B2B SaaS
From 12 → 184 qualified demos / month
AI-driven outbound paired with a chat-to-call funnel rebuilt their entire pipeline in 60 days.
+1,433%
Pipeline value
Case study
Welcome to MontOak Digital
Preparing your experience — just a moment.
AI Consultancy · Automation Studio
Evolve your business
for what's next.
MontOak Digital is an AI consultancy that designs, builds, and deploys intelligent automations — from strategy to lead generation systems that quietly compound revenue while you sleep.
Lead Capture✦
AI Qualification✦
CRM Sync✦
Email Sequences✦
SMS Outreach✦
Pipeline Automation✦
Booking Systems✦
Reporting✦
Lead Capture✦
AI Qualification✦
CRM Sync✦
Email Sequences✦
SMS Outreach✦
Pipeline Automation✦
Booking Systems✦
Reporting✦
Lead Capture✦
AI Qualification✦
CRM Sync✦
Email Sequences✦
SMS Outreach✦
Pipeline Automation✦
Booking Systems✦
Reporting✦
What we build
Systems that turn attention into revenue.
Custom-built automation suites — designed, deployed, and managed end-to-end.
01
AI Strategy & Consulting
We audit your operation, map the highest-leverage AI opportunities, and architect a roadmap your team can actually ship.
02
Custom AI Agents
Purpose-built agents that draft, decide, and act inside your stack — qualifying leads, handling support, running ops 24/7.
03
Lead Generation Systems
Multi-channel funnels — ads, SEO, outbound — wired into AI qualification so only the right meetings hit your calendar.
04
Outbound Automation
Personalized email and SMS sequences that warm leads through to a booked call without anyone lifting a finger.
05
Workflow Automation
Internal automations across Slack, Notion, HubSpot, Airtable, Stripe — wiring the tools you already pay for into one nervous system.
06
Analytics & Insights
Live dashboards that surface what's working, where revenue leaks, and which automations are quietly printing money.
0%
Average lead volume increase
0h
Saved per week, per client
0x
Faster lead response time
0/7
Pipeline always-on
The process
From first call to fully automated.
01
Discovery & Audit
We map your funnel, tools, and goals — then design the system that fits.
02
Architecture
Custom workflows, AI agents, and integrations blueprinted before a single line ships.
03
Build & Deploy
We engineer the automations, connect your stack, and launch in days — not months.
04
Optimize & Scale
Monthly tuning, A/B testing, and net-new automations as your business grows.
Selected work
Real businesses. Real growth.
Real Estate
24/7 lead response under 11 seconds
An AI concierge qualifies, books, and reschedules — agents only see ready-to-tour buyers.
9.2x
Faster speed-to-lead
Case study
Home Services
Cut acquisition cost in half
Lead scoring + intent-routing automations reduced wasted spend across 3 ad platforms.
-52%
Cost per booked job
Case study
Let's build the system that grows your business while you sleep.
Free 30-minute strategy call. We'll map your highest-leverage automation opportunities — no pitch, no pressure.