Workflow Automation
A lot of local businesses run on sticky notes, spreadsheets, and memory. We build automations that can handle the repetitive tasks or inefficiencent processes in your business.
You finish a job and mean to send a follow-up email asking for a review. You forget. A lead fills out your contact form at 9pm and doesn’t hear back until the next afternoon. By then they’ve called someone else. An invoice sits unsent for a week because you were on a job site.
None of these are hard tasks. They’re just easy to drop when you’re busy doing the actual work. The fix isn’t hiring someone to babysit your inbox. It’s setting up systems that handle these things automatically, every time, without you thinking about it.
That’s what workflow automation is. Not AI hype. Not enterprise software. Just practical systems that make your business run tighter when you’re not looking.
What We Automate
Every business is different, but these are the patterns we see over and over. Each one saves hours per week and eliminates dropped balls.
When a lead submits a form or calls, they get an instant acknowledgment. You get a notification with their details. No lead sits unanswered, even at 2am on a Saturday.
After a job is marked complete, the customer gets a friendly text or email asking for a Google review, with a direct link. Consistent review velocity without you remembering to ask.
Customers get automatic reminders before their appointment via text, email, or both. Confirmation links let them confirm or reschedule without calling your office.
Invoices go out automatically when a job is complete. Gentle reminders follow if payment is overdue. No awkward phone calls. The system handles it.
New bookings trigger Slack messages to your team. Job status updates push to a shared dashboard. Everyone knows what’s happening without group texts or morning meetings.
Automatically reach out to past customers when it’s time for seasonal service: furnace tune-ups in fall, AC checks in spring. Fills your schedule before your competitors reach them.
How It Works
We don’t sell you software. We build workflows using the tools that fit your business, then hand you the keys.
We map out how your business currently handles leads, scheduling, follow-ups, and communication. We identify where things are falling through the cracks and where automation has the biggest impact.
We build your automations using reliable, proven tools, connecting your existing software where possible, recommending better options where needed. No proprietary platforms you can’t leave.
We run every workflow end-to-end before it goes live. You see exactly what your customers will experience. We adjust until it feels right, then flip the switch.
Automations aren’t set-and-forget. We monitor for the first 30 days, catch edge cases, and refine. After that, it runs on its own, but we’re here if you need changes.
A plumber who needs automated review requests is a different project than a property manager who needs a full tenant communication system. We scope each project individually and quote a flat fee. No hourly billing, no surprises.
Most single-workflow automations run $300–$800 as a one-time build. Multi-workflow packages for businesses that need several systems connected typically range from $1,500–$3,000. Ongoing support is available but optional. Most automations run independently once built.
Tell Us What You NeedTell us how your business runs today. We’ll tell you where automation would save you the most time and money, and be honest about where it wouldn’t.
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