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Workflow automation

Stop doing the same task twice. We build the automation so you don't have to.

If you're copying data between tools, sending the same emails manually, or losing track of client requests — your business has an operations problem. We audit what's broken, build the automation that fixes it, and document everything so it doesn't become a mystery.

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Zapier, Make.com, or custom

Audit first, then build

You own the workflows

Good fit

Best for businesses drowning in repetitive admin work.

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    You spend hours copying data between tools that should be talking to each other.

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    Leads fall through the cracks because nobody tracks who's responsible for follow-up.

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    Your team sends the same emails, fills the same forms, and does the same steps every day.

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    You've tried to fix this with software but ended up with more tools and more confusion.

Best fit

Start here if your internal process is the bottleneck.

  • You're losing hours every week to tasks that should be automatic.
  • Your tools don't talk to each other and data lives in five different places.
  • You want routing, notifications, and handoffs that just work without someone remembering.

Not the first move

Probably not the right first move if…

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    You mainly need a public-facing website — start with our website lane instead.

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    You need an online store built or managed — look at our e-commerce lane.

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    You want automation before understanding what process should actually be automated.

Problems we solve

The real cost of manual operations.

01

You're paying skilled people to do data entry that a machine should handle.

02

Nobody knows the real status of anything because it's in someone's head or a spreadsheet.

03

Client onboarding takes too long because every step requires manual handoffs.

04

Billing and invoicing are delayed because someone has to remember to send them.

What you get

What the automation lane includes

Audit + Diagnosis

  • We map your current process and find the bottlenecks
  • AI-powered scoring identifies what to automate first
  • You see the before/after process map before we build anything

Build + Test

  • Zapier, Make.com, or custom integrations — whatever fits
  • Routing, notifications, status updates, and handoff logic
  • Every automation is tested with real data before going live

Document + Support

  • Written SOPs so your team understands what was built
  • Clean handoff — no mystery automations
  • Optional ongoing retainer for maintenance and new workflows

Process

How the automation lane works

We don't start building until we understand what's actually broken. Every engagement begins with diagnosis.

01

Tell us what's broken

Fill out a 4-step intake about your tools, pain points, and the workflows you want fixed. Takes about 5 minutes.

02

Audit + process map

We diagnose the bottleneck, map your current process, and show you what the automated version looks like — before building anything.

03

Build the first automation

We implement the highest-value fix first. You see it working in your workspace with status tracking and test results.

04

Document + expand

Once the first workflow is stable, we document it, train your team, and plan the next automation based on what will help most.

Pricing

Pricing based on complexity, not guesswork

We start with an audit so we know what we're building before we quote. Every project gets real numbers, not vague ranges.

Quick Workflow Fix

$1,000 – $1,800

One focused automation. Best for a single process that needs to stop being manual — intake routing, follow-up emails, status notifications.

Scoped to your project

Ops System Build

$2,000 – $3,800

Multiple connected workflows. For businesses that need 2–4 automations working together — CRM sync, billing handoff, reporting dashboards.

Most common starting point

Ongoing Systems Partner

$500 – $1,250/mo

Monthly retainer. We maintain your automations, build new ones as your business evolves, and handle troubleshooting.

Scoped to your project

FAQ

Automation FAQs

Do you automate everything at once?

No. We start with the most valuable workflow first, make sure it works, document it, and then expand. Trying to automate everything at once is how businesses end up with brittle systems.

What tools do you use?

Zapier and Make.com handle most cases. For complex needs, we build custom integrations. The audit determines which tool fits your specific workflow.

What if I already have automations that keep breaking?

Common situation. We can audit and fix existing automations before adding new ones. Sometimes the best first step is cleaning up what's already there.

Will my team understand what you build?

Yes. Every workflow includes written documentation and a walkthrough. We don't build mystery automations — your team needs to understand and trust the system.

Can this turn into ongoing support?

Yes. The Ongoing Systems Partner retainer ($500–$1,250/mo) covers maintenance, new workflow builds, and troubleshooting as your business evolves.

Ready to move?

Ready to stop losing time to tasks a machine should handle?

Start with a workflow audit. We'll diagnose the bottleneck, show you the fix, and give you a real price — all within 48 hours.

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