Lead Follow-Up
New lead comes in — they get a message instantly, are added to your CRM, and enter a follow-up sequence without you touching it.
Replaces: Manual DMs, missed follow-ups
Automation
Stop doing manually what a system can do for you.
We connect your tools and build the workflows that eliminate manual follow-ups, data entry, report building, and every other repeatable task that's eating your time.
What We Automate
Eight automation categories. All custom-built.
Not templates. Every workflow is designed around how your business actually operates.
CRM Automation
Deal stages update automatically, contacts are tagged and segmented, and pipelines move based on real activity — not manual entry.
Replaces: Manual CRM updates, data entry
Email & SMS Sequences
Triggered email and SMS flows based on behavior — sign-ups, purchases, inactivity, milestones. Personalized, timed, and automatic.
Replaces: Manual outreach, batch blasts
Appointment & Calendar
Booking confirmed, reminders sent, rescheduling handled, no-shows followed up — all automatically synced to your calendar.
Replaces: Back-and-forth scheduling
Reporting & Briefs
Data pulled from multiple sources on a schedule, compiled into structured reports, and delivered to whoever needs it — no manual assembly.
Replaces: Manual report building, weekly recaps
Onboarding Sequences
New client or team member added — they receive a structured onboarding flow automatically. Assets delivered, info collected, milestones tracked.
Replaces: Manual welcome emails, onboarding calls
Invoice & Payment Flows
Invoices generated and sent automatically, payment reminders triggered, receipts logged — finance workflows that run themselves.
Replaces: Manual invoicing, late payment chasing
Social Media Publishing
Content scheduled, approved, and published across platforms automatically. Consistent presence without daily manual effort.
Replaces: Manual posting, scheduling tools
Real Scenarios
What it actually looks like.
Instagram Lead to CRM in 60 Seconds
Someone messages you on Instagram → agent qualifies them → they're added to your CRM with full context → follow-up sequence starts → appointment booked. Zero manual steps.
New Client Onboarding on Autopilot
Client signs contract → intake form sent → welcome sequence delivered → assets shared → kickoff call booked → all tracked in your CRM. Hands-free from signature to kickoff.
Weekly Reports Without Lifting a Finger
Every Monday at 9am, your CRM, ads, and ops data is pulled, compiled into a structured brief, and sent to your inbox or Slack. No assembly required.
The Process
Map. Build. Connect. Deploy.
01 · Map the Gaps
We identify every manual touchpoint in your current workflow — follow-ups, updates, reports, handoffs — and prioritize by time and revenue impact.
02 · Define Triggers & Logic
We design exactly what starts each automation, what conditions it follows, and what it outputs. You approve the logic before we build.
03 · Connect Your Stack
We integrate with your CRM, email, calendar, forms, payment tools, and communication platforms via API — no tool left behind.
04 · Test + Deploy
Every automation is tested against real scenarios before going live. We monitor performance post-launch and tune edge cases.
Automation Packages
AUTOMATION PACKAGES
Choose the automation system that fits the level of workflow control and scale you want in your business.
🟢 1. Basic Workflow Automation
Automate repetitive tasks to save time and eliminate manual work.
$1,500
- Includes
- ◉3–5 workflows
- ◉Basic integrations (email, forms, sheets)
- ◉Task automation setup
Description
Automate repetitive tasks to save time and eliminate manual work.
🔵 2. Business Process Automation
Streamline your business processes with powerful automation systems.
$4,000
- Includes
- ◉5–10 workflows
- ◉CRM integration
- ◉Lead automation pipelines
- ◉Notifications + triggers
Description
Streamline your business processes with powerful automation systems.
🟣 3. Advanced Automation System
A fully connected automation system that handles multiple areas of your business operations.
$8,000
- Includes
- ◉10–20 workflows
- ◉Multi-platform integrations
- ◉Data syncing across tools
- ◉Reporting + tracking
Description
A fully connected automation system that handles multiple areas of your business operations.
🔴 4. Enterprise Automation Engine
A complete automation infrastructure that runs your business processes at scale.
$15,000+
- Includes
- ◉Unlimited workflows
- ◉Full system architecture design
- ◉Deep integrations (APIs, databases)
- ◉Monitoring + optimization systems
- ◉AI + automation bridge
Description
A complete automation infrastructure that runs your business processes at scale.
Add-Ons
Expand the automation layer as your operation grows.
Add support, deeper visibility, or AI-driven orchestration without rebuilding the foundation.
Workflow Maintenance Plan
Keep automations monitored, updated, and stable as your stack and processes evolve.
Priority Support
Move faster when a workflow needs attention, refinement, or urgent troubleshooting.
Advanced Analytics Dashboard
Track throughput, bottlenecks, and automation ROI in one executive-friendly view.
AI Agent Integration
Bridge this automation layer into the AI Agents offering so your agents can trigger, route, and execute workflows intelligently.
Custom API Development
Connect tools that need bespoke endpoints, middleware, or deeper custom integration logic.
FAQ
Common questions.
What tools do you connect?
We connect to virtually any platform with an API — HubSpot, GoHighLevel, Salesforce, Slack, Gmail, Outlook, Calendly, Stripe, Zapier, Make, Airtable, Notion, Instagram, and more.
Is this just Zapier with a different name?
No. We build production-grade automations with proper error handling, retry logic, conditional branching, and monitoring. Most Zapier setups break the moment something unexpected happens. Ours don't.
What if an automation breaks?
Every workflow ships with error handling and alerts. If something fails, you're notified immediately — and we fix it as part of your package.
Can I manage it myself after you build it?
Yes. We document every automation and train you on how to adjust triggers, conditions, and messaging without needing to call us.
How many automations can I get?
Starter includes 1–2 workflows. Growth includes 3–6 connected automations. Advanced includes 7–15 workflows. Enterprise is fully custom-scoped to your business.
How long does setup take?
Starter takes 1–2 weeks. Growth runs 3–5 weeks. Advanced engagements run 5–8 weeks. Enterprise timelines are scoped per project.
Ready to automate?
Show us one manual process that's eating your time. We'll map the automation and show you exactly what it would look like fully systematized.
Let's Automate My Business