Intelligent Automation Systems

If you want to live like you’re off the clock,
your business can’t be.

Surf Solutions builds the automations that keep things moving while you’re on the beach. We handle the work your people shouldn't be doing—so your business grows without burning out your team.

Growth Shouldn't Require Headcount

The old playbook says: hire more people, add more tools, work longer hours. But that's not a growth strategy—it's just more expensive chaos.

Speed-to-lead is killing conversions

Your team takes 3+ hours to respond to inquiries. By then, prospects have moved on. You're losing 40% of inbound leads before anyone even talks to them.

Repetitive work is stealing focus

Your best people spend 10–15 hours per week on tasks a system could handle: updating CRMs, sending reminders, routing requests. That's $15k–$20k/year per person in wasted capacity.

Scaling breaks everything

You want to double revenue, but you can't double your headcount. Without systems, more clients just means more fires to put out and more stress for you.

The fix isn't more people. It's intelligent systems.

Show me how this works

We Don't Build Tools.
We Build Systems That Think.

Anyone can string together a few Zapier steps. We architect intelligent workflows that adapt, qualify, and execute—without constant human supervision.

Every automation we design starts with a simple question: "What decision is your team making here, and can a system make it better?"

Maybe it's deciding whether a lead is qualified. Or determining which team member should handle an inquiry. These aren't just "tasks"—they're judgment calls your business makes hundreds of times per week.

AI and natural language processing
Workflow automation (n8n, Make)
Business intelligence & insights
Communication systems (Voice, SMS, CRM)
VS
Trigger
AI Logic
Action

Revenue, Efficiency, Intelligence

Three categories of systems. Each one designed to unlock a different kind of growth.

Revenue Systems

Capture & Convert

Intelligent lead capture, instant response systems, qualification workflows, automated follow-up sequences. We help you respond in seconds instead of hours.

  • AI-powered intake forms
  • SMS/email response automation
  • Calendar booking flows

Efficiency Systems

Eliminate Busywork

CRM automation, data synchronization, reporting dashboards. The manual copy-paste work that eats 10–15 hours per week? We build systems that handle it.

  • CRM auto-population
  • Document generation
  • Approval workflows

Intelligence Systems

Surface Insights

Real-time dashboards, performance tracking, trend analysis. Know what's working, what's breaking, and where to focus—without digging through tools.

  • Revenue dashboards
  • Lead source analysis
  • Customer health monitoring

From Audit to Live System in Four Weeks

No long contracts. No vague timelines. Clear scope, fixed price, predictable delivery.

0

Free Workflow Audit

We walk through your current process and identify 2–3 high-impact opportunities. (20 mins)

1

Proposal + Blueprint

Within 48 hours, you get a detailed proposal: what we're building, how it works, and what it costs.

2-4

Build, Test, Train

We design and build your system, test it thoroughly, and train your team. Weekly updates included.

5+

Live + Support

Your system is live. You get 30 days of post-launch support included. Optional monthly monitoring available.

Fixed Pricing, Zero Surprises

We provide clear, fixed-price proposals for every project. No hourly billing, no hidden fees.

One-Time Build

Custom Quote

This covers everything: discovery, design, development, testing, training, documentation, and 30 days of post-launch support.

  • Fixed-price proposal (no hourly billing)
  • Weekly progress updates
  • Full documentation + training session
  • 30 days of support after launch
  • System ownership (you control everything)
Get your custom quote

Optional Monthly Support

Flexible Plans

If you want us to monitor performance, handle technical issues, and continuously optimize your workflows. Cancel anytime.

  • Performance monitoring & troubleshooting
  • Monthly optimization improvements
  • Priority support (< 24hr response)
  • Quarterly strategy reviews
Book an audit to discuss

Not sure what you need? That's what the free audit is for. We'll walk through your process and give you a transparent breakdown.

Not Ready for a Full Build?

Start smaller. We can help you fix immediate problems or map out your future systems.

Strategy Session
Deep Dive

One hour deep-dive into your operations. We'll map your workflows and identify the biggest bottlenecks.

Book Strategy Call
Most Popular
The "Quick Fix"
Single Issue

Have a broken Zap or a workflow that's acting up? We'll jump in and fix one specific automation issue.

Fix My Workflow
Workflow Audit
Free

We review your current setup and give you a high-level roadmap of what's possible.

Get Free Audit
Newsletter

The Surf Report:
Real Automations, Real Breakdowns

Twice a month, we break down an automation we built for a client—complete with logic, tools, and measurable results. No fluff, no sales pitch.

Step-by-step breakdowns

Screenshots, workflow logic, and tool stacks.

Templates & Scripts

Resources you can adapt for your business immediately.

Join 800+ operators

We send 2 emails per month, max. Unsubscribe anytime.

Recent Issues:

  • "How a dental clinic automated patient reminders..."
  • "The 3-step SMS workflow that books 15 extra jobs..."

Results Over Promises

Here's what happens when you stop doing things manually.

"We were losing 25–30 leads per month because we couldn't respond fast enough. Surf Solutions built an intake system that responds in under 60 seconds. We've seen a 40% increase in booked jobs."

MT
Mike T.
Owner, T&M Plumbing

"Before working with Surf Solutions, I spent 12 hours every week manually updating our CRM and sending follow-ups. That's all automated now. I got my time back and our close rate went up."

SK
Dr. Sarah K.
Coastal Dental Group

"Our lead response time went from 4 hours to 90 seconds. We closed 8 deals in the first month that we absolutely would have lost under the old system. The ROI was immediate."

JR
Jason R.
Founder, Apex Marketing

Powered By

OpenAI Twilio Make n8n HubSpot

Common Questions

Do I need to be technical to work with you?
Not at all. Most of our clients are service business owners with zero technical background. You just need to describe your current process—we handle the rest.
What if I already use a CRM or other tools?
Perfect. We integrate with whatever you're currently using—Salesforce, HubSpot, Zoho, Google Workspace, Calendly, Twilio, and most major platforms.
How long before I see results?
Most clients see measurable improvements (faster response times, more bookings, time saved) within the first week after launch.
What happens if something breaks?
You get 30 days of included post-launch support. After that, you can handle issues yourself (we provide full documentation), hire us on a one-off basis, or subscribe to monthly monitoring.

Stop Losing Revenue to
Manual Processes

Book a 20-minute workflow audit. We'll show you exactly where automation can save you time and unlock growth.

On the call, we'll:

  • Walk through your current lead-to-close process
  • Identify 2–3 high-impact automation opportunities
  • Give you a transparent breakdown of cost and timeline
Prefer email? hello@surfsolutionsai.com