Intake and triage
Every inbound lead, form fill, email, and text lands in one queue, gets classified, gets a first response in your voice, and shows up in the CRM with the fields already filled in.
AI Automation Services
AI automation services for businesses that are done retyping things.
Fortune Five Marketing builds AI agents and automated workflows around the tools a business already runs on — inbox, CRM, calendar, payments, and the spreadsheet nobody admits is the real system. The agents do the repeatable work. Your people get the decisions.
What we automate
Follow-up that actually happens
Quotes get chased. Proposals get nudged. No-shows get rebooked. The agent runs the cadence and stops the moment a human replies.
Approval-gated workflows
Anything that touches money — invoices, change orders, refunds, purchase orders — is prepared by the agent and waits for a one-tap approval from the person who owns it.
Reporting before you ask
A morning summary of what moved, what stalled, and what needs a decision, in your inbox before the first meeting. No dashboard to remember to open.
How it works
We map the work.
One working session on how a job actually moves through your business today — who touches it, where it waits, where it falls through.
We wire the agents in.
Built on the systems you already pay for: Gmail or Outlook, your CRM, Google or Microsoft calendar, Stripe or QuickBooks, Supabase or whatever holds the data. Nothing to migrate.
We run it with you.
It goes live in stages with approval gates on. When the agent is right often enough that the approvals feel like a formality, you loosen them.
Built on what you already run
We are integration specialists first. An automation is only as good as the systems it can reach.
- Gmail
- Outlook
- Google Calendar
- HubSpot
- Stripe
- QuickBooks
- Supabase
- Twilio
- Slack
- Google Sheets
- Canvas LMS
- Knowify
Who this is for
Owner-operated businesses with a real workload and a small team: contractors and trades, professional services, local agencies, schools and training programs. If work is stalling in an inbox, a spreadsheet, or someone's head, that is what we automate.
Fortune Five Marketing is based in California's Central Valley and works with businesses nationwide.
Questions we get
- Is this a chatbot?
- No. A chatbot waits to be asked. These are agents that watch a queue, do the work, and only surface when a decision needs a human.
- Do we have to change our software?
- No. We build on what you already use. If a tool has an API or an inbox, we can usually wire it in.
- What does it cost?
- It depends on the workflow, and we will not guess at it on a web page. Text us what is slowing you down and we will tell you straight whether it is worth automating and roughly what it takes.
- How long until it is running?
- The first workflow is typically live, with approval gates on, inside a few weeks. We add from there.
- What about our data?
- It stays in your accounts. We connect to your systems; we do not copy your business into ours.
Tell us what is slowing you down.
Text or call. No forms that go nowhere.