B2B AI & Managed Services

B2B AI Lead Generation & CRM Automation

Generate Leads. Automate Follow-Up. Grow Your Business.

Waves Consultant helps businesses capture, organize, qualify, and manage sales opportunities with customized CRM systems, marketing automation, and AI-assisted workflows. From lead generation and automated follow-up to appointment scheduling, pipeline tracking, and reporting, we help businesses build a more efficient sales process.

Customized CRM Automated follow-up Veteran owned

See How Waves B2B AI Helps Businesses Grow

What We Deliver

A More Efficient Sales Process

Practical, customizable components that work together — from the first inquiry through ongoing optimization.

Lead Capture & Management

Capture inquiries from your website, forms, landing pages, and other channels into one organized system so no opportunity slips through.

Waves-Led, AI-Assisted Qualification

We help configure AI-assisted workflows that support your team in reviewing, prioritizing, and qualifying incoming opportunities.

Automated Email & SMS Follow-Up

Keep prospects engaged with configured follow-up sequences for email and SMS, helping your team stay responsive and consistent.

Appointment Scheduling

Let prospects book time with your team through online scheduling, with reminders and confirmations integrated into your workflow.

Customized CRM & Sales Pipelines

A CRM and pipeline structure tailored to how your business actually sells — including stages, fields, tasks, and notifications.

Reporting & Performance Dashboards

Dashboards that make lead volume, pipeline activity, and team performance easier to see and act on.

Managed Services & Ongoing Optimization

We can continue managing and refining your setup over time — adjusting workflows, reviewing performance, and supporting your team.

Customized for Your Industry

Solutions tailored to different industries and sales cycles — from service businesses to commercial and B2B organizations.

How It Works

A Consultative Approach

Waves Consultant is a Digital Solutions Provider. We start by understanding how your business generates and handles leads today, then help you build and manage a system that fits your process.

  • 1

    Discovery

    We learn how leads currently arrive, who handles them, and where follow-up breaks down.

  • 2

    Design & Configuration

    We help configure your CRM, pipelines, automated follow-up, scheduling, and dashboards to match your sales process.

  • 3

    Launch & Support

    We help your team get comfortable with the new workflow and stay available as questions come up.

  • 4

    Ongoing Optimization

    Under Managed Services, we can review performance and refine workflows over time.

Why Businesses Work With Waves

  • A single point of contact for setup, support, and ongoing management
  • Systems built around your sales process — not a one-size-fits-all template
  • AI used to assist your team, with people staying in control of decisions
  • Veteran-owned, hands-on support from an experienced team

Have questions? Call us at

(715) 947-8119

See How It Could Work for Your Business

Schedule a free demo and we'll walk through how a customized CRM, automated follow-up, and AI-assisted workflows could support your sales process.

Prefer to call? (715) 947-8119