AI Business Services and Automation Consulting
FG Capital Advisors | AI Business Services

AI infrastructure for revenue, research and business operations.

We design and operate AI-enabled systems for lead generation, prospecting, outbound sales, qualification, CRM automation, revenue operations, business matching, research and recurring internal workflows.

The objective is not to add another software subscription. It is to remove repetitive work, increase commercial throughput and give your team better information before valuable staff time is committed.

From $5,000/month Focused AI business automation engagements
Built Around Your Stack CRM, email, forms, databases and internal workflows
Commercially Focused Pipeline, qualification, research and operating output
Business team reviewing commercial workflows and technology systems
Automation starts with the business process We define the workflow, inputs, qualification logic and required output before choosing the technology.
AI Business Services

Automate the work between finding an opportunity and acting on it.

We focus on repeatable processes where structured data, automation and AI-assisted decision logic can increase commercial output.

01

AI Lead Generation

Build prospect databases around actual commercial criteria instead of relying on generic lead lists.

  • Target account discovery
  • Decision-maker identification
  • Company enrichment
  • Lead segmentation
  • Buying-signal research
02

Outbound Sales Automation

Research prospects, prepare relevant messaging and manage structured follow-up at scale.

  • Account-specific outreach
  • Email sequencing
  • Automated follow-up
  • Reply classification
  • Sales routing
03

Lead Qualification

Apply commercial criteria before senior personnel spend time reviewing an opportunity.

  • Eligibility scoring
  • Intent classification
  • Budget filtering
  • Company validation
  • Priority routing
04

CRM and RevOps Automation

Connect intake, enrichment, qualification, communication and pipeline management.

  • CRM record creation
  • Pipeline automation
  • Lead assignment
  • Task generation
  • Automated reporting
05

AI Research Systems

Automate recurring company, sector, transaction and counterparty research.

  • Company intelligence
  • Market monitoring
  • Competitor research
  • Transaction research
  • Structured reports
06

Business Process Automation

Reduce repetitive work across documents, forms, reporting and internal operations.

  • Document processing
  • Data extraction
  • Form routing
  • Internal notifications
  • Workflow automation
Go-To-Market Automation

Turn prospecting into a repeatable operating process.

A large portion of B2B sales work happens before anyone speaks with a qualified prospect. Teams identify accounts, research the company, locate decision makers, prepare outreach, follow up and update the CRM.

We automate those repetitive steps while leaving commercial judgment, negotiation and relationship management with your team.

Target Account Identification Build prospect universes around sector, geography, transaction activity and commercial intent.
Research and Enrichment Add relevant company and decision-maker data before outreach.
Qualification and Routing Route credible opportunities forward and filter obvious mismatches.

Implementation Process

STEP 01

Define

Establish the commercial objective, target customer and qualification criteria.

STEP 02

Structure

Determine the data, integrations and operating rules required.

STEP 03

Implement

Connect research, enrichment, messaging, qualification and CRM actions.

STEP 04

Operate

Measure commercial output and continuously improve the workflow.

AI should increase operating capacity, not create another management problem.

We concentrate on systems with measurable business output. That can mean more qualified prospects, faster research, cleaner CRM data, shorter response times, better routing or fewer manual administrative tasks.

Larger mandates can combine lead generation, custom AI agents, data infrastructure, CRM automation, research workflows and business matching into one operating layer.

Discuss Your Requirements
Financial and Professional Services

Built for businesses where qualification matters more than raw lead volume.

Complex B2B companies often need to evaluate prospects against financial, transactional or operational criteria before a salesperson should become involved.

Commercial Lenders Identify businesses with likely borrowing demand and classify prospects by financing product, size, sector and use of proceeds.
Invoice Factoring Companies Target receivables-heavy businesses and identify relevant financial decision makers.
Private Credit Firms Map borrowers and sponsors by transaction size, ownership profile and financing requirement.
Surety and Commercial Insurance Identify contractors, developers and businesses matching defined bonding or insurance criteria.
Professional Services Firms Automate account research, outreach, intake, follow-up and pipeline administration.
Transaction-Driven Businesses Build origination systems around observable transaction or market activity.
Engagement Levels

AI business services from $5,000 per month.

Pricing depends on workflow complexity, data volume, integrations, implementation depth and the amount of continuing execution required.

Focused Engagement

AI Growth System

$5,000 /month
Starting monthly engagement

A focused implementation built around one defined commercial workflow.

  • Target account criteria
  • Lead generation workflow
  • Prospect research
  • Contact enrichment
  • Outbound automation
  • Qualification logic
  • CRM workflow
  • Monthly optimization
Request This Scope
Revenue Infrastructure

AI Revenue Engine

$30,000 /month
Multi-workflow implementation

For companies building an integrated AI-enabled revenue operation.

  • Multi-segment lead generation
  • High-volume account research
  • Company and contact enrichment
  • Outbound GTM automation
  • Lead scoring
  • Qualification workflows
  • CRM routing
  • AI research agents
  • Automated reporting
  • Ongoing optimization
Request This Scope
Enterprise Automation

AI Operating Layer

$60,000 /month
Enterprise-scale mandate

For organizations deploying AI across several commercial and operational workflows.

  • Multiple workflows or business units
  • Custom AI agents
  • Large-scale prospect intelligence
  • Advanced qualification logic
  • CRM and data architecture
  • Internal knowledge workflows
  • Business matching systems
  • Custom integrations
  • Management reporting
  • Ongoing system operation
Request This Scope

These engagement levels are reference scopes rather than fixed software packages. Larger custom mandates can exceed the amounts shown where the required infrastructure or operating scope is materially greater.

Request for Quote

Tell us which business process you want to improve.

Describe the commercial problem, current workflow and result you want the system to produce.

We will use the information to determine the appropriate implementation scope and commercial structure.

Commercial Scope Lead generation, GTM, CRM, AI agents, research or another workflow.
Budget Alignment Engagements start at $5,000 per month and scale with requirements.
Custom Quote Final pricing reflects the actual integrations, data and operating requirements.

AI Business Services RFQ

Complete the short form below. Required fields are marked with an asterisk.

Include the current workflow, target customer and desired commercial outcome where relevant.

Submission does not create an engagement or guarantee acceptance of an assignment. Scope and commercial terms are subject to review by FG Capital Advisors.

Frequently Asked Questions

AI implementation built around commercial execution.

What does the $5,000 monthly engagement cover?

The starting engagement is designed around one defined workflow such as lead generation, prospect research, outbound automation, qualification or CRM automation.

What is included in the $30,000 monthly engagement?

This scope is intended for a broader revenue operation involving several workflows, higher data volumes, qualification logic, CRM integration, reporting and continuing optimization.

Who is the $60,000 engagement designed for?

The enterprise scope is designed for organizations with multiple workflows, large operating volumes, custom integrations, AI agents or several business units.

Do you only provide AI consulting?

No. The service is implementation focused. Depending on scope, we can define the process, build the automation, integrate the required systems and continue operating or optimizing the workflow.

Can you work with our existing CRM?

In many cases, yes. The architecture depends on the CRM, available integrations, permissions and the specific process being automated.

Have an AI automation requirement?

Submit the current workflow, target customer, data environment, preferred engagement level and commercial objective. We will scope the implementation around the actual operating requirement.

Request a Quote