Delete
the Details

Freedom from minutiae… Helping TBOs get
where they’re going better and faster.

This is practical AI!

Delete
the Details

Freedom from minutiae… Helping TBOs get where they’re going better and faster.

The Challenge

What we’ve noticed about TBOs

  • We want our TAB business to grow
  • We get bogged down in the details
  • Too many things to do and not enough time
  • We don’t delegate

The Challenge

What we’ve noticed about TBOs

  • We want our TAB business to grow
  • We get bogged down in the details
  • Too many things to do and not enough time
  • We don’t delegate

TBO and Top Tier Member Laura Drury brings a unique perspective

  • A career’s worth of expertise in software development and engineering
  • Experience of running a 50+ member TAB business since 2017
  • Knowledge of newest AI & automation tools

The Solution

A suite of automation tools that help TBOs get where they’re going better and faster. TBOs can use these automations to eliminate tedious and time consuming tasks.

The Automations

Focused Directions Customized Automations for TBOs

Sales Support Automation

Automated processing for in-person and virtual prospect meetings. This automation sets you up for consistent growth.

  • Captures the notes and next steps needed to develop prospects and referral partners
  • Adds the contact into Pipedrive, with all the right fields filled in
  • Creates action items/next steps in Pipedrive
  • Drafts a follow up email for you
  • Connects you on LinkedIn >> options: we do this for you or we task your assistant to complete
  • Leverages AI virtual meeting notes
  • Keeps you in the game to close new members
  • You and your CFs can use this tool!
  • ROI estimate: 6 months or less

  • $1500

    One-time fee 

  • $15/month

    Option to have our assistant process up to 10 LinkedIn connections/month


This automation requires a Zapier Professional license. www.zapier.com

Invoicing Automation

Make client invoicing for non-TAB consulting services easy and accurate, for you and your CFs.
  • Track new & potential consulting services
  • Invoice for consulting services (non-TAB)
  • Automatically add client invoices to QuickBooks for services you provide at the right time
  • Automatically add client invoices to QuickBooks for services your CFs provide at the right time
  • Monthly reporting for CF pay for consulting services
  • View of past invoices for pricing comparisons
  • ROI estimate: 6 months or less

  • $1500

    One-time fee


This automation requires a Zapier Professional license. www.zapier.com

Contract Facilitator Pay Automation

Automatically determine what to pay your Contract Facilitators each month.
  • Pay CFs based on unique terms (% of service, type of service, number of members CF serves, etc.)
  • Pay CFs only when your members pay
  • Charge back expenses when needed
  • Based on TAB monthly statements
  • Automatically include Contract Facilitator consulting services in statements, if using Invoicing Automation
  • Monthly financial report; monitor your ROI for Contract Facilitators
  • ROI estimate: 7 months or less

  • $2000

    One-time fee

Let’s Get Started

Scroll to Top