04 / Automations
Most businesses run on a handful of apps that do not talk to each other. We map the repetitive steps between them and automate the ones that cost you the most time or the most dropped balls.
The problem we usually find
Leads sit in an inbox until someone remembers to reply. Data gets typed into the CRM twice. Monday mornings go to building the same report. None of it is hard, but all of it adds up, and it is the first thing to slip when you get busy.
How the pieces connect
A new inquiry comes in through a form, lands in your CRM, gets a follow-up, turns into an invoice when the deal closes, and shows up in your weekly report.
What is included
- 01
Process mapping
We walk through how work actually moves today, from first contact to paid invoice, and mark where time and leads get lost.
- 02
Lead intake and follow-up
New inquiries routed to your CRM, tagged, assigned and followed up with on a schedule you approve.
- 03
Ops and admin workflows
Onboarding steps, invoicing, scheduling and file handling connected across the apps you already pay for.
- 04
Reporting
The numbers you check every week pulled together automatically and sent where you will read them.
- 05
Documentation
Every automation is written down in plain language so you know what runs, when, and what to do if something changes.
Not sure which parts you need? That is what the first call is for.
Book a free call (opens in a new tab)
A good fit if
- You or your team copy data between apps every day
- Leads go cold because follow-up depends on someone remembering
- You know which tasks you hate but not how to hand them off
How we work
- 01
Discovery call
A focused 30-minute call about your goals, what is getting in the way and what growth looks like for you.
- 02
Review
We look at your site, your search presence, your tools and how work moves through the business, and find the biggest openings.
- 03
Plan
You get a written plan with clear action items and a timeline, scoped to what will make a difference first.
- 04
Build and improve
We build it, launch it and keep adjusting based on what the data shows, then expand what is working.
Automations questions
Which tools do you work with?
We start with the tools you already use, such as your CRM, email, calendar, forms and spreadsheets, and connect them with automation platforms or custom code depending on what fits.
What if an automation breaks?
We build in alerts for failures and document each workflow, so problems are caught early and are easy to trace.
Other services
Tell us where you want the business to be in a year.
Book a free 30-minute discovery call. We will look at where an agent team or other AI work could save you time or bring in more business, and you will leave with a clear next step. No commitment required.
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