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AI automation for small business

AI automation for small business that handles the busywork.

Custom workflows, AI chatbots and system integrations that qualify leads, follow up and move data between your tools, built around the software you already use.

  • Scoped after a free discovery call
  • Custom builds typically 1–2 weeks
  • Connects to the tools you use
3xmore leads for a plumbing companySee the project
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2010Lithium Marketing, established in 2010
$10M+Over $10 million in Google ad spend managed

Businesses we’ve worked with

  • Willard Power Vac
  • Sarkinen Plumbing
  • Robinson Restoration
  • Town & Country Glass
  • Dixie Glass
  • Byers Septic Service
  • F&W Fence Co.
  • Drake’s 7 Dees
  • Rickabaugh Construction
  • Hillsview Building
  • Dozer Dave
  • Mt. Hood Pro Painting
  • On-Target Landscape
  • Atiyeh Bros Carpet
  • Lovett
  • Westmore Construction
  • Northwest New Homes
  • Porter Sealcoating & Paving
  • RescueHero Restoration
  • Panda Plumbing
  • Biermann Plumbing & Heating
  • Ballistic Junk Removal
  • Smart Doors LLC
  • Peak Performance Roofing
  • Deluxe Heating & Cooling
  • Lifetime Exteriors
  • Bruce Johnson Construction
  • Madrone Painting
  • Smart Tree Service
  • Premier Gutter Cover
  • NW Pacific Electric
  • Universal HVAC
  • Lenny Martin Painting
  • Next Level Decks & Exteriors
  • Prodan Construction
  • Smooth Rollin’ Sealcoating and Paving
  • Lovett Restoration
  • Greenlight Titles
  • G.W. Hartley IV
  • Advanced Coatings
  • Thomson Equipment
  • MyADU

The busywork problem

Where a small team’s week goes.

The problem is rarely a missing app. It is the repetitive work between the apps you already have, done by hand, by people who should be doing something else.

1

The same admin, every day

Copying details from forms into the CRM, booking appointments through rounds of phone tag, answering the same questions again and again. Each task is small, and together they fill the week.

2

Follow-up waits for a free minute

Quotes go out and nobody checks back. Cold leads and past customers sit in a list because no one has the time to work it, so work you could have won goes quiet.

3

Unqualified leads eat the day

When every inquiry gets the same attention, your best people spend hours on leads that were never going to buy. A real estate agency had exactly this problem before Lithium built its lead-qualification bot.

4

Your data is stuck in separate tools

The CRM, calendar, phone, POS and spreadsheets each hold part of the picture, so someone retypes the same customer details from one system into the next and mistakes creep in.

What we automate

Custom AI automation for service businesses.

Lithium works as an AI automation agency for service businesses: every project starts with how your operation runs today, then we build whatever will make the biggest difference for your team. These are the seven kinds of work we automate.

Four kinds of custom build

Workflow automation

Multi-step processes that run on their own. An incoming lead triggers the reply, the booking, the reminder and the update to your records, with no one copying details by hand.

AI chatbots

Chatbots that answer common questions in your brand voice, pre-screen inquiries against the criteria you set and route the promising ones to the right person.

Data pipelines

Pipelines that collect data where it starts, clean it up and deliver it where your team works, so lists and reports stay current without manual exports.

System integrations

Connections between your CRM, calendar, phone, POS and spreadsheets, so a change in one system shows up in the others without anyone retyping it.

Three everyday automations

Document processing

AI reads invoices, contracts, intake forms and reports, pulls out the details you need and puts them straight into your CRM or spreadsheet.

Follow-up automation

Email and text sequences that check back on open quotes, warm up cold leads and re-engage past customers on a set schedule, without anyone remembering to do it.

Review requests

After each completed job, a personalized review request goes out automatically. Responses are monitored, and you get an alert when feedback comes back negative.

Real projects

Three automations we built, and what they did.

Three very different businesses, each with one specific bottleneck. Here is the problem, what Lithium built and the result for each.

Plumbing company

After-hours lead capture

The problem
60% of after-hours emergency calls were going to voicemail, and those callers were going to competitors instead.
What we built
A custom AI phone system that triages how urgent each call is, dispatches the on-call tech by SMS for emergencies and books non-emergency jobs directly into the schedule.
  • AI phone system
  • SMS dispatch
  • Schedule booking

The result

3x

more leads

After-hours calls that once ended in voicemail now reach the on-call tech or land on the schedule.

Real estate agency

Lead‑qualification bot

The problem
Agents were losing hours chasing unqualified leads instead of working with the buyers who were ready.
What we built
An AI chatbot that pre-screens buyer inquiries on budget, timeline and location, then routes the hot leads straight to the right agent’s calendar.
  • AI chatbot
  • Lead qualification
  • Calendar routing

The result

52%

conversion

Agents spend their time with the buyers the bot has already screened.

Gravel contractor

GIS-powered lead generation

The problem
Search volume for the contractor’s services was too low for traditional SEO to bring in enough work.
What we built
A GIS-powered geospatial database that identified rural properties with gravel driveways, feeding an automated direct-mail campaign with AI-generated personalization.
  • GIS database
  • Data pipeline
  • Automated direct mail

The result

16,000+

rural properties identified

Each one a targeted prospect for the direct-mail campaign, found without waiting for anyone to search.

How a project runs

From a free call to a working automation.

Four steps from the free discovery call to a system that runs on its own, with a price you approve before any build starts.

  1. 1Free

    Free discovery call

    We audit how your business runs today and pinpoint where AI would create the biggest return for your team.

  2. 2Before the build

    Scope and price

    We define exactly what we will build, why it matters and which of your tools it connects to, so the price matches the real scope.

  3. 3Typically 1–2 weeks

    Build and integrate

    We build the system, train it on your business and connect it to your CRM, calendar, phone and other tools, with your review at each milestone.

  4. 4Ongoing

    Launch and tune

    Your automation goes live in the tools your team already uses, and we tune its scripts and logic based on how it performs.

Integrations

Built into the tools you already run.

An automation only helps if its work shows up where your team already looks. Every Lithium build connects to your existing systems, so a booked job, a qualified lead or a processed invoice lands in the right place.

  • AI tools chosen to fit your process, not a generic platform
  • Rules and criteria set by you, not by the software
  • Every connection tested before launch

Ready-made: AI receptionist

Only need the phone answered? Start here.

No custom build needed. Lithium’s AI receptionist answers every call 24/7 in your brand voice, qualifies leads, books appointments and sends follow-up texts, fully managed for $179 a month and live in days.

Ask it about services, pricing and availability. Try it right now.

  • 30 natural AI voices
  • Custom knowledge base
  • SMS & MMS handling
  • CRM & calendar hooks
  • Call recording & transcripts
  • Unlimited concurrent calls
AI receptionistLive call · 24/7
AI receptionist“Thanks for calling! I’d love to help schedule that. I have Thursday at 2 PM or Friday morning. Which works better?”
Caller“Thursday at 2 works great!”
AI receptionist“You’re all set! I’ll text you a confirmation. Anything else I can help with?”
Lead qualified Booked SMS sent

$179/mo

Fully managed AI receptionist

vs. $3,500+/mo for a human receptionist. No contracts. Cancel anytime.

Pricing

A clear price after one free call.

Custom AI automation is priced per project and scoped on a free discovery call, so you know the number before anything is built.

Scoped

after a free discovery call

Custom builds typically take 1–2 weeks, depending on complexity. Clear, upfront pricing with no surprises and no hidden retainers. After launch, we monitor and support the system.

What the discovery call covers

  • Where the bottlenecks are and what eats your team’s time
  • Where leads and revenue slip through the cracks
  • The tools you already use and how they could connect
  • A step-by-step plan for what to automate first

Your first call is with a co-founder, not a junior account manager.

“I’ll map out a practical plan to integrate AI into your business. You’ll leave with clear, actionable steps, whether you hire us or not.”
DJ Van ZantenDJ Van ZantenCo-Founder, Lithium Marketing

FAQ

AI automation, straight answers.

DJ Van Zanten

Still curious?

Call (503) 766-5964 or email [email protected].

How much does AI automation cost for a small business?

It depends on scope, and you see the price after a free discovery call, before any work starts. A simple workflow automation costs much less than a multi-system AI agent with CRM integration and custom training. Every project is sized to deliver a measurable return.

How long does it take to build a custom automation?

Custom builds typically take 1 to 2 weeks, depending on complexity. Lithium handles discovery, the build, testing and deployment; your part is answering our questions about your business.

What happens on the free discovery call?

It is a free conversation about how your business runs today, focused on where automation would save the most time or recover the most revenue. Bring a messy workflow, a customer support bottleneck or a repetitive task list, and we will talk through where AI can realistically help and what we would build first.

Is AI automation a good fit for my business?

It fits best when your team repeats the same tasks every week: answering the same questions, scheduling, chasing leads, sending follow-ups or retyping data between tools. Lithium has built automations for a plumbing company, a real estate agency and a gravel contractor, each around one specific bottleneck. The discovery call is where we find out whether your business has one worth automating.

What tools can the automation connect to?

Lithium’s automations connect to your CRM, calendar, phone, email, POS, spreadsheets and project management tools. Integration is a core part of the work: the automation runs inside your existing workflow, not alongside it, so leads land in your CRM and appointments on your calendar, and details pulled from documents land in your CRM or spreadsheet. Most clients keep using the software they already have.

Do I need technical staff to run the automation?

No. As your AI automation agency, Lithium does the technical work. Your team carries on with its day while the automation does its part in the background.

How is AI automation different from your AI receptionist?

The AI receptionist is a ready-made, fully managed product that answers your calls; AI automation is a custom build around your own workflows. The receptionist answers every call 24/7, qualifies leads, books appointments and sends follow-up texts for $179 a month, with no contracts. Custom automation covers the rest: chatbots, follow-up sequences, document processing, data pipelines and integrations between your systems, scoped after a free discovery call.

What happens if something breaks or our process changes?

Lithium provides ongoing support after launch, so problems and process changes come back to the team that built the system. Tell us what changed, and we adjust the automation as your business evolves.

Will my customers know they are dealing with AI?

Nothing about it is hidden: the AI works in your brand voice, and the goal is faster, better service, not pretending to be a person. For phone systems we customize the voice, script and tone to match your business, and chatbots and follow-up messages use the same brand voice across every channel.

Free action plan

Bring us the workflow that eats your week.

Let’s have a real conversation about your business. No fluff, no high-pressure sales pitch. In a 1:1 strategy call, we’ll review your goals, your website, and your current marketing efforts. You’ll leave with a prioritized plan outlining quick wins and a clear path toward long-term, sustainable growth.

What we’ll cover

  • What’s working (and what isn’t) in your current marketing
  • Site and funnel gaps that are costing you leads
  • Local SEO and paid traffic opportunities
  • Simple tracking and KPIs to measure success

Get my free action plan

Tell us a little about your business. Response within 24 hours.

  • 100% free, no obligation
  • Custom plan for your business
  • Response within 24 hours
Call now Free action plan