Automation Consulting

Stop doing manually what a machine can do for you.

We identify your biggest time drains, build automations that handle them end-to-end, and support you as your business grows.

Packages

Start with an audit, scale to full automation, keep it running with a retainer.

Workflow Audit

Understand exactly where you're losing time

Free – $500

We analyze your business operations and produce a complete map of your workflows, top inefficiencies, automation opportunities, and a clear ROI estimate.

  • Visual workflow map
  • Top 5 inefficiency report
  • Automation opportunity list
  • ROI estimate (hours + $ saved)
  • Implementation roadmap
Start with a free audit
Most Popular

Core Automation

Your most time-consuming process — automated

$1,500 – $15,000

We design, build, test, and deploy 1–3 high-impact automations tailored to your business. Staff training included.

Starter1 workflow$1,500 – $3,000
Growth2–3 workflows$3,000 – $7,000
ProFull system$8,000 – $15,000
  • Workflow design & documentation
  • Tool setup & configuration
  • Automation build & testing
  • Staff training & handover
Get a custom quote

Retainer

Ongoing support so your systems never break

$300 – $1,500+/mo

We maintain, optimize, and expand your automations on an ongoing basis. Think of us as your automation team on call.

BasicMinor fixes$300/mo
GrowthImprovements$750/mo
ProFull support$1,500+/mo
  • Fix broken automations
  • Add new workflows
  • Performance optimization
  • Priority support
Discuss your needs

Add-on modules

High-margin add-ons you can layer on top of any core automation package.

Auto Documentation System

Voice notes and photos auto-converted into structured job reports.

$1,000 – $3,000

Smart Scheduling System

Online booking, automated reminders, and calendar sync.

$1,000 – $2,500

Invoice & Payment Automation

Auto-generated invoices, payment tracking, and reminders.

$1,000 – $3,000

How we work

01

Workflow Discovery

We map everything: what happens daily, where time is wasted, and where errors creep in.

02

Prioritization

We score workflows by frequency, time waste, and complexity — then agree on what to tackle first.

03

Build

We build the automation: forms, triggers, logic, notifications. Tested thoroughly before delivery.

04

Deploy & Train

We go live, document everything, and train your team so they're confident using the new system.

05

Optimize

We track results and keep improving. Your business changes — your automations should too.

Industry-specific automation

We don't build generic automations. We solve the specific workflows that cost your industry the most time.

Plumbing, HVAC, Electrical

From Job to Paid — Automatically

  1. 1Lead comes in via form or call
  2. 2Job scheduled, tech notified
  3. 3Tech completes job, report generated
  4. 4Invoice sent, payment tracked

Saves 5–10 hrs/week on paperwork

Dental, Therapy, Medical

From Appointment to Notes — Done

  1. 1Patient books online
  2. 2Reminder sent automatically
  3. 3Visit recorded with AI notes
  4. 4Follow-up triggered post-visit

Saves admin & clinical time

Agencies, Teams, Brokers

From Lead to Closing — Tracked

  1. 1Lead captured from any source
  2. 2Automated follow-up sequence
  3. 3Deal progress tracked in CRM
  4. 4Document pipeline managed

No lead falls through the cracks

Let's find your 10 hours a week

Book a free audit — we'll map your workflows and show you exactly what to automate first. No commitment.

Request Free Audit