AI and automation
AI in marketing and CRM operations
The situation
AI tools arrive faster than the processes to use them. Without clean CRM stages, owners and routing rules, automation just moves the mess along faster.
What I did
At UFG I folded AI into content production, reporting, CRM automation and lead response. Since 2025 I have built AI-assisted intake, classification, FAQ answers and escalation with human review, plus internal knowledge assistants for sales teams.
What came of it
qali.ai, Prospector and SellSpace came out of this work, and the same patterns go into the systems I build for clients.