FOR B2B SERVICE BUSINESSES WITH 10–50 PEOPLE
MAGICK connects your CRM, inbox, forms, project tools, and billing systems into human-approved AI workflows—so leads get followed up, clients get onboarded, and routine work gets completed without constant manual coordination.
Free 30-minute Workflow Opportunity Audit. Prioritized recommendation, human checkpoints, estimated payback range.
THE COST OF INACTION
Demand is not the only constraint. As volume rises, every manual handoff becomes a leak—in response time, delivery speed, cash collection, or founder attention.
Leads sit in inboxes. Ownership is unclear. CRM records lag. Follow-up depends on whoever remembers. Opportunities cool while the team is busy delivering.
Onboarding lives in email threads. Documents live in different places. Approvals stall. Clients and teammates ask for status because the process has no single source of truth.
Data is re-entered across tools. Reports are rebuilt by hand. Invoices wait for someone to notice a milestone. You start solving growth by hiring another coordinator instead of fixing the handoffs.
Capability proof—not client case studies. These are working demonstrations and founder products.
View workflow examples Book Free 30-Min AuditFREE FIRST STEP
In 30 minutes, we will map the manual workflow costing your team the most time, identify what should be automated first, and show you the safest implementation path. If there is no sensible automation opportunity, we will tell you.
Risk reversal: If the audit does not reveal a workflow with a plausible path to measurable payback, MAGICK will say so and will not recommend a build.
IMPLEMENTATION PROCESS
Map the workflow, tools, owners, exceptions, and where time or revenue is lost.
Create the future-state workflow, human checkpoints, permissions, and success measures. You approve the map before development.
Connect the systems, test normal and exception cases, and add monitoring and alerts.
Train the team, deliver documentation, monitor performance, and optimize during the agreed support period.
[CONFIRM FOUNDING-PARTNER PRICE]
Timeline: [CONFIRM TIMELINE]
[CONFIRM IF SPOTS ARE LIMITED]
Assign an internal process owner, provide access to tools, approve the map before development, participate in testing, and make timely decisions on exceptions and permissions.
You keep paying for your CRM, email, automation platform, AI model usage, and other third-party tools. MAGICK will flag expected ongoing costs during design.
You own the completed workflow configuration, documentation, and data in your accounts. [CONFIRM OWNERSHIP TERMS in writing.]
MAGICK may request honest feedback and permission to document results. A positive testimonial is never required.
Larger or multi-workflow engagements are available after a successful first build—scoped separately.
Sensitive actions—sending client-facing messages, creating invoices, changing CRM ownership, or anything you designate—can require human approval before execution.
Workflows run in accounts you own or jointly control. [CONFIRM: MAGICK does / does not retain production admin access after handoff.]
You own the completed workflow configuration and documentation delivered for your engagement. [CONFIRM written ownership terms.]
Access is limited to the tools and data needed for the scoped workflow. We document who has access and why.
Client data is used to operate your workflow—not to train public models on MAGICK’s behalf. [VERIFY exact vendor settings]
Failures are logged. Monitoring and alerts are included so problems surface instead of failing silently. [ADD MONITORING EXAMPLE.]
During the stabilization period, MAGICK addresses breakage in scope. After that, maintenance can be handled by your team with the documentation, or scoped as ongoing support. [CONFIRM post-launch support terms.]
You receive a workflow map, operating notes, and team training so the system is not tribal knowledge locked inside the agency.
CRM, automation platforms, AI usage, and related tools remain your subscriptions.
You keep your accounts, data, documentation, and the delivered configuration. [CONFIRM any credentials rotation / offboarding checklist.]
We will not promise that no breach is possible, that AI never errs, or that savings are guaranteed.
MAGICK was created to install controlled workflows for service businesses that are drowning in coordination work—not to sell AI theater.
[ADD FOUNDER CREDENTIAL: name, years of engineering experience, relevant systems built, tools used, why MAGICK exists.]
GOT QUESTIONS?
Start with a repeated, revenue-critical handoff: lead follow-up, CRM updates, onboarding document collection, invoice preparation, or recurring reporting. The best first workflow is frequent, painful, and measurable—not the most “AI-sounding” idea.
No. The point is to connect the CRM, inbox, forms, project tools, and billing systems you already use so handoffs stop depending on memory.
Those tools are often part of the build. The difference is diagnosis, workflow design, human checkpoints, exception handling, testing, documentation, and ownership—so you get a controlled system, not a fragile zap nobody maintains.
You can, if you have the time and an owner who will design, test, and maintain it. Most growing service businesses do not. MAGICK’s job is to install one fixed-scope workflow correctly so your team is not stuck debugging automations between client work.
Use ordinary automation for reliable rules: routing, field updates, reminders, status changes. Use AI where language or judgment support helps: drafting follow-ups, classifying requests, extracting document fields, summarizing. AI is a tool inside the workflow—not the product category.
Only where you approve that behavior. Sensitive actions can require a human checkpoint. The design goal is fewer dropped balls—not unsupervised autonomy.
You do: configuration, documentation, and data in your accounts, per the written agreement. [CONFIRM OWNERSHIP TERMS.]
Access is limited to scoped tools, workflows run under your account ownership model, and client data is not used to train public models on MAGICK’s behalf. Exact controls are documented per project. We do not make absolute security guarantees no vendor can keep.
Vendor changes can break workflows. We design with monitoring, document dependencies, and cover breakage during the agreed stabilization period. After that, maintenance is yours or under a separate support scope.
Before build, we define success measures tied to the workflow: response consistency, time-to-onboard, invoice cycle time, hours removed from a repeated task, or error/exception rate. Payback estimates from the audit are directional. We do not guarantee a financial outcome.
[CONFIRM TIMELINE.] A typical single-workflow engagement is measured in weeks, not months—after the workflow map is approved—depending on tool access, complexity, and how quickly decisions are made.
A defined stabilization/optimization period is included in the Founding Partner scope. [CONFIRM LENGTH AND WHAT IS COVERED.] Ongoing retainers are optional and separate.
No. The goal is to remove repetitive coordination so people spend time on judgment, relationships, delivery, and sales—not to replace your team.
Messy is normal. The audit maps reality first. Sometimes the first win is clarifying ownership and a simple workflow before adding AI. If the process is too unstable to automate safely, we will say so.
Then we will not recommend a build. The audit’s job is to find a plausible path to measurable payback—or to tell you honestly that hiring, process cleanup, or waiting is the better move.
READY TO AUTOMATE?
Start with a free Workflow Opportunity Audit. We will map the bottleneck, identify what should remain human, and show you the clearest first implementation step. If there is no sensible automation opportunity, we will tell you.