Automation, AI & business systems

Stop doing the same work twice.

We build the systems behind the busywork: sales follow-up, connected tools, AI workflows and reports. You deal with a senior team directly, from the first call to handover.

Works with the tools you already use

  • Google Workspace
  • Microsoft 365
  • Blue Yonder

Messy work in. Finished work out.

Enquiries, invoices and admin arrive from everywhere. A connected system sorts each one, does the routine part, and only stops to ask you when a decision matters.

  1. 01Enquiry comes inWebsite form, after hours
  2. 02Sorted, reply draftedTagged: wants a quote
  3. 03 · YouYou approveOne click: approve & send
  4. 04Records updatedCRM, job sheet and invoicing
  5. 05Follow-up setReminder if there’s no reply

Five steps. You step in once, where it matters. Illustration only.

Sound like
your week?

Most owners don’t need “AI”. They need the four jobs below to stop eating their time. Pick the one that hurts most.

Previous
work

Four systems we built and ran in our own businesses. For each one: the problem, what we built, and what it would change for you. The screens are simplified illustrations of each system.

01Sales automation

Sales follow-ups get missed

The problem
Enquiries come in, replies get buried and follow-up depends on someone remembering. Good leads go cold without anyone deciding to let them go.
What we built
A connected sales system that checks each company, sorts replies by intent, drafts a response for review and schedules the next follow-up automatically.

For your businessEvery lead gets an answer and a next step. Your team spends its time on conversations, not on keeping track.

Fix my follow-up
02Connected business systems

Your tools don’t talk to each other

The problem
The same customer details get retyped into the CRM, the spreadsheet and the job list. Someone always has the old version, and updates get chased by message.
What we built
Integrations between data sources, work queues and business apps, so information moves from one step to the next, with status checks along the way.

For your businessEnter it once and it’s right everywhere. Fewer errors, and no more “did you update…?” messages.

Connect my tools
03AI workflow automation

Routine work takes over the day

The problem
Researching, checking facts and preparing first drafts are necessary, but they fill the hours you meant to spend on customers and decisions.
What we built
AI workflows that research, check information, prepare the work and send it to a person for approval before anything goes out.

For your businessThe routine part gets done faster, and you still make the calls that matter. Nothing goes out without your sign-off.

Hand off the routine
04Reports & dashboards

You can’t see where work is stuck

The problem
Finding out where things stand means asking around or rebuilding the same spreadsheet each week. By the time you see a problem, it’s already late.
What we built
Work dashboards, status tracking and results reports that show progress and flag the jobs that need attention.

For your businessOpen one page and know what’s done, what’s stuck and where to focus next, without chasing anyone.

See my business clearly
Other work: video & design tools

Turning content ideas into a clear plan

A workspace that brings ideas, research and production tasks into one plan, so a team has a useful starting point and content keeps moving.

Making video production easier to manage

Graphics, review notes and approvals kept together, so it’s clear what’s ready and what needs attention before editing.

Where we
can start

Scope, price and timing are agreed in writing before any project begins.

From first call to handover.

  1. 01

    Discovery call

    A free 30-minute call. Tell us what takes too long or keeps going wrong, and we’ll show you where automation makes the biggest difference, or tell you honestly if it won’t.

  2. 02

    Proposal

    A written plan: what we’ll build, what it changes for you, the timeline and the price, agreed before any work starts. You decide from there.

  3. 03

    Build

    We build and test with your real work, with regular check-ins along the way. You see it working, not a slide deck.

  4. 04

    Handover & support

    Your team is shown how to run it. Optional ongoing support keeps it running and improving as your business changes.

A senior team. Not an account manager.

Boldjoin is led by Greg Zra, Founder & Principal. We build automation, AI workflows, reporting and business tools, and we started by building them for our own businesses. We care less about clever technology and more about whether it gives you your afternoons back.

Greg brings nearly a decade in demand planning and reporting, with continued senior work in planning and automation at a Fortune 500 enterprise.

Questions

Do I need to know exactly what I want?

No. Bring the problem, the repetitive task or the idea. The first call is for working out where to start.

Can you improve tools we already use?

Yes. Most work starts with the tools you already have: connecting them, cleaning up the steps between them and reporting on them.

What happens after the call?

If a project makes sense, you get a written scope, price and timeline. Nothing starts until you agree to it.

Can you help after a project is finished?

Yes. Follow-up support or ongoing improvements can be agreed to suit you.

Book a call

Come with the problem, not a brief. Pick one of the times below.

Next available

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