Services
Automation Systems That Scale Revenue, Not Just Operations
Discover how Triangle builds custom systems to streamline your sales, fulfillment, and internal ops — helping you unlock hidden profit and scale with sanity.
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Automation Systems & AI Agents
We build the systems and AI that run your business behind the scenes eliminating manual work, reducing complexity, and giving owners back control.
Operational Blueprint
Automate your core business processes from lead intake to fulfillment allowing less owner dependency.
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Workflow Automation
Connect tools, eliminate manual handoffs, and ensure every task moves itself from start to finish.
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AI + CRM Orchestration
AI-assisted systems that handle follow-ups, client updates, pipeline transitions, and performance triggers.
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Operational Analytics & Alerts
Live dashboards with performance indicators not ad metrics reporting exactly what moves dollars and time.
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SOP + Automation Engine
Documented, automated workflows that ensure every team member (and system) performs the same way, every time.
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Continuous Optimization
Monitor and improve through real-time feedback loops that improve over time without manual redesign.
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AI Agents
We deploy AI agents that handle repetitive conversations and coordination work so your team can focus on real execution.
Agent Use-Case Mapping
We identify the 3–5 highest-leverage agent jobs in your business (lead intake, qualification, follow-up, client updates, internal requests) and define what “done” looks like.
Step 01
Training + Guardrails
We feed the agent your FAQs, policies, offers, and workflows, then set rules: when to ask questions, when to escalate, what it can and can’t do, and how it writes in your brand voice.
Step 02
Deploy + Improve
We connect the agent to your CRM and comms (SMS/email/chat), launch it in production, and monitor conversations to improve accuracy, handoffs, and outcomes over time.
Step 03
Real Numbers from Real Systems
We don’t guess. We install automation + AI agents that produce measurable results.
Growth
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Clients using Triangle OpsOS™ have recovered up to 79% more revenue from their existing operations by fixing speed-to-lead, follow-up gaps, and broken handoffs.
Revenue
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$100M
Client revenue supported by Triangle-built systems
Time Saved
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50+
Hours saved per month for clients
Testimonial
5
“Triangle didn’t sell us another tool. They connected what we already had and built an OpsOS our team actually follows. Leads stopped slipping through the cracks, follow-up became automatic, and our pipeline finally feels under control.”
5
“We were drowning in manual handoffs—texts, emails, spreadsheets, ‘did you do this yet?’ Triangle installed automation plus AI agents that handle intake, routing, reminders, and updates. It feels like we added an operations manager without hiring one.”
5
“Before Triangle, everything depended on someone remembering. Now the system runs: new leads get responded to fast, appointments get confirmed, tasks get assigned, and reporting updates itself. The business is smoother, and we’re not constantly chasing issues.”
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