AI automation for the work your team keeps repeating.

Connect the recurring steps in sales, onboarding, documents, and team updates. Start with one defined workflow and build around the tools your team uses.

Discuss your pilot

See pricing

01

Start with a workflow you can point to.

One mint workflow tile is selected from a compact request conveyor.

Illustrative Pilot scopes

Lead routing

Capture an inquiry, assign an owner, update the CRM and prepare the next action.

Client onboarding

Connect a closed sale to intake, project setup, assigned owners and a team update.

Operational updates

Bring agreed information into a recurring update your team can review.

Document workflows

Extract or organize agreed information, with human review where required.

Pilot eligibility depends on the workflow, access, integrations and exceptions. Your proposal defines the actual scope.

01

Start with a workflow you can point to.

One mint workflow tile is selected from a compact request conveyor.

Illustrative Pilot scopes

Lead routing

Capture an inquiry, assign an owner, update the CRM and prepare the next action.

Client onboarding

Connect a closed sale to intake, project setup, assigned owners and a team update.

Operational updates

Bring agreed information into a recurring update your team can review.

Document workflows

Extract or organize agreed information, with human review where required.

Pilot eligibility depends on the workflow, access, integrations and exceptions. Your proposal defines the actual scope.

01

Start with a workflow you can point to.

One mint workflow tile is selected from a compact request conveyor.

Illustrative Pilot scopes

Lead routing

Capture an inquiry, assign an owner, update the CRM and prepare the next action.

Client onboarding

Connect a closed sale to intake, project setup, assigned owners and a team update.

Operational updates

Bring agreed information into a recurring update your team can review.

Document workflows

Extract or organize agreed information, with human review where required.

Pilot eligibility depends on the workflow, access, integrations and exceptions. Your proposal defines the actual scope.

02

Build around the next handoff.

The same mint workflow tile carries its context through a secured handoff dock.

Connect an inquiry to its owner, a closed sale to onboarding, or project information to the right team. We agree the steps, exceptions and approvals before building.

Illustrative acceptance checks

  • A won deal creates the agreed project with the required client details.

  • The owner is assigned and the team is notified.

  • Missing information goes to review; retries do not create duplicate projects.

Your Pilot has its own agreed checks. Team workflows may include onboarding notifications, assignments, approvals and scheduled checklists. Your team owns business decisions.

02

Build around the next handoff.

The same mint workflow tile carries its context through a secured handoff dock.

Connect an inquiry to its owner, a closed sale to onboarding, or project information to the right team. We agree the steps, exceptions and approvals before building.

Illustrative acceptance checks

  • A won deal creates the agreed project with the required client details.

  • The owner is assigned and the team is notified.

  • Missing information goes to review; retries do not create duplicate projects.

Your Pilot has its own agreed checks. Team workflows may include onboarding notifications, assignments, approvals and scheduled checklists. Your team owns business decisions.

02

Build around the next handoff.

The same mint workflow tile carries its context through a secured handoff dock.

Connect an inquiry to its owner, a closed sale to onboarding, or project information to the right team. We agree the steps, exceptions and approvals before building.

Illustrative acceptance checks

  • A won deal creates the agreed project with the required client details.

  • The owner is assigned and the team is notified.

  • Missing information goes to review; retries do not create duplicate projects.

Your Pilot has its own agreed checks. Team workflows may include onboarding notifications, assignments, approvals and scheduled checklists. Your team owns business decisions.

03

The workflow comes first.

The same workflow tile sits within a clear mechanism for rules, connections and review.

We review the inputs, recurring steps and exceptions before recommending the build. The solution may use integrations, rules or AI with agreed review points.

03

The workflow comes first.

The same workflow tile sits within a clear mechanism for rules, connections and review.

We review the inputs, recurring steps and exceptions before recommending the build. The solution may use integrations, rules or AI with agreed review points.

03

The workflow comes first.

The same workflow tile sits within a clear mechanism for rules, connections and review.

We review the inputs, recurring steps and exceptions before recommending the build. The solution may use integrations, rules or AI with agreed review points.

04

Free focused systems audit + prioritized backlog.

The selected workflow is assessed beside a bounded, prioritized backlog.

Included with your paid Pilot: a focused review and a backlog of next implementations.

  • A session of up to 45 minutes.

  • Review of up to three related workflows.

  • Up to ten genuine automation opportunities.

How priorities are agreed

  • Your Senior RevOps Engineer recommends priorities using the business problem, proposed build, expected impact, relative effort, dependencies and acceptance criteria.

  • You validate business priorities. The Delivery Manager maintains the client relationship and backlog traceability.

  • Use the backlog with your own team, another provider or our Squad. Ongoing execution is a separate engagement. Only genuine opportunities are included, up to ten.

Broader AI adoption audit: US$3,500–US$6,500. Team AI enablement program: US$5,000–US$10,000. These are separately scoped services.

04

Free focused systems audit + prioritized backlog.

The selected workflow is assessed beside a bounded, prioritized backlog.

Included with your paid Pilot: a focused review and a backlog of next implementations.

  • A session of up to 45 minutes.

  • Review of up to three related workflows.

  • Up to ten genuine automation opportunities.

How priorities are agreed

  • Your Senior RevOps Engineer recommends priorities using the business problem, proposed build, expected impact, relative effort, dependencies and acceptance criteria.

  • You validate business priorities. The Delivery Manager maintains the client relationship and backlog traceability.

  • Use the backlog with your own team, another provider or our Squad. Ongoing execution is a separate engagement. Only genuine opportunities are included, up to ten.

Broader AI adoption audit: US$3,500–US$6,500. Team AI enablement program: US$5,000–US$10,000. These are separately scoped services.

04

Free focused systems audit + prioritized backlog.

The selected workflow is assessed beside a bounded, prioritized backlog.

Included with your paid Pilot: a focused review and a backlog of next implementations.

  • A session of up to 45 minutes.

  • Review of up to three related workflows.

  • Up to ten genuine automation opportunities.

How priorities are agreed

  • Your Senior RevOps Engineer recommends priorities using the business problem, proposed build, expected impact, relative effort, dependencies and acceptance criteria.

  • You validate business priorities. The Delivery Manager maintains the client relationship and backlog traceability.

  • Use the backlog with your own team, another provider or our Squad. Ongoing execution is a separate engagement. Only genuine opportunities are included, up to ten.

Broader AI adoption audit: US$3,500–US$6,500. Team AI enablement program: US$5,000–US$10,000. These are separately scoped services.

05

Get one workflow working and know what to build next.

The mint workflow is delivered as a working module with documentation and next priorities.

From US$2,500 · One-time project · Final scope agreed before starting

A Senior RevOps Engineer builds, tests and documents your first workflow, with a team walkthrough. Your paid Pilot includes a focused review and prioritized backlog.

One workflow, one main trigger, up to three connected apps and up to eight agreed functional steps.

Standard Pilot: 10–15 business days from kickoff and agreed access. Your delivery date is confirmed before you commit.

Scope and delivery requirements

  • We confirm tools, exceptions, acceptance tests and price before starting. More complex builds receive their own scope.

  • We assess usable APIs or integrations, functional steps and human review. A complex operation needs assessment even if counted as one step.

  • Large migrations, new portals, multiple independent workflows and systems without usable access need their own scope. Start dates depend on actual capacity and are confirmed before contracting.

Workflow and process automation: US$5,000–US$15,000. Sustained AI development is available through AI Engineering Partner from US$5,500/month.

Software subscriptions, hosting and AI/API usage are paid by the client and are separate from Techmark’s service fees.

05

Get one workflow working and know what to build next.

The mint workflow is delivered as a working module with documentation and next priorities.

From US$2,500 · One-time project · Final scope agreed before starting

A Senior RevOps Engineer builds, tests and documents your first workflow, with a team walkthrough. Your paid Pilot includes a focused review and prioritized backlog.

One workflow, one main trigger, up to three connected apps and up to eight agreed functional steps.

Standard Pilot: 10–15 business days from kickoff and agreed access. Your delivery date is confirmed before you commit.

Scope and delivery requirements

  • We confirm tools, exceptions, acceptance tests and price before starting. More complex builds receive their own scope.

  • We assess usable APIs or integrations, functional steps and human review. A complex operation needs assessment even if counted as one step.

  • Large migrations, new portals, multiple independent workflows and systems without usable access need their own scope. Start dates depend on actual capacity and are confirmed before contracting.

Workflow and process automation: US$5,000–US$15,000. Sustained AI development is available through AI Engineering Partner from US$5,500/month.

Software subscriptions, hosting and AI/API usage are paid by the client and are separate from Techmark’s service fees.

05

Get one workflow working and know what to build next.

The mint workflow is delivered as a working module with documentation and next priorities.

From US$2,500 · One-time project · Final scope agreed before starting

A Senior RevOps Engineer builds, tests and documents your first workflow, with a team walkthrough. Your paid Pilot includes a focused review and prioritized backlog.

One workflow, one main trigger, up to three connected apps and up to eight agreed functional steps.

Standard Pilot: 10–15 business days from kickoff and agreed access. Your delivery date is confirmed before you commit.

Scope and delivery requirements

  • We confirm tools, exceptions, acceptance tests and price before starting. More complex builds receive their own scope.

  • We assess usable APIs or integrations, functional steps and human review. A complex operation needs assessment even if counted as one step.

  • Large migrations, new portals, multiple independent workflows and systems without usable access need their own scope. Start dates depend on actual capacity and are confirmed before contracting.

Workflow and process automation: US$5,000–US$15,000. Sustained AI development is available through AI Engineering Partner from US$5,500/month.

Software subscriptions, hosting and AI/API usage are paid by the client and are separate from Techmark’s service fees.

See what a prioritized backlog looks like.

Illustrative example, not a client result.

High priority

Client onboarding

Problem: Client details are copied and ownership is unclear

Proposed build: Create the project, assign the owner and notify the team from a won deal

Expected impact: Clear ownership and consistent intake

Relative effort: Medium

Dependencies: CRM won-deal event, usable project integration and agreed owner rules

Acceptance check: A won deal creates one project with required details and notifies its owner; retries do not duplicate it.

High priority

Client onboarding

Problem: Client details are copied and ownership is unclear

Proposed build: Create the project, assign the owner and notify the team from a won deal

Expected impact: Clear ownership and consistent intake

Relative effort: Medium

Dependencies: CRM won-deal event, usable project integration and agreed owner rules

Acceptance check: A won deal creates one project with required details and notifies its owner; retries do not duplicate it.

High priority

Client onboarding

Problem: Client details are copied and ownership is unclear

Proposed build: Create the project, assign the owner and notify the team from a won deal

Expected impact: Clear ownership and consistent intake

Relative effort: Medium

Dependencies: CRM won-deal event, usable project integration and agreed owner rules

Acceptance check: A won deal creates one project with required details and notifies its owner; retries do not duplicate it.

High priority

Missing intake information

Problem: The team repeatedly chases incomplete intake

Proposed build: Check required fields and route reminders or exceptions

Expected impact: More complete information at handoff

Relative effort: Low–medium

Dependencies: Required-field definitions, contact permissions and reminder rules

Acceptance check: Missing fields create a review task; complete intake proceeds without an unnecessary reminder.

High priority

Missing intake information

Problem: The team repeatedly chases incomplete intake

Proposed build: Check required fields and route reminders or exceptions

Expected impact: More complete information at handoff

Relative effort: Low–medium

Dependencies: Required-field definitions, contact permissions and reminder rules

Acceptance check: Missing fields create a review task; complete intake proceeds without an unnecessary reminder.

High priority

Missing intake information

Problem: The team repeatedly chases incomplete intake

Proposed build: Check required fields and route reminders or exceptions

Expected impact: More complete information at handoff

Relative effort: Low–medium

Dependencies: Required-field definitions, contact permissions and reminder rules

Acceptance check: Missing fields create a review task; complete intake proceeds without an unnecessary reminder.

High priority

Lead routing

Problem: New leads lack a clear next owner or action

Proposed build: Apply routing rules and create the next task in the CRM

Expected impact: A clear owner and next action

Relative effort: Medium

Dependencies: Lead source access, routing rules and CRM permissions

Acceptance check: Representative leads route to the agreed owner with one next task; exceptions are sent for review.

High priority

Lead routing

Problem: New leads lack a clear next owner or action

Proposed build: Apply routing rules and create the next task in the CRM

Expected impact: A clear owner and next action

Relative effort: Medium

Dependencies: Lead source access, routing rules and CRM permissions

Acceptance check: Representative leads route to the agreed owner with one next task; exceptions are sent for review.

High priority

Lead routing

Problem: New leads lack a clear next owner or action

Proposed build: Apply routing rules and create the next task in the CRM

Expected impact: A clear owner and next action

Relative effort: Medium

Dependencies: Lead source access, routing rules and CRM permissions

Acceptance check: Representative leads route to the agreed owner with one next task; exceptions are sent for review.

Know what is in scope.

Know what the first build needs to do.

Workflow Delivery Guarantee

If a delivery miss caused by Techmark remains unresolved 10 business days after the agreed delivery date, you can request a refund of your paid Pilot implementation fee. You keep the audit and backlog.

A clear handoff, with a 30-day bug-fix window.

For 30 calendar days after go-live, we correct reproducible bugs that stop the delivered workflow from behaving as accepted. We acknowledge a report by the next business day. New features, scope changes, later third-party changes and ongoing care are covered by a separate agreement.

Keep the workflow. Keep the plan.

We work in your accounts where practical and hand over documentation and exportable configuration where the tools support it. Your audit and backlog stay with you. Choose the support you need after delivery.

We agree on the workflow, completion criteria, price, and delivery plan before starting. Your team knows what is being built and how it will be checked.

What you get

Agreed in your proposal

Scope and responsibilities

Testing and documentation

Delivery plan and handoff

No. 01

Unagreed additions

Additional scope is agreed in writing before work starts.

Instead

A defined scope

No. 01

Unagreed additions

Additional scope is agreed in writing before work starts.

Instead

A defined scope

No. 01

Unagreed additions

Additional scope is agreed in writing before work starts.

Instead

A defined scope

No. 02

Unclear third-party costs

Software subscriptions, hosting and AI/API usage are paid by the client and are separate from Techmark’s service fees.

Instead

Client-paid vendor costs

No. 02

Unclear third-party costs

Software subscriptions, hosting and AI/API usage are paid by the client and are separate from Techmark’s service fees.

Instead

Client-paid vendor costs

No. 02

Unclear third-party costs

Software subscriptions, hosting and AI/API usage are paid by the client and are separate from Techmark’s service fees.

Instead

Client-paid vendor costs

No. 03

Unreviewed AI decisions

For AI-assisted workflows, we define where review and approval belong.

Instead

Human review where required

No. 03

Unreviewed AI decisions

For AI-assisted workflows, we define where review and approval belong.

Instead

Human review where required

No. 03

Unreviewed AI decisions

For AI-assisted workflows, we define where review and approval belong.

Instead

Human review where required

Questions before starting.

CRM implementation

RevOps Builder Squad