We automate the repetitive work slowing your team down
From lead capture to closed deals, support tickets to invoices—we build reliable automations that save 20+ hours per week and pay for themselves in 60-90 days.
Lead-to-Closed-Won Operations
Transform your sales pipeline from first contact to closed deal. We automate lead capture, enrichment, routing, follow-ups, and handoffs so your team can focus on relationships, not data entry.
What's included:
- Automated lead capture from forms, email, and ads into your CRM (HubSpot, Salesforce, Pipedrive)
- Intelligent lead routing and assignment based on territory, industry, or deal size
- Automated follow-up sequences, task creation, and SLA monitoring
- CPQ automation, proposal generation, and e-signature workflows (DocuSign, PandaDoc)
Service & Ticket Automation
Speed up customer support and field service operations. We automate ticket triage, routing, escalations, and status updates so your team resolves issues faster with less manual work.
What's included:
- Automated ticket creation and triage from email, chat, phone, and forms
- Intelligent assignment based on skills, availability, SLA priority, and workload
- Escalation workflows with automated alerts and manager notifications
- Status updates and follow-ups via email, SMS, and in-app notifications
Finance & Back-Office Automation
Eliminate manual bookkeeping and reduce billing errors. We automate invoicing, expense tracking, receipt processing, and reporting so your finance team can close books faster and with confidence.
What's included:
- Automated invoice generation, sending, and payment reminders
- Receipt capture and expense categorization with OCR and AI
- AR/AP reconciliation and syncing between systems (Stripe, QuickBooks, ERP)
- Monthly/quarterly financial reporting with automated dashboards
Operations & Scheduling Automation
Optimize resource allocation and dispatch operations. We automate job scheduling, capacity planning, route optimization, and staff notifications so operations run smoothly without constant firefighting.
What's included:
- Automated job scheduling and dispatch based on availability, location, and skills
- Capacity planning with real-time visibility into team workload
- Route optimization and GPS-based notifications for field teams
- Automated staff notifications via SMS, email, and mobile push
AI & Content Automation
Leverage AI to scale content creation, customer interactions, and decision-making. We build AI-powered workflows with guardrails and human oversight so you get the benefits without the risks.
What's included:
- AI-powered email triage, summarization, and response drafting
- Content generation for marketing, sales, and support with brand consistency
- Document analysis, data extraction, and classification at scale
- Internal copilots and knowledge base assistants with RAG (retrieval-augmented generation)
Data Pipes & ETL Automation
Keep your data clean, synced, and ready for analysis. We build automated data pipelines that extract, transform, and load data between your apps, warehouse, and BI tools without manual CSV uploads.
What's included:
- Automated data syncing between apps (CRM ↔ ERP ↔ marketing tools)
- Data cleaning, validation, and transformation with error handling
- ETL/ELT pipelines to data warehouses (BigQuery, Snowflake, Redshift)
- Automated reporting and dashboards in Looker, Tableau, or Metabase
Our approach
We start small, prove value fast, and scale what works.
01
Audit
We map your processes, tools, and pain points. Then baseline current metrics.
02
Design
We draft a clear architecture with hand-offs, guardrails, and success criteria.
03
Build
We implement in small, testable iterations. No risky 'big bang' launches.
04
Operate
We monitor, report, and improve month over month with real ROI data.
Transparent pricing
We offer fixed-price pilots and flexible monthly engagements.
Pilot Project
$2K–$5K
Fixed scope, 4-6 weeks
- • 1-2 automations
- • Documented workflows
- • 30 days support
Monthly Retainer
$2K–$10K/mo
Ongoing development + ops
- • Continuous improvements
- • Monitoring & maintenance
- • Priority support
Enterprise
Custom
Multiple teams, complex workflows
- • Dedicated resources
- • SLAs & compliance
- • Executive reporting
Most clients see 3–10× ROI within 90 days. We provide ROI projections before you commit.
Ready to automate your busywork?
Tell us what's slowing your team down. We'll propose a simple pilot with clear ROI.
Free consultation. No commitment. Typical response time: 4 hours.