CRM Automation
Lead capture, follow-up sequences, pipeline updates — all triggered automatically.
ScopeX Service System
Work less. Grow faster. Automate the rest.
Marketing automation and AI implementation services in Calgary. CRM automation, workflow optimization, and AI-powered tools to save your business 10+ hours per week.
Workflow
Efficiency 0%
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Why Automation & AI?
Automation that eliminates busywork and unlocks growth.
Lead handling, routing, and follow-up discipline.
Every hour your team spends on repetitive tasks is an hour not spent on growth.
Manual follow-ups, copy-pasting between systems, chasing leads that went cold, re-entering data from one tool to another — these are the silent costs that keep businesses from scaling. Automation eliminates them permanently.
ScopeX builds practical automation systems using real tools: Make, Zapier, GoHighLevel, HubSpot, and custom AI integrations. We map your actual workflows, identify the highest-cost manual processes, and build systems that run without you.
System Integration
Connect your CRM, email, booking, invoicing, and marketing tools into one seamless flow.
AI Tools
AI-assisted content generation, lead scoring, chatbots, and intelligent workflow routing.
Reporting Automation
Automated dashboards and reports so you always know what is happening without pulling data manually.
How ScopeX Builds Your Automation System
Workflow Audit
We map your current processes end to end. Every manual step, every tool in your stack, every handoff point.
Automation Blueprint
A prioritized plan showing exactly which workflows will be automated and the expected time saving for each.
Build & Test
Automations built, connected, and tested end to end before going live. Full QA before touching your real data.
Monitor & Expand
Live automations monitored. New workflows added monthly. The system grows as your business does.
Save Time
Eliminate repetitive tasks and reclaim your team's time.
Reduce Costs
Remove manual work, reduce errors, lower costs.
Scale Faster
Systems that handle more without adding headcount.
Focus on Growth
Your team focuses on strategy, not busywork.
Automation Tiers
Choose the level of automation your business needs.
Every tier is fully managed. The difference is complexity, customization, and how aggressively we build.
FD
Ideal for: Small businesses spending hours on manual follow-ups and lead tracking
Foundation
One High-Impact WorkflowThe starting point for businesses losing time to manual lead handling and repetitive administrative tasks. Core CRM automation, email workflows, and process optimization.
What We Build
- CRM Automation SetupLead capture forms connected directly to your CRM. New contacts created, tagged, and assigned automatically.
- Automated Email Follow-Up SequencesTime-based follow-up sequences that trigger when a lead enters your CRM.
- Lead Notification SystemInstant email or SMS alerts when a new lead comes in or a key pipeline stage is triggered.
- Basic Process Optimization2-3 key manual workflows identified and automated.
- Tool Connection (up to 3 apps)Connect up to three of your existing tools automatically.
Monthly Deliverables
- Automation Health CheckMonthly review of all live automations. Errors identified and resolved.
- Performance SummaryAutomations run, leads processed, and estimated time saved.
- New Workflow IdentificationNext highest-priority manual process flagged each month.
- Minor Workflow UpdatesSmall adjustments to existing automations handled within the retainer.
- Monthly Written Check-InWhat is running, what changed, what we are building next.
What to Expect
- Week 1:Workflow audit call. Top 3 automation priorities identified.
- Week 2:Automations built and tested. CRM connected. Email sequences live.
- Month 1:All Foundation automations running. Time savings visible.
- Month 2-3:Additional workflows automated. Manual task load dropping noticeably.
- Month 3+:Core operations running automatically. Team focused on higher-value work.
Foundation outcome: Eliminate manual lead handling and repetitive admin work. Within 30 days your CRM is capturing and following up with leads automatically.
Get started with FoundationNo setup fee. Month-to-month. First automations live within 2 weeks.
Get Started
FS
Ideal for: Growing businesses with multiple disconnected tools wanting a unified automated operation
Full Scope
Cleaner Operations & Follow-UpFor businesses with multiple tools in their stack that need a unified, automated operation. Advanced system integrations, AI tool implementation, and a growing automation library.
What We Build
- Advanced System Integration (up to 6 apps)CRM, website, email, booking, invoicing, and project management all connected.
- AI Tool IntegrationAI writing assistants, lead scoring, chatbot configuration, or intelligent routing.
- CRM Cross-Platform SyncingData flows cleanly between your CRM and all connected tools.
- Client Onboarding AutomationWelcome sequences, intake routing, document delivery, and task creation on deal close.
- Reporting Dashboard SetupAutomated data aggregation into a live dashboard.
Monthly Deliverables
- Full System Health ReportAll automations reviewed with performance metrics per workflow.
- AI Tool Performance ReviewConfiguration updates to improve output quality and routing accuracy.
- 2 New Workflows Per MonthTwo new automation workflows built and launched each month.
- Integration MaintenanceAPI changes and tool upgrades handled before they cause failures.
- Monthly Strategy Call (30 min)Review what is running and what is planned next month.
What to Expect
- Week 1:Full workflow audit and tool stack mapping. Automation blueprint delivered.
- Week 2-3:All integrations built and tested. AI tools configured. Dashboard connected.
- Month 1:Full Scope automation stack live. Time savings measurable.
- Month 2-4:New workflows added monthly. Operational overhead dropping significantly.
- Month 4+:Largely automated operational backbone. Business scaling without proportional headcount growth.
Full Scope outcome: Operate with a unified, automated business stack where your tools work together.
Get started with Full ScopeFull multi-tool integration and monthly strategy calls.
Get Started
EN
Ideal for: High-growth businesses and enterprises building AI as a core operational advantage
Enterprise
Enterprise / Integration-Heavy ScopeThe complete automation and AI engagement for businesses ready to build an intelligent operational infrastructure. Full enterprise AI roadmap, complete system integration, and a dedicated strategist.
What We Build
- Enterprise AI RoadmapMulti-quarter strategy: current state assessment, opportunity prioritization, and ROI per initiative.
- Full System IntegrationEvery tool in your stack connected and automated. No manual handoffs between any system.
- Custom AI Model IntegrationCustom GPT configurations, fine-tuned models, or AI-powered internal tools.
- Intelligent Operations LayerAI-assisted decision routing, predictive lead scoring, and intelligent workflow management.
- Automation Centre of ExcellenceDocumentation, governance, and training so your team can maintain the infrastructure independently.
Monthly Deliverables
- Executive Automation DashboardReal-time visibility: workflows running, time saved, error rates, and ROI across the full portfolio.
- Enterprise AI Performance ReportAll AI systems reviewed monthly. Configuration updates applied proactively.
- 5+ New Workflows/moFive or more automation workflows or AI integrations built and deployed each month.
- Dedicated Automation StrategistWeekly calls, Slack/email access, quarterly roadmap reviews.
- Quarterly Architecture ReviewFull infrastructure review every quarter. Redundancies removed, scaling plan updated.
What to Expect
- Month 1:Enterprise AI roadmap delivered. Full system audit complete. First automations live.
- Month 2:Full system integration live. Advanced AI tools connected to real operations.
- Month 3:Intelligent operations layer active. Team capacity significantly freed.
- Month 4-6:Automation portfolio expanding at full pace.
- Year 1+:Enterprise-grade automation infrastructure that is a genuine competitive moat.
Enterprise outcome: Build automation and AI as a core operational advantage your competitors cannot replicate.
Get started with Enterprise AutomationEnterprise AI roadmap, full system integration, dedicated strategist.
Get StartedSide by Side
What is included at each tier
Every tier is fully managed. The difference is complexity, customization, and how aggressively we build.
| Feature | Foundation | Full Scope | Enterprise |
|---|---|---|---|
| Apps Connected | Up to 3 | Up to 6 | Full stack |
| CRM Automation | Basic | Advanced + sync | Enterprise |
| Email Sequences | Advanced | Full AI-assisted | |
| AI Tool Integration | — | Custom models | |
| Reporting Dashboard | — | Executive dashboard | |
| New Workflows / Month | 1-2 | 2 per month | 5+ per month |
| Custom Workflow Builds | — | — | |
| Enterprise AI Roadmap | — | — | |
| Strategy Calls | Written check-in | Monthly 30 min | Weekly + Slack |
| Setup Fee | None | None | None |
Common Questions
Automation & AI FAQ
Everything you need to know before getting started.
What tools do you use to build automations?
ScopeX builds with Make, Zapier, GoHighLevel, HubSpot, and custom API integrations. We are tool-agnostic — we recommend based on your specific situation.
Do I need to already have a CRM?
No. If you do not have a CRM we can recommend and set one up as part of the engagement. If you already have tools, we work with what you have.
What does “tools billed separately” mean?
The ScopeX fee covers strategy, builds, and management. Software subscriptions (Make, Zapier, CRM) are billed by those platforms directly to you. Most Foundation setups require a modest monthly tool cost on top.
How quickly will I see results?
First automations are typically live within 10-14 days. Time savings are immediate. Full impact compounds over 60-90 days as more workflows are added.
What kind of AI tools do you implement?
We implement ChatGPT and Claude integrations for content and email drafting, AI chatbots for lead qualification, intelligent lead scoring, automated document generation, and AI-assisted reporting.
What if an automation breaks?
All automations are monitored monthly. For business-critical automations we set up error alerts so failures are caught immediately. All automations are documented for fast troubleshooting.
Can automation work alongside my marketing channels?
Automation integrates directly with every marketing channel. Google Ads leads, SEO leads, and social media inquiries all flow into automated workflows. When ScopeX manages both, the entire system works as one connected operation.
Do I need technical knowledge to manage the automations?
No. Every automation is documented in plain English. Simple adjustments are handled in the retainer. More complex changes are handled by us without needing your involvement.
Ready to automate?
Let us map your
automation opportunity.
Book a free 30-minute workflow audit call. Gergo will map your current manual processes, identify the highest-cost bottlenecks, and show you exactly what a ScopeX automation system would eliminate.
Tools billed separately · Month-to-month · No setup fees · ScopeX Media Inc. Calgary, AB