Cavalier Automations is a solo AI automation and systems agency in Edmonton, AB. I build practical workflows — lead capture, follow-up, booking, and handoffs — designed to fit your existing process. Outcomes depend on how your team uses what is built.
Built for recruitment firms, B2B SaaS, coaches, consultants, and agencies.
The Problem
You run a demo, then follow-up is inconsistent or generic. Without a structured process, deals can stall between the first call and the proposal — and often go to whoever stayed in touch.
Inquiries come in after hours, between meetings, and on weekends. When the first response is delayed, the prospect may have already started a conversation with someone else.
Candidates go cold between interviews. Past clients are never re-engaged. Onboarding handoffs drop between sales and delivery. Each stalled stage is a place where things can slip through the cracks.
The Process
A fit conversation about what repetitive work is slowing your team down. I look at your current workflow and where a system could help, then show you the approach in a short recorded walkthrough — not a PDF.
I map your workflow first, then build the system. Every deliverable is something you can see: a follow-up message, an alert, a record in your CRM. If something breaks, I get the alert and fix it. No long contracts.
You get a walkthrough video and documentation, and you own every account and key. From there, you can maintain the system yourself, have me maintain it, or add the next system as a separate build. Your call.
What It Costs
You receive the proposed scope, timeline, and price before work begins. No hourly billing, no surprise invoices — the number you agree to is the number you pay.
If you have an existing system that needs maintenance, or want to add a new workflow after a build, we can discuss that separately.
How We Work
We agree on scope, deliverables, and assumptions in writing before any work starts. What the system achieves depends on your process, your team's adoption, and your market — I build the system; the results are yours to drive.
Who We Work With
If you run a firm with a sales-led motion and a single decision-maker, reach out.