Automation
Connect tools. Automate workflows. Scale without proportional headcount growth.
Get Your Automation Fit CheckWe work one of three ways: one-time project, hybrid model, or ongoing partnership. You decide what works for your business.
Why Automation Matters
Manual Data Entry
Your team copies data between systems. Information gets lost. Nothing connects.
Slow Handoffs
Leads sit in queues. Notifications arrive late. Customers fall through cracks.
Scaling Friction
Manual processes become impossible to scale. You need more people just to coordinate.
Lost Visibility
Data is scattered across systems. You can’t see what’s really happening in your business.
Three Ways to Get Started
Programs built for impact.
These packages represent strategies and actions that deliver lasting results for most businesses. If you’re looking for a more focused starting point, explore our individual services below.
From $15K
Connect
Single workflow automated. Proof of concept.
- One automation
- ROI analysis
- Training
- 30-day support
From $40K
Integrate
3-5 workflows across your business.
- Automation audit
- 3-5 workflows
- Architecture
- Training
- 90-day support
From $100K
Automate
Complete tech ecosystem. All systems optimized.
- Full tech audit
- End-to-end build
- All workflows
- Optimization
- 12-month support
Common Questions
How long does a project take?
Most projects complete in 6-12 weeks. Quick wins show results in 4 weeks. We work without disrupting your operations.
What happens during implementation?
We audit your systems, identify automation opportunities, build workflows, test thoroughly, and train your team. You stay focused on your business.
Do you support our current tech stack?
We work with Zapier, Make, AWS, Google Cloud, Azure, Salesforce, HubSpot, QuickBooks, Shopify, WordPress, and custom APIs.
Can we start project-based and add ongoing support later?
Absolutely. Most of our ongoing partnerships start after a successful project. We recommend that approach—you see value first, then decide if ongoing support makes sense.
Seven Automation Services
Workflow Automation
Forms and tools connected. Information flows automatically. Lead routing, tickets, requirements.
Learn More →Email & Messaging Automation
Confirmations, reminders, follow-ups. Booking confirmations, appointment reminders, nurture sequences.
Learn More →Cloud Communications
Unified phone, SMS, video, chat. Calls route instantly. Everything recorded and tracked.
Learn More →Data & Reporting Automation
Systems sync automatically. Live dashboards replace spreadsheets. QuickBooks, invoicing, insights.
Learn More →Website & Lead Capture
Web forms become workflows. Leads score, route, follow up—automatic. Instant qualification.
Learn More →AI-Powered Insights & Alerts
AI watches your business. Alerts on problems. Routes work intelligently. Predictions, summaries.
Learn More →Custom Integrations & APIs
Standard tools don’t exist? We build custom connections. Unique business models need unique solutions.
Learn More →Automation In Practice
RGDS
Service company transformed. Brand identity built. Lead routing and follow-up automated. Result: 3x inbound calls with sustainable growth.
Read Case Study →Magic Innovations
Manual quoting killed sales cycle. Automated spec-to-order workflow. Buyers configure, see pricing, order instantly. Result: 400+ orders.
Read Case Study →Unwind Staycations
Multi-property portfolio needed 24/7 guest communication. Check-in, updates, escalations automated. Result: 90-95% occupancy maintained.
Read Case Study →Soul Verve
From concept to full e-commerce with automated fulfillment, communication, and tracking. No manual handoffs. Zero friction.
Read Case Study →Ready to Get Started?
One-time project or ongoing partnership. You choose. Let’s discuss which makes sense for your situation.