Automation is the thing we are best at
Most agencies bolt automation on as an afterthought. It is our strongest discipline — we map the work, cost it in hours, and remove the tasks that produce nothing. Clients usually see the build pay for itself inside a quarter.
The short answer
We map the repetitive work first, then automate the three tasks with the worst hours-to-value ratio. Most builds pay for themselves inside a quarter, and every one is documented so it survives staff turnover.
What is included
Workflow audit and time-cost mapping
Make, Zapier and custom API builds
CRM and lead-routing automation
Automated reporting and client dashboards
Documentation so it survives staff turnover
Form to CRM to SMS to the right rep, with follow-ups that fire on their own. Time to first contact drops from hours to minutes.
How we scope it
We do not start by asking what you want automated. We start by measuring what the repetitive work costs — hours per week, times the loaded hourly rate. Then we automate the three tasks with the worst ratio, because those are the only ones where the build pays back quickly.
Where the money usually is
Speed to lead.
Form to CRM to SMS to the right person, with follow-ups that fire on their own. Time to first contact drops from hours to minutes, and that single change usually moves close rate more than any marketing spend.
Reporting.
Dashboards that assemble themselves instead of someone rebuilding a spreadsheet every Monday.
Data entry between systems.
The quiet tax nobody measures.
Documentation is part of the build
An automation nobody understands is a liability the moment its author leaves. Every build ships with a written map of what runs, when, and what to do when it breaks.
How the first 90 days go The library These are builds we ship regularly. The hours are typical ranges from scoping calls, so you can size one before talking to us. Form submission creates the CRM record, texts the right rep based on service and location, and sends the enquirer a booking link. Follow-ups fire on their own if nobody responds. Every quote issued starts a sequence. Three touches over ten days, cancelled automatically the moment the deal moves stage. When a job is marked complete the customer gets a review request, timed to the service type. No one has to remember to ask. The weekly report pulls from every source and updates continuously. The person who used to build it goes back to interpreting it. Invoices issue on milestone, reminders escalate on a schedule, and paid invoices reconcile themselves. One source of truth pushes to the website, the marketplace listings and the point of sale, so nothing is sold twice. Availability, booking, confirmation, reminders and reschedules all handled without a person in the loop. Contract signed triggers the folder structure, the project board, the kickoff email, the access requests and the first invoice. Free tool Tick the tasks someone on your team does by hand. We will show you the hours and what they cost over a year. Tasks done by hand If we automated these Assumes 4.33 weeks per month and a typical build cost, both editable in the admin panel. If the payback is longer than two quarters we will usually tell you not to bother. Before you ask Send us a URL. You'll get back the technical issues, your AI-search readiness score, what competitors are doing that you aren't, and what we'd fix in the first ninety days.How the first 90 days go
Builds we ship regularly
Lead to CRM to SMS in under a minute
Quote follow-up that does not need remembering
Review requests fired by job completion
Reporting that assembles itself
Invoice and payment chasing on rails
Inventory and pricing synced across channels
Appointment booking without the phone tag
Onboarding a new client in one click
What is the manual work actually costing you?
Start with the audit. It's free and it's specific.