Measurement & Automation
Automation with guardrails, not a chatbot on your homepage
We run this stack inside our own agency before we sell it. That is not a positioning line, it is why we can tell you which parts are worth building and which are a demo that breaks in month two.
Monte Vista builds custom marketing automation: agents that review and dispute invalid Local Services Ads leads, automated reporting pipelines, CRM and lifecycle workflows, and internal tooling. Every build ships with three guardrails: local inference where possible to drive marginal cost to zero, a classifier biased so uncertainty means no action, and a hard rate cap so a bug cannot act at scale on a live account.
How we run it
The plays, in order
Lead-dispute agents
Local Services Ads charge for junk: wrong numbers, out-of-area calls, spam. An agent reviews every charged lead, classifies it, and files disputes on a weekly cadence so the window is never missed. The recovered spend is a running credit against the media budget.
Reporting that builds itself
The monthly cross-channel report assembles from the source APIs on a schedule and lands as a dated file. No login, no vendor, no dashboard to maintain, and a permanent record of what was true on that date.
CRM and lifecycle workflows
Routing, enrichment, follow-up sequences and alerting inside GoHighLevel, HubSpot or whatever you already run. The unglamorous automation that stops leads sitting unread over a weekend.
The three guardrails we state out loud
Local inference where the task allows, so marginal cost is zero and volume is not a budget question. A classifier biased so that uncertain means take no action. And a hard weekly cap, so a bug can misfire a few times instead of a few thousand.
We show you a working thing
Before you buy an automation, we demo one that is already running. A live tool beats every slide about a tool, and it is the fastest way for you to judge whether we can actually build.
- A scoped build spec with the failure modes written down
- The automation, running in your accounts, not ours
- Documented guardrails: bias direction, rate caps, kill switch
- A dated run log you can audit at any time
- Handover documentation so you are never hostage to us
- Monthly monitoring and iteration if you want it
The terms, up front
Nothing you find out at the end
The clauses people usually discover when a relationship ends are the ones we put at the start of it. These apply to every line we sell, this one included.
Term
Month to month after 90 days. Projects are fixed-scope.
Notice
30 days in writing, either direction, no penalty.
Ownership
Accounts, data, content and files are yours. In the SOW.
Ad spend
Paid to the platforms from your accounts. Never marked up.
Common questions
Before you ask
Will an AI automation break my live ad account?
Not if it is built correctly. Every build gets a hard rate cap, a classifier biased so uncertainty means no action, and a kill switch. Those three constraints are the difference between a production automation and a demo.
Do you use our data to train models?
No. Your data stays in your accounts. Where a task can run on local inference we prefer it, which also drives the marginal cost of running the automation to effectively zero.
What if the automation is not worth building?
We will say so. Some automations recover less than they cost to maintain. We would rather scope you into a smaller build that pays for itself than sell you a flagship that does not.
Do we own what you build?
Yes. The build, the documentation and the run history are yours, and they live in your accounts. Ownership is written into the SOW, not left to a conversation later.
Often bought alongside
Conversion Tracking & Attribution
GTM, GA4, click-ID capture into the CRM, offline conversions. The work that makes every other channel measurable.
Reporting & Dashboards
One cross-channel report per brand per month. Dated, readable in three minutes, no vendor login.
Email & Lifecycle Marketing
Lifecycle flows, nurture and CRM automation across Klaviyo, HubSpot, GoHighLevel and Mailchimp.
Next step
Scope ai & marketing automation in 20 minutes
Tell us what you are working on. We will come back with an honest read on whether this is the right line for you, and a scope and a number if it is.
No retainer requirement · No long contract · You own everything we build