Find and follow up with the right opportunities
Research, qualify, prepare outreach, and update the CRM in one reviewable flow.
Practical AI consulting & implementation / Los Angeles + remote
Ulmo helps teams reduce manual work, improve follow-through, and get more from the tools and information they already have. We find the right place to start, build a working pilot, and stay through rollout.
One process. One owner. One result to measure.
Or try the workflow demo01 / Where we help
Three common starting points. Each begins with one repeated process—not a company-wide AI overhaul.
Research, qualify, prepare outreach, and update the CRM in one reviewable flow.
Gather approved sources and prepare a cited answer for a person to review.
Capture requests, flag missing details, and route work to one clear owner.
02 / How we work
We work directly with the people who know the process, test one useful change, and expand only when it performs in the real world.
We map what happens today, where time is lost, and which decisions still need a person.
We create the smallest version that can improve a real process—not a slide deck or generic demo.
We connect the pilot to the tools, information, and responsibilities your team already has.
We compare the result with the starting point, train the team, and make ownership clear.
03 / Small by design + selected work
A senior advisor helps scope your workflow and stays involved from pilot through rollout. The work below shows the product, operating, and client experience behind that approach.
DeepCurrent helps teams find the right people, understand why they matter, and carry that research into thoughtful outreach across the channels they already use.
Created the inbound, outbound, partnership, and CRM motion that helped onboard more than 1,000 businesses.
Helped technology clients define their best customers, find qualified leads, understand competitors, and turn research into business-development action.
04 / Interactive example
Choose an example and adjust the workload. The demo shows one possible four-step flow, where AI can help, and where a person stays in control.
Choose a common process
Example trigger
A new lead arrives through email or a form
Human checkpoint
Important decisions and anything sent outside the company stay reviewable.
Example workflow
Collect
01Bring the inquiry and relevant account data together.
Enrich & draft
02AI prepares research, qualification, and a suggested next step.
Review
03A person checks fit and approves anything sent externally.
Sync & assign
04Update the CRM, record activity, and give the lead an owner.
140h*
Potential annual time saved
560h
Current annual workload entered
3.5
Potential 40-hour weeks recovered
* Illustrative 25% benchmark applied to the workload entered above and annualized over 48 working weeks. Controlled studies found suitable knowledge tasks completed 25.1% faster and professional writing tasks completed 40% faster. Results vary by task; actual savings are measured in a pilot.
05 / How we build
Use AI only where it helps
Keep people in control
Show where information came from
Work with the tools you already use
Build for your team to own
Measure the change in real work
06 / Common questions
A clear business problem matters more than a polished AI strategy.
Repeated processes that move across email, documents, spreadsheets, CRM, or internal tools—and currently require copying, chasing, research, or manual coordination.
No. A clear business problem is a better starting point. We begin with one process, one owner, and one result worth improving.
Usually not. Ulmo works with the tools and information your team already uses. If a change is necessary, we explain why before building.
Not by default. We decide together which steps can be automated, which need review, and where a person must remain accountable.
Most projects begin with a focused review of one process, followed by a small working pilot. Scope, timing, and the measure of success are agreed before implementation.
No. DeepCurrent is one example of our technical work, not the limit of the practice. Ulmo works across revenue, research, client service, and operations.
We start without asking you to send confidential information. Any project involving sensitive data defines access, storage, permissions, and retention before systems are connected.
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