What we automate
10 problems we can take off your plate.
Each one is something we hear from founders, followed by what the automated version looks like, step by step. If one sounds like you, tell us about it.
Getting clients
Where new business comes from, and what happens after someone shows interest.
- Workflow automations
“Some months are full. Others are dead quiet.”
How it works
- Your posts go out on a schedule
- Interested readers fill out a short form
- They're added to your CRM
- They get a booking link within minutes
- Workflow automations
“I forget to follow up, and leads go cold.”
How it works
- An inquiry lands in your CRM
- The lead gets a reply and a booking link right away
- You get a reminder if no proposal goes out within two days
- Onboarding starts when they accept
- Workflow automations
“Almost all my work comes from referrals.”
How it works
- A visitor downloads a free checklist from your site
- They join your email list
- They get a short series of useful emails
- You see which emails lead to calls
- Workflow automations
“Clients finish a project and I never hear from them again.”
How it works
- A project wraps up
- The client gets a check-in 30 days later
- A feedback request follows
- You get a reminder before their contract renews
Running the work
The admin, projects, and paperwork that keep the business going day to day.
- Workflow automations
“Everything needs my attention.”
How it works
- A client books a time on your calendar
- They get reminders on their own
- They fill out an intake form before the call
- Only unusual requests reach you
- Web app builds
“I can't tell which projects are on track.”
How it works
- A client signs
- A project is set up from your template
- Tasks are assigned with due dates
- Everything shows up in one dashboard
Client result: Single source of truth for sales. See the project
Ask about this - Workflow automations
“Paperwork and payroll eat my week.”
How it works
- You enter the details once
- The document or payroll run is prepared in your format
- You review and approve it
- It's sent and filed where it belongs
Client result: 5 hrs → 2 min per week of LOI drafting. See the project
Ask about this
Your tools and your offer
Automation can't decide what you sell or how you say it. We work that out with you first, then build the parts that repeat.
- Workflow automations
“My tools don't talk to each other.”
How it works
- A sale comes through your payment tool
- The customer is added to your CRM
- An invoice is created in your accounting app
- You get an alert if any step fails
- Product & technical consulting
“People aren't sure which service they need.”
How it works
- We help you define clear packages
- Visitors answer a short questionnaire on your site
- Their answers point to the right package
- A draft quote is ready for you to review
- AI workshops
“I explain what I do differently every time.”
How it works
- Collect the questions clients actually ask
- Turn them into answers you approve
- Use AI to draft posts and emails from those answers
- You edit and publish
See your problem here?
Tell us what's taking up your time. Automation handles the repetitive parts. Decisions about your offer, pricing, and customers stay with you.