Contact us

AI IMPLEMENTATIONS AND STRATEGY

Practical AI Moves for Professional Service Firms

Find Your First AI Win

CAPABILITIES

01

Inbound GTM Systems

Capture each and every lead, then qualify, enrich your CRM and route to the right people, right away.

lead capturequalification & scoringinstant routing
02

Outbound GTM Systems

Turn your ICP into a pipeline of real prospects. Automate enrichment, research and outreach that runs on autopilot.

ICP & list buildingprospect researchautomated sequences
03

CRM Enrichment and Automation

Enhance the usefulness of HubSpot, Salesforce or whichever CRM your firm uses.

data cleanuprecord enrichmentpipeline automations
04

Document Generation

Connect your knowledge base, CRM and other tools in order to automate the creation of repetitive documents, such as SOWs, proposals and completed RFPs.

template libraryknowledge base syncone-click drafts
05

AEO Optimized Web Design

LLMs are recommending your competitors over you. Drive demand generation by optimizing your AEO strategy.

AI visibility auditanswer-ready contentsite build
06

Custom Workflow Development

Bespoke workflows designed to automate labor intensive and time consuming tasks, giving your team more time for higher-leverage work.

process mappingcustom buildteam training
View all capabilities ▸

HOW WE WORK

  1. 01

    Scope

    One short working session to pick the system, map how the work runs today, and agree on what success looks like, with a fixed price and timeline.

  2. 02

    Build

    We build it inside the tools you already use, like your CRM, inbox, website and docs, and test it on real leads, records and documents before anything goes live.

  3. 03

    Launch & hand off

    We switch it on, train your team and document how it works. Then we track the results and tune it until it delivers.

Explore our capabilities ▸

ABOUT

What We Value

  • ROI over Hype. We only recommend what will save time or money in your firm, and we measure it.
  • Ownership. We partner with you to achieve your strategic goals, taking ownership every step of the way.
  • People First. Every engagement focuses on using AI as a force multiplier for your people, not a replacement.
About Velox ▸

Start with a free assessment

Tell us where you are, and we'll tell you where AI can help first.