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Consultants, coaches & trainers

A steady flow of calls booked, every proposal followed, every invoice paid.

Navi automates prospecting, discovery calls and invoicing so your time goes to clients, not to admin.

  • Every morningnew qualified prospects contacted
  • D-1 · H-1reminders before every discovery call
  • 0proposal left without a follow-up

Our targets for every automation we build.

Where founders usually start

  • Sales

    LinkedIn and email prospecting

    Every morning, the right prospects, already contacted.

    A consultant knows prospecting matters but never has the time.

    Before

    Months of referrals only, then an empty pipeline.

    After

    Each morning, targeted prospects receive a short message citing their latest post; interested replies land in the CRM with a call link.

    A pipeline that fills itself.

    • LinkedIn
    • Email
    • CRM

  • Operations

    Discovery calls booked and reminded

    No back-and-forth, no forgotten call.

    Five emails to find a time for a 30-minute call.

    Before

    Some prospects give up; others forget to show up.

    After

    A booking link with your real availability, a short form before the call, reminders the day before and one hour before with the video link.

    Every call happens, well prepared.

    • Calendly
    • Google Calendar
    • Zoom
    • Email

  • Sales

    Proposal follow-up

    A proposal sent is never forgotten.

    Eight proposals out, three answered.

    Before

    You do not want to seem pushy, so you wait.

    After

    A light follow-up on day 3 with a useful resource, then on day 8 with a question to move forward.

    More proposals signed, without pressure.

    • Email
    • LinkedIn
    • CRM

  • Finance

    Invoices and payment reminders

    Paid on time without the awkward emails.

    A trainer has four invoices overdue after a busy month.

    Before

    He chases them when he remembers.

    After

    The invoice leaves after the session, polite reminders on day 7 and day 15 with a payment link, marked paid automatically.

    Cash in, without thinking about it.

    • Stripe
    • Email
    • QuickBooks

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What Navi builds

  • Workflow automation

    Connect your tools and remove repetitive work across sales, operations and finance.

  • AI assistants

    Assistants trained on your processes to answer, prepare and route work for your team.

  • Integrations

    Your CRM, e-commerce, documents and payments talking to each other reliably.

  • Consulting

    Strategy and research on where AI actually creates value in your company.

Automate one step at a time

Small automations. A business that runs itself.

Nobody automates a company in one go. You remove one repetitive task, then another, then another. Each one looks small; together they become the business that keeps moving while you build it.

  1. 1
    First

    Prospects are contacted every morning with a personal message.

  2. 2
    Then

    Discovery calls are booked and reminded on their own.

  3. 3
    Soon

    Proposals and invoices are followed up without you.

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