AI AND WORKFLOW AUTOMATION CONSULTING

Answer every call. Follow up in minutes. Give your team hours back every week.

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Your Business Isn't Short on Leads. It's Short on Follow-Up.

Calls go to voicemail after hours. Website leads wait a day for a reply. Your team re-types the same information into three different tools. Reminders get missed, and so do reviews.

Every one of those gaps costs you clients. Workflow automation closes them, so every lead gets a fast answer and your team stops doing work a system should do.

What Gilberto Automates

AI Receptionist

Answers every call 24/7, handles common questions, books appointments, and sends urgent calls to the right person. No more missed calls after hours.

AI Chat and Text Assistant

Responds to website chats, texts, and social DMs in seconds, qualifies the lead, and books the next step.

Speed-to-Lead Follow-Up

Every new lead gets a text and email within minutes, followed by a sequence that keeps going until they book or opt out. See why the 5-minute rule matters.

Booking, Reminders, and No-Show Recovery

Calendars, confirmations, and reminder sequences that cut no-shows and rebook people who miss.

CRM Pipelines and Lead Routing

One place for every lead, with clear stages, automatic tasks, and the right person notified at the right time.

Reviews, Referrals, and Reactivation

Automatic review requests after the job, referral asks after a win, and campaigns that bring old leads back.

Internal Workflows and Reporting

Onboarding steps, team tasks, and simple dashboards so you can see what is working without digging through spreadsheets.

Built for Real Businesses

En Route Heating and Cooling (Birmingham HVAC)

A complete 90-day build: a custom website, GoHighLevel CRM, an AI receptionist, an AI chatbot, and more than 30 automations that carry every customer from the first call to the review request.

C.A. Russell Ford (dealership group)

An AI receptionist system across two dealership locations that answers calls, captures customer details, and routes callers to the right department.

HouseHeist (real estate)

Paid ads, a full sales funnel, and more than 30 automations to capture, nurture, and convert every lead the ads bring in.

How It Works

  1. Map your Profit Flow. We trace how leads come in, where they wait, and where they slip away.
  2. Pick the highest-return fixes first. Usually missed calls and slow follow-up.
  3. Build it. GoHighLevel, AI voice and chat assistants, and the integrations your business needs.
  4. Test and train. We test every path and show your team exactly how it works.
  5. Optimize. We watch the numbers for the first 30 days and tighten what needs it.

What We Never Automate

AI should support people, not replace the human parts that build trust. Sales conversations, relationships, judgment calls, and the moments that make clients feel cared for stay with your team. Automation clears the busywork so your people have more time for those moments.

Who This Is For

  • Home service companies like HVAC, roofing, plumbing, and cleaning
  • Car dealerships and other high-call-volume businesses
  • Real estate teams and investors
  • Professional service firms
  • Coaches, consultants, and agencies
  • Nonprofits and schools that need better follow-up

Why Gilberto

Gilberto runs a fractional CMO and marketing agency, so every automation is tied to marketing and sales, not just software. He trained over 8,000 entrepreneurs as Alabama’s Grow with Google Digital Coach, and wrote “Your AI Stack Is Not the Problem, Your Handoffs Are” for MarketingProfs.

Related reading

Frequently Asked Questions

What is workflow automation consulting?

Workflow automation consulting means finding the repetitive steps in your business, like lead follow-up, booking, reminders, and data entry, then designing and building systems that do them automatically so your team can focus on clients and sales.

What does an AI receptionist do?

An AI receptionist answers your business calls 24/7, answers common questions, books appointments on your calendar, captures caller details in your CRM, and routes urgent calls to a person.

What tools do you use?

Most builds run on GoHighLevel for CRM, pipelines, calendars, texting, and email, combined with AI voice and chat assistants. When needed, tools like n8n or Zapier connect other software.

How long does an automation build take?

Focused builds, like an AI receptionist or a speed-to-lead follow-up system, can go live in a few weeks. A full system with a website, CRM, AI assistants, and 30 or more automations usually takes about 90 days.

Will AI replace my team?

No. The goal is to remove repetitive work, not people. Automation handles the follow-up and busywork so your team can spend more time on relationships, sales, and service.

Do you only work with businesses in Birmingham?

No. Gilberto is based in Birmingham, Alabama, and builds automation systems for businesses across the U.S.

Start With a Strategy Call

Tell us how leads come in today and where things fall through. We’ll show you the first automations that would pay off fastest. Choose “Business Consulting” or “Fractional CMO or Marketing” in the form.