Custom automation systems built on your existing tools. Onboarding, CRM, reporting, proposals — running without you, documented and handed over.
Client onboarding from form submission to fully set up — zero manual steps. Contracts, kickoff emails, folder creation, CRM entry, all triggered automatically.
Custom CRM built around how you actually work. Pipelines, automations, task creation, follow-up sequences — structured so nothing slips through.
Proposal generation with e-signature and payment collection built in. Automated reminders, follow-ups, and CRM updates on every deal stage change.
Live reporting that pulls from your actual data sources. No more manual weekly reports — numbers update themselves and land in Slack or email.
Call recordings automatically transcribed, summarized, emailed to the right people, and turned into CRM tasks — without anyone touching them.
Applicant tracking, automated screening, project management workflows, and SOPs turned into repeatable automated processes.
We map out your current workflow, identify where time is being lost, and define exactly what gets automated first. You get a clear build plan before we touch anything.
Systems built on your existing stack — n8n, Make, HubSpot, ClickUp, Slack, or whatever you use. Tested with real data before it goes anywhere near production.
Live, running, and fully documented with SOPs and Looms. You understand what it does and how to maintain it — even if you never touch it again.
Stay on as your fractional automations person. Build new systems as the business grows, maintain what's running, and be available when something breaks.
Some businesses don't need one big project — they need someone who's always there to build the next thing, fix what breaks, and keep systems scaling with the company.
Every system we build is fully documented and tested with real data before handoff. If something isn't working as scoped, we fix it — no additional charge. You get a system that actually runs, not a prototype.
Book a free 30-minute call. We'll identify exactly what to build first and what it'll save you.
Book a free call