Leads are slipping through the cracks
Inbound interest goes cold before anyone follows up, and revenue quietly walks out the door.
AI Professional Services
Your fractional AI team,
focused on outcomes.
You know you need to automate—but you're not ready to hire a full-time AI leader. We plug in as your fractional AI team: finding where revenue, time, and capacity are being lost, then building the automations, agents, and integrations to recover them.
Sound familiar?
Most growing businesses are losing revenue, time, and capacity in the same handful of places. Here's where we usually find it.
Follow-up is inconsistent
Every rep does it differently, so prospects and clients fall through the gaps.
Too much time on repetitive work
Your team spends hours on manual tasks that software should be handling.
Systems don't communicate
Disconnected tools mean double entry, stale data, and no single source of truth.
Reporting is manual and delayed
By the time the numbers are compiled, they're already out of date.
Growth means hiring faster than you'd like
Capacity is capped by headcount instead of better systems and automation.
ROI Calculator
See what inefficiency is costing you
Drag the sliders to match your business. Your directional estimate updates live, with no email required.
Estimated Opportunity
per year
Potential revenue leakage / month
$31,250
Repetitive work cost / month
$2,273
Directional estimate based on your inputs and stated assumptions. Operational Discovery validates the actual opportunity.
Request an opportunity report and discuss the assumptions with our team.
How this is calculated
Potential revenue leakage uses missed calls plus 20% of monthly leads, multiplied by your close rate and average customer value. Repetitive work cost uses hours per week × 4.33 weeks × hourly rate. The opportunity assumes 60% of their combined value can be recovered. These are stated scenario assumptions, not measured losses or a promise of recovery. Avoid counting the same opportunity as both a missed call and a lead.
Solution engines built for business outcomes
Operational workflows that
recover capacity across your business
Connect lead response, handoffs, and follow-up so your team can focus on the work that needs a person.
Revenue Growth
Lead response, proposal follow-up, CRM automation, and appointment booking—so no opportunity slips through the cracks.
Illustrative workflow
9:41
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Convergence
Follow-up ready for review
Operations
Next step assigned
Operational Efficiency
Workflow automation, approvals, and system integrations that connect the tools you already use—so systems finally talk to each other.
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Customer follow-up workflow
How can we improve customer follow-up?
Start with the customer journey and the handoffs that need improvement. Convergence helps your team clarify ownership, response times, and next steps across the workflow.
Illustrative workflow convergence.solutions
Customer Experience
Voice, chat, and customer communication improvements that respond faster and follow up consistently—every touchpoint.
Workforce Capacity
Reduce repetitive administrative work with AI and automation, freeing your team for higher-value work.
Business Intelligence
Executive dashboards and KPI reporting that turn your data into decisions—so you can get above the business instead of stuck in it.
Connect reporting, automation, and operations
R
A
I
O
Business-first approach
We solve operational problems and recommend technology only where it creates measurable value.
Microsoft ecosystem expertise
20-year veterans of Microsoft and MS Federal, with deep Dynamics 365, Azure, and M365 experience.
Vendor-neutral recommendations
We integrate with the tools you already use and stay unbiased—no lock-in, no hidden agenda.
Tailored AI, automation & integrations
Every solution is built around your goals and workflows—never one-size-fits-all.
Executive reporting with measurable KPIs
We define success up front and report on the outcomes that matter throughout the engagement.
Long-term operational partnership
We work alongside your team as a fractional AI team, optimizing continuously as you grow.
Microsoft ecosystem expertise
Beyond AI: deep Microsoft implementation
Our team includes 20-year veterans of Microsoft and MS Federal. We help organizations get real value out of the Microsoft stack—not just licenses.
SYS.01
Microsoft Copilot
Governance, rollout, and adoption that actually sticks.
SYS.02
Power Platform
Automation and custom apps built on Power Automate & Apps.
SYS.03
Dynamics 365
ERP and CRM integration tied to your real workflows.
SYS.04
Azure
Cloud infrastructure, cost optimization, and security.
Your Fractional AI Team
Practical expertise, alongside your team.
Get the direction of an AI leader and the delivery capacity of an implementation team without building a full-time department. We connect operational priorities to a roadmap, implement the improvements, and train the people who use them.
- Business-first discovery and prioritization
- Automation and integration delivery
- Training and ongoing optimization
How we measure impact
Operational Discovery establishes the baseline. We agree on the result to pursue, the problem to solve, and how the impact will be measured.
- Result
- Define the business outcome and the measure of success.
- Problem
- Map the workflow, costs, and constraints behind the opportunity.
- Solution
- Agree on practical changes, ownership, and implementation.
- Impact
- Compare the outcome with the baseline and review what improves next.
How it works
From a free discovery call to ongoing optimization—a clear path from finding the problem to measurable business outcomes.
Operational roadmap
Assessment Plan
File
Assets
Pages
Intake
Workflow
Systems
Handoffs
Capacity
Priorities
Measures
Team1
Discovery & Assessment — a free discovery call, then a read-only look at where revenue, time, and capacity are being lost.
Workflow ready
2
Prioritized Roadmap of AI, automation, and integration solutions—sequenced by ROI and business impact.
Prioritize the operational improvement that matters to your team with a clear roadmap.
Balance effort and capacity aroundmeasurable business value.
3
Implementation & Training — we build, integrate with your existing tools, and train your team to run it.
#Illustrative team updateConvergence
Live
Today
Operations lead9:41 AM
Morning—can we automate the invoice follow-ups? Too many are slipping past 30 days.
Convergence team9:42 AM
Let’s map the current follow-up cadence, agree on ownership, and review overdue items together.
Operational Discovery
Operational Discovery
Operations lead9:46 AM
Let’s agree on the measures and review the next steps.
4
Ongoing Optimization with executive reporting on the KPIs that matter—recovered revenue, hours saved, added capacity.
Let's find your
highest-ROI automation.
Tell us where it hurts and we'll show you where the opportunity is—usually within 30 to 60 days.