Digital operations, done properly.
Satsuma is a digital operations studio for small businesses. We automate the busywork, rebuild the marketing that brings in new business, and keep it all secure.
- Built inside your tools
- You own every automation
- Secured and documented
Who we are.
Satsuma is a digital operations studio for small businesses. We build inside the tools you already pay for, write down every automation, and stay to run it. Nothing is a black box, and nothing locks you in.
Read what the film says
Satsuma.
Most companies run on inboxes, spreadsheets, and the three people who know how everything works.
So we split the work.
Call answered. Quote drafted. Price approved. Job scheduled. Upset customer handled. Invoice chased.
The repetitive half, machines run. The judgment half, your people keep.
AI operations. The busywork, handled by AI and automation.
Marketing systems. More of the right leads, and every dollar traced back.
Cybersecurity. Watched around the clock. Locked when it looks wrong.
Satsuma. Digital operations, done properly. For American small businesses ready to grow or modernize.
Our mission.
Take the busywork off your team, bring in more of the right work, and lock the doors behind it.
Most small businesses still run on inboxes, spreadsheets, copy-paste and a few people who know how everything works. It shows first in five places.
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Leads worked by hand
Prospects copied into spreadsheets and chased one at a time.
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Numbers in five dashboards
Nobody can say what paid for the last new customer.
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Outbound is guesswork
Pieced-together lists and no idea what brings in work.
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Projects wait to be chased
Work moves only when someone follows up.
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AI comes in the side door
Personal AI accounts and plug-ins, with no plan for customer data.
How the work splits.
A satsuma splits cleanly into two halves. So does most work: a repetitive half machines should run, and a judgment half people should keep. Pick a workflow to see where the line falls.
A new inquiry
From the first message to a booked call.
- Machines run it: Inquiry answered
- Machines run it: Details gathered
- People keep it: Fit decided
- Machines run it: Call booked
- People keep it: Conversation had
- Machines run it: Recap sent
- Machines run it: Source logged
Quote to payment
From a draft quote to money in the bank.
- Machines run it: Quote drafted
- People keep it: Price set
- Machines run it: Quote followed up
- People keep it: Work done
- Machines run it: Invoice sent
- Machines run it: Reminders sent
- People keep it: Exceptions handled
Finding new business
From a list of prospects to a booked meeting.
- Machines run it: List built
- Machines run it: Contacts checked
- People keep it: Priorities picked
- People keep it: Message written
- Machines run it: Sequence sent
- People keep it: Replies read
- Machines run it: Results tracked
Monday numbers
From every tool’s numbers to decisions with owners.
- Machines run it: Numbers pulled
- Machines run it: Scorecard built
- Machines run it: Changes flagged
- People keep it: Team reviews
- People keep it: Calls made
- Machines run it: Tasks assigned
- Machines run it: Follow-through tracked
Every automation, written down.
Where it runs, who checks it, and how often it ran. You own the list.
| Automation | Runs in | Checked by | Runs last week | Documented |
|---|---|---|---|---|
| After-hours call intake | Phone system, CRM | Office manager | 38 | Yes |
| Quote drafts from the price list | Estimating tool, accounting | Service lead | 64 | Yes |
| Invoice reminders | Accounting, email | Office manager | 112 | Yes |
| Review requests | CRM, text messages | Marketing lead | 51 | Yes |
| Monday scorecard | Ads, CRM, accounting | Owner | 1 | Yes |
What we do.
Digital operations is the work behind the work: the systems that move leads, data, projects and paperwork through a business. We run it as three practices, inside the tools you already pay for. What is digital operations?
AI operations
AI and automation that take the busywork off your team.
Automated busywork, AI agents for intake and first replies, integrations, dashboards and scorecards, AI policy and training.
Marketing systems
Marketing rebuilt to bring in new business and show what paid for it.
Lead sourcing, cold outbound, paid search and social, website, CRM and routing, reviews, one dashboard.
Cybersecurity
Managed, AI-powered protection that fits a small business.
Monitoring, phishing defense, sign-in and access, devices, backups, AI guardrails.
Marketing that brings in new business, and shows what paid for it.
A system you own, measured in leads, booked calls and revenue. Not impressions.
- 01
Find
Lead sourcing and enrichment
Verified prospect lists, straight into your CRM.
- 02
Reach
Outbound, paid, search and website
Cold outbound, paid search and social, and a site that converts.
- 03
Route
CRM and lead routing
Every lead to the right person in minutes.
- 04
Follow up
Sequences and reviews
Follow-ups on time, reviews after every job.
- 05
Measure
One dashboard
Every channel and your revenue in one view.
Pipeline, last 30 days
Sample| Source | Leads | Booked | Revenue | Cost per booked call |
|---|---|---|---|---|
| Search and website | 38 | 11 | $18,400 | $64 |
| Cold outbound | 24 | 9 | $12,900 | $41 |
| Referrals and reviews | 17 | 7 | $15,200 | None |
| Paid social | 9 | 2 | $2,100 | $120 |
Protection that fits a small business.
Managed protection for the accounts and devices you already have.
88%Ransomware appeared in 88% of breaches at small and mid-sized businesses, against 39% at large ones.Verizon 2025 DBIR, via Infosecurity Magazine
How we work.
Review, build, run.
You can buy a Review alone, a Build alone, or the full path. Most clients start with the Review.
Book an operations review-
1
Review
Two weeks, fixed fee.
- A map of how work, leads and data move
- Security basics tested
- A ranked plan you keep
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2
Build
Fixed scope, usually 4 to 10 weeks.
- Built inside the tools you pay for
- Tested with your team
- Every automation documented
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3
Run
Monthly.
- Monitoring around the clock
- Monthly improvements
- A plain report of what changed
What a review turns up.
Two weeks in, you get a ranked plan: what to fix first, and what each fix is worth.
Book an operations reviewRanked planRidgeline Heating & Air
Sample-
1
6 calls a week
After-hours calls go to voicemail
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2
$3,000 a month
Ad spend with nothing tying it to booked jobs
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3
7 hours a week
Quotes built by hand in spreadsheets
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4
40 leads a month
Old leads never followed up
Questions.
What does the review cost?
A fixed fee, quoted before we start. You will know the full number before you commit to anything.
Do we need to buy new software?
Usually not. We build inside the tools you already pay for.
Do you run our ads and outreach too?
Yes, as one system you own, measured in leads, booked calls and revenue.
Where does our data go when you use AI?
It stays in approved tools you own, never personal accounts. Every automation lists the data it touches and who checks it.
Will this replace people on our team?
No. It takes busywork off them. The judgment calls stay with your people.
What if we stop working with you?
You keep everything. It is all documented and owned by you.
What kinds of businesses do you work with?
Small businesses ready to grow or modernize, especially ones with a lot of repeat work.
Start with a two-week review.
Fixed fee. You finish with a ranked plan of what to fix first, what it saves and what it protects.
Prefer email? Write to hello@satsumahq.com