02 · Workflow design
We turn the audit into a clear blueprint: the stages, the logic, the systems each step connects to, and the outcome you'll get. You approve the plan before anyone builds anything.
Services
Everything it takes to put your operations on autopilot
We're a done-for-you automation agency. You don't get a tool to learn or a report to action yourself, you get working automations we build, run on your existing stack, and keep improving.
01 · Free to start
Automation audit
We map how your business actually runs, stage by stage, and pinpoint where you're losing time and money. It's a working session, not a sales demo.
- A 30-minute call to walk through your real workflow
- We identify the highest-payback automations first
- You get a written automation opportunity report
- Estimated time and cost savings, prioritized
Your automation opportunity report
A short, plain-language document: the workflow we mapped, the top automations ranked by payback, the tools involved, and the hours and money each should save. Yours to keep, whether or not you build with us.
Then we build
From blueprint to running automations
03 · Build & integration
We connect your CRM, forms, scheduling, e-signature, document storage, and payments into one workflow. Built on your tools, tested against real cases before it goes live.
04 · Document & intake automation
Smart intake forms that capture data once, secure client portals with document checklists, and automatic reminders. This is the bottleneck in most service businesses, so we fix it first.
05 · AI automation & agents
AI that qualifies inbound leads, reads documents and extracts data, drafts first-pass replies, and triages requests, with a human approving anything that matters.
06 · Managed support (optional retainer)
Automations aren't set-and-forget: tools change, your process evolves, edge cases appear. On a monthly retainer we monitor every workflow, fix issues before they bite, handle small changes, and send you a results report, so your automations keep earning their keep.
How we work
A clear path from audit to autopilot
Five steps, no surprises. You know the plan and the price before we build.
Free audit
A 30-minute call to map your workflow and spot the biggest wins. No pitch, no obligation.
Opportunity report
A written, prioritized plan with the tools involved and the time and money it should save.
Build & test
We build on your tools and test against real cases. You get a fixed quote before we start.
Launch & train
We roll it out, document how it works, and train your team so nothing is a black box.
Manage & optimize
Optional monthly support to monitor, fix, and extend your automations as you grow.
Engagement & pricing
Simple, transparent, no lock-in
Every engagement starts free. You only pay to build once you've seen the plan and the payback.
Free audit
Start here.
$0
30-minute working session
- We map your current workflow
- Highest-payback automations identified
- Written opportunity report
- No pitch, no obligation
Project build
Your first workflow, done for you.
Fixed fee
Quoted from your report
- Design, build, and integration
- Tested against your real cases
- Launch, documentation, and training
- You own everything we build
- Typically live in a few weeks
Managed support
We run it, you relax.
Monthly
Optional retainer
- Monitoring & maintenance
- Small changes & new automations
- Priority support
- Monthly results report
- Cancel anytime
We share indicative figures during the audit. Project fees depend on how many systems are involved; there's no charge until you approve a fixed quote.
Start with the free audit
Thirty minutes, a map of your workflow, and a written plan of what to automate first. See the payback before you spend a thing.