Stop Doing Robot Work.

If a computer can do it, a computer should do it.

You should be growing your business. Not copying data between spreadsheets.

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The Truth About Your Workday

You spend hours on:

  • • Copying information from emails to your CRM
  • • Updating spreadsheets with the same data that's already in another system
  • • Manually routing leads to your sales team
  • • Generating reports by hand
  • • Sending the same follow-up emails over and over
  • • Checking five different places to see what needs attention

Here's what most people don't know:

All of that can run automatically. While you're doing literally anything else.

What Gets Automated

Leads & Sales

What happens now:

Lead fills out form → You get email → You manually add to CRM → You manually assign to salesperson → You manually send welcome email → You manually set reminder to follow up

What happens after:

Lead fills out form → Everything else happens automatically in 30 seconds

They're qualified, scored, added to CRM, assigned to the right person, sent personalized welcome email, and follow-up sequence starts.

You did nothing.

Customer Onboarding

What happens now:

New customer signs up → You manually create folder → You manually send welcome packet → You manually add to project system → You manually schedule kickoff → You manually notify team

Takes 45 minutes. Sometimes you forget steps.

What happens after:

New customer signs up → Folder created → Welcome packet sent → Added to project system → Kickoff scheduled → Team notified

Takes 30 seconds. Never misses a step.

Reports & Data

What happens now:

You spend 2 hours every Monday morning pulling data from five systems, copying into a spreadsheet, formatting it, and emailing it to your team.

What happens after:

The report generates itself. Pulls fresh data. Formats perfectly. Lands in everyone's inbox at 7am Monday.

Get those 2 hours back. Every single week.

Picture This: A Consulting Firm

The common scenario:

Every new client needs a proposal. Takes 2 hours to generate. Then contracts. Then onboarding documents. Then project setup. Then team notifications.

Six hours of work before the actual project even starts.

What we could build:

Sales team marks deal as "won" in CRM. Everything else happens automatically:

  • Proposal generates with correct pricing and scope
  • Contract creates and sends via DocuSign
  • Client receives onboarding email with welcome video
  • Project created in management system
  • Team automatically notified and assigned
  • Kickoff call scheduled
  • All documents filed in correct folders

From 6 hours to 6 minutes.

This type of automation can triple client capacity. Same team. No new hires.

Tools We Use

We work with what you already have. QuickBooks, Google Workspace, Method:CRM, HubSpot, WooCommerce - whatever.

We connect them using platforms like Make, Zapier, and N8N. But you don't need to know what those are.

What you need to know: It works. It's reliable. It scales.

Ready to Automate?

Book Free Call → Get Detailed Quote →