Services

Every engagement starts the same way: a free written assessment of where inbound leads leak, then one module or several, wired into one Lead Hub. Scope and boundaries are written on each page before you commit to anything.

Automation, end to end AI Automation Agency for Inbound Teams An AI automation agency designs and runs the layer between your traffic and your CRM: capture, qualification, routing, follow-up, and reporting. OperStack scopes that layer per handoff, automates only the steps with a testable pass condition, and leaves judgement calls with your reps. Read the scope Scope, price, timeline AI Automation Services AI automation services replace manual steps between systems: capture, enrichment, qualification, assignment, follow-up, and reporting. OperStack scopes each step separately, so you can buy the two that leak and skip the four that already work. Read the scope n8n workflows n8n Agency and Consulting An n8n agency builds, hosts, and maintains the workflows that move data between your site, your bots, and your CRM. OperStack designs n8n flows with explicit error branches and retries, because the workflows that fail silently cost more than the ones that never got built. Read the scope AI SDR, task by task AI SDR Setup An AI SDR automates research, first-touch drafting, reply classification, and meeting booking. It does not handle pricing negotiation, unusual objections, or anything requiring a commitment. OperStack sets the boundary per task and tests each one on your own data before it goes live. Read the scope Custom agents AI Agent Development AI agent development means building a bounded assistant that reads your data, calls a small set of approved tools, and hands off when confidence drops. OperStack builds agents for inbound tasks only, with every tool call logged and a documented failure path. Read the scope Into your stack AI Integration Services AI integration means wiring a model into systems you already run, rather than replacing them. OperStack places the model behind your existing capture and CRM, scopes what it may write, and makes every call inspectable so a wrong answer can be traced instead of argued about. Read the scope Free scorecard AI Readiness Assessment An AI readiness assessment checks whether your data, handoffs, and ownership rules can support automation before you buy any. OperStack runs seven checks and returns a written score with the two things to fix first, which is often not an AI project at all. Read the scope Advisory only AI Automation Consulting An AI automation consultant maps where your inbound process leaks, decides which steps are safe to automate, and writes the rules before anyone builds. OperStack sells this as advisory work with named artefacts, separate from any build we might later do. Read the scope Advisory, narrow scope AI Consulting Services AI consulting means deciding what to automate before anyone builds it. OperStack consults on one narrow thing: the path from a stranger arriving to a rep having a conversation. We do not do enterprise-wide AI strategy, and we say so before the first call rather than after it. Read the scope Process orchestration Workflow Automation Services Workflow automation replaces manual handoffs between systems with orchestrated steps that log what they did. OperStack maps the process first, automates only steps with a clear pass condition, and builds an error path for every external call before anything goes live. Read the scope Roadmap and delivery AI Implementation Services AI implementation is the work between deciding to automate and having something running that people trust. OperStack sequences it with an exit test per step, so each release can be judged on its own, and stops the programme early when a step fails its test. Read the scope Voice and phone AI Receptionist and Voice Agent An AI receptionist answers inbound calls, captures the caller and the reason, books or transfers, and logs the result to your CRM. OperStack sets the transfer threshold deliberately, because a bot that keeps a confused caller talking costs more than one that hands over early. Read the scope Support and chat AI Customer Service Agent An AI customer service agent answers questions from your own documentation, creates a ticket when it cannot, and hands over with the conversation attached. OperStack measures resolution rather than deflection, because deflection counts the people who gave up. Read the scope Small and mid-sized teams Business Automation Agency A business automation agency takes repeated manual processes and makes them run on triggers with a record of what happened. OperStack starts with the process that costs the most when it fails, not the one that is easiest to demo. Read the scope Zapier and Make Zapier Consultant A Zapier consultant audits, rebuilds, and maintains the Zaps that move your leads between systems. OperStack starts by adding error paths and logging to what you already run, because most Zapier problems are invisible failures rather than missing automations. Read the scope System of record Lead Management System Setup A lead management system is where inbound records live, get an owner, and move through stages. OperStack sets one up inside the CRM you already run, defining field ownership and deduplication first, because a system without those produces confident reports on incomplete data. Read the scope Fit, intent, handoff Lead Qualification Setup Qualification setup means deciding what fit and intent mean for your business, encoding them separately, and routing low-confidence records to a person. OperStack builds it as an evidence contract sales agrees to, not as a score nobody can commit to. Read the scope CRM setup CRM Implementation CRM implementation is configuring the pipeline, fields, and automations so the CRM reflects what actually happens. OperStack implements inside the CRM you chose, and states plainly when the problem is process rather than product. Read the scope Assignment and rules Lead Routing Setup Lead routing decides who owns each inbound record. OperStack configures it in the tools you already run, with explicit rule precedence, a fallback branch on every rule, and an event log, because the expensive failure is not slow routing but records assigned to nobody. Read the scope Response time Speed to Lead Setup Speed to lead is the time between a request arriving and a real first response. OperStack defines where the clock starts and pauses, builds escalation before the target is breached, and reports the records that got no response at all, which most dashboards quietly exclude. Read the scope Source to revenue Lead Attribution Setup Attribution setup means capturing source at the moment of intake, keeping it immutable, and joining it to revenue in a way finance accepts. OperStack builds the capture and the join, and states plainly which questions attribution cannot answer. Read the scope Nurture and handoff Marketing Automation Agency A marketing automation agency builds the nurture, scoring and handoff logic between your campaigns and your CRM. OperStack builds the half most agencies skip: what happens when a contact replies, goes quiet, or should be removed from a sequence entirely. Read the scope

Not sure which one you need

That is what the written assessment is for. You describe what arrives, what gets created, what gets an owner and what actually gets worked; we reply with the module that moves the number. If none of them do, we say that too.

Send the form → Read the guides