MICROMARKETING
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AI & Automation

Custom AI copilots and analytics built on your own data

Bespoke AI built around your workflow: internal copilots, private retrieval over your own data, agentic automations, and embedded AI features — scoped, evaluated, and shipped. Trustworthy tracking, real attribution, and live dashboards that tie spend and campaigns to revenue — plus operational reporting that helps you fix the process, not just watch it.

01 Strategy mapped before build
02 Launch-ready implementation
03 Optimization loop after go-live

AI & Automation

Custom AI & Data

Internal copilots

Assistants trained on your processes and data that help staff draft, summarize, look things up, and complete repetitive work in a fraction of the time.

Retrieval over your data

Private RAG systems that answer questions from your documents, tickets, and records — accurate, current, and access-controlled so sensitive data stays protected.

Agentic workflows

AI agents that take multi-step actions across your tools — pulling data, updating records, and triggering tasks — with humans approving the steps that matter.

Embedded AI features

AI built directly into your product or internal apps: smart search, generation, classification, and recommendations that fit your stack and UX.

Tracking that you can trust

Clean event tracking, conversion tags, and server-side data where it matters, so the numbers in your reports match what actually happened.

Attribution & reporting

Multi-touch attribution and lifecycle reporting that connect ad spend and campaigns to real pipeline and revenue — not just clicks and impressions.

Dashboards for decisions

Live dashboards that surface the few metrics that drive action for each role, replacing scattered spreadsheets with one source of truth.

Operational analytics

Reporting on the work itself — lead response time, booking rates, fulfillment, and bottlenecks — so you can fix the process, not just watch it.

Operating model

Not just pages — a complete digital operating layer.

Step-by-step build path
01

Scope the use case

We pick a high-value, well-bounded workflow first, define success metrics, and confirm data access and guardrails before building.

02

Build & evaluate

We implement the tool, connect your data sources, and test against real examples so quality is measured, not assumed.

03

Deploy & expand

We ship to a small group, gather feedback, harden security and reliability, then extend to more workflows once the first one earns trust.

04

Define the questions

We start from the decisions you need to make and work backward to the exact metrics, sources, and definitions that answer them.

05

Instrument & model

We fix tracking gaps, connect your tools, and model the data into clean, consistent tables that everyone can rely on.

06

Visualize & operationalize

We build dashboards and alerts, then review them with your team so the data drives weekly action instead of sitting unused.

Deliverables

What leaves the workshop ready to use.

Custom AI copilot or tool Private retrieval (RAG) system Tool & data integrations Evaluation & guardrails Deployment & documentation Tracking & tag audit Attribution model Live dashboards Automated reporting Data source integrations

Quality gates

Built with proof points, not vague promises.

Flip chart covered in colorful sticky notes from a brainstorming session

We start with one bounded, measurable workflow instead of a vague "AI everywhere" project.

Designer working on a laptop at a desk with flowers, coffee and a tablet

Your data stays private and access-controlled — retrieval, not training on the public web.

Laptop showing a revenue bar chart on a desk covered in printed reports

Quality is evaluated against real examples so you can trust the output before rollout.

Flip chart covered in colorful sticky notes from a brainstorming session

We start from the decision, then build the metric — no vanity dashboards.

Designer working on a laptop at a desk with flowers, coffee and a tablet

Tracking is validated end to end so spend and revenue numbers actually reconcile.

Laptop showing a revenue bar chart on a desk covered in printed reports

Reports update automatically and highlight what changed, so reviews take minutes.

Why it matters

Useful AI starts with one well-scoped workflow.

Generic AI tools rarely know your processes, your data, or your rules. Custom AI closes that gap with internal copilots trained on how your team works, private retrieval over your own documents and records, and agent workflows that take multi-step actions with people approving the steps that matter.

We start small on purpose: one bounded, high-value workflow with clear success metrics and confirmed data access. We test against real examples so quality is measured before rollout, then extend to more workflows once the first one earns trust.

Your data stays private and access-controlled. Most needs are met with retrieval rather than training a model, which keeps answers current and sensitive information protected.

Who it is for

For operators, agencies, and founders ready to ship AI.

Custom AI fits B2B operators who want internal AI systems for sales prep, proposals, and support, agencies and founders who need copilots and dashboards built into their products, and any team with knowledge scattered across documents and tools.

It pairs with chatbot systems for customer-facing answers, workflow design for the automations around it, and data and analytics to measure time saved and output quality.

Micromarketing is based at 1000 N Federal Hwy in Boca Raton, FL. We work with businesses across Boca Raton, Deerfield Beach, Delray Beach, Fort Lauderdale, and Pompano Beach, and with remote teams anywhere in the US.

Why it matters

You cannot grow what you cannot measure accurately.

When tracking is broken, ad platforms optimize toward the wrong signals and reports disagree with your CRM. We start by validating tracking end to end, including conversion tags and server-side data where it matters, so the numbers in your reports match what actually happened.

From there we connect ad spend and campaigns to pipeline and revenue with multi-touch attribution, and build live dashboards around the decisions each role needs to make. The goal is a weekly review that takes minutes, not a stack of spreadsheets nobody trusts.

We also report on the work itself, including lead response time, booking rates, and bottlenecks, so you can fix the process instead of only watching it.

Who it is for

For teams spending on marketing and needing proof.

Data and analytics fits ecommerce teams that need paid-media measurement and lifecycle reporting, B2B operators connecting campaigns to CRM outcomes, and local businesses that want to know which channels actually produce booked customers.

It is the measurement layer for our digital marketing work, including SEO, PPC, and social, and for AI and automation projects where we track time saved and conversion lift.

Micromarketing is based at 1000 N Federal Hwy in Boca Raton, FL. We work with businesses across Boca Raton, Deerfield Beach, Delray Beach, Fort Lauderdale, and Pompano Beach, and with remote teams anywhere in the US.

Capabilities

Explore AI and automation services.

Capability

AI Agent Development

Custom AI agents that research, qualify leads, update your CRM, and hand off to your team.

Learn more about AI Agent Development →

Capability

AI Receptionist

A 24/7 AI phone receptionist that answers, books appointments, and routes calls.

Learn more about AI Receptionist →

Capability

AI Voice Agents

Inbound and outbound voice agents for support, follow-up, and reminders.

Learn more about AI Voice Agents →

Capability

n8n Automation

n8n consulting, builds, self-hosting, migrations, and maintenance.

Learn more about n8n Automation →

Capability

Assistants & Chatbots

Knowledge-grounded chat for your website, SMS, WhatsApp, and Messenger, with human handoff.

Learn more about Assistants & Chatbots →

Capability

Workflow Automation

Process mapping, CRM operations, and reliable automation across your existing tools.

Learn more about Workflow Automation →

Frequently asked questions

Clear answers before the next step.

01

Do you train models on our data?

Usually no. Most needs are met with retrieval over your data plus strong prompts and guardrails, which keeps data private and results current. We use fine-tuning only when it clearly pays off.

02

Which AI models do you use?

We choose per use case and default to the latest, most capable models — most often the current Claude family — balancing quality, latency, and cost.

03

How do you keep it accurate and safe?

We ground answers in your approved sources, evaluate against real test cases, add guardrails, and keep a human in the loop for actions that carry risk.

04

Can you add AI features to our existing app?

Yes. We embed search, generation, classification, and recommendations directly into your product or internal apps so they fit your stack and user experience.

05

How do we decide what to build first?

We scope a single high-value, well-bounded use case, define how success will be measured, and confirm data access and guardrails before any build starts.

06

We already have GA4 — do we need this?

GA4 is a piece. We make sure it is configured correctly, then connect it to your CRM, ad platforms, and revenue so you see the full funnel, not just web behavior.

07

Which dashboard tools do you use?

We meet you where you are — Looker Studio, your CRM dashboards, or a warehouse-backed BI tool — chosen for your data volume, budget, and team.

08

Can you fix attribution across ads and CRM?

Yes. Connecting ad spend to CRM outcomes and modeling multi-touch attribution is a core part of this solution.

09

Do you set up GA4 and conversion tracking?

Yes. We audit and configure GA4 and conversion tags, then connect them to your CRM and ad platforms so you see the full funnel.

010

Will reports update automatically?

Yes. Dashboards and automated reports update on their own and highlight what changed, so reviews focus on decisions.

People working at computers in a bright open-plan office

Next step

Ready to build a cleaner growth system?

Tell us what you want to improve and we will map the fastest useful path from strategy to shipped execution.

Book a free strategy call