Automation Consulting
We help small businesses eliminate the repetitive work that's eating their week — lead follow-up, intake, reporting, approvals — and turn it into something automatic.
No developers. No new software stacks.
Sound familiar?
Someone moves the same info from a form to a spreadsheet to an email. Every single time.
A person spends hours pulling numbers together every week — for a report that looks the same every time.
Leads or clients aren't heard from fast enough because there's no system — just whoever remembers to check.
Every new client or employee gets the same emails, docs, and tasks recreated manually.
Things stall because someone forgot to review, sign, or respond — and there's no reminder.
The same customer asks the same thing you've answered a hundred times, and someone has to reply.
What we build
FROM $500
A focused 60–90 minute workflow review. We find your 3–5 biggest time drains and rank them by impact and effort. The audit sells itself into the build.
$500 – $3,000
Connect your tools — forms, CRM, Slack, email, sheets. Data flows where it needs to go without anyone pushing it.
$2,500 – $5,000
Intake, welcome emails, task creation, handoff steps — standardized and automatic. Your best onboarding experience, every time.
$750 – $1,500 / mo
Ongoing support, improvements, and new workflow builds. Best for clients who want to keep leveling up their ops without hiring someone full-time.
How it works
We walk through your workflows, find what's repetitive, and agree on where to start.
We scope one workflow, build it using the tools you already have, and test it end-to-end.
We walk you through the automation, explain what it does, and make sure it sticks.
You get documentation, a recorded walkthrough, and a clear path to what to automate next.
Get started
That's where we start. Book a free 30-minute call and we'll find it.
Book a free discovery call