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Workflow Automation

Leads Are Coming In. Your Team Is Buried in Busywork.

Your marketing is working. But your team spends 15+ hours a week on follow-up emails, data entry, invoice chasing, and scheduling. We got your pipeline full. Now let's make sure nothing leaks out the bottom.

Your Best People Are Doing Work That Doesn't Need a Human

Here's a typical day at a growing small business:

A lead comes in from Google Ads. Someone has to enter it into the CRM. Then send a follow-up email. Then schedule a call. Then update the spreadsheet. Then send the estimate. Then follow up when they don't respond. Then do it again for the next lead. And the next one.

Meanwhile, invoices aren't going out on time. Customer data lives in three different systems that don't talk to each other. And the person who's supposed to be closing deals is spending half their day on data entry.

15+ hours per week lost to manual admin.

That's almost two full workdays every week. Your office manager, your sales person, your techs—all spending time on work a computer should be doing.

Leads fall through the cracks.

A new lead waits 4 hours for a follow-up because someone was busy. By then, they've already hired your competitor. Speed-to-lead is the #1 predictor of who wins the job—and you're losing that race.

Your tools don't talk to each other.

CRM says one thing. QuickBooks says another. The scheduling app has no idea what either of them are doing. So your team becomes the integration layer—copying data between systems by hand.

You didn't grow your business to become a data entry company. The work that's burying your team is exactly the work that automation handles best.

We Automate the Work That's Eating Your Margin

We connect your tools, automate your repetitive workflows, and eliminate the manual busywork that slows your team down. 200+ integrations. Done-for-you. You use it, we build and maintain it.

What You Get

Lead Follow-Up Automation

New leads get contacted instantly—email, text, or both. No more 4-hour response times. Automated sequences nurture leads until they're ready to buy, then alert your team to close.

Invoicing & Payment Automation

Invoices generated and sent automatically when jobs are completed. Payment reminders on schedule. Overdue follow-ups without anyone lifting a finger. Your cash flow gets faster without extra effort.

Scheduling & Dispatch Automation

Appointments confirmed automatically. Reminders sent to customers and techs. Schedule changes update everywhere at once. No more phone tag to confirm a Tuesday appointment.

Data Sync Between Systems

Customer data enters once and flows everywhere it needs to go—CRM, accounting, scheduling, email. No more copying between QuickBooks, Jobber, and your spreadsheet.

Email & Communication Automation

Review requests sent after every job. Seasonal reminders for recurring services. Birthday and anniversary messages. All running automatically while your team focuses on the work that actually requires a human.

Custom Workflow Design

Every business is different. We map your specific processes, identify the bottlenecks, and build custom automations that fit how you actually work—not how some software company thinks you should.

Results That Show Up on Your Bottom Line

0-50%

Reduction in manual admin overhead—your team gets 1-2 days back per week

0+

Tool integrations—we connect whatever you're already using

< 5 min

Average lead response time after automation (down from 4+ hours)

This Is For You If...

This is for you if...

  • Your team spends hours on repetitive admin work every week
  • Leads are falling through the cracks because follow-up is manual
  • Your business tools don't talk to each other
  • You want someone to build and maintain automation—not learn it yourself
  • You're growing and need your team focused on revenue, not data entry

This is NOT for you if...

  • You prefer to build automations yourself (we recommend Zapier or Make)
  • You don't have repeatable processes yet—you need to systematize first
  • Your business isn't generating enough volume to justify automation
Your Team Has Better Things to Do

Find Out How Much Busywork Is Costing Your Business

In 30 minutes, we'll map your biggest time drains and show you exactly which workflows to automate first for the fastest ROI. No pitch. Just a clear picture of where you're bleeding hours.

Get Your Free Workflow Audit