Custom AI automation studio
We automate
your FOLLOW-UPS
Upshift designs and builds custom automations and AI agents for growing businesses. You name the bottleneck — we ship the system that kills it, wired into the tools you already use.
Custom-built · Integrated with your stack · Live in weeks, not quarters
Built on the tools you already run
What we build
A few things
we've automated
A sampler, not a menu. Every build is custom — but here's the kind of busywork we make disappear. Filter by where it hurts.
- Sales & Leads
Instant speed-to-lead
New lead hits your funnel and gets a call, text, and email in seconds.
- Sales & Leads
Database reactivation
Wake up cold lists and turn dead leads into booked calls.
- Sales & Leads
Long-term lead nurture
Multi-touch follow-up that works every lead until they buy or die.
- Sales & Leads
AI outbound calling
Dial your whole list at scale and hand you only the live conversations.
- Sales & Leads
Quote & proposal builder
Generate branded quotes from a form and send them while it's hot.
- Customer Ops
Booking & no-show defense
Leads booked straight to your calendar with reminders that stick.
- Customer Ops
Review & reputation engine
Ask happy clients for reviews at the perfect moment; catch unhappy ones first.
- Customer Ops
Client onboarding flows
Contracts, intake, and welcome sequences that run themselves.
- Customer Ops
Support triage & routing
Tag, prioritize, and draft replies to inbound tickets automatically.
- Marketing
Content repurposing
Turn one long video into clips, posts, and a newsletter — hands-free.
- Marketing
Ad performance reporting
Daily spend, ROAS, and creative breakdowns pushed to Slack each morning.
- Marketing
Social scheduling pipeline
From idea to drafted, approved, and scheduled across every channel.
- Marketing
SEO content drafting
Brief-to-draft articles tuned to your voice and ready for review.
- Back-office
Invoice & AP processing
Read invoices, match POs, and queue payments without the data entry.
- Back-office
CRM hygiene & enrichment
Dedupe, enrich, and keep every record clean while you sleep.
- Back-office
Automated reporting
Pull from every tool into one live dashboard — no more copy-paste.
- Back-office
Document generation
Contracts, SOWs, and reports built from your data in one click.
- Back-office
Order & inventory sync
Keep store, warehouse, and books in lockstep across platforms.
- AI Agents
AI voice receptionist
Answers every call, books appointments, and never misses after hours.
- AI Agents
Website chat agent
Answers from your docs, qualifies visitors, and hands off hot ones.
- AI Agents
Internal knowledge bot
Your team asks; it answers from your SOPs, wiki, and past tickets.
- AI Agents
Inbox & email agent
Drafts replies, files threads, and surfaces what actually needs you.
- AI Agents
Meeting notes → actions
Transcribes calls and turns them into tasks in your tools automatically.
Don't see yours? That's the point — we build it custom.
The receipts
Numbers our builds move.
Representative outcomes from automations like the ones we ship. Yours will be measured for real.
- 200+
custom automations shipped
- 15 hrs
saved per week, per client, on average
- 60 sec
average response time on automated outreach
- 3.4×
more output without adding headcount
How it works
From bottleneck to built — fast.
No six-month roadmaps. We find the highest-leverage automation, ship it, then expand.
01
Map
We dig into how you actually work and find where time and money leak out.
02
Design
We design the automation around your workflow and your stack — not a template.
03
Build & wire in
We build it, connect it to the tools you already use, and test it on real data.
04
Hand off & run
It runs in the background. You get the hours back, and we expand from there.
Why Upshift
We don't sell software.
We build leverage.
Most agencies hand you another dashboard to babysit. We hand you back your time. Every system we build is custom, owned by you, and designed to disappear into the background and just work.
Custom, not cookie-cutter
Built around your workflows and your data — never a one-size template you have to bend to fit.
Wired into your stack
Works with the tools you already pay for — CRM, calendar, email, phone, spreadsheets, whatever you run.
Live in weeks, not quarters
You see it working fast. We start with the highest-leverage win, then compound from there.
Word of mouth
Operators who got their time back.
Upshift automated our intake and follow-up end to end. We're doing nearly double the volume with the same crew.
Mike R.
Owner, roofing company
They built an AI receptionist that books jobs while we're on the tools. It paid for itself inside a month.
Dana K.
Operations lead, home services
Our weekly reporting used to eat a full day. Now it's automatic — and I actually trust the numbers.
Carlos M.
Broker-owner, real estate team
Start here
You already know
what's eating your time.
Tell us the bottleneck and the niche you're in. We'll come back with a plan: what to automate first, what it costs, and what it gives you back.
- A concrete build plan for your business — not a generic pitch
- Straight talk on cost, timeline, and payback before you commit
- A real person who actually builds the thing — fast