.

AI Discovery Sprint – A low-risk way to identify automation opportunities

The Discovery Sprint is ideal for SMB leaders who know automation could help—but want clarity before committing time, budget, or internal trust to implementation..

What’s included:

  • Workflow review sessions
  • Automation opportunity mapping
  • Risk and data-security assessment
  • ROI estimates and priority roadmap
Schedule Your Discovery Sprint

Turn daily busywork into automated, reliable systems—without disrupting your business

Most SMBs lose 10–15 hours per employee every week to manual, repeatable work—time that quietly limits growth, delays decisions, and contributes to burnout. These inefficiencies rarely appear on a balance sheet, but over time they compound into missed opportunities, frustrated teams, and stalled momentum.

We don’t sell hype or replace your team with bots. We design narrowly scoped automations with clear guardrails—supporting human decisions instead of replacing them, and improving consistency without introducing risk.

Common problems we fix:

  • AI pilots with no ROI
  • Manual data entry across multiple systems
  • Copy-pasting between tools (CRM, email, spreadsheets)
  • Legacy systems that don’t “talk” to each other

 

  • Internal teams overwhelmed by options (LLMs, agents, automation)
  • Repetitive operational work slowing growth
  • “Tribal knowledge” trapped in people’s heads

Common problems we fix:

  • AI pilots with no ROI
  • Compliance, privacy, or data-security concerns
  • Legacy systems that don’t “talk” to each other
  • Internal teams overwhelmed by options (LLMs, agents, automation)
  • Repetitive operational work slowing growth

We start with clarity—then build only what makes sense.

If any of these sound familiar, we start by mapping workflows and identifying low-risk wins. We start with clarity—then build only what makes sense.

Our Approach: Practical AI, Not Experimental Technology

Typical automations include:

  • Email drafting, routing, and responses
  • CRM updates and lead tracking
  • Report generation and summaries

 

  • Scheduling and task handoffs
  • Document classification and tagging
  • Internal knowledge lookup and SOP assistance

Typical automations include:

  • Email drafting, routing, and responses
  • CRM updates and lead tracking
  • Report generation and summaries
  • Scheduling and task handoffs
  • Document classification and tagging
  • Internal knowledge lookup and SOP assistance

WDB Team Experience

Our team works with operations-heavy SMBs where systems evolved over time—not from a clean slate. We’ve integrated automations into CRMs, ERPs, and internal tools while respecting real-world constraints like approvals, data access, and change resistance. Our background is in process optimization first—AI is simply the lever.

What You Actuly Get

You don’t get experiments or prototypes—you get working automations, measurable outcomes, and documentation your team can maintain without us.

Website Design for SaaS Platforms Maximizing User Experience
  • Mapped workflows with automation opportunities
  • Working automations connected to your existing tools
  • Clear KPIs and before/after benchmarks
  • Documentation your team can maintain

Schedule Discovery Sprint

No obligation, no long-term commitment, and no technology is deployed without your approval.

AI Readiness for SMBs: Strategy Before Tools

AI isn’t just for big companies. See where it fits in your small business and how to adopt it with clarity, strategy, and real results.

Boost Your Sales with Strategic Web Design & User Experience Optimization

Turn visitors into customers by aligning your website design with the buyer’s journey. Discover how optimized UX/UI drives conversions & sales. Read more!