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What We Offer
Tier 1 Automation
Scope: Single-Step Automation
Timeline: 1-2 weeks
Description:
Eliminate your most annoying manual task with a single, high-impact automation. This tier is designed for the business owner who is currently acting as the "manual bridge" between two tools—copying data, sending the same notification, or moving files by hand. We take one repetitive task off your plate so you can focus on work that actually moves the needle.
Typical Workflow:
Lead-to-Slack Alert: Lead Form Submission → Send Instant Notification to Slack/Teams.
Contact-to-Database: New Website Inquiry → Create Row in Google Sheets/Airtable.
Booking-to-Storage: New Appointment Scheduled → Create Dedicated Client Folder in Google Drive.
What’s Included:
1 Single-Step Workflow: A direct connection between two of your existing tools (e.g., Google Workspace to Slack, or Form to CRM).
Standardized Stack Integration: Implementation using your preferred platform (Zapier or Make) to ensure the system is reliable and professional.
Quality Assurance: Full testing to ensure the "trigger and action" logic works perfectly every time.
Documentation: A simple SOP (Standard Operating Procedure) so you know exactly how the automation functions.
Ideal For
Lead Notifications: Instantly get a Slack or Email alert the second a new lead fills out your form.
Data Entry Removal: Automatically add new form submissions into a Google Sheet or CRM like HubSpot or Zoho.
Meeting Preparation: Automatically create a folder in Google Drive every time a new appointment is booked on your calendar.
Tier 2 Automation
Scope: 2–3 Step Automation Workflow
Timeline: 2-3 Weeks
Description:
This package is built for businesses where Revenue is Tied Directly to Speed & Follow-Up. Instead of just moving data, this system creates a "Fast Response" bridge between your lead sources and your sales process. It ensures that every potential customer is engaged the moment they show interest, preventing "dropped balls".
Typical Workflows:
Lead-to-CRM-to-Email: Lead Form → Create Record in CRM → Send Automated "Welcome" Email.
Booking-to-Calendar-to-SMS: Appointment Booked → Update CRM Status → Send SMS Confirmation.
Payment-to-Folder-to-Onboarding: Stripe Payment → Create Client Folder in Google Drive → Send Onboarding Intake Form.
What’s Included:
Multi-Step Workflow Logic: A 2-to-3 step sequence using your Locked Tech Stack (e.g., Make or Zapier).
Standardized Integration: Seamless connection between your primary Lead Intake tool and your CRM (e.g., Zoho or HubSpot).
Instant Engagement: One automated outbound action (Email or Text) triggered immediately upon lead submission.
Archive Documentation: A full entry in your Automation Archive, including the logic, tools used, and setup steps for future reference.
Ideal For:
Real Estate Agents: Instant notification of new Zillow/Website leads with an immediate "I'll call you in 5 minutes" text.
Coaches & Consultants: Moving discovery call bookings directly into a CRM while sending a pre-call questionnaire.
Local Service Businesses: Ensuring that every "Get a Quote" request gets an instant confirmation so the customer stops looking at competitors.
Tier 3 Automation
Scope: Complex Multi-Step Workflows
Timeline: 3–4 Weeks
Description:
This is the ultimate "Internal Operating System" for businesses ready to scale without increasing headcount. We don't just connect two apps; we build a fully integrated pipeline that handles everything from the moment a lead clicks "Submit" to the moment the invoice is paid and the client is onboarded. This package is designed to give the business owner back 10–20 hours per week by automating the entire administrative lifecycle.
Typical Workflows:
The "Closed-Loop" Sales Engine: Lead Form → Auto-Score/Qualify → Create CRM Deal → Send Personalized Proposal → Auto-Follow-up until signed.
The "Zero-Touch" Onboarding: Contract Signed → Trigger Initial Invoice → Payment Received → Create Client Slack Channel/Folder/Project Dashboard → Send Onboarding Questionnaire.
The "Revenue Recovery" System: Completed Service/Project → Generate Invoice → Monitor Payment Status → Auto-Send Reminders on day 3, 7, and 14 → Notify Team if still unpaid.
What’s Included:
Complex Multi-Step Logic: Full-scale workflows involving 5+ steps, filters, and conditional paths.
Deep CRM Architecture: Customizing your Zoho or HubSpot deal stages and field mapping to mirror your actual business process.
Payment & Financial Integration: Connecting your sales process directly to QuickBooks, Xero, or Stripe.
Advanced Archive Entry: Detailed documentation in your Automation Archive, including error-handling protocols and scaling notes.
Team Training: A video walkthrough and SOP for your team to ensure they know how to monitor and manage the new system.
Ideal For:
Microbusinesses Scaling to Small Businesses: Companies with 2–5 employees who are currently buried in "Fragmented Information" and manual coordination.
High-Ticket Consultants: Where every "Dropped Ball" or slow response costs thousands in lost revenue.
Established Service Agencies: Who need "Workflow Visibility" so the owner can stop managing tasks and start managing strategy.
“Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others.”
– Former Customer
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