Following up with leads.
Prepare replies and follow-up reminders from the inquiries already reaching your inbox.
Explore lead response automationWe connect the software you already use, automate repetitive steps, and route exceptions to your team. One defined workflow, built, tested, and handed over.
Best fit: established teams of 5–100 people, with recurring admin work spread across multiple systems.
Reviewed by Christopher Myers · Emailed within 24 hours · No call required
Prepare replies and follow-up reminders from the inquiries already reaching your inbox.
Explore lead response automationCollect missing details, prepare routine documents, and flag invoices that need a person’s attention.
Explore invoice preparationMove approved information between your systems, with checks for missing or conflicting records.
Connect your business systemsAt B:Side Capital, a regulated lender, MARCUS assembles SBA 504 loan packages for staff review. The preparation changes; the team keeps responsibility for the lending decision.
Package assembly is one part of the system we built. MARCUS also finds answers in company records, prepares documents, and stages accounting work inside the tools the team already uses.
See MARCUS at workThe source records and documents for the package.
The preparation work is brought together for review.
Staff check the prepared work. Lending decisions remain with people.
Simplified view of B:Side’s reported workflow. Assembly time and human review time describe different stages, not total elapsed turnaround.
Describe one repetitive task and where it gets stuck.
Christopher Myers reviews your request and the details you share.
Within 24 hours, receive a preliminary recommendation and a practical first step. Use it yourself or ask us to help.
Christopher Myers
Founder & Chairman · Your plan reviewer
You don’t need to know whether it needs AI. Describe the work. We’ll help you find the first move.
Free · Emailed within 24 hours · No call required