3x Catalyst

Get the busywork out of the way.

Calls after close. Leads waiting for a reply. Invoices retyped into your software. We connect AI tools to your systems, test them against real examples, and agree how to measure the result.

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How we make your workflows more efficient

Phone conversation

A late-night call becomes a confirmed hold.

  1. Caller says

    “Do you have a 10×10 available this weekend? What does it cost?”

  2. Agent responds

    “There are three available, from $129 a month. I can hold one until Saturday at 6 pm. What name should I use?”

  3. Caller says

    “Dana Reyes. Saturday morning works.”

  4. Agent responds

    “Thanks, Dana. Unit B14 is on hold until Saturday at 6 pm. Your confirmation number is H-1042. You’re all set for Saturday morning.”

  5. System update

    Availability and hold limits checked. Hold H-1042 saved to the customer record.

SystemAutomatic completion

The hold is within the facility’s configured rules, so it is confirmed automatically without waiting for staff approval.

Result

Dana has a confirmed hold. The facility has the customer details and call history, with no voicemail to chase.

Sales follow-up

One contact. One owner. A useful reply.

  1. Customer writes

    I need climate-controlled storage for a two-bedroom move on June 3.

  2. System update

    Existing contact matched by email. An approved reply is prepared for the inquiry.

  3. Agent replies

    A 10×10 or 10×15 could fit, depending on what you’re storing. What’s the best number for a follow-up?

  4. Customer writes

    The 10×15 sounds right. You can call me at 202-555-0142.

  5. System update

    Size, move date, and phone added to the existing contact. Duplicate and communication-preference checks passed.

SystemAutomatic follow-up

A follow-up email with the 10×15 details and reservation link is sent automatically using the facility’s approved messaging rules.

Result

The lead receives a next step immediately. One CRM record holds the contact details, conversation, and follow-up history.

Accounts payable

A $40 difference needs a decision.

  1. Invoice received

    “Service call, Site 3. $640.00, net 30.” A contractor’s PDF invoice arrives.

  2. Agent review

    I found purchase order PO-2291 for this service call. It allows $600, but the invoice is $640.

  3. Agent review

    That’s a $40 difference. I’ve sent the invoice and purchase order to the manager for review. Nothing has been posted.

ManagerException approval

“The $40 is the trip charge we agreed by phone.” The manager approves it with a note.

Result

The approved record is posted with the explanation and source PDF attached. No payment is initiated.

1,000+

people have interacted with our automated software.

Built for the people who use it.

A useful system makes the next step easier for your customers and your team. We bring the business process, the software, and the details of the interaction together.

That can mean a fully autonomous workflow with clear operating rules, or a system that brings your team in at the points you choose.

Business experience.
Engineering depth.

More about Kevin and Jonathan

Kevin

Business & discovery

From finding sites and raising capital to developing self-storage facilities and taking them through sale, Kevin brings firsthand business experience to discovery.

Jonathan

Engineering & delivery

An AI software engineer at JPMorgan Chase, Jonathan leads feasibility, integration, testing, and technical delivery.

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