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CPA Advisory · For SMEs and business owners

Less time on what doesn’t produce. More system behind what sells.

Tailor-made AI systems to automate administration, marketing and sales, built on tools you already use. In production in 2-4 weeks, measurable from day 30.

How we step in

We automate what holds you back. We boost what makes you grow.

01

Administrative processes

Fewer hours lost, fewer errors

Invoicing, collections and payment reminders, document management, reporting. Repetitive admin becomes a system that runs on its own: you win back hours every week and cut the fixed costs that add no value.

02

Marketing & communication

Always present, without a department

Content, social media, newsletters, lead capture. A consistent presence, generated and published automatically: you’re always there, without hiring a team or chasing the editorial calendar.

03

Sales & business development

Where you invest, where you grow

Automatic follow-ups, lead qualification, a CRM that updates itself, fast quotes. Your sales engine keeps working even when you’re not there: more opportunities followed up, more deals closed.

How we work

Two modes, one single path.

You can start with the diagnosis alone or go all the way to a system in production: the method is the same.

Diagnosis · 2–3 weeks

Audit

Clarity before you spend: we analyse your processes and hand you a blueprint of where and how to bring in AI. You stop here, or you carry on.

  • We map the processes in three areas: administration, marketing, sales
  • We quantify the hours and costs lost, area by area
  • We identify 3–5 priority automations, with an estimate of the return
  • We hand you the blueprint: what to automate, in what order, with which tools

Execution · 3–6 months

Full Advisory

We get hands-on at a technical level: from diagnosis to a system that actually runs in your business, with a single point of contact.

  • From diagnosis to a system in production
  • We build the automations in the areas you choose
  • Supervision, optimisation and before-and-after indicators

Already done the Audit? If you choose the Full Advisory within 45 days of receiving the report, what you paid for the Audit is deducted: no repeated diagnosis, no double kickoff.

Who it’s for

Who it’s for, and who it isn’t.

Who it’s for

  • SMEs and business owners (roughly 5–50 employees) with repetitive processes and a flow of customers
  • Those who already have the tools (management software, CRM, e-commerce, email) but use them manually
  • Owners or decision-makers who want to free up time from day-to-day operations and push on sales
  • Typical signs: growth that doesn’t scale, too much time on admin, stalled marketing, leads slipping away

Who it isn’t for

  • Large companies with a structured in-house IT department
  • Those who want to automate “everything” without a serious diagnosis first
  • Those looking for a turnkey tool without touching their own processes
  • Those already tied to an IT supplier with an ongoing contract
  • Those looking for discounts or modified packages without a clear scope

Running a very small business? Digitalizziamo.online is for you: CRM and management software by subscription for the smallest businesses (in Italian).

Most frequently asked questions

No. We start from the tools you already have — management software, CRM, email, e-commerce, spreadsheets — and build the automations around them. We don’t sell you a platform to adopt: we connect and make work what you use every day, adding AI only where it’s needed.

Very little: a couple of hours of interviews so we understand your processes, then we take it from there. You get a system that takes work off your plate, not one that adds to it. The key decisions stay with you; the rest runs automatically.

We start with an audit that estimates the return before you spend on implementation: we automate the highest-return processes first. On the sales side the goal is direct — more opportunities followed up and more deals closed. We define the numbers together on a call.

We don't have a price list: every project is priced on quotation. It's boutique work, tailored to your processes and hard to standardise. The quote comes after the discovery call, once we know what needs doing.

Yes, if you have repetitive processes and a flow of customers — this applies to SMEs from a handful of employees up to around 50, in almost every sector. The automation is tailored to your real workflow, not to a generic model: it starts from how you work today.

You remain the owner of the data (data controller); we are the data processor. Everything stays on your systems and a standard DPA is provided. We don’t take away or keep your customers’ data.

Let’s see where automation helps you grow.

Free discovery call, 30 minutes. Tell us where you lose time and where you want to sell more: we’ll tell you what can be automated. No obligation.