Sales
Bring customer information together, prepare approved quotes, support follow-up, and keep the CRM current.
About Acquisition and Merger.ai
Built from the work of running a business.
We are an AI implementation firm for established service businesses.
We design, build, and integrate connected AI workflows across sales, operations, finance, and marketing so your team can handle more work and your business can grow more efficiently.
Our primary buyer is a business owner doing $1M or more a year, with a team, existing software, and recurring work that creates bottlenecks.
Arturo Johnson / Founder
Find the repeat work worth fixing.
I got into this because I was trying to get time back in my own business. I knew what it felt like to want more customers and still wonder who was going to handle the extra work.
We help business owners find the repeat work worth fixing, install the system, and check whether it is making a difference.
Our 4 implementation areas
Sales. Operations. Finance. Marketing.
The business work comes first. The audit determines which workflow is appropriate to build.
Operations
Gather job details, organize onboarding, route information, and make approved company knowledge easier to find.
Finance
Support invoice and payment checks, organize inquiries, and prepare information for staff review and reporting.
Marketing
Connect lead generation, inquiry follow-up, campaign reporting, and recurring content tasks where appropriate.
How we deliver
Our implementation team handles the build.
We study the work, identify the first workflow worth fixing, then design, build, integrate, test, and train the team.
Each workflow has a clear starting point, a defined task, and a useful result. Approval, exceptions, and decisions stay with a person wherever judgment is needed.
We measure the starting point and compare the result after implementation, including the review and upkeep that remain.
Book an AI Business AuditThe AI Business Audit
Find the first workflow worth fixing.
On the call, we will look at where your team gets held up, what that work costs today, and what fixing it could be worth.
We will explain what we would build and how we would measure it. Choose an available time for the 30-minute audit.
Book an AI Business Audit