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

Workflow automation
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.
Who this is for
Problems we solve
What’s included
Pricing approach
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.
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.
Ongoing Systems Partner
$500 – $1,250/mo
Monthly retainer. We maintain your automations, build new ones as your business evolves, and handle troubleshooting.
How it works
We don't start building until we understand what's actually broken. Every engagement begins with diagnosis.
Fill out a 4-step intake about your tools, pain points, and the workflows you want fixed. Takes about 5 minutes.
We diagnose the bottleneck, map your current process, and show you what the automated version looks like — before building anything.
We implement the highest-value fix first. You see it working in your workspace with status tracking and test results.
Once the first workflow is stable, we document it, train your team, and plan the next automation based on what will help most.
Best fit
Probably not first move
Frequently asked questions
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.
Zapier and Make.com handle most cases. For complex needs, we build custom integrations. The audit determines which tool fits your specific workflow.
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.
Yes. Every workflow includes written documentation and a walkthrough. We don't build mystery automations — your team needs to understand and trust the system.
Yes. The Ongoing Systems Partner retainer ($500–$1,250/mo) covers maintenance, new workflow builds, and troubleshooting as your business evolves.
Ready to move?
Start with a workflow audit. We'll diagnose the bottleneck, show you the fix, and give you a real price — all within 48 hours.