The landscape is changing. Here’s your move.

Upgrade your business to 2027.

AI just changed how customers are found, followed up with and closed. Ads, sales systems, coaching, custom software: we build and run all of it, so your business is ready for what’s coming instead of caught by it.

portal.thinkandautomate.com
Sample data
AI Setter is working · 1,284 in follow-up
Good afternoon, Dana.

In the last 30 days, 1,148 leads came in, 241 booked and 57 became clients worth $86.4k. New leads got their first text in 38 seconds on average.

7 days30 days90 days
+ Add lead
New leads
1,148
38.3 a day▲ 21%
Replied
64%
735 people▲ 9%
Booked
241
21% of leads▲ 34%
Won
$86.4k
57 clients▲ 18%
First text
38s
speed to lead
What your AI is doingLive
New lead: Marcus Reed · Facebook Ads
now
Answered a text: “Does it cover my wife too?”
1m
Moved Alicia Gomez to Scheduled · Thu 2:30 PM
4m
Handed a conversation to your team: asked about a pre-existing condition
12m
Emailed 14 leads who went quiet
26m
Lead to won, last 30 days
1,148
New leads
99%
1,131
Contacted
21%
241
Scheduled
73%
176
Showed
32%
57
Won
Leads and bookings per dayLeadsBooked
What changed

You used to pay for guesses. Now you can pay for answers.

Agencies sold you their opinion and a monthly report. Today we can show you exactly what's making you money, and change it fast.

Before

Marketing was a guessing game.

  • ✕Thousands a month to an agency that (barely) moved the needle
  • ✕Tests based on someone's hunch
  • ✕Reports full of clicks and impressions, but no sales
  • ✕No clear picture of what really worked
Now

Black and white. No gray.

Every dollar traced from the ad to the sale, so you know exactly what works, and we iterate fast on:

  1. 1All of your dataEvery ad, lead, call and sale, connected
  2. 2What your competitors are runningTheir offers, angles and creative
  3. 3What your customers engage withThe hooks, answers and pages that pull
  4. 4What happens on your sales callsObjections, turning points, lost deals
Cost per sale, last 14 days● Live
Quiz funnel · Video A$137Scale budget
Retargeting · Carousel$188Hold
Lookalike · Static B$584Retire

It’s never been easier for a business to grow on purpose.

AI changed the math

One person can now do the work of a whole department.

The jobs that used to take 3, 5 or 10 full-time hires now run on AI, with our team steering it. You get the output without the payroll.

Copywriter
Ads and emails written from what's already winning
Graphic designer
New ad images built from your best performers
Video editor
Ad cuts and versions ready to test
Developer
Funnels, pages and custom software, built in days
Media buyer
A daily list of what to scale, fix and turn off
Testing analyst
Every test judged on sales, not opinions
Appointment setter
Every lead texted in seconds and booked
Follow-up rep
No lead left alone, by text and email
Sales coach
Live cues on every call, a scorecard after
Operations analyst
The leaks in your funnel, found and flagged
You name it.

If it slows down how you get, follow up with or close customers, we can probably build it, run it, or both.

01Prospector, the AI Lead Finder

Every business you could sell to, checked, scored and ready to contact.

Describe who you want to reach and Prospector finds every matching business on Google Maps, city by city, in any industry. It reads each website, throws out the parked and dead ones, names the owner, verifies the email and scores how well each one fits your offer. Reveal the contacts you want for a credit each, and export them with a first line written from their own site.

Lead lists · Cold outreach · Territory planning

  • Any industry, any city: roofers, HVAC, insurance agencies, med spas and more
  • Real-website check on every business, so junk never reaches your list
  • Owner names, verified emails and phone numbers
  • An AI fit score and a personal opener for every lead
  • Pay per contact you reveal, not per seat
  • Watch the demo and start free
prospector.thinkandautomate.com/leads
Sample data
Database
21 companies · Roofing, HVAC, Solar · Texas & Arizona · Real websites · Has a phone
Detailed
Ready to send 14Need emails 9DFW roofers 21Owner known 17
CompanyContactEmailPhoneAI fitWebsite
W
Whitlow Brothers Roofing
whitlowbrothersroofing.com
Dale Whitlow
Co-owner
🔒 d•••@whitlowbrothersroofing.com
🔓 Reveal · 1 credit
🔒 (972) •••-••3788Real site
L
Lone Star Comfort Air
lonestarcomfortair.com
Ana Ruiz
Owner
ana@lonestarcomfortair.com
Verified
(214) 555-019381Real site
R
Redline Roof & Gutter
redlineroofandgutter.com
Marcus Hale
President
🔒 m•••@redlineroofandgutter.com
🔓 Reveal · 1 credit
🔒 (817) •••-••0274Real site
C
Copperleaf Solar
copperleafsolar.com
Priya Shah
Founder
🔒 p•••@copperleafsolar.com
🔓 Reveal · 1 credit
🔒 (480) •••-••6169Real site
M
Mesa Valley Plumbing
mesavalleyplumbing.com
Tom Becker
Owner
🔒 t•••@mesavalleyplumbing.com
🔓 Reveal · 1 credit
🔒 (602) •••-••1863Real site
Whitlow Brothers Roofing
Plano, TX · 318 Google reviews (4.9★)
88/100 fit for your offer
Owner-run, storm-claim work, online estimate form
FIRST LINE FOR THE COLD EMAIL
Saw that you walk Plano homeowners through hail claims start to finish. Who calls back the estimate requests that come in after 6 p.m.?
Website quality95/100
✓ Real site · Names the firm✓ Receives email (Google Workspace)✓ Domain 21 years old · HTTPS
02AI Setter

Every lead gets a text in seconds, and a booked call by the end of it.

The AI Setter texts every new lead the moment they opt in, answers their questions in your voice, handles the back-and-forth, and books them on your calendar. When a conversation needs a human, it hands it to your team with the full thread.

Speed to lead · Appointment setting · Follow-up

  • First text in under a minute, day or night
  • Qualifies, answers questions and books straight to your calendar
  • Follows up with everyone who goes quiet, by text and email
  • Hands off to your team the moment it isn't sure
  • A CRM with pipeline, inbox and calendar built in
  • Get AI Setter for your business
portal.thinkandautomate.com/inbox
Sample data
Inbox
Texts and emails in one place. The AI setter answers first and hands off to you when it should.
AI setter on+ New message
Search people or messages
Needs reply 3AllDone
MR
Marcus Reednow
TEXTPerfect, Thursday at 2:30 works
AG
Alicia Gomez4m
TEXTYou: You're all set for Thu 2:30 PM…
DP
Darnell Price12m
TEXTIs there a waiting period?
KW
Karen Whitfield1h
EMAILYou: Hi Karen, just following up…
SO
Steve Okafor2h
TEXTCan we do next week instead?
RK
Rachel Kim3h
TEXTYou: Great question. Most plans…
MR
Marcus Reed Scheduled
marcus.reed@gmail.com · (614) 555-0142 · Term life quote
CallView leadMark done
Today
Hi Marcus, it’s Dana with Summit Life. Saw you just asked for a term life quote. Is this mainly to protect your family’s income, or to cover a mortgage?
AI · Text · 2:09 PM · 38s after opt-in
Mostly the mortgage. We just bought a house. Does it cover my wife too?
Marcus · Text · 2:11 PM
Congrats on the house! Yes, we can quote you both on one call. It takes about 15 minutes. I have Wed 4:00 PM or Thu 2:30 PM. Which works?
AI · Text · 2:11 PM
Perfect, Thursday at 2:30 works
Marcus · Text · 2:12 PM
You’re all set for Thu 2:30 PM with Summit Life. You’ll get a confirmation and a reminder before the call.
AI · Text · 2:12 PM · Booked on your calendar
Reply to Marcus…
✦ AI draftSend
03AI Email Sending

Wake up the leads you already paid for.

Email campaigns that run on their own: each one starts when a lead gets a tag, fills out a form or starts a checkout, and stops the moment they reply or buy. Sent through your own sending account, with deliverability tracked against Gmail and Yahoo's limits, and suggested replies for the people who write back.

Re-engagement · Nurture · Cart and offer follow-up

  • Sequences that start and stop themselves based on what each lead does
  • Re-engage thousands of old leads at a safe daily pace
  • Every reply in one inbox, with a suggested answer ready to send
  • Delivered, spam, bounce and unsubscribe rates watched for you
  • Get AI Email Sending for your business
email.thinkandautomate.com
Sample data
Search leads, emails, campaigns
● Postmark connected+ New email
Sending · 312 of 450 today
Good afternoon, Dana.

8,181 of your 9,420 leads have been emailed. At 450 a day, the rest go out in 3 days.

CampaignsOpen inbox
Calls booked
86
last 30 days
Replies
297
3.7% of delivered
Opened
42%
5.0% clicked
Contacted to booked
8,181
Contacted
42%
3,436
Opened
12%
412
Clicked
72%
297
Replied
29%
86
Booked a call
Re-offer V1 · ⚡ When tagged never-booked · 1,212 in it now● Live
Day 1 · when tagged
Quick question, {first}
9:00 AM · 46% opened
Day 3
What most people miss about this
9:00 AM · 39% opened
Day 5
Saw you never grabbed a time
9:00 AM · 35% opened
Day 7 · Their offer deadline · 11:59 PM their time
Compliance · Gmail and Yahoo limits
Delivered keep 97%+99.1%Healthy
Spam complaints keep under 0.1%0.02%Healthy
Bounced keep under 2%0.8%Healthy
Unsubscribed keep under 1%0.4%Healthy
Needs you7 waiting
SL
Sarah Lin “Ok, what does it cost to get started?”
✦ Suggested replyPricing · asked for cost
Great question, Sarah. It depends on your setup, so here’s my calendar. Grab any time and I’ll walk you through it.
Send itEditSkip
Core metrics, last 30 days
04AI Funnel & Quiz Builder

Quiz funnels that qualify people before they ever reach your calendar.

A short quiz turns a cold click into a qualified lead with answers you can actually use. Leads opt in, book with the right rep on Google Calendar and get handed straight to the AI Setter, and you see every step of each person's journey from first visit to sale.

Lead capture · Qualification · Booking

  • Quiz, opt-in, booking and checkout pages that convert on a phone
  • Round-robin booking across your team's Google Calendars
  • Every lead's full journey, including visits before they opted in
  • See exactly which question people drop off on
  • Get AI Funnel & Quiz Builder for your business
funnels.thinkandautomate.com/app
Sample data
Funnels
Every funnel in one place. Pick the domain each one is shared on, and add more from the library or a file.
7 days30 days90 days
Domains · 2+ Add a funnel
● Live/paycheck ↗
Retirement Paycheck Quiz
Pre-retirees 55+ · 3-question income quiz with advisor booking
Visitors
4,820
Quiz
2,911
Opt-ins
1,206
Calls
214
Sales
38
How people move through it (last 30 days)
4,820
landed
25%→
1,206
opted in
18%→
214
booked a call
18%→
38
bought
See where people drop off →
Open funnel ↗Copy linkView leads →
● Live/is-a-fit ↗
Is It A Fit? Quiz
Cold traffic · qualifies, then sends to checkout
Visitors
9,302
Quiz
6,140
Opt-ins
2,377
Sales
412
Revenue
$61.8k
How people move through it (last 30 days)
9,302
landed
26%→
2,377
opted in
17%→
412
bought
See where people drop off →
Open funnel ↗Copy linkView leads →
Journey · Linda Carver● Booked a call
?
Answered
Retire in: 1–3 years
✓
Opted in
Result form · Facebook Ads
⚡
AI Setter
Texted in 41s · replied
📅
Booked a call
Tue 2:30 PM · with an advisor
← BackQuestion 2 of 3
When do you plan to retire?
Pick the one that fits best.
Within a year
I'm close and want a plan
1 to 3 years
Getting serious about it
3 to 5 years
Still planning ahead
Next →
05AI Advertising Attribution

Know which ad made the sale, then stop paying for the ones that don't.

AIO tracks every visitor, lead, appointment and sale back to the ad that started it, and checks it against what your ad platforms report. Every morning it hands you the moves: which ads to scale, which to fix and which are wasting money, with the dollar impact of each.

Ad tracking · Media buying · ROAS

  • Spend to visitor to lead to appointment to sale, all in one view
  • Cost per sale by campaign, ad set and ad, not just cost per click
  • A daily list of moves ranked by how much money they make or save
  • Sends sales back to Meta so its algorithm optimizes for buyers
  • Get AI Advertising Attribution for your business
aio.thinkandautomate.com/app
Sample data
Tracking live · Vitality Labs
Good morning, Dana.

Last 30 days, $18.2k in ads brought 1,412 leads, 318 appointments and 96 sales worth $71.4k (3.9x your ad spend).

7d30d90d
Which numbers: AIOWho gets credit: First click
Ad spend
$18.2k
$607 a day▲ 8%
Visitors
21,940
$0.83 each▲ 12%
Leads
1,412
$12.89 each▲ 19%
Appointments
318
$57.23 each▲ 22%
Sales
96
$189 each▲ 27%
From ad spend to sale · What every step costs
Ad spend
$18.2k
→
visited
Visitors
21,940
$0.83 per visitor
6.4%
became leads
Leads
1,412
$12.89 per lead
22.5%
booked
Appointments
318
$57.23 per appt
30.2%
bought
Sales
96
$189 per sale
Where they come fromFull report →
SourceSpendLeadsApptsSalesPer sale
Meta · Quiz F3 · Broad$7,94070217158$137
Meta · Retargeting 30d$2,1101885219$111
Google · Search brand$3,4802414811$316
Meta · Lookalike 1%$4,670281478$584
Email · Re-offer V1free—3412free
Latest leads and sales
TB
Tom Becker
Meta · Quiz F3 · 2m ago
Sale · $297
AR
Ana Ruiz
Meta · Retargeting · 9m ago
Appointment
JC
Jared Cole
Google · Search · 14m ago
Lead
PS
Priya Shah
Email · Re-offer · 31m ago
Sale · $594
RETIRELookalike 1% · Video B−$85/day wasted
WHY $584 per sale against your $190 target, after 14 days and $4.6k spent.
Mark doneOpen in Ads Manager ↗Rule: Too expensive
06Kravok, the AI Sales Call Coach

A coach in your rep's ear on every call, and a scorecard on every deal.

Kravok listens to live sales calls and puts the next move on your rep's screen as the prospect talks: the question to ask, the objection to handle and the exact words to say. Hidden from screen share. After the call, managers get a scorecard, a lead-quality grade, and a straight answer to whether a lost deal could have closed.

Sales calls · Rep coaching · Close rate

  • Live cues for questions, objections and closes, while the call is happening
  • Every call scored by stage, from opening to close
  • Lead quality graded on need, budget, authority and urgency
  • "Could it have closed?" on every lost deal, with the exact turning point
  • Get Kravok for your business
kravok.thinkandautomate.com/calls
Sample data
← Calls
Jessica Moreno
Tyler Brooks · Oct 24, 3:15 PM · 42 min
Follow-upWinnable — lost
How the rep did
64 /100
Work on: isolating the objection before offering a follow-up
Lead quality
8 /10Tier A
Need: Strong · Budget: Likely · Authority: Shared decision · Urgency: Soon
Could it have closed?
Winnable — lost85% confident
Why not: Rep execution. She was ready; the spouse objection was never isolated.
Where the call turned
“I just need to talk to my wife first.”
Rep said “no problem” and offered to call back next week.
Better move: Ask what she’d tell her wife, and book a three-way call while you’re both on.
“We tried an agency before and got burned.”
Rep moved straight to the pitch.
Better move: Ask what went wrong, then show how this is different.
Scorecard
Opening8/10
Discovery7/10
Pain depth6/10
Pitch8/10
Objection handling5/10
Close4/10
KravokHidden from screen share
14:12YouProspectTalk 41%End
OBJECTIONnext cue when you pause
“I need to talk to my wife first.” Isolate it before you book a follow-up.
Say: “Totally fair. If she’s on board, is there anything else stopping you from starting this week?”
PREV  Anchor to the $4k/mo she said she’s losing
“I want to stop losing leads that never get a call back”
Open 2/2Discovery 5/5Pitch 3/3Close 1/2
●Offer tied back to their stated pain○Clear next step agreed
TRANSCRIPTFollowing live
YOU So that’s the full plan. How does that sound?
PROSPECT It sounds good, I just need to talk to my wife first.

See it running on your own leads.

On the call we’ll map where your sales are leaking and show you exactly which pieces would fix it.

Case studies

Built for businesses where speed and trust close the sale

Recent systems we've built and run. Client names are kept private.

Insurance

Annuity and retirement income advisory firm

The problem: Pre-retirees were clicking ads but not booking, and the leads that did come in were split unevenly across advisors.

What we built
  • A 3-question "retirement paycheck" quiz that gives each person an income estimate before asking for a call
  • Round-robin booking across every advisor's Google Calendar
  • A 5-day text follow-up that links straight to a one-page booking screen
FunnelsAttribution
Weight Loss · GLP-1

Medical weight loss clinic

The problem: Leads from ads were going cold before staff could call, and thousands of past inquiries had never booked a consult.

What we built
  • A mobile quiz that captures goals and SMS consent, then books the consult directly
  • AI Setter texts every new lead within minutes and handles replies
  • 8,181 past inquiries who never booked, loaded into email for re-engagement
FunnelsAI SetterEmailAttribution
Supplements

Men's performance supplement brand

The problem: Ad spend was growing, but the sales happened on a third-party checkout, so nobody could tell which ads were actually selling.

What we built
  • A qualifying quiz that sends buyers straight to the order page
  • A 5-email cart-close sequence built to stop the moment someone buys
  • Sales tied back to each ad. The first creative scorecard flagged about 30% of spend going to losing creatives.
FunnelsEmailAttribution
SaaS & Software

Business texting software company

The problem: Demo requests had to reach the right salesperson fast, and the team needed email that didn't depend on a third-party tool.

What we built
  • Quiz funnels with booking and weighted lead routing to available reps
  • Their own email sending platform for campaigns, replies and re-offers
  • Attribution on every funnel so spend is judged by booked demos and sales
FunnelsEmailAttributionCustom build
Coaching & Consulting

High-ticket sales team

The problem: Managers couldn't listen to every call, so they couldn't tell bad leads from deals their closers fumbled.

What we built
  • Kravok on every closer's call, with live cues as the prospect talks
  • A scorecard and lead-quality grade on every call
  • A running list of lost deals that could have closed, with the reason and the turning point
Kravok
Your industry next

Sell something that needs a conversation before the sale?

If leads have to be followed up, booked and closed, this system was built for you.

But here’s the deal

The window for this is small.

This isn’t hype. It’s a warning. The businesses that set this up now will be the ones setting the pace in 2027. Everyone else will be competing with them.

Businesses running on AIBusinesses waiting
THE WINDOWYOU ARE HERE2024202520262027
Illustration, not data.
1
Every shift has a window

The first businesses on Google and the first on Facebook ads bought customers for pennies. Then everyone showed up and the price went up.

2
AI is that window, right now

The tools are here, they work, and most of your competitors haven't set them up yet. That won't last.

3
The gap compounds

Every month a business runs on better data, it gets cheaper customers and smarter. The ones who wait start further behind each month.

Get in now, or get left out.

Find out what this means for you
Big or small, we do it

Pre-built when you want it fast. Custom when you need it exact.

Ads, funnels, sales systems, coaching and custom software. Start with one piece or hand us the whole project.

Pre-built

Our proven tools, set up for you

Pick the pieces you need from the suite. We configure them for your business, write the scripts and sequences, connect your calendar and ad accounts, and launch.

  • Fastest way to go live
  • Built on systems already running for other clients
  • Add more products whenever you're ready
Custom

An AI sales system built around you

When your process doesn't fit a box, we build it: custom AI agents, integrations with your existing software, routing rules, dashboards and workflows.

  • Custom AI agents trained on your offer
  • Integrations with the tools you already use
  • Your own dashboards and reporting
How it works

One call. One team. One login for everything.

1

Strategy call

We look at where your sales are leaking today, from the ad to the close, and show you which pieces would make the biggest difference first.

2

We build and connect it

Our team sets up the tools, writes the scripts, quizzes and emails, and connects everything to your calendar, CRM and ad accounts.

3

It runs, and we keep tuning it

You get one login for everything. We watch the numbers and keep improving what's working.

Questions

Before you book

Do I need all six products?+

No. Most businesses start with the one or two pieces closest to where they're losing sales, usually the AI Setter or a quiz funnel, and add the rest later. Everything works on its own and works better together.

What's the difference between pre-built and custom?+

Pre-built means our existing products, set up and configured for your business. Custom means we build something new around your process: a specific integration, a custom AI agent, a dashboard or a workflow that doesn't exist off the shelf.

Will the AI say something it shouldn't?+

The AI Setter works from your approved answers and hands the conversation to your team when it isn't sure. For regulated industries like insurance and medical weight loss, we write the scripts with your compliance requirements in mind.

Does it work with the tools I already use?+

We connect to the calendars, CRMs, ad accounts and payment tools most businesses already run on, and we've built custom integrations when they weren't available.

What does it cost?+

It depends on which pieces you need and how much is custom. We'll go over pricing on the call once we understand your business.

The 2027 upgrade

Upgrade now, or compete with the businesses that did.

Answer a few quick questions and grab a time. We’ll show you what’s changing in your market, where your business stands, and the first moves to make.