Workflow Automation
Repetitive tasks run themselves, from intake to invoice.
Every time you copy a name from one place to another, that's a workflow we can build. We map what you do by hand, then build the version that happens on its own.
- Line
- Workflow Automation
- Group
- Automate — busywork turned into systems that follow up, book, and never sleep
- Connects to
- CRMCustom Integrations & APIAI Integration
- Management fee
- Quoted on the discovery call. No long-term contract.
- Not for
- Home-service trades — we'll refer you to our sister brand.
What happens on this line, in order.
Every stop is done by us. Your part is a 30-minute call and a few approvals.
- STOP 01
Discovery call
What you sell, who buys it, what a lead is worth. If this line isn't right for you, we say so here.
- STOP 02
Map the busywork
A week of noting what gets done by hand: intake, scheduling, reminders, invoices, reviews.
- STOP 03
Pick the first three
The three tasks that cost the most time and break most often.
- STOP 04
Build & test
Workflows built in your CRM and connected tools, tested with you on real cases.
- STOP 05
Hand-off
Anything that still needs a human gets routed to the right person with everything attached.
- STOP 06 · TERMINUS
Reported in one place
Tasks completed automatically and hours saved, monthly.
- Automate a process that doesn't work yet — we'll fix the process first, on the call.
Find out how many hours a week you'd get back.
Thirty minutes, free. We'll look at what you have today and tell you straight whether this line is worth it for you.