Workflow automation

Automate the one that hurts most, first

One well-chosen workflow usually returns more than a platform rollout, and it is running while the rollout is still in planning.

Where it starts

Lead intake that arrives in four places at once. Quotes that need chasing and do not get chased. Documents read by a person and re-typed by the same person. Reports assembled by hand every Monday morning.

Built on what you already own

Your CRM, your inbox, your accounting system, your scheduler. Connecting existing tools beats replacing them. Nobody has to relearn anything, and the project cannot fail as a change-management problem.

Fails loudly, never silently

An automation that quietly stops is worse than no automation, because everyone assumes it is still running. Ours alert a person and queue the work rather than dropping it.

Common questions

How long does one workflow take to build?
Three weeks from kickoff to running on your real data, for a fixed $4,500.
What if we want several?
The operations build covers three to four connected workflows for $12,000 over four to six weeks. The audit map tells you whether that is the right shape or whether one is enough for now.
Do we need a technical person on our side?
No. We need someone who knows how the work is really done, and about an hour of their time a week during the build.