1. Free AI Workflow Review
A 30-minute discussion of current systems, bottlenecks, and opportunities. You leave with specific ideas—not a generic AI presentation.
AI Automation for Marin County Businesses
Lumify is a remote GTM and automation firm. If you found this page looking for help in Marin, the work is the same as it is anywhere: connect the systems you already have, decide what needs a person, and leave the team with something that runs.
If your business relies on email, spreadsheets, CRM, accounting, scheduling, or industry-specific software, Lumify can connect those systems, understand what is happening across them, and surface the work that actually needs a person.
Who Lumify helps
Owner-led companies with roughly 10–75 employees and $2M–$10M in revenue: contractors and home-service firms, property managers, and professional-services practices. You already have software. You do not have a spare engineering team. The primary offer for B2B teams is fractional CRO and GTM automation.
Common problems
- Leads from the website, Google, or referrals sitting until someone is free
- Estimates that go cold because follow-up depends on memory
- Office staff copying the same job, invoice, or tenant note between systems
- Owners checking five dashboards to know what needs a decision today
An owner’s daily brief instead of six logins
A first conversation often starts with visibility. The Owner’s Daily Brief is the visible output of that attention layer: which leads, estimates, jobs, customer risks, and invoices need you—and what can be ignored.
Industry examples
Owner-led work often starts in contractors and home services, then property management and professional services. The problems rhyme: slow response, missed follow-up, and no single morning view.
Example automations
- Lead follow-up while the inquiry is still hot
- Estimate follow-up before a good quote goes cold
- Intelligent inbox routing for questions, invoices, and new work
Systems we can connect
Examples—not a certification list: ServiceTitan, Jobber, Housecall Pro, QuickBooks, HubSpot, Salesforce, Google Workspace, Microsoft 365, Slack, Twilio, Stripe, Zapier, and n8n, plus other platforms with an API or supported access method.
Keep the software your team already knows.
Lumify connects your existing CRM, email, accounting, scheduling, and industry-specific systems. We automate the work happening between them rather than forcing your team onto another platform.
Your data stays under your control.
Lumify uses secure, scoped access to the systems required for each workflow. We don’t need employee passwords, and solutions can be Lumify-managed or deployed into your own cloud environment when appropriate. Read how access works.
How customers buy
2. AI Opportunity Assessment
We map high-value opportunities, technical requirements, expected impact, and recommended priorities.
3. Build & Deploy
Fixed-scope implementation of the selected workflow, connected to the systems you already use.
4. Manage & Improve
Optional hosting, monitoring, maintenance, and improvement as the business changes.
Common questions
Do you only work in Marin?
No. Work is remote across the United States. This page is for people who found us looking for help in Marin.
Will you replace our CRM or field-service software?
Usually no. We connect what you already use and automate the work between systems.
Is the work remote?
Yes. Engagements are remote. The stack is what matters, not the zip code.