Dedicated Technical Resource On-Demand Expertise

Get direct access to experienced automation, CRM, and AI experts who work as an extension of your team, without the delays or risk of full-time hiring

Our clients:

Our Technical Resource Services

Our dedicated resource model gives you on-demand access to senior technical expertise across automation, CRM, and AI, without long-term contracts or internal overhead

1

On-Demand GoHighLevel Expert

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On-Demand Automation Expert

Flexible Access When You Need It

Our dedicated resources are available across time zones, allowing issues to be resolved quickly without blocking your team or delaying operations

Our process

A simple engagement model designed for speed, clarity, and accountability

1

Align

Understand your systems, priorities, and expectations over a discovery call

2

Assign

Match you with the right technical expert for your needs

3

Execute

Handle tasks, fixes, and improvements as they arise

4

Track/ Manage

Validate performance, refine workflows, and confirm everything runs as expected.

5

Review

Maintain priorities and performance

What’s included

Dedicated technical resource aligned to your stack

Direct communication and fast response times

Ongoing system maintenance and improvements

Documentation and transparency across tasks

Flexible engagement without long-term hiring risk

Direct Slack/ Google Space/ Email communication access

Why it matters

Faster execution

Your dedicated resource works directly with your team, resulting in instant updates and rapid task turnaround.

No training overhead

Skip onboarding new employees. Your expert already knows the tools and best practices.

Cost-effective scaling

Get top-tier technical support without hiring a full-time developer or CRM manager.

Flexible capacity ​

Scale technical support up or down based on your workload no contracts, no long-term commitments

Related case studies

DHCS

Eliminated manual Medicaid remittance processing by automating PDF and spreadsheet workflows, cutting processing time across high-volume reports

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Empower Psychotherapy

Replaced repetitive recruiting and safety calls with automated qualification and AI-driven workflows, reducing HR workload & response time

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FAQ

Choose a dedicated resource when you need ongoing technical help rather than a one-time build

This model works best if you have existing systems that need regular fixes, improvements, monitoring, or support, or if work comes in continuously instead of as a clearly defined project

If you need a full system built from scratch, a project-based engagement may be a better fit

You are matched with a dedicated technical resource aligned to your stack. Work is handled on an ongoing basis with clear communication, task visibility, and defined expectations around availability and response times

Talk to us to review engagement options and availability

You get direct access to experienced automation, CRM, and AI experts who work as an extension of your team

This includes hands-on technical execution, system troubleshooting, workflow improvements, and ongoing optimization across the tools you rely on, without the overhead of recruiting, onboarding, or managing full-time staff

We begin with a free consultation to understand how your business currently operates, identify opportunities for automation, and recommend practical solutions that make your work easier and more efficient.

Let's work
together

DHCS — Automated Medicaid Remittance & Invoice Processing

The Challenge

DHCS relied on manual spreadsheets and PDF scrolling to process Medicaid remittances — often 500+ pages long.
As providers grew from 20 to 150+, the team faced:

  • Hours of manual parsing every billing cycle
  • Frequent Medicaid ID mismatches
  • Inconsistent invoices for DHCS staff vs. staffing agencies
  • No centralized visibility across finance or operations
  • Denials buried deep inside PDFs with no structured tracking

The process became slow, error-prone, and unscalable.

Our Solution

1

Automated Medicaid remittance parsing

Extracted Medicaid IDs, CPT codes, units, EOBs, paid/denied values, and mapped them directly into structured data.

2

Matched data to provider roster automatically

Clean mapping for DHCS staff, staffing agencies, emails, and team leads — eliminating ID mismatches.

3

Converted units into accurate billable hours

Applied the 4 units = 1 hour logic consistently across all providers.

4

Generated invoices instantly in DocsAutomator

Created individualized invoices for 150+ providers from a single PDF.

5

Extracted denials into a clean follow-up repor

Centralized denial visibility for faster recovery and accountability.

Empower Psychotherapy — Automated Recruiting Pipeline

The Challenge

Empower Psychotherapy needed to recruit licensed mental-health providers across Arizona and California.
Manual sourcing on LinkedIn and Indeed was slow, repetitive, and often restricted by platform limitations.
Finding verified emails, screening credentials, and sending outreach took hours — and consistency dropped when volume increased.
Recruiting couldn’t scale beyond a few candidates per day.

Our Solution

1

Automated LinkedIn search & data extraction

Used PhantomBuster to run scheduled searches and export targeted provider profiles directly into Google Sheets.

2

Enriched profiles with verified contact details

Integrated RocketReach to automatically add accurate emails and professional data.

3

AI-powered candidate screening

Used ChatGPT-4o to filter providers by license type, eligibility, and location (AZ & CA).

4

Launched personalized outreach workflows

Qualified candidates received tailored emails with Calendly links, while Zapier handled follow-ups for non-responders.