We’ve seen small business owners stuck in the grind - AI can change that.
We use AI to handle the busywork so your team can focus on the work only humans can do.
Trellis Growth Partners was built for business owners who want the power of AI and automation without the overwhelm. After years of helping hundreds of companies modernize their operations at leading tech firms like Domo and Pattern, we saw how much time is lost to manual work and disconnected tools.
We’re here to make things simpler - connecting systems, automating the busywork, and building clarity through AI. Because growth should create freedom, not more chaos.
Trellis was founded to make advanced technology approachable for every business - not just enterprise teams with data departments.
Our mission is to help small businesses use AI and automation to work smarter, make better decisions, and grow sustainably.
We believe technology should empower people, not replace them. The right systems let you keep the human touch while scaling your operations, saving time, and unlocking new potential.
Helping small businesses scale intelligently
Our Approach Was Shaped by Experience
The Trellis framework was shaped by hands-on work inside two of Utah’s most innovative tech companies - Domo and Pattern.
There, our team supported hundreds of small and mid-sized businesses in building connected systems, analytics dashboards, and intelligent workflows. That experience gave us deep insight into how to:
Turn scattered data into clear, actionable insights
Connect tools like CRMs, accounting platforms, and marketing systems
Use AI to forecast performance and summarize key business activity
Automate reports, client communication, and follow-ups
Design scalable internal workflows that free up your team’s time
Now, we’re bringing those lessons to small business owners - helping you adopt the same AI-driven clarity and efficiency once reserved for enterprise organizations.
From Repetitive Tasks to Intelligent Systems
We design and deploy automation systems that blend AI, data, and human oversight - so your tools finally work together instead of against you.
Example Automations
Focus Area
AI-drafted follow-up emails written in your brand voice
Automated reminders for quotes or invoices
Review and referral requests triggered after completed work
Customer Communication
AI summaries of calls or meetings saved directly to your CRM
Automated profitability and utilization dashboards
Weekly business summaries highlighting trends and risks
Operations & Reporting
Customer health scoring based on engagement, usage, and response time
Slack or email alerts when performance drops
Real-time dashboards tracking output and outcomes
Internal Intelligence
Data syncing between QuickBooks, Jobber, Sheets, and CRM
AI-assisted SOP or documentation creation
Automated task creation from forms or calendar events
Back-Office Efficiency
Each system is built around your real workflows - designed to eliminate manual work, improve visibility, and keep your team focused on what actually drives growth.
See what AI can do for your business
We’ll help you uncover the biggest opportunities for automation and efficiency in your business - no pressure, just practical possibilities.
Meet with our team to pinpoint your biggest automation opportunities in 15 minutes.