Quick Referral Guide > iCMO
Bruntwork CSM guide for spotting client needs and growth opportunities
What We Do
iCMO.ai delivers enterprise-grade automation and intelligence to growing businesses through three integrated service pillars. Our platform transforms how companies manage customer communications, analyze performance data, and automate critical workflows—all while reducing operational overhead and accelerating response times.
1. Communications Hub
Unified inbox for all customer conversations across every channel
2. AI-Powered Analytics
Real-time dashboards that transform data into actionable insights
3. AI Agents & Automations
Intelligent systems that handle leads, support, and internal ops automatically
**Marketing Strategy & Creative Execution**
Fractional CMO services that include strategic planning and creative execution for acquisition and retention. Includes: website design, brand design, product packaging design, large format printing, and production of all digital and print marketing assets (ads, videos, animations, etc).
Each service works independently or combines seamlessly to create a comprehensive business operating system. Our clients sometimes start with one service and expand as they discover new automation opportunities across their organization.
Communications Hub
A single inbox for all customer conversations
Core Capabilities
The Communications Hub consolidates every customer touchpoint into one powerful interface, eliminating the chaos of juggling multiple platforms and ensuring no lead or message falls through the cracks.
  • Website chat widget with smart routing
  • WhatsApp Business integration
  • SMS messaging and campaigns
  • Email management and templates
  • Facebook & Instagram DM handling
  • Auto-reply for comments and ad responses
  • Lead capture with instant follow-up sequences
  • Multilingual conversation support
When to Refer
Watch for these conversation-related pain points that signal a perfect fit for our Communications Hub:
  • Client mentions missing leads or inquiries
  • Slow response times hurting conversions
  • Team overwhelmed by message volume
  • Wants WhatsApp automation capabilities
  • Needs multilingual customer engagement
  • Managing conversations across multiple platforms
  • Losing track of customer conversations
  • No centralized messaging system in place
AI-Powered Analytics
Real-time dashboards that simplify decision-making
Core Capabilities
Our analytics platform transforms scattered data into crystal-clear insights. Business owners get instant visibility into what's working, what's not, and where to focus their resources for maximum impact.
  • Cross-platform KPI dashboards with live updates
  • Automated weekly performance scorecards
  • Marketing attribution across all channels
  • Predictive forecasting with intelligent alerts
  • Single source of truth reporting for entire organization
  • Custom metrics tailored to business goals
When to Refer
These reporting and visibility challenges indicate a strong need for our analytics solution:
  • Client doesn't know which marketing efforts are working
  • Needs better reporting and performance visibility
  • Currently using multiple disconnected tools
  • Wants automated KPI tracking and alerts
  • Making decisions without clear data
  • Spending hours manually compiling reports
  • Can't track ROI across different channels
  • Leadership lacks real-time business insights
AI Agents & Automations
Automated systems that handle lead flow, support, and scheduling
Our AI agents work 24/7 to qualify leads, answer questions, book appointments, and manage workflows—freeing your client's team to focus on high-value activities while ensuring no opportunity is ever missed.
Core Capabilities
  • AI-powered chat agents with natural language understanding
  • AI voice agents for phone support and qualification
  • Intelligent appointment scheduling workflows
  • Automated CRM pipeline management
  • Zapier and n8n integration automations
  • Multilingual conversation flows
  • Lead scoring and routing logic
  • Follow-up sequences and nurture campaigns

When to Refer
Look for these automation opportunities that signal high potential for AI agents:
  • Client wants to automate sales, support, or internal systems
  • Needs 24/7 lead handling and response capability
  • Experiencing high inquiry volume overwhelming team
  • Wants to eliminate repetitive manual tasks
  • Missing leads outside business hours
  • Growing but can't afford more headcount
  • Inconsistent lead qualification process
  • Team spending too much time on scheduling
Marketing Strategy & Creative Execution
Strategic planning and creative execution for acquisition and retention
We combine strategic thinking with hands-on execution to ensure every creative asset drives measurable results for your business goals.
Core Capabilities
  • Mobile-friendly web design and development
  • Comprehensive sales/leads funnels
  • Brand identity and logo design
  • Product packaging and 3-D animations
  • Large format printing for trade shows and retail displays
  • Video production for ads and social media
  • Animated explainer videos and motion graphics
  • Digital ad creative across all platforms
  • Email marketing templates and campaigns
  • Social media content creation
  • Print collateral design

When to Refer
  • Client needs creative assets but lacks design team
  • Inconsistent brand presentation across channels
  • Poor converting landing pages or websites
  • Needs video content for marketing campaigns
  • Wants professional packaging design
  • Requires trade show materials and displays
  • Looking to improve ad creative performance
  • Needs cohesive visual identity across all touchpoints
  • Don't have a marketing or creative specialist
Best-Fit Clients
iCMO.ai delivers exceptional value for businesses that depend on consistent lead generation and customer engagement. Our ideal clients are growth-focused organizations looking to scale operations without proportionally increasing headcount or overhead costs.
Healthcare & Wellness
Medical spas, dental practices, urgent care centers, fitness studios, and wellness providers benefit from automated appointment scheduling and patient communication.
Contractors & Services
Local service providers, contractors, and home services companies leverage our platform to capture and qualify leads instantly while managing multiple communication channels.
Professional Services
Legal firms, financial advisors, and insurance agencies use our AI agents to qualify prospects, book consultations, and provide 24/7 client support.
E-Commerce
Online stores have many moving parts, like customer support, workflows, compliance, and internal systems. With our AI integrations ensuring the store runs smoothly.
Lead-Driven Businesses
Any business that relies on consistent lead flow and rapid response times—especially those scaling operations without adding proportional headcount.
About Armen
Cofounded a Telehealth startup, bootstrapped with $100k, to generating $3 million in revenue as the CMO and head of creative.
Creative leader with over 2 decades of experience at top agencies and in-house teams, delivering award-winning work at the intersection of brand, storytelling, and digital design.
Proven ability to shape complex product narratives into impactful global campaigns, and worked with top brand names you would instantly recognize.
"Now, I'm on a mission to make AI-powered marketing and automations accessible to every business, combining human expertise with cutting-edge technology to drive measurable results."
How to Refer
Making a referral is simple and straightforward. When you identify a client who could benefit from iCMO.ai's services, use this proven introduction approach that clearly communicates value without being overly technical or sales-focused.
01
Identify the Opportunity
Listen for pain points around advertising, lead management, unifying and automating communications, creative production (videos, social media, ads), proper integrations (GTM,, Meta Pixel, Analytics), or manual processes to be automated (workflows, ai receptionist, lead pipeline).
02
Use the Intro Line
Send a message like: "Armen helps businesses automate their internal systems and lead flow. I think he can help with what you're trying to solve."
03
Make the Connection
Email Armen directly at armen@icmo.ai with a brief context about the client's needs and pain points.

Ready to Make a Referral?
Don't hesitate to reach out when you see a fit. Armen and the iCMO team are ready to explore how automation and AI can transform your client's operations. Every successful referral helps a business scale more efficiently, while strengthening your client relations as a trusted advisor.
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Case Studies
Real clients. Real results.
E-Commerce
AI-Powered Chatbot for E-commerce Platform
Intelligent chatbot solution enhancing customer service and driving sales through personalized recommendations.
Impact: Improved customer engagement and conversion rates
Healthcare
AI Platform for Better Patient Outcomes
Advanced AI platform improving patient care through predictive analytics and personalized treatment plans.
Impact: Enhanced patient outcomes and operational efficiency
Fintech
AI-Powered Fraud Detection & Risk Management
Machine learning solution identifying fraudulent transactions and managing risk in real-time.
Impact: Reduced fraud and improved security
Finance
AI Workflow Automation Solution
Intelligent automation streamlining financial processes and reducing manual workload.
Impact: Increased efficiency and accuracy
Travel
AI-Powered Trip Planner Platform
Personalized travel planning using AI to create seamless itineraries and recommendations.
Impact: Enhanced customer experience and booking rates
Electrical Contractor
AI Solutions for Operational Efficiency
Automated HR onboarding/offboarding and invoice processing, eliminating double payments.
Impact: $1.2M+ annual savings, 1,200+ hours saved
Manufacturing
AI Automation for Global Bakery Manufacturer
Automated Certificate of Analysis and 50+ high-value processes across Finance, Supply Chain, and IT.
Impact: $1.32M annual savings, 35,242 hours saved
Insurance
Repatriating Broker Commission Processing
AI and IDP solution bringing outsourced work back onshore, cutting costs and improving data security.
Impact: Major cost reduction and error elimination
Tech, Media & Entertainment
ERP System Selection for Sports Franchise
Strategic technology enablement identifying the right Enterprise Resource Planning system.
Impact: Optimized operations and technology alignment