Payroll Mexico wakes up to qualified prospects every morning and answers every client question with two AI employees

Overview

Payroll Mexico is one of the most specialized Employer of Record services in North America. For 17 years they’ve helped foreign companies hire in Mexico without opening a legal entity, handling payroll, compliance, and employee management so their clients don’t have to.


Before building anything, Phos AI Labs mapped the entire operation, how new clients came in, how the team handled existing client communication, how information moved between systems, and what 17 years of client data actually contained.

From that audit, two problems came into focus, and two AI employees were built to solve them. The first is an SDR: a Sales Development Representative that prospects every day, qualifies leads against a profile built from 17 years of actual client history stored in Supabase, and delivers verified prospects ready for a proposal.

The second lives inside Zendesk, where all client communication happens, and connects every incoming ticket with the full context behind it, contracts, employee records, compliance history, pulled automatically from Supabase. No more opening four systems to answer one question.


The Problem

With 20 people running an 8 figure a year operation, every gap in the pipeline is a deal that never happened.


The pipeline was fully passive. No one was looking for new clients.


• The entire pipeline ran on SEO and referrals. No one at Payroll Mexico was actively prospecting.
• If a company that needed EOR in Mexico didn’t find them first, that company was never going to hear from them.
• There was no documented profile of who their best clients were. 17 years of client data sat in a database that had never been analyzed, no record of what industry, company type, or situation made a client a great fit.
• Without that profile, even if they wanted to go find clients, they had no clear picture of who to look for.


Every client question required opening multiple systems to find the answer.

• All client communication happens through Zendesk tickets.
• When a ticket came in, answering it meant leaving Zendesk, opening Google Drive, finding the right contract file, scrolling through a 40-page document to locate the relevant clause, then switching to email to find a separate thread, piecing everything together, and only then being able to respond. Every single ticket. Every single time.
• The information existed. It just lived in different places, and someone had to go get it manually every single time a client reached out.

The Objective

Build two AI employees that work together: one that finds the right prospects before they find Payroll Mexico, and one that keeps the operations team focused on the work that actually moves the business forward.


The constraint: the owner approves every proposal, every outreach, and every strategic decision. The AI surfaces and prepares. The human decides.

What we built

Phos AI Labs built two AI employees connected to Payroll Mexico full tool stack: Zendesk, Slack, Gmail, LinkedIn, Supabase, and more.

The owner manages both from a single workspace, where he configures recurring scans, talks directly to each AI employee, and keeps the final call on every proposal and outreach.


How it works

AI Sales Analyst (SDR)


• Scans LinkedIn daily for foreign companies posting Mexico-based jobs, the clearest signal that a company needs to hire in Mexico without a legal entity.
• Runs web research on each company to build context before surfacing the lead.
• Verifies contact emails via before anything reaches the owner. He only sees prospects that can actually be reached.
• Scores prospects against 17 years of Payroll Mexico actual client history, not a guess at who the right client is.
• Delivers a daily Slack report: qualified companies, role and salary context, and a draft outreach ready for his approval.
• The owner configured two recurring tasks directly inside the app: a daily LinkedIn scan for job postings and a weekly scan for press releases about companies expanding to Mexico. No developer involvement needed after setup.

Operations Assistant


All client communication at Payroll Mexico flows through Zendesk. When a ticket comes in, the Operations AI Employee does not just surface it, it brings the full context with it. The client’s contract, the employee records, the compliance history, and previous interactions are pulled automatically from Supabase and connected to the ticket. The team member who picks it up has everything they need to respond, without opening a second system.


• Connects Zendesk tickets with full client and employee context from Supabase automatically.
  Surfaces the right records, contracts, employee details, compliance status, interaction history, at the moment the ticket arrives.
• Monitors open tickets and flags the ones that need attention, so nothing sits unanswered.
• Delivers a daily Slack briefing to each team member: what is open, what is urgent, and what needs a decision today.

The Outcome

• 3–4 qualified prospects delivered to the owner via Slack every morning, from LinkedIn alone, on top of existing SEO inbound.
• 3–4x more qualified prospects per month. The AI outbound channel is projected to match and exceed SEO inbound volume within 90 days.
• 100% AI specialist lead capture. Instant Slack alert on every new inquiry.
• ~$300K estimated additional ARR from the outbound channel alone, based on the owners own 1-in-10 close rate and average deal size.
• Pipeline is no longer 100% passive. From fully dependent on SEO inbound to an active outbound channel running every day, projected 50/50 split within 90 days.
• 7 hours of daily operational overhead eliminated across the core team. One consolidated briefing replaces four separate systems.
• Prospect qualification now runs on 17 years of data, not manual judgment.
• Every Zendesk ticket now arrives with complete context. No manual search across platforms to answer a client question.

What’s next

The AI employees are already learning. The owner rates each daily prospect report from inside the app, and that feedback sharpens the next one. He’s already submitted feature requests to expand scraping to international job sites, from inside the app, the same week it launched.


Behind the scenes, the work continues. AI employees are not delivered and left alone. Phos AI Labs continuously refines them, connecting new tools, adding context from new data sources, improving how they reason about specific situations, and tuning their behavior based on how the team actually uses them. The more the employees are used, the better they get. That ongoing engineering work is part of what Phos AI Labs builds and maintains, not just delivers.


Next in build: an upsell scanner that automatically identifies insurance coverage gaps and benefit restructuring opportunities across the existing client base, surfaced automatically to the team. And a full ICP analysis from 17 years of client data, something Payroll Mexico has never had in documented form.


The team is not getting bigger. The AI employees are getting smarter.


If your business runs on manual prospecting and reactive operations, that’s exactly the kind of intelligent system Phos AI Labs builds. It starts with understanding your operation, then building what it actually needs.