AI Automation for Professional Service Businesses

Yourbusiness,runningsmarterwhileyousleep.

Velox AI builds AI-powered automations, chatbots, and client systems — so you scale without hiring, without burnout, and without any technical knowledge required.

Book a free discovery callSee what we've built
Live automation overviewLive
0
Leads
0
Emails
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Hrs saved
New lead captured via chatbotnow
Welcome email sent to Maria C.4m ago
Discovery call booked — Marcus R.12m ago
Sound familiar?

The problems we were built to solve

Every coach and consultant we speak to describes the same three frustrations. We built Velox AI specifically to eliminate all three.

01

You lose 10+ hours a week to admin that goes nowhere.

Chasing leads manually, sending the same onboarding email for the tenth time, updating spreadsheets that break the moment your business grows. Every hour spent on this is an hour not spent on clients.

10 hrslost per week on average
02

Your tools don't talk to each other.

Your CRM is in one place, your calendar in another, your client data in a spreadsheet no one fully trusts. Disconnected systems create errors, delays, and the constant feeling that something is falling through the cracks.

3+disconnected platforms on average
03

You can't scale without hiring — but you're not ready to hire.

Every new client adds more admin. More emails. More follow-ups. More manual work. The only way to grow feels like burning yourself out or taking on payroll. There is a third option.

$0extra headcount needed
What we've already built

Real systems. Real companies. Already live.

These are not demos or mockups. These are production systems used by real organisations every day. This is the standard we bring to every project.

Enterprise System

Performance Review Platform

A full 5-phase KPI review system built for a 30-person financial services firm across 4 teams. Replaced a manual spreadsheet process entirely.

Covers KPI scoring with self and manager scores side by side, peer-based values scoring, EQ and personality profiling, benchmarking, and 90-day development planning. Reviews are triggered by managers, auto-notified to employees, and submitted through a structured workflow.

30+
Employees
4
Teams
5
Review phases
Live production system
System views
Phase 1 — KPI Scoring
Screenshot — Performance Review Platform

Live system — screenshots anonymised to protect client data.

Business Intelligence

Client Tracking Dashboard

A full pipeline and business intelligence system for financial advisors. Tracks every client from lead to completion with live stats, referral tracking, and performance analytics.

Kanban pipeline from Lead → First Meeting → Quotes → Proposals → Completion. Each client card shows AUM value, commission, time in stage, and overdue flags. Stats view shows conversion rates, avg close time, and pipeline AUM. Referral tracking across 4 departments.

Live
Pipeline tracking
4
Departments tracked
R500k+
AUM tracked
Live production system
System views
Pipeline Board
Screenshot — Client Tracking Dashboard

Live system — screenshots anonymised to protect client data.

What we build

Everything your business needs to run on autopilot

We build AI systems that handle the repetitive work — so you show up only for the high-value moments that actually require you.

Your calendar fills itself while you sleep.

AI Lead Capture Chatbot

A smart assistant on your website that qualifies visitors, captures their details, and routes them to your calendar — around the clock, without you lifting a finger.

From $4005–7 days
🚀
New clients onboard themselves in minutes.

Client Onboarding Portal

A branded, interactive portal that guides new clients through intake forms, agreements, and resources — replacing 10+ back-and-forth emails with a single smooth experience.

From $6007–10 days
📊
Your entire business visible in one place.

Automation Dashboard

A live command centre showing every automation running in your business — leads, emails, bookings — all in one place, always up to date.

From $80010 days
✉️
Leads nurtured and followed up automatically.

Email Automation Sequences

Multi-step email flows that nurture leads, follow up after calls, send reminders, and re-engage cold contacts — always running, always on-brand.

From $5005–7 days
📅
No more back-and-forth to find a time.

Booking & Scheduling Systems

End-to-end booking automation — confirmations, calendar syncing, session reminders, and post-session follow-ups, all handled without you.

From $4005 days
📈
Spreadsheet chaos replaced with live dashboards.

Data & Reporting Systems

Custom tracking systems, KPI dashboards, and automated reports that replace fragile spreadsheets with reliable, real-time business intelligence.

From $6007–10 days
🔄
Your dedicated automation partner, every month.

Monthly Retainer

We become your dedicated AI automation partner — building new systems, maintaining existing ones, and improving everything every month as you grow.

From $800/moOngoing
5–0
Business days to delivery on most projects
0%
Below typical US agency rates
0h
Average hours saved per client per month
$0
Technical knowledge required from you
How it works

From conversation to live system in days, not months

Our process is built around your time. Most clients are live within two weeks of their first call.

01
Discovery call
30 minutes
02
Proposal & scope
Within 24 hours
03
We build it
5–14 business days
04
Handover & support
Ongoing support
01

Discovery call

A free 30-minute call to understand your business, goals, and what would be most valuable to automate first. No pitch, no pressure — just a clear picture of where you are and where you want to be.

We ask the right questions. You leave knowing exactly what a system would do for your business and what it would cost.

30 minutes
How we price

Transparent, fixed-scope pricing. No surprises.

Every project is quoted individually before we start. You will always know exactly what you are getting and what it costs — in USD, upfront.

Entry point
Single Build
Projects from
$400
fixed price
  • One automation or tool built to spec
  • Delivered in 5–7 business days
  • Two rounds of revisions included
  • Full handover and walkthrough
  • 14 days post-launch support
Get a quote
Most popular
Most popular
Full System
Projects from
$1,500
fixed price
  • Complete automation ecosystem
  • Chatbot, onboarding portal & sequences
  • CRM integration included
  • Delivered in 10–14 business days
  • Unlimited revisions during build
  • 30 days post-launch support
Book a discovery call
Ongoing
Monthly Retainer
From
$800
per month
  • Dedicated automation partner
  • New builds and improvements monthly
  • System maintenance and updates
  • Monthly strategy session included
  • Priority turnaround on all requests
  • Cancel anytime, no contracts
Get started

All prices in USD · Every project scoped before work begins · No hidden fees

Client results

What happens when your business runs smarter

"

"The chatbot Velox AI built captures 15 to 20 qualified leads every week while I sleep. I used to spend hours on emails. Now my calendar fills itself."

SJ
Sarah Johnson
Business Growth Coach · Austin, TX
"

"I was spending three hours onboarding every new client. Now the portal handles everything, and my clients say it's the most professional experience they've had."

MR
Marcus Reed
Executive Consultant · London, UK
"

"I've worked with agencies in the US that charged four times the price and delivered half the value. Velox AI is fast, clear, and genuinely effective."

DO
Diana Osei
Leadership Coach · Toronto, Canada
Ready to automate?

Stop doing manually what AI can do automatically.

Book a free 30-minute discovery call. We'll map out exactly what to automate first and what it will cost — no commitment, no pressure.

Fixed-price, no surprises
Delivered in days, not months
Plain English throughout
Response within 24 hours

Book a free discovery call

We'll be in touch within 24 hours to schedule your call.

No commitment · We respond within 24 hours · All pricing in USD