Sales
Never miss a lead
Every new enquiry answered within seconds, qualified against your criteria and booked into the calendar — from any channel, at any hour.
Web forms · SMS · GoHighLevel · Calendly
What we do
Practical automation for the everyday problems that slow a business down. Every engagement starts from a real bottleneck, not from a tool we want to sell you.
Tools
We’re platform-agnostic. Your existing systems come first; automation platforms, AI models or custom code are brought in only where they’re the right fit for the job.
In practice
Organised by the part of the business it helps. Most clients start with one, then add more once it’s carrying real weight.
Sales
Every new enquiry answered within seconds, qualified against your criteria and booked into the calendar — from any channel, at any hour.
Web forms · SMS · GoHighLevel · Calendly
Sales
Calls transcribed, summarised and scored, with objections and next steps logged to the CRM, so new reps ramp faster and managers coach from evidence.
Fathom · Gong · Fireflies · HubSpot
Customer service
An assistant trained on your policies handles routine questions and passes complex cases to your team with full context — shorter waits, same standard of care.
Intercom · Zendesk · website chat · SMS
Sales operations
Notes, tasks and follow-ups created automatically after every call, email and form fill, so the pipeline stays current without anyone doing data entry.
HubSpot · Salesforce · Make · Zapier
Operations
Invoices, orders, IDs and forms read with AI OCR, checked against your rules and written straight into the right system — no re-keying, fewer errors.
PDFs · scans · email attachments
Your team
A private assistant over your SOPs, policies and past work, giving staff a sourced answer in seconds instead of a search through shared drives.
ChatGPT · Claude · custom GPTs
Finance
Revenue, demand and cash forecasts built from your own history, plus weekly reports that assemble themselves from live data.
Google Sheets · Looker Studio · Power BI
Operations
Systems connected, tasks routed and approvals triggered automatically, so work keeps moving and fewer things sit waiting on a person.
n8n · Make · Power Automate · APIs
Onboarding, scheduling, invoicing, expense approvals, compliance checks, custom workflows. If it’s repetitive and follows rules, it’s usually a candidate.
That’s what the strategy call is for. You leave knowing which workflow to automate first.
Book a strategy callRareForm AI
AI automation and integration for growing businesses. We take the repetitive work off your team and connect AI to the tools you already run.