AI Ops Setup — ScaleOps
AI Ops Setup — Fixed-Fee Engagement
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ScaleOpsAccelaratorsAI Ops Setup
Standalone Product · Fixed-Fee Engagement
AI Operations Infrastructure

BUILD YOUR
AI OPERATIONS
LAYER.

ScaleOps designs and deploys your complete AI operations infrastructure — automations, tools, and agent workflows — built inside your existing systems and handed off to your team. Or retained for ongoing maintenance.

$5,000–$10,000
Fixed fee · Build & hand off
Or retain ScaleOps for ongoing AI ops maintenance.
Make.com
Zapier
n8n
OpenAI
Claude
HubSpot
Notion AI
Slack Agents
Airtable
Workflow Automation
AI Agent Workflows
Tool Stack Integration
CRM Automation
Reporting Automation
Build & Hand Off
AI Ops Infrastructure
Workflow Automation
AI Agent Workflows
Tool Stack Integration
CRM Automation
Reporting Automation
Build & Hand Off
AI Ops Infrastructure
The Problem

Your team is doing manually
what AI should be doing.

Most growth-stage companies know they should be using AI. Few have a structured approach to implementing it. The result is a patchwork of disconnected tools, manual processes that persist, and hours of work every week that should not require a human.

Hours spent on repeatable manual tasksData entry, report building, follow-up emails, lead assignment — all done manually by people who should be doing higher-value work.
🧩
Tools that don’t talk to each otherCRM, finance, marketing, and ops platforms hold separate data. Nothing syncs automatically. Someone manually exports and imports every week.
📊
Reporting built by hand every timeA team member spends hours compiling the Monday dashboard. By Tuesday it is already outdated. No automation exists.
🤖
AI tools used in isolationChatGPT is used ad hoc. Zapier has a few zaps. Nothing is connected into a coherent AI operations layer that runs the business.
🔒
Knowledge locked in people’s headsProcesses exist only because a specific person knows them. When they are unavailable, the workflow breaks and someone escalates to the founder.
AI Ops Layer — Live Status
Running
Active Agent Network
📥
Lead Router
📊
Report Agent
✉️
Outreach AI
🔄
CRM Sync
🧠
AI Classifier
📋
Doc Builder
Agent Activity Feed
Lead scored & routed — CRM updated
Weekly revenue report generated
Outreach sequence triggered — 14 contacts
Proposal draft created from template
Onboarding workflow — awaiting trigger
Monthly board pack — scheduled 23:00
94%
Tasks automated
18h
Saved per week
6
Active agents
0
Manual reports
What We Build

Three layers of your
AI operations stack.

The AI Ops Setup deploys three integrated layers — workflow automations, AI tool integrations, and autonomous agent workflows — connected into a coherent operations layer your team can run and extend.

Layer 01
Workflow Automations

Map, design, and deploy the automations that eliminate your highest-volume repeatable tasks — across every function of the business.

  • Lead capture & routing
  • CRM data sync & hygiene
  • Follow-up sequences
  • Onboarding workflows
  • Invoice & contract automation
  • Internal notifications & alerts
Layer 02
🧰
Tool Stack Integration

Connect your existing tools so data flows automatically between systems — eliminating manual export-import cycles and broken handoffs between platforms.

  • CRM → finance sync
  • Marketing → sales handoff
  • Reporting pipeline setup
  • Cross-platform data flows
  • Webhook & API connections
  • Centralised data layer
Layer 03
🤖
AI Agent Workflows

Deploy AI agents that handle tasks autonomously — drafting, classifying, summarising, responding, and routing — embedded directly into your existing tools and processes.

  • AI lead scoring agent
  • Proposal & doc drafting
  • Email response AI
  • Report generation agent
  • Meeting summary & action items
  • Customer query classifier
How It Works

From audit to live AI layer
in four phases.

A structured build process that maps your current operations, designs your automation architecture, builds and tests every workflow, then hands off a fully documented, running AI ops layer.

1
Phase One · Audit
Ops Audit & Map

We map every manual process, repeatable task, and tool integration gap across your business — identifying the highest-value automation opportunities before building anything.

  • Process inventory
  • Tool stack review
  • Automation opportunity map
  • Build priority list
2
Phase Two · Design
Architecture & Design

Design the full automation architecture — which workflows to build, which tools to connect, which AI agents to deploy, and in what sequence for maximum impact.

  • Automation architecture
  • Agent workflow design
  • Integration mapping
  • Build roadmap
3
Phase Three · Build
Build & Test

Build every workflow, integration, and AI agent. Test against real business scenarios. Iterate until the system runs reliably without human intervention.

  • Workflows built & live
  • Integrations connected
  • AI agents deployed
  • End-to-end testing
4
Phase Four · Handoff
Document & Hand Off

Document every automation, produce a full operations manual, train your team, and hand off the running AI ops layer. Or retain ScaleOps for ongoing maintenance and expansion.

  • Full documentation
  • Team training session
  • Operations manual
  • Maintenance option
AI Use Cases by Function

What gets automated
across your whole business.

The AI Ops Setup covers every function — not just one department. Here are the most common automation use cases we build across revenue, operations, customer success, and leadership.

📈
Revenue & Sales
Sales Automation
  • Lead scoring & routing agent
  • Automated follow-up sequences
  • Proposal draft generation
  • Pipeline stage automation
  • Deal activity summariser
  • CRM data entry automation
⚙️
Operations
Ops Automation
  • Workflow routing & alerts
  • Document generation
  • Invoice & contract automation
  • Approval workflow automation
  • SOP enforcement triggers
  • Escalation routing
🤝
Customer Success
CS Automation
  • Onboarding workflow automation
  • Health score alerts
  • Customer query classifier
  • Renewal reminder sequences
  • CSAT survey automation
  • Churn risk escalation
📊
Leadership & Finance
Executive Automation
  • Weekly report generation
  • Board pack automation
  • KPI dashboard refresh
  • Meeting summary agent
  • Budget variance alerts
  • Cross-system data sync
Platforms We Work With

Built inside the tools
you already use.

We do not require you to adopt new platforms. The AI Ops Setup is built inside your existing stack — connecting what you already have and layering AI where it creates the most impact.

Make.com
Automation
🔀
Zapier
Automation
🧵
n8n
Workflow
💬
HubSpot
CRM
☁️
Salesforce
CRM
🧠
OpenAI
AI Models
🤖
Claude AI
AI Models
📝
Notion AI
Knowledge
📊
Airtable
Database
💬
Slack
Comms
📧
Gmail / Outlook
Email
💳
Stripe / Xero
Finance
📅
Google Workspace
Productivity
🧱
Monday / ClickUp
Project Mgmt
🔗
Webhooks / APIs
Custom Integrations
Engagement Models

Build & hand off.
Or build & stay.

Two ways to engage — depending on whether you want full ownership of your AI ops layer or an ongoing ScaleOps partner to maintain and expand it.

Option 01
📦
Build & Hand Off

ScaleOps builds your complete AI operations layer, documents every automation and agent workflow, trains your team, and hands off a fully operational system your team owns and runs independently.

  • Full ops audit and automation mapping
  • All three layers built and tested
  • Complete documentation and operations manual
  • Team training and onboarding session
  • 30-day post-handoff support window
  • Your team owns and operates everything
Best for teams who want full ownership and internal capability
Option 02
🔄
Build & Retain

ScaleOps builds your AI ops layer and stays on as your AI operations partner — maintaining workflows, expanding automations, adding new agents, and keeping your system optimised as the business grows.

  • Everything in Build & Hand Off
  • Monthly maintenance and optimisation
  • New automation builds as needs evolve
  • AI agent monitoring and performance tuning
  • Expansion into new workflows and tools
  • Ongoing ScaleOps operator access
Best for teams who want ScaleOps to run and grow the AI layer
Pricing

Fixed fee. No ambiguity.
You know what you get.

One fixed price for the build. A clear maintenance option if you want ScaleOps to stay. No hidden costs, no scope creep, no surprises.

AI Ops Setup
$5,000–10K
Fixed fee · Build & hand off
📦
Build & Hand OffFixed-fee build. Full ownership transferred. 30-day support included.
🔄
Build & Retain (Maintenance)Build fee + ongoing monthly retainer. ScaleOps maintains and expands your AI layer.
  • Full ops audit & automation mapEvery manual process mapped and prioritised before a single build begins
  • Workflow automation layerLead routing, CRM sync, follow-ups, onboarding, and reporting automations
  • Tool stack integrationYour existing platforms connected so data flows automatically between them
  • AI agent workflowsAutonomous agents for scoring, drafting, classifying, summarising, and routing
  • End-to-end testingEvery workflow tested against real business scenarios before handoff
  • Full documentation & ops manualEvery automation documented so your team can operate and extend it independently
  • Team training sessionLive walkthrough of every workflow, agent, and integration with your team
  • 30-day post-handoff supportScaleOps on call for the first 30 days to resolve any issues after handoff
Who It’s For

For companies where manual
work is limiting scale.

The AI Ops Setup is for founders and leadership teams who know automation is the answer but need a structured partner to build it properly rather than cobbling together disconnected tools.

Teams losing hours to repeatable manual tasks
If your team is spending significant time on tasks that follow a predictable pattern, those tasks should be automated.
🧩
Businesses with disconnected tool stacks
If your CRM, finance, and ops tools do not talk to each other, you are losing data and creating manual handoff work every day.
📈
Growth-stage companies scaling beyond capacity
When the team is at capacity but the business needs to grow, automation is the most efficient way to add capacity without headcount.
🤖
Founders who want AI but not a DIY project
You know AI could transform your operations. You do not want to spend months figuring it out yourself. You want it built and handed over.
🏆
Companies preparing for their next growth phase
Before scaling headcount, scaling revenue, or entering a new market — the operational AI layer needs to be in place.
Why It Works
Most companies automate one thing. We build the layer.

The difference between ad hoc automation and a genuine AI operations layer is architecture. Individual zaps and disconnected ChatGPT usage are not infrastructure. ScaleOps designs and builds a coherent system where every workflow connects, every agent has a purpose, and the whole thing runs without a human in the loop.

3
Integrated layers deployed.Workflow automations, tool integrations, and AI agents built as a single coherent system.
18h
Average hours saved per week.Across the businesses ScaleOps has deployed AI ops layers for, manual work drops significantly.
30d
Post-handoff support included.ScaleOps stays engaged for 30 days after handoff to ensure everything runs correctly.
Standalone Products

Three fixed-scope engagements.
Clear outcomes.

AI Ops Setup is the third of three ScaleOps standalone products — each with a fixed fee, defined deliverables, and a clear end state.

Standalone 01
🔍
ScaleOps Audit
$2,500–$5,000 · One-time

Full 8-dimension execution diagnostic. ScaleOps Health Score. 90-day roadmap. Credited to deployment Month 1.

Standalone 02
🌍
Market Entry Sprint
$8,000–$15,000 · 60 days

For companies entering a new geography. Defined deliverables, structured 60-day sprint, clear market entry end state.

Active — Standalone 03
🤖
AI Ops Setup
$5,000–$10,000 · Fixed fee

Build your AI operations layer — automations, tools, and agent workflows — then hand it off or retain ScaleOps for ongoing maintenance.

Start Your AI Ops Setup

STOP DOING MANUALLY
WHAT AI SHOULD
BE DOING
.

Fixed fee. Three layers built. Fully documented and handed to your team — or retained by ScaleOps for ongoing maintenance. Your AI operations layer, live and running.

$5,000–$10,000 · Fixed Fee · Build & Hand Off or Retain