AI automation for founder-led B2B service firms · by Qualiteh

Automate the work you move by hand.

AI prepares the next step. A person approves it before anything moves.

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Free 30-minute review. Leave with one mapped workflow bottleneck, one human approval point, and one practical next step.

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HOW IT WORKS · 1:45 · CAPTIONS · SAMPLE DATA

It plays only when you press play.

Client pilot

Totally Wellness’ morning finance review, three times shorter.

Daily finance and inbox review

  1. 6 hours

    by hand, every morning

  2. 30 minutes

    AI prepares each row, a person approves it

  3. ~3 minutes

    daily review, once shadowing completes

Measured, pilot to date, 2026. Where the daily review is heading once shadowing across the recurring cases completes. Not yet reached.

We ran it on ourselves first.

CRM follow-up

  1. 60 minutes

    by hand, every working day

  2. 3 minutes

    AI prepares it, a person sends it

Measured, january 2026.

Outreach, including follow-ups

  1. 5 hours

    by hand, every working day

  2. 15 minutes

    AI prepares it, a person sends it

Measured, january 2026.

We also build websites. We made the supplier-quality site for a German industrial consultancy.

One controlled mechanism

  1. Work arrives

    From the tools and records your team already uses.

  2. AI prepares

    A draft, brief, review, or suggested reply.

  3. Person decides

    A named owner edits, holds, or approves.

  4. Approved change or log

    Only the reviewed next step moves.

Seven business areas · one controlled mechanism

A planning view of 100 Planning patterns across seven business areas. Planning patterns are ideas for recurring work to explore. They are not products, offers, or implementation recommendations.

Growth

  • Sales & CRM

    Work arrives: New lead or buying signal. AI prepares: Account brief and follow-up draft. Person decides: Sales owner decides.

  • Marketing & content

    Work arrives: Approved source material. AI prepares: Article and campaign drafts. Person decides: Marketing owner approves.

Delivery & service

  • Proposals & client delivery

    Work arrives: Discovery notes and scope. AI prepares: Proposal draft and next steps. Person decides: Account owner approves scope.

  • Customer service

    Work arrives: Support request. AI prepares: Priority, route, suggested reply. Person decides: Service owner approves.

Operations & control

  • Finance & bookkeeping

    Work arrives: Invoices and payment records. AI prepares: Review-ready entries, flagged exceptions. Person decides: Bookkeeper approves every write-back.

  • Manufacturing & quality

    Work arrives: Quality records and audit evidence. AI prepares: Structured review, missing-evidence flags. Person decides: Quality owner approves the record.

    Secondary workflow lane

    Document and evidence review only: no machine control, MES control, production scheduling, inventory automation, predictive maintenance, automatic quality decision, certification, or compliance guarantee.

  • People & knowledge

    Work arrives: Internal documents and recurring questions. AI prepares: Knowledge or onboarding draft. Person decides: Owner approves the guidance.

Selected regional examples include Serbian inquiries, RSD e-invoice preparation, and EN/SR knowledge.

Grounded in Qualiteh’s own sales, content, finance, and quality workflow practice. Illustrative examples; no client data shown.

Try the decision point

SAMPLEIllustrative sample · synthetic data

You keep the gate.

AI prepared this sample review item. Approve it, hold it, or dismiss it — the log records your decision. Nothing moves in this demo, and nothing is real.

Review item

Draft reply to a returning customer inquiry

Signal
a repeat customer asked about a delayed order
AI prepared
a draft reply with the order status and two next steps
Waiting
a person decides

Decision log

No decision yet. The item stays paused.

Worked examples

Two workflows you can inspect end to end.

You approve before anything moves.

V1 core ExampleCommercial signals

Lead Radar

A founder-led sales team checks several public sources. Fragments end up in a spreadsheet, but the next account still is not clear.

Illustrative exampleSAMPLE
V1 core ExampleContent operations

Content Motion

Buyer questions, founder notes, and facts sit apart — checks happen late.

Illustrative exampleSAMPLE

All examples

Mladen Ranković, founder of AgenticMotion by Qualiteh

Founder accountability

AI can prepare the work. A person stays responsible for it.

I'm Mladen Ranković, and I lead AgenticMotion's workflow delivery at Qualiteh. Before a pilot is treated as ready, I review the workflow boundary, the human approval point, and the handover myself.

Mladen Ranković · AgenticMotion by Qualiteh

13+ years industrial quality & operations · VDA 6.3:2023 Process Auditor (VDA QMC) · IATF 16949 Internal Auditor · Lean Six Sigma Green Belt

One early-pilot reaction

Anonymized finance and inbox pilot reaction

An early pilot user described the first working finance and inbox prototype as a next-level step because it moved order and payment details into a review-ready table instead of leaving the work scattered across email and statements.

Approved feedback

Anonymized pilot feedback approved for public use on 26 June 2026.

Permission
Public use approved
Sanitization
Sanitization complete
What this example does not prove

Qualitative feedback from one early pilot; not a measured performance result or a guaranteed outcome.

Trust preview

Delivery controls · held in every workflow
  • Human approval by defaultA person approves before anything touches customers, data, or money.
  • Every action can be loggedDecisions land in a log your team can read.
  • Scoped credentialsLeast-privilege access inside your existing tools.
  • Ownership and handoverYou own the workflow and its documentation.

See the trust controls in detail

Not sure what's worth automating?

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Automation review · 30 min · Logged by a person

Start with one workflow

Bring the workflow you already know is stuck.

A free 30-minute review maps one stuck workflow: the signal, the prepared work, and the approval point.

Book an automation review (opens Microsoft Bookings)Send us one workflow to assess

Free 30-minute review. Leave with one mapped workflow bottleneck, one human approval point, and one practical next step.

I take 5-10 each week, so each one gets real preparation.

Prefer to plan it yourself? The resources are open, no email needed.