AI transformation packages for growing teams
We connect your systems into one hub, build custom agents and digital workers inside it, and train your team.
Design 2 weeks, build up to 6, adopt 2, with a written sign-off at each gate.
Custom agents and digital workers run every connection
Real estate CRM system, built and installed
A CRM for real estate teams with the workflows and AI agents already installed.
- Target properties
Every property on one board: lead source, status, deal type, asking and bid price, and the contract.
- Owner and listing agents
One click on a qualified lead adds the contact to your hub, with phone, email and listing company carried over.
- Offers and contractors
Offers, contractor lists, quotes and invoices, each linked back to its property.
- Email and activity sync
Emails and calls log to the property, and your team is notified when a seller or agent writes back.
- AI agents
Agents installed on the pipeline to take on routine follow-up and updates.
Example agent activity
Lead capture
New property added from your list, with its source and deal type.
Our focus: 4 areas we build most
Platforms: one hub on the system you run
We build your hub on monday.com, Notion or HubSpot, add Claude for AI, and connect Microsoft 365, Jira, Power BI and your data.
One system at the centre
Your team works in one place and pulls dashboards from it.
Agents on every process
Processes are built with custom agents and digital workers that do the routine steps.
The right tool for the job
If an agent is not the right fit, we say so and pick the right alternative.
No dead ends
Where a platform has a limit, we combine tools until the goal is reached.
Method: 4 phases, each signed off
- Phase 1
Assessment
Score your readiness
- Five readiness areas scored 1 to 5
- One to three outcomes named with your sponsor
- You keep the roadmap
- Phase 2
Design
Write the blueprint
- An agent-fit decision for every use case
- Each agent defined by trigger, instructions, tools and permissions
- Credit budget set per agent
- Phase 3
Build
Agents, boards and tests
- A proof of concept demoed live first
- Each agent passes seven test steps
- Built in working sessions with you
- Phase 4
Adopt
Training and handoff
- Role-based training and go-live support
- An admin guide
- You name who watches the agents
Packages: 3 sizes of AI transformation
Every package starts with an Assessment, with the fee waived through December 31. Pricing is set once your workflows are scoped.
One workflow
Starter
Scoped to you
One team, one use case, proof of value fast.
- Agents
- Up to 2
- Build
- Up to 3 weeks
- Adopt
- By team size
A department or company
Standard
Scoped to you
Several connected workflows on one platform.
- Agents
- 5
- Build
- Up to 6 weeks
- Adopt
- By team size
Multiple teams
Enterprise
Scoped to you
Cross-team design, with a plan leadership can follow.
- Agents
- 6 or more
- Build
- Up to 10 weeks
- Adopt
- By team size
We never sell by the hour. Every package is a fixed scope with deliverables and dates. Work outside the signed design goes through a change order you sign before it starts. Managed support is optional after go-live.
Sales and CRM: 6 workflows we build in detail
Lead capture
Intake forms for trade shows, referrals, meetings and direct sales put every lead on one board with its source, customer type and product interest.
Territory routing
Reads the lead's state, matches the sales territory and team, and sets the owner so no lead sits unassigned.
Qualification to opportunity
When a lead is marked qualified, the board creates or links the contact, company and opportunity records for you.
Email and activity history
Outlook and Gmail connect to Emails & Activities, so every email, meeting note and call sits on the account.
Migration and cleanup
Moving off a legacy CRM: duplicates merged, accounts and contacts re-linked, history kept. One migration moved about 650 opportunities.
Pipeline reporting
Naming rules and record links that dashboards can trust. AI summaries of meetings and notes can follow once the data is clean.
Measures: 4 numbers set before we build
We record the baseline before we change anything, then report against it at close.
Productivity
Tasks per week, time saved per person, cycle time.
Quality
Error and rework rates, before and after.
Adoption
Who uses the workflows, and how often agents run.
Business impact
The one to three outcomes your leadership named.
How to get started: 4 steps
- 1
Let's chat
A short call about your team, your tools and what is slowing you down.
- 2
Assessment
We map your workflows and systems. The fee is waived through December 31.
- 3
Written proposal
A scope with phases, gates and what each agent will do.
- 4
Kick off
We design, build and train your team, with a sign-off at each gate.
Questions about Ava Desk packages
Miles Hamilton and Katrina Hamilton run Ava Desk. Your call is with one of them.
What does the Ava Desk Assessment include?
A call, a written roadmap with scored use cases, and a scoped proposal. The fee is waived through December 31, and you keep the roadmap.
What if we need more than the package?
We write a change order with scope, price and timeline. You sign it before work starts.
Which platform should Ava Desk build on?
The one that fits your workflows. If you already run on one, we start there.
Will AI packages replace our people?
No. Agents take the tedious work so your people do the valuable work.
Who runs the agents after Ava Desk leaves?
A named owner, a trained champion or our managed support. You choose before handoff.