O Practical AI & automation, senior operator-led

Augment your business.
Move on a faster loop.

Oodaloli puts practical AI and automation to work across sales, marketing, and the operational tasks that quietly eat your team's week. Less busywork. More leverage. Better decisions, shipped faster than your competition can react.

Senior operator-led Ship in weeks, not quarters Your stack, your data
Recent builds — clients anonymized by request, numbers published
What we do

Four ways we add leverage.

Most teams aren't short on tools — they're short on the right wiring between them. We design and build practical augmentations that take repetitive work off your team's plate, so they can spend the day on the work only they can do.

01 / Sales automation

A pipeline that runs while you sleep — without losing the human touch that closes deals.

From the moment a lead enters your funnel to the moment your AE picks up the phone, every step in between is a candidate for automation: enrichment, scoring, routing, follow-up, reporting. We rebuild that journey so your AEs only see the conversations worth having.

CRM hygiene & routing

Clean data, clear ownership, no leads slipping through cracks.

Enrichment & scoring

Every lead arrives qualified and contextualized before an AE blinks.

Outreach sequences

Multi-channel cadences that actually get responses.

Pipeline reporting

Forecasts you'd actually trust in a board meeting.

Pipeline · Q2
live sync
NEW42
Acme Corp
$24k
Bolt Industries
$18k
Cumulus Labs
$32k
QUAL28
Drift & Co
$56k
Echo Systems
$41k
DEMO14
Foster Group
$78k
Glide Tech
$62k
WON9
Hampton Co
$120k
Iris Foods
$94k
02 / Marketing automation

Ship more campaigns with the team you already have.

Stop running marketing as a series of one-off blasts. We build content systems that compound — pipelines for production, lifecycle workflows that nurture themselves, and reporting that finally tells you what's actually working.

Content pipelines

From idea to ship without the heroic spreadsheet.

Email & lifecycle

Onboarding, nurture, win-back — built once, run forever.

Multi-channel attribution

Stop arguing about which channel worked.

Audience & personalization

Segments that actually shift behavior.

How automation compounds
Blog post · scheduled Tue 9:00 AM
queued
Q2 nurture · sequence #4
Email · 4-step · 2,418 recipients
running
Series: "Operator Notes"
LinkedIn · 12 posts · auto-cross-post
drafting
Customer story · Mercia
Video · captioned · attribution-tagged
live
03 / Operations automation

Stop paying smart people to copy data between tabs.

Most operational drag isn't strategic — it's friction between systems. We rebuild the back-office work that quietly drains your week: billing, reporting, data sync, approvals, document workflows. Run it once, run it forever.

Invoicing & AP/AR

Money in, money out — without the spreadsheet ritual.

Reporting & dashboards

The numbers your leadership needs, refreshed automatically.

Data sync

Source of truth, propagated everywhere it needs to be.

Approval workflows

Routing, sign-off, audit trail — without the Slack circus.

Ops · daily run
today 7d 30d
SOURCE
TRANSFORM
DELIVER
Invoices reconciled06:14
Daily revenue report sent07:00
3 approvals routed to ops lead08:42
HR / Finance data sync09:00
04 / AI agents & custom tooling

Bespoke agents that fit your stack — not another off-the-shelf tool you'll abandon.

The market is drowning in generic AI products. We build agents and internal tools that actually plug into your data, your workflows, and the way your team works — with the guardrails, evaluation, and human handoffs that make them genuinely usable.

End-to-end agents

Not chatbots. Agents that own a workflow.

Internal tools

Tailored apps for how your team actually works.

Document & data Q&A

RAG over your knowledge, with real citations.

Guardrails & eval

Evaluation, observability, human-in-the-loop where it matters.

agent · proposal-drafter v1.2
Draft proposal for inbound: Hampton Co (mid-market e-commerce)
⎿ tool: read_crm({ account: "Hampton Co" })
→ 12 prior touches, last meeting 6d ago, $94k expected
⎿ tool: search_kb("e-commerce playbook")
→ 4 case studies retrieved, cited inline
⎿ tool: draft_doc({ template: "proposal_v3" })
✓ Draft ready · awaiting human review
Specific things we ship

Six everyday bottlenecks AI can actually help with.

Most useful AI work starts where the team already feels the drag: repetitive messages, manual updates, scattered knowledge, status reporting, content production, and customer handoffs.

Messages pile up faster than people can answer.

First-pass triage, drafted replies, customer ticket summaries, and escalation rules that keep humans in the loop where judgment matters.

  • Smart inbox triage
  • Support concierge
  • Agentic phone and SMS intake
GmailOutlookTwilioClaude

Calls happen, then the follow-through gets messy.

Meeting notes become CRM updates, next steps, quote drafts, and clean owner assignments without relying on someone to remember later.

  • Meeting to CRM autofill
  • Lead enrichment and routing
  • Quote and proposal generator
HubSpotSalesforceGoogle DocsClaude

Everyone wants the numbers, but nobody trusts the spreadsheet.

Automated briefs that pull from the real systems, explain what changed, and flag what needs attention before the weekly meeting.

  • Weekly executive briefings
  • Team digest emails
  • Exception and anomaly reports
SheetsHubSpotSlackn8n

The answer exists, but it is buried in docs, tickets, and old threads.

Search and synthesis across SOPs, contracts, runbooks, sales notes, and past tickets with citations back to the original source.

  • Document Q&A
  • Internal policy assistant
  • Customer history lookup
NotionDriveSupabaseClaude

The team needs more content than it has time to make.

Turn one source of insight into campaign drafts, emails, posts, landing page copy, briefs, and review-ready assets.

  • Content repurposing engine
  • Campaign draft factory
  • Website and landing page builds
ClaudeCanvaFigmaVercel

Work gets stuck between systems and people.

Move data, approvals, exceptions, and status updates across tools so the handoff is visible, auditable, and less dependent on memory.

  • Approval routing
  • Data sync between tools
  • Location-aware field dashboards
AirtableSlackSupabaseMapbox
Run a loop

Find the first workflow worth automating.

Answer four quick prompts. The recommendation updates live, so the page behaves more like the work we actually ship.

Where does work feel most stuck?

What stack has to be involved?

How often does the work repeat?

Can automation act on its own?

Toolset

The stack we live in.

We build with what your team already uses, plus the modern AI and automation layer that makes the difference. Twenty common ones below — happy to bring more.

Claude
OpenAI
Perplexity
ElevenLabs
Twilio
HubSpot
Stripe
Airtable
Notion
Slack
Gmail
Linear
Google Docs
n8n
Zapier
Supabase
Vercel
Figma
Canva
Mapbox

+ whatever else your stack runs on. We meet you where you are.

<2min
Reply time on 7 role inboxes covered around the clock by an AI email team we built — every reply audit-logged.
3hrs/wk
Weekly reporting time replaced by one automated Sunday-night brief that leadership actually reads.
5min
Weekly human time to run a content engine that has published every week for months — one click to approve.
1
One senior operator stays close to scope, build, and handoff so context does not disappear.
How we work

The OODA loop, applied to your business.

John Boyd's loop wasn't about working harder. It was about iterating faster than the competition could react. We use it as our operating manual for every engagement — observe what's actually happening, orient against your stack and constraints, decide on the smallest useful intervention, act, then loop.

01

Observe

We sit with your team and watch the work actually happen. The friction worth automating is rarely where the org chart says it is.

02

Orient

Map the highest-leverage interventions against your stack, your data, and what your team will actually adopt.

03

Decide

A short, honest plan: what we'll build, what we won't, what it will return, and what it costs to operate.

04

Act & iterate

Ship the smallest useful thing in weeks. Measure. Tighten. Move to the next loop. Compounding leverage, not big-bang projects.

Engagement model

Three ways to start a loop.

We've found these three shapes cover most situations. Pricing is illustrative — final scope is shaped on the discovery call, never before.

First call

Find the real friction

Thirty minutes on where time is leaking, what tools are involved, and what success would look like in 90 days.

Observe

Watch the work happen

We review real examples, handoffs, docs, inboxes, reports, or calls. The goal is evidence, not a long deck.

Decide

Pick one useful loop

We choose the first workflow based on leverage, adoption risk, data access, and whether a human needs review.

Ship

Prove it quickly

The first version gets into production fast, then we measure, tighten, and decide whether the next loop is worth it.

Sprint

A focused two-week diagnostic and proof-of-value. Best when you suspect there's leverage but want evidence before committing to more.

2 weeks
fixed scope · fixed fee
  • Operator-led discovery across the team
  • Map of top 3–5 highest-leverage workflows
  • One workflow built and shipped to production
  • Honest readout: ROI, complexity, what's next
Start a Sprint

Embedded

A senior operator embedded with your team on retainer. Best when there's a steady pipeline of automation work and you want compounding velocity.

Monthly
retainer · ongoing
  • Dedicated senior operator, part-time or full-time
  • Continuous shipping against a shared backlog
  • Weekly demos, monthly business reviews
  • Pause, scale, or end with 30 days notice
Talk Embedded
Oo-de-lally,
oo-de-lally,
golly, what a day!
— Robin Hood (1973)
Why "Oodaloli"

Two ideas. One name.

The name is half "oo-de-lally" — the unreasonably cheerful refrain from Disney's Robin Hood, the kind of phrase you say when a day actually goes your way — and half OODA loop, the decision model fighter pilot John Boyd built around speed of iteration: observe, orient, decide, act, and do it again, faster than the other side can react.

Put together, that's the whole point: help operators move through their loops fast enough that Tuesday morning starts to feel like a good day instead of a fire drill. The work isn't to install another tool. It's to shorten the distance between noticing a problem and watching it run in the background.

Common questions

Before the call.

Five things people usually want to know up front.

For a Sprint, the goal is a useful first workflow within the sprint window. For a Project, the first working version usually appears early, with full delivery following in 6–12 weeks depending on scope, access, and review needs. We keep discovery close to the work, not buried in a long deck.
Yours. We meet you where you are: HubSpot, Salesforce, Pipedrive, ClickUp, Asana, Notion, Slack, the Google or Microsoft suites, whatever ESP you're on, plus the modern AI/automation layer (Claude, OpenAI, Zapier, Make, n8n, Airtable, Retool, Vercel). The goal is fewer tools you actually use well — not new tools we like.
Agencies sell hours and hand-offs. Oodaloli is operator-led — the person who scopes the work is the person who builds it, sits with your team, and stays accountable for the outcome. No junior delivery teams, no offshore handoff, no dropped context. Smaller, faster, more honest.
The honest answer is: it depends on what's broken. We look for workflows where labor savings, fewer handoffs, or better decision speed can justify the work. The Sprint is designed to give you a defensible ROI estimate before you commit further.
Yes. Mutual NDA before the discovery call, standard MSA for paid work. We treat your data as your data — work happens in your environment whenever practical, with reasonable security defaults (least-privilege access, secrets management, audit trails).
Thirty minutes. We'll talk about where your team is spending time, the workflows you suspect are broken, and what success would look like in 90 days. No pitch deck, no obligation. By the end, you'll either have a clear next step with us, or two or three things to try on your own. Both are wins.

Let's find your next loop.

Thirty minutes. We'll look at where your team is spending time and find one workflow worth tightening this quarter. No pitch deck, no obligation.

Book a call with Jason