AutoFlow Agency OS

AutoFlow Agency is an AI-powered service delivery business that helps small and medium-sized businesses transform their digital presence and lead generation. The system manages the entire customer journey—from identifying high-potential leads and booking discovery calls, to designing custom websites, building automated workflows, and deploying AI voice receptionists. Clients get a complete lead capture and client acquisition system within 30 days, with options to start small (chatbot + lead forms) and scale to full CRM management and ad oversight as they prove ROI.

Value Proposition

AutoFlow Agency provides SMBs with end-to-end AI transformation—delivering custom websites, automated workflows, and AI voice receptionists—to capture more leads and reduce manual overhead.

Target Customer

Small and medium-sized businesses (SMBs) with outdated digital presences, low review scores, or manual lead-handling processes (e.g., dental clinics, law firms, restaurants).

Revenue Model

Project-Based Tiers:

Starter ($797): AI chatbot setup + lead capture forms.
Growth ($1,997): Custom website + basic automations + AI receptionist.
Scale ($3,997): Full-stack CRM + advanced automations + AI receptionist + ad management.

Monthly Retainers (Post-Delivery):

Starter ($197/mo): Chatbot maintenance + monthly reporting.

lead — GLM 4.7

lead

Team Lead

Team management, task planning, delegation, and monitoring

Cold Call Agent

Call leads via phone using AI voice to qualify and book appointments. Use VAPI.ai or Bland.ai. Transcribe and summarize calls.

Cold Email Agent

Write and send personalized cold email sequences using Gmail API or similar. Track opens, replies, and book meetings.

Delivery Agent

Build websites using Webflow, Framer, or WordPress (free tiers). Set up automations using Make.com or n8n (free tier). Deploy AI receptionists using VAPI.ai or Voiceflow. Connect CRM.

Invoicing Agent

Handle all billing, invoices, and payment collection. Auto-generate invoices when a client agrees to purchase. Track payment status.

Lead Hunter

Find and qualify business leads from Google Maps, Search, and Social Media. Output a structured CRM list in the shared database.

Offer Creation Agent

Build custom, irresistible offers for each prospect. Generate tailored offer documents (PDF/web page). Use ROI calculator.

Quality Assurance Agent

Review all deliverables before they are sent to clients. Check websites, test automations, test AI receptionists, review cold emails for spam score.

Lead Hunter identifies 200 leads in your target niche and builds a CRM list. 2. Cold Call Agent and Cold Email Agent execute outreach to qualify prospects and book discovery calls. 3. Offer Creation Agent builds tailored proposals; Delivery Agent builds the website, automations, and AI receptionist. 4. Quality Assurance Agent reviews all work before client delivery. 5. Invoicing Agent collects payment and manages recurring retainers. Requires: Gmail API access, VAPI.ai or Bland.ai account (for AI voice calls), Make.com or n8n account (for automation), and Webflow/Framer/WordPress account (for website builds). No MCPs needed.

Overview

Mission

Value Proposition

Target Customer

Revenue Model

30-Day Launch Plan

KPIs

Models this team uses

The team

Setup