RBT Revenue Intelligence

AI Agentic Automation

Do more
with less.

RBT Revenue Intelligence builds AI agents that take over the high-volume, repetitive admin work draining your team โ€” so your people do less grinding and more of the work that matters. Faster cycles, fewer errors, and a better experience for staff and customers alike.

Explore by Industry Book a Consultation
Up to 90%Less Manual Admin
24/7Agents Always On
WeeksTo First Results

The work that's quietly bleeding your team dry.

The highest-ROI automation targets share three traits. When all three are present, an AI agent doesn't just save time โ€” it recovers revenue and capacity you didn't know you were losing.

High-volume, repetitive admin

The same forms, filings, follow-ups, and reconciliations done hundreds of times a month โ€” exactly the work agents handle tirelessly and consistently.

Painful when it's late or wrong

Missed deadlines, denied claims, blown renewals, and disputes carry real downstream cost โ€” penalties, lost revenue, and unhappy customers.

A small team that can't scale it

Lean teams have no spare capacity to solve it by hand. Automation lets the people you have focus on higher-value work instead of the grind.

If your team runs on repetitive admin, we can automate it.

We build AI agents for the rules-based, high-volume work that drags any team down - wherever it lives in your operation. A sample of what we take off people's plates:

Intake & data entry

Capture details once; every downstream form, record, and system fills itself - no re-typing.

Document drafting

Proposals, letters, reports, and filings drafted in your voice, ready for your review and signature.

Follow-up & outreach

Every lead, customer, and open item followed up on automatically - nothing slips through the cracks.

Scheduling & coordination

Appointments, crews, and vendors coordinated against live availability, confirmed once you approve.

Billing & reconciliation

Invoices generated from real activity, payments matched, and disputes and short-pays worked down.

Compliance & deadlines

Filings, renewals, certs, and inspections tracked and chased before anything lapses.

Lead qualification & routing

Inbound scored, triaged, and routed in seconds, with the right context attached.

Reactivation & nurture

Dormant contacts and past customers re-engaged automatically - revenue you already paid to earn.

A few of the places we've put this to work

These are examples, not limits. If your team is buried in busywork, the same playbook applies - and if you don't see your industry here, that's exactly where we start the conversation.

Automation elevates the entire workflow โ€” not just the task.

When an agent takes over the repetitive work, the gains ripple outward. The bottleneck disappears, the operation runs calmer and faster, and the experience improves for everyone it touches.

60โ€“90%
Less time on manual admin
80%+
Fewer errors & missed deadlines
100%
Follow-up coverage โ€” nothing slips
24/7
Work that never stops or sleeps

For your team

  • โœ“ Hours handed back every week from manual busywork
  • โœ“ Fewer errors, less rework, and far less burnout
  • โœ“ People focus on judgment and relationships, not data entry
  • โœ“ The process knowledge lives in the agent โ€” onboarding gets easier

For your customers

  • โœ“ Faster responses and resolutions, around the clock
  • โœ“ Consistent, accurate service at every touchpoint
  • โœ“ Fewer dropped balls โ€” follow-ups and updates always happen
  • โœ“ A smoother, more professional experience start to finish

A proven four-step system โ€” in any industry.

We don't drop off a report and leave. We embed with your team to design, deploy, and maintain automation that actually sticks.

Step 01

ASSESS

We map your highest-volume, highest-pain workflows and pinpoint exactly where an AI agent recovers the most time and revenue.

Step 02

DESIGN

A custom automation blueprint built around your tools, your data, and your team โ€” with clear targets and a defined scope.

Step 03

DEPLOY

We build and roll out the agents alongside your staff โ€” integrated with the systems you already use, live in weeks, not quarters.

Step 04

OPTIMIZE

Ongoing tuning, monitoring, and training. As the work changes, the agents adapt โ€” and we stay accountable to the results.

Operators first. Technologists second.

We're not a software vendor handing you a tool. We're operations experts who've lived inside these workflows โ€” and build the automation to fix them.

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20+ Years of Operations Expertise

Deep, hands-on experience inside the admin-heavy workflows that drain lean teams โ€” so we automate what actually matters, not what's easy.

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Built for Lean Teams

No bloated platform or year-long rollout. Focused agents that take real work off your plate and run quietly in the background.

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Clear, Defined Scope

No vague retainers or scope creep. Every engagement has defined deliverables and targets, so you always know what you're getting.

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Live in Weeks

A structured approach delivers working automation and measurable results in the first quarter โ€” on a defined schedule.

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Real Implementation

We don't hand off a deck and disappear. We build, deploy, and embed with your team to make the change stick.

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Accountable to Results

Transparent reporting and a partner invested in your outcomes โ€” from hours saved to revenue recovered โ€” month after month.

Built by someone who's been in the trenches.

Robyn Tollefsbol

Robyn Tollefsbol

Founder & Principal Strategist


Workflow Automation AI Agents Revenue Cycle Process Design Implementation

Robyn Tollefsbol founded RBT Revenue Intelligence after 20+ years inside revenue cycle and back-office operations. She's led billing teams, untangled escalations, and redesigned the manual workflows that quietly drain lean organizations.

RBT was built on a simple belief: most operational problems aren't technology problems โ€” they're process and people problems. AI agents finally make it possible to take the repetitive grind off people's plates without ripping out the systems they rely on.

After two decades watching teams lose time and revenue not from lack of effort but from lack of a system, Robyn built the firm she always wished existed โ€” one that actually implements the automation, not just recommends it. What started in healthcare now serves lean teams across a growing range of industries.

Our Mission: To give every organization โ€” regardless of size โ€” access to agentic automation that actually gets built and delivers results.

Transparency Accountability Results

Automation partnerships, scoped to where you are.

Three engagement tiers with clear deliverables defined upfront, so you always know exactly what you're getting.

Foundation

Best for: Small teams automating their first workflow


  • โœ“ Automation opportunity audit
  • โœ“ One workflow automated & deployed
  • โœ“ Integration with your existing tools
  • โœ“ Monthly performance reporting

Operator

Best for: Multi-team operations scaling automation


  • โœ“ Everything in Engine
  • โœ“ Dedicated automation strategist
  • โœ“ Unlimited workflows in scope
  • โœ“ Priority build & support
  • โœ“ 90-day performance guarantee

Month 1

Assessment & Blueprint

Full audit of your workflows and bottlenecks. Custom automation plan with defined targets delivered.

Month 2

Build & Deploy

Agents built, integrated, and rolled out alongside your team. Staff trained, changes tracked.

Month 3

Optimize & Report

Performance reviewed, agents tuned, results documented. Your team is running leaner.

Not sure which tier fits your team?

Let's Talk โ€” Free 30-Minute Call
RBT Revenue Intelligence

Let's talk about your busywork.

Book a free 30-minute discovery call. No pressure, no pitch โ€” just a real conversation about where your team is losing time and revenue to manual work.

Contact Information

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832.304.8857
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www.rbtrevenueintelligence.com
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Serving lean teams nationwide

What to Expect

On our call, we'll walk through your operation, find the workflows costing you the most time and money, and determine whether automation is the right fit. You'll leave with clear next steps โ€” whether you work with us or not.