AI Operations & Automation — San Diego / Remote

Your business
should flow.
We make it happen.

Flyde builds the AI-powered systems that eliminate manual work, recover lost revenue, and let you operate like a team twice your size. Project-based to start. Retainer when it's working.

HubSpot Automation Lead Nurture Sequences CRM Cleanup AI Workflows Client Onboarding Systems Zapier & Make Integrations Proposal Automation Revenue Recovery HubSpot Automation Lead Nurture Sequences CRM Cleanup AI Workflows Client Onboarding Systems Zapier & Make Integrations Proposal Automation Revenue Recovery

The problem

01

Your CRM is a graveyard of dead leads and missed follow-ups.

Revenue is leaking through cracks that don't show up on any report. Until you look.

02

Your team spends hours on work that should take minutes.

Data entry, proposal writing, onboarding emails — manual tasks that compound into wasted weeks.

03

You bought tools you don't use at 20% of their potential.

HubSpot, Zapier, Make — powerful platforms gathering dust because setup is overwhelming.

04

You know AI can help. You just don't know where to start.

The market moves faster than your bandwidth. We translate the noise into immediate, practical wins.

What we build

Five services.
One outcome:
less manual work.

Each engagement starts with a project. When results show up, we transition to a monthly retainer to maintain, improve, and expand. No long-term contracts up front.

Tier 1 · Most Requested

CRM Cleanup & Pipeline Automation

$2,500–4,000
One-time project

Your HubSpot or CRM is full of contacts going nowhere. We audit, clean, and build intelligent automation that moves leads through your pipeline without manual effort. Built on proven enterprise-grade workflow logic.

Tier 1 · High ROI

Lead Follow-Up & Nurture Automation

$1,800–3,000
One-time project

The average business loses 80% of leads through poor follow-up timing. We build automated sequences that trigger instantly on form fills, inbound calls, or demo requests — and follow up intelligently until they convert or opt out.

Tier 1 · Immediate time savings

Meeting-to-CRM Intelligence Pipeline

$2,000–3,500
One-time project

Record a sales or client call — AI extracts action items, deal updates, next steps, and sentiment, then automatically updates your CRM, sends follow-ups, and logs everything. Zero manual entry after meetings.

Tier 2 · High ticket

Proposal & Document Automation

$2,500–4,500
One-time project

Service businesses waste 5–10 hours per week writing proposals manually. We build AI-powered systems that auto-populate proposals from CRM data, generate first drafts, and send for e-signature — in minutes, not hours.

Tier 2 · Retention play

Client Onboarding System

$2,000–3,500
One-time project

A poor onboarding experience kills retention before it starts. We design and automate the complete client journey from signed contract to first result — welcome sequences, intake forms, task routing, milestone check-ins, all hands-free.

Built on tools that work

HubSpot
Make (Integromat)
Zapier
n8n
Claude AI
ChatGPT API
Notion
Airtable
GoHighLevel
ActiveCampaign
Pipedrive
Fireflies.ai
PandaDoc
Typeform
Slack
Google Workspace

How it works

From first call to
running on autopilot.

01

Free Operations Audit

60-minute call. We map your current workflows, identify the biggest manual bottlenecks, and estimate the time and revenue impact of fixing them.

02

Scope & Proposal

You receive a clear project scope: exactly what gets built, what tools are used, the timeline, and a fixed price. No hourly billing surprises.

03

Build & Test

We build, test, and iterate in a staging environment before going live. You're involved at key checkpoints — never left in the dark.

04

Launch + Retainer Option

Go live. Two weeks of post-launch support included. If results are good (they will be), we offer a monthly retainer to maintain and expand.

Retainer pricing

After the project,
keep the momentum.

Maintain

$1,500

/ month

  • Monitor & maintain existing automations
  • Up to 4 hours of changes/month
  • Monthly performance report
  • Email support (48hr response)
  • New workflow builds
  • Priority support
Get started

Scale

$5,500

/ month

  • Everything in Grow
  • Unlimited hours (up to 20/mo)
  • Fractional AI ops lead access
  • Dedicated Slack channel
  • Weekly calls
  • First access to new services
Get started

Start with a free
operations audit.

60 minutes. No pitch. Just an honest look at where your business is leaking time and money — and what it would take to fix it.

Book a call → hello@flyde.co