Get More Leads, Sales & More Money
Using AI Automation
Professional AI Audit + Transformation Roadmap
Most businesses waste time and money on random AI tools or complicated workflows that never deliver real results.
We do the opposite.
Our AI Audit & Transformation Roadmap shows you exactly where AI can generate more qualified leads, increase Sales, increase revenue, Respond to RPFs and Bids saving countless hours, cut costs, and give you a massive competitive advantage — with clear ROI projections and a step-by-step plan.
No guesswork. No tech jargon. Just a clear path to more money.
Nothing to lose and money to gain. Book an AI Audit Now.
What we do at Vertais
We help business owners get more leads and make more money by identifying the highest-ROI opportunities for AI automation. We start with a professional AI Audit that uncovers hidden opportunities in your business, then deliver a clear Transformation Roadmap with projected revenue gains, cost savings, and implementation steps. No more guessing — just a proven path to measurable growth.
- Lead Generation
- Revenue Growth
- Sales and Marketing
- Operational Cost Reduction
- RFP, RFQ, Tender and Bid Response
- Customer Onboarding
Businesses Getting More Leads & More Money
Clear ROI, faster growth, and measurable revenue impact.
99+%
Uptime
25+
Trusted Partners
500m+
Transaction Workflows Processed
1500
Successful Interactions
Get a Free AI Audit Case Study Report.
See exactly how businesses like yours are using our AI Audit & Transformation Roadmap to generate more RFPs, RFQ, Tender, Bids, leads and significantly increase revenue.
You'll learn
High-ROI opportunities hidden in your business, projected revenue gains, cost savings, and a clear roadmap to implement AI automation that actually makes you money.
We make it easy to start
With a simple setup, seamless integration, and no steep learning curve, our process delivers clarity and confidence fast.
How We Work Together
Our proven process starts with a strategic AI Audit and delivers a clear Transformation Roadmap focused on generating more leads, automated RFP and Bids, and more revenue for your business.
We schedule a 45–60 minute video call (no slides, no hard sell). You explain your current operations, biggest bottlenecks, goals for automation, and any existing tools/tech stack. We ask targeted questions about volume, complexity, compliance needs, and success metrics. Goal: determine whether agentic AI is a good fit and which workflows have the highest ROI potential.
Completely free and zero-obligation. We only move forward if we both see clear value. About 20–25% of discovery calls result in us politely declining because the use-case isn't ready for agentic automation yet.
We perform a 1–2 week deep dive (usually remote screen-share sessions + access to your tools like CRM, ERP, email, Slack, etc. under NDA). We map 5–15 high-potential processes, document current manual effort/time/cost/errors, identify decision points, failure modes, and integration needs. Deliverable: prioritized agent roadmap with estimated ROI per workflow.
No. We usually start with read-only API keys, shared screen recordings, process documentation, or exported sample data. Full access is only needed later during implementation — and always under strict NDA + your preferred security controls.
Fixed-price scope for the first 1–3 agents (MVP phase), timeline (usually 6–12 weeks), deliverables (agent architecture, observability dashboard, test cases), success criteria, payment milestones, and post-launch support retainer options. We also include risk assessment and fallback plans.
Yes — most clients begin with one high-ROI workflow (e.g., lead qualification, invoice processing, customer onboarding) to prove value quickly before expanding.
6–12 weeks depending on complexity. We use agile 2-week sprints with weekly demos so you see progress early. First agent usually goes live in 4–8 weeks.
You own 100% of the agents, prompts, custom code, and IP. We deliver full source code, documentation, and handover training so you can run/maintain/expand independently if desired.
30–60 day hyper-care period with daily monitoring, A/B testing of prompts/models, error analysis, cost optimization, and performance tuning. We aim for 95%+ success rate and <10% cost variance before transitioning to standard support.
Mutually agreed KPIs in the SOW (e.g., hours saved/week, cost reduction %, error rate drop, revenue impact, SLA compliance). We provide a shared dashboard showing real-time metrics.
Proactive monitoring, monthly performance reports, prompt/model updates, bug fixes, scaling support, compliance checks, and priority response SLAs (tiered: business hours, priority, 24/7). Retainers start at $99/mo (small) up to $495+/mo (enterprise).
Yes — month-to-month after the initial commitment period (usually 3–6 months). Most clients keep the retainer long-term because the agents continue generating ROI.
We include performance guarantees in the SOW. If KPIs aren’t met after optimization, we continue tuning at no extra charge until they are — or we mutually agree on scope change/refund of unused retainer.
No need to buy or change expensive software or processes that work. We integrate into what you have.
Ongoing Support Retainer Packages for Existing Clients
*Support retainer does not include billable hours, time & materials, or any needed travel
1-50 Employees
- Weekday business hours support (Mon-Fri, 9-5)
- Basic agent monitoring & uptime alerts
- Monthly performance review & minor prompt tuning
- Email & chat support response within 24 hours
50-500 Employees
- Priority weekday support + faster response (within 4 hours)
- Proactive agent monitoring, alerts & monthly optimizations
- Quarterly deep-dive workflow review & model fine-tuning
- Dedicated Slack channel & priority bug fixes
500+ Employees
- 24/7 emergency support & on-call escalation
- Continuous proactive monitoring, alerts & auto-recovery
- Bi-weekly strategy calls + advanced tuning & expansions
- Dedicated account manager & custom integrations support
1-50 Employees
- Weekday business hours support (Mon-Fri, 9-5)
- Basic agent monitoring & uptime alerts
- Monthly performance review & minor prompt tuning
- Email & chat support response within 24 hours
50-500 Employees
- Priority weekday support + faster response (within 4 hours)
- Proactive agent monitoring, alerts & monthly optimizations
- Quarterly deep-dive workflow review & model fine-tuning
- Dedicated Slack channel & priority bug fixes
500+ Employees
- 24/7 emergency support & on-call escalation
- Continuous proactive monitoring, alerts & auto-recovery
- Bi-weekly strategy calls + advanced tuning & expansions
- Dedicated account manager & custom integrations support