New

AI Automation to Drive Change, Eliminate Bottlenecks, and Unlock Growth

We help SMBs scale without hiring more people or drowning in chaos.

Get in touch

Get in touch

View services

View services

50+ business have trusted us

Our Services

AI Solutions That Take Your Business to the Next Level

We design, develop, and implement automation tools with you that help you work smarter, not harder

All Tasks

Waiting for approval

  • Payroll management

    Due on 2nd july

  • Employee Tracking

    2 days ago

  • Social media post

    Cancelled by user

  • Lead list

    70% prepared

  • Payment reminder

    sent to selected clients

All Tasks

Waiting for approval

  • Payroll management

    Due on 2nd july

  • Employee Tracking

    2 days ago

  • Social media post

    Cancelled by user

  • Lead list

    70% prepared

  • Payment reminder

    sent to selected clients

All Tasks

Waiting for approval

  • Payroll management

    Due on 2nd july

  • Employee Tracking

    2 days ago

  • Social media post

    Cancelled by user

  • Lead list

    70% prepared

  • Payment reminder

    sent to selected clients

Workflow Automation

Automate repetitive tasks

We help you streamline internal operations by automating manual workflows like data entry, reporting, and approval chains saving time and cutting down errors.

Internal Task Bots

100+ Automations

AI Assistant

Delegate Daily Tasks

From managing calendars to drafting emails and summarizing meetings, our AI assistants work around the clock to keep your business running smarter and faster.

Summaries

Scheduling

Many more

What can I help with?

Weather you want help in customer handling or make changes in your system just give me command

|

Add document

Analyze

Generate Image

research

What can I help with?

Weather you want help in customer handling or make changes in your system just give me command

|

Add document

Analyze

Generate Image

research

What can I help with?

Weather you want help in customer handling or make changes in your system just give me command

|

Add document

Analyze

Generate Image

E-mail Sending..

LinkedIn

IT services

Founders

Draft

Schedule

Sent

E-mail Sending..

LinkedIn

IT services

Founders

Draft

Schedule

Sent

E-mail Sending..

LinkedIn

IT services

Founders

Draft

Schedule

Sent

Sales & Marketing

Accelerate Sales Growth

AI tools for lead generation, personalized outreach, and automated content creation that scales your sales efforts and builds stronger brand presence.

Leads

Content

Social post

Custom Projects

Build Smarter Systems

Whether you're starting from scratch or enhancing an existing system, we offer strategic consulting and develop custom AI projects aligned with your unique goals.

Strategy

Custom AI

Consulting

Hey David!

Here is your Custom project & schedule

On going project :

Customer Support Chatbot

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Custom automation

06:00 pm to 06:30 pm

Hey David!

Here is your Custom project & schedule

On going project :

Customer Support Chatbot

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Custom automation

06:00 pm to 06:30 pm

Hey David!

Here is your Custom project & schedule

On going project :

Customer Support Chatbot

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Custom automation

06:00 pm to 06:30 pm

Our Process

Our Simple, Smart, and Scalable Process

We design, develop, and implement automation tools that help you work smarter, not harder

Step 1

Smart Analyzing

We assess your needs and identify AI solutions to based on your current workflows and find ways to streamline and improve efficiency.

Analyzing current workflow..

System check

Process check

Speed check

Manual work

Repetative task

Analyzing current workflow..

System check

Process check

Speed check

Manual work

Repetative task

Step 2

Custom AI Development

Our team builds intelligent automation systems tailored to your business processes.

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

Step 3

Seamless Integration

We smoothly integrate AI solutions into your existing infrastructure with minimal disruption.

Our solution

Your stack

Our solution

Your stack

Step 4

Continuous Optimization

We refine performance, analyze insights, and enhance automation for long-term growth.

Chatbot system

Efficiency will increase by 20%

Workflow system

Update available..

Sales system

Up to date

Chatbot system

Efficiency will increase by 20%

Workflow system

Update available..

Sales system

Up to date

Case Studies

See How Smart AI Automation Transforms Businesses

See how AI automation streamlines operations, boosts and drives growth.

DRAG TO EXPLORE

DRAG TO EXPLORE

AI-powered scheduling and billing automation improved operational efficiency by 45% for Family Dentistry Group

Challange: The dental team struggled with constant scheduling conflicts, missed insurance verifications, and manual billing entry... consuming staff hours and causing patient frustration.

Impact :

45% Faster Patient Check-ins

35% Reduction in No-Shows

30+ Hours Saved Monthly Accurate Forecasting

99% Insurance Claim Accuracy

AI-powered scheduling and billing automation improved operational efficiency by 45% for Family Dentistry Group

Challange: The dental team struggled with constant scheduling conflicts, missed insurance verifications, and manual billing entry... consuming staff hours and causing patient frustration.

Impact :

45% Faster Patient Check-ins

35% Reduction in No-Shows

30+ Hours Saved Monthly Accurate Forecasting

99% Insurance Claim Accuracy

AI workflow automation reduced dispatch time by 60 % for CoolFlow Heating & Air

Dispatchers manually matched jobs to techs, causing delays, repeat visits, and wasted fuel.

Impact :

60% faster dispatch response

25% lower fuel cost

90% technician utilization Saved Monthly

20+ hours saved weekly

AI workflow automation reduced dispatch time by 60 % for CoolFlow Heating & Air

Dispatchers manually matched jobs to techs, causing delays, repeat visits, and wasted fuel.

Impact :

60% faster dispatch response

25% lower fuel cost

90% technician utilization Saved Monthly

20+ hours saved weekly

Automating client follow-ups and consultations increased monthly bookings by 2.8× for Glow Aesthetics

Manual texting and reminder calls led to missed consults and inconsistent follow-up.

Impact :

2.8x increase in monthly bookings

50% higher retention rate

70% less admin time

95% on-time communications

Automating client follow-ups and consultations increased monthly bookings by 2.8× for Glow Aesthetics

Manual texting and reminder calls led to missed consults and inconsistent follow-up.

Impact :

2.8x increase in monthly bookings

50% higher retention rate

70% less admin time

95% on-time communications

AI data workflows cut policy-quoting time by 65 % for CrestPoint Financial

Advisors re-entered client data across quote forms and CRMs, slowing response time.

Impact :

65% faster quote generation

40% reduction in manual entry

2x more client meetings booked

30+ hours saved monthly

AI data workflows cut policy-quoting time by 65 % for CrestPoint Financial

Advisors re-entered client data across quote forms and CRMs, slowing response time.

Impact :

65% faster quote generation

40% reduction in manual entry

2x more client meetings booked

30+ hours saved monthly

Benefits

The Key Benefits of AI for Your Business Growth

Discover how AI automation enhances efficiency, reduces costs, and drives business growth with smarter, faster processes.

Increased Productivity

Gain actionable insights with AI-driven analytics to improve decision-making and strategy.

Increased Productivity

Gain actionable insights with AI-driven analytics to improve decision-making and strategy.

Increased Productivity

Gain actionable insights with AI-driven analytics to improve decision-making and strategy.

Better Customer Experience

Personalized AI interactions improve response times, customer engagement, and overall satisfaction.

Better Customer Experience

Personalized AI interactions improve response times, customer engagement, and overall satisfaction.

Better Customer Experience

Personalized AI interactions improve response times, customer engagement, and overall satisfaction.

24/7 Availability

AI-powered systems operate around the clock, ensuring seamless support and execution without downtime.

24/7 Availability

AI-powered systems operate around the clock, ensuring seamless support and execution without downtime.

24/7 Availability

AI-powered systems operate around the clock, ensuring seamless support and execution without downtime.

Cost Reduction

AI automation minimizes manual work, cuts operational costs, and optimizes resource allocation for better profitability.

Cost Reduction

AI automation minimizes manual work, cuts operational costs, and optimizes resource allocation for better profitability.

Cost Reduction

AI automation minimizes manual work, cuts operational costs, and optimizes resource allocation for better profitability.

Data-Driven Insights

Leverage AI to analyze vast data sets, identify trends, and make smarter, faster, and more accurate business decisions.

Data-Driven Insights

Leverage AI to analyze vast data sets, identify trends, and make smarter, faster, and more accurate business decisions.

Data-Driven Insights

Leverage AI to analyze vast data sets, identify trends, and make smarter, faster, and more accurate business decisions.

Scalability & Growth

AI adapts to your business needs, allowing you to scale efficiently without increasing workload or costs.

Scalability & Growth

AI adapts to your business needs, allowing you to scale efficiently without increasing workload or costs.

Scalability & Growth

AI adapts to your business needs, allowing you to scale efficiently without increasing workload or costs.

Pricing

The Best AI Automation, at the Right Price

Let’s hop on a quick call to make sure your AI automation is driving real value for your business. We can also walk through pricing and land on something that fits your budget and goals

Get in touch

Get in touch

Testimonials

Why Businesses Love Our AI Solutions

Real businesses, real results with AI automation.

"LvlupSMB transformed our operations by eliminating repetitive tasks and improving efficiency. Scaling our workflow has never been easier!"

Popa HVAC

CEO of Popa Heating & Cooling

"LvlupSMB transformed our operations by eliminating repetitive tasks and improving efficiency. Scaling our workflow has never been easier!"

Popa HVAC

CEO of Popa Heating & Cooling

"With AI, we cut manual work and improved accuracy. Our team now focuses on high-impact tasks while automation handles the rest!"

Sophia Martinez

CPA at Adelfia Accounting

"With AI, we cut manual work and improved accuracy. Our team now focuses on high-impact tasks while automation handles the rest!"

Sophia Martinez

CPA at Adelfia Accounting

"Neel and tema showed AI-driven insights which doubled our sales efficiency. We now engage leads at the right time with smarter, data-backed decisions!"

David Ruzich

Head of Marketing at Roger's Roofing

"Neel and tema showed AI-driven insights which doubled our sales efficiency. We now engage leads at the right time with smarter, data-backed decisions!"

David Ruzich

Head of Marketing at Roger's Roofing

"Patient support is now seamless. Our response time improved drastically, and satisfaction levels are at an all-time high, thanks to Neel & LvlupSMB"

Dr Xin Wang

Owner of MC Dental

"Patient support is now seamless. Our response time improved drastically, and satisfaction levels are at an all-time high, thanks to Neel & LvlupSMB"

Dr Xin Wang

Owner of MC Dental

FAQs

We’ve Got the Answers You’re Looking For

Quick answers to your AI automation questions.

How can AI automation help my business?

Is AI automation difficult to integrate?

What industries can benefit from AI automation?

Do I need technical knowledge to use AI automation?

What kind of support do you offer?

How can AI automation help my business?

Is AI automation difficult to integrate?

What industries can benefit from AI automation?

Do I need technical knowledge to use AI automation?

What kind of support do you offer?

Let AI do the Work so you can Scale Faster

Book a Call Today and Start Automating

Book a free call

Book a free call

Let's Chat

Let's Chat

LVLUPSMB

© All right reserved

LVLUPSMB

© All right reserved