Automation
Less busywork, fewer dropped follow-ups.
We map how work moves through your business today, then automate the repetitive steps between your forms, CRM, calendar, invoicing, and messaging tools. We start with one or two workflows that save the most time, and every automation is documented.
What's included
- Workflow mapping session to pick the highest-value automations first
- Lead intake → CRM → follow-up pipelines
- Appointment and invoice reminders
- Review request flows after completed jobs
- Internal notifications and simple reports
- Written documentation of every automation we build
Setup and what we need from you
- We need admin access (or a guided session) for each tool being connected.
- Each workflow is tested with sample data before it runs on real customers.
Where people stay in control
- Customer-facing messages use templates you approve.
- Automations are set up to alert a person you choose when a run fails.
Typical integrations
- Zapier
- HubSpot
- Google Workspace
- QuickBooks
- Stripe
- Slack
Confirmed during discovery. Some tools require a paid plan on your side.
Not included
- Subscriptions to the automation platforms and tools themselves
- SMS or email campaigns without proper recipient consent
- Rebuilding tools you already use from scratch
Pricing and ongoing costs
Advanced workflow automation is part of the AI & Custom plan, quoted after discovery. Automation platform fees (for example Zapier) are billed by those providers and listed in your proposal.
- AI & Custom Custom