IV Consulting - AI Automation and Workspace Consulting for SMBs
Attention: Small & Medium-Sized Businesses

Your business runs on
bottlenecks.
We don't.

AI Automation, Workspace Design & Lead Generation for Growing Teams

We help scaling teams eliminate manual chaos with AI & Automation, build workspaces in ClickUp & Notion, and set up lead gen machines that convert on autopilot.

Book a Free Strategy Call →
150+Clients Served
4.8★Avg Rating
15+Hrs Saved / Client / Wk
35%↑Avg Reply Rate Lift
ClickUp Certified Partner Notion Certified Partner Make Automation Expert Clay Power User Apollo CRM Setup Smartlead Deliverability 150+ Clients Served ClickUp Certified Partner Notion Certified Partner Make Automation Expert Clay Power User Apollo CRM Setup Smartlead Deliverability 150+ Clients Served
What we build

Three ways we make
your business faster

Pick what's bleeding you out the most. We'll start there and build out the rest.

⚡

AI & Automation

Stop doing manually what AI can do for you. We map your workflows, kill the bottlenecks, and build systems that handle the busywork.

Maken8nZapierAI Workflows
→
🏗️

ClickUp & Notion
Workspace Setup

Chaotic tools, scattered docs, zero visibility. We build workspaces your team actually uses - or migrate you from whatever mess you're in.

ClickUpNotionMigrations
→
🎯

Lead Gen + CRM Setup

We build your entire outbound engine - prospect lists via Clay & Apollo, high-converting sequences on Smartlead, and CRM wired up tight.

ClayApolloSmartlead
→
Our process

Simple. Fast.
No hand-holding required.

01

Free Strategy Call

30 minutes. We audit where you're leaking time and money, and tell you exactly where we'd start. No pitch, no fluff - just straight answers.

02

Custom Build

We get to work. Every system is built around your actual business - not an off-the-shelf template. We move fast and keep you looped in.

03

Handoff + Training

Full documentation, a walkthrough, your team trained. You own it completely. We're still available as things evolve - most clients come back.

Client results

Real outcomes.
No fluff.

15+ hrs/wk

"The ROI was immediate. Our team stopped wasting hours on manual data entry and finally had time to focus on actual client work."

M
Marcus T.
Ops Lead, Digital Agency
2x faster delivery

"We migrated from Asana in 3 days. The workspace they built actually makes sense for how our team works."

S
Sarah K.
Founder, SaaS Startup
35% reply lift

"Lead gen went from a guess to a system. Our reply rates jumped 35% in the first month. The Clay + Smartlead setup runs itself."

R
Raj M.
CEO, Consulting Firm
40% less admin

"Ishan mapped our entire ops workflow and automated the parts that were killing us. We scaled from 10 to 30 clients without adding headcount."

L
Lena H.
Director, Marketing Agency
6 weeks to live

"Our ClickUp workspace was a disaster before they stepped in. Now every team member knows exactly what to do and when."

D
David C.
COO, E-commerce Brand
100% adoption

"Every tool they recommended, we actually use. No shelfware. The training and documentation made it stick."

A
Anika P.
Head of Ops, Fintech
15+ hrs/wk

"The ROI was immediate. Our team stopped wasting hours on manual data entry and finally had time to focus on actual client work."

M
Marcus T.
Ops Lead, Digital Agency
2x faster delivery

"We migrated from Asana in 3 days. The workspace they built actually makes sense for how our team works."

S
Sarah K.
Founder, SaaS Startup
35% reply lift

"Lead gen went from a guess to a system. Our reply rates jumped 35% in the first month. The Clay + Smartlead setup runs itself."

R
Raj M.
CEO, Consulting Firm
40% less admin

"Ishan mapped our entire ops workflow and automated the parts that were killing us. We scaled from 10 to 30 clients without adding headcount."

L
Lena H.
Director, Marketing Agency
6 weeks to live

"Our ClickUp workspace was a disaster before they stepped in. Now every team member knows exactly what to do and when."

D
David C.
COO, E-commerce Brand
100% adoption

"Every tool they recommended, we actually use. No shelfware. The training and documentation made it stick."

A
Anika P.
Head of Ops, Fintech
Tools we actually use

The stack that powers
our clients

Every tool below is in active use across our client projects. Click any to learn more or sign up through our partner link.

ClickUp ★ Certified Partner
Project Management
ClickUp is an all-in-one project management platform for planning work, assigning tasks, and tracking progress in one place. It is best for teams and businesses that want to centralize projects and improve execution with clearer ownership, timelines, and goals.
Notion ★ Certified Partner
Workspace & Docs
Notion is an all-in-one workspace for notes, project planning, and databases to organize work in one place. It is best for individuals and teams who want a flexible system to manage projects, documents, and workflows with less tool switching.
Notion AI
AI Assistant
Notion AI is a built-in AI assistant for Notion that helps you create and refine docs, summarize information, and automate work inside pages and databases. It is best for individuals and teams who manage projects in Notion and want to turn ideas and context into finished work faster.
Notion Builders
Startup Program
Notion Builders is a referral program that gives startups a 3-month Notion Business trial and access to Notion AI when they sign up using your link. It is best for creators, consultants, and communities sharing Notion with founders.
Make
Workflow Automation
Make is a no-code automation platform that connects apps so you can build workflows and eliminate repetitive manual tasks. It is best for operations, marketing, and sales teams that want to streamline processes across tools and get more work done with fewer handoffs.
Smartlead
Cold Email
Smartlead AI is a cold email outreach platform that uses AI and automation to improve deliverability and personalize campaigns at scale. It is best for sales and growth teams that need reliable inbox placement and higher reply rates while streamlining multi-account outreach workflows.
ManyChat
Messaging Automation
ManyChat is a chatbot marketing platform that helps businesses automate conversations and capture leads across Instagram, Facebook Messenger, and WhatsApp. It is best for marketers and small teams who want to turn messaging into a reliable channel for lead generation, customer support, and sales.
Apollo
Sales Intelligence & CRM
Apollo is a B2B sales intelligence and engagement platform that helps teams find verified contacts and run outbound outreach in one place. It is best for sales and marketing teams that need to build targeted prospect lists and book more meetings with less manual research.
Closely
LinkedIn Outreach
Closely is a LinkedIn and email outreach automation platform that helps teams run prospecting sequences, including connection requests, follow-ups, and lead enrichment. It is best for B2B sales teams and agencies that want to scale outbound while keeping workflows organized.
Browse AI
Web Automation
Browse AI is a no-code web scraping and automation tool that lets you extract structured data from websites and run recurring data-collection workflows. It is best for teams doing research, lead generation, and competitive or e-commerce monitoring who want reliable website data without manual copy-paste.
Pipedrive
CRM
Pipedrive is a sales CRM that helps teams manage contacts, track deals, and run a clear sales pipeline from lead to close. It's best for small to mid-sized sales teams that want a simple, visual way to stay organized and close deals consistently.
Instantly.ai
Cold Email
Instantly.ai is a cold email outreach platform that helps teams automate and scale personalized email campaigns with deliverability and analytics tools. It is best for sales and lead generation teams who want to reach more prospects and book more meetings with less manual work.
View all partner tools →
Common questions

Questions we get
before every call

What does a typical engagement look like?+
Starts with a free 30-minute strategy call. We map your bottlenecks, scope the work, and if it's a fit - we move into build. Most projects land between 2–6 weeks. We don't do endless retainers unless you want ongoing support.
Do you work with my existing tools?+
For workspaces, we only work in ClickUp and Notion - we're certified in both. For automations, we connect whatever you're running. For lead gen, we use Clay, Apollo, and Smartlead as the core stack.
Can you migrate us from Asana or Monday?+
Yes - migration is one of our most requested services. We've moved teams from Asana, Monday, Trello, Jira, and spreadsheets into ClickUp or Notion without losing a thing.
How fast will we see results?+
Most clients see time savings in the first week. Workspace builds are operational within 2–3 weeks. Lead gen systems typically need 4–6 weeks to warm up and produce consistent pipeline.
What kind of businesses do you work with?+
Fast-moving teams between 2–50 people - agencies, SaaS companies, professional services firms, and founders scaling past the chaos stage.
What happens after the project is done?+
You get full documentation, a video walkthrough, and your team trained. You own everything completely. We offer ongoing support retainers for clients who want us in their corner - but it's never required.

Stop running on duct-tape.
Let's build something that scales.

Free 30-minute call. We'll tell you exactly where to start - no pitch, no pressure.

Book Your Free Strategy Call →