Streamline Your Business.
Maximize Potential.
We help businesses streamline systems and processes through intelligent automation.
Seamless Integration
Your Systems On Autopilot
We connect your core platforms seamlessly and countless more through APIs and webhooks.
Endless Possibilities
What Can Be Automated?
Businesses leveraging automation see rapid cost savings, less bottlenecks, and faster pipelines across all departments.
Client
Onboarding
Staff
Offboarding
Lead
Generation
Lead
Scoring
Client
Updates
Support
Tickets
Sales
Pipeline
CRM
Updates
Email
Campaigns
SMS
Reminders
Lead
Attribution
Meeting
Schedules
Invoice
Creation
Proposal
Templates
Contract
Management
Data
Entry
Document
Generation
Form
Processing
Project
Tracking
Task
Reminders
Team
Alerts
Internal
Requests
Status
Updates
Knowledge
Sharing
How It Works
What It Looks Like To Team Up With Us
Think of us as becoming an extension of your team, getting clear on your goals, delivering high impact results, and creating a win-win partnership.
Step 1
Audit
We’ll dive into your bottlenecks, objectives, existing systems, and workflows to pinpoint high-value opportunities for intelligent automation.
Step 2
Strategy
Based on insights from our discovery, we’ll deliver a customized high-level proposal outlining actionable steps, timelines, and expected outcomes. Your recommendations will be crafted to complement your current technology, while highlighting options that can enhance your business operations.
Step 3
Onboarding
We’ll share exactly what platforms and subscriptions are needed, along with clear guidance on choosing the right options. We’ll access your necessary tech stack and platforms—best done on a call. You’ll get immediate visibility into our workflow with your dedicated Trello board, where every system will be clearly defined and tracked.
Step 4
Execution
We begin executing tasks, keeping your team updated as each system is ready for your review. Your final sign-off (optional) ensures everything meets your expectations or you can trust us to just roll out systems asynchronously. New inquiries / tasks can be submitted easily through your unique ticketing form and will be added to our queue.
Step 5
Optimization
As your long-term strategic partner, we’ll proactively track emerging technologies, consistently refining your systems to ensure optimal performance. We regularly reassess your evolving goals and needs, and continuously seek opportunities to put your business ahead of the curve.
We’ve saved businesses over 50,000 hours, generating over $1,000,000 of value through intelligent automation.
Ready To Power Your Ops?
FAQ
Frequently Asked Questions
What is "Founders' Pricing"?
Founders’ pricing represents special introductory rates available to a limited number of early clients. These discounted rates include the full service offering but at a reduced price point. These rates will increase once we’ve established a certain number of case studies and proven results.
What exactly is intelligent automation?
Intelligent automation combines AI, APIs, and integrations to streamline and automate repetitive, manual tasks, freeing your team to focus on high-value activities.
How do you calculate the ROI projections?
Our ROI projections are based on several factors: current time spent on manual processes, employee hourly costs, error rates and their associated costs, opportunity costs, and scalability factors. We provide transparent calculations that show both immediate savings and long-term benefits.
What happens after the initial implementation?
With our Partnership plan, we proactively monitor emerging technologies and refine your automations. We also reassess your goals to keep your systems aligned with your evolving business needs.
How do we communicate?
Vast majority of our comms are async, through Email, Slack and Trello. Minimizing call-time provides much more flexibility, allowing us to deliver more projects and higher quality services.
How do ongoing support and updates work?
With our Partnership plan, you get ongoing access and support through a ticketing form. Submit new requests, and we’ll queue them up. You’ll receive real-time updates on progress, and we’ll schedule optional monthly sessions to strategize on further enhancements if you opt in.
What if a system isn't working as expected?
We stand behind our work. Each implementation includes a review period where we test and refine the system. If issues arise after implementation, our team will address them promptly. Clients on the Partnership plan receive ongoing support and optimization for the term.
Which business processes can be automated?
Nearly any repetitive process or workflow, including client onboarding, lead generation, email campaigns, CRM updates, invoice creation, and much more.
How does automation save money?
By reducing human error, saving time spent on repetitive tasks, and empowering your team with more output leverage, automation significantly cuts operational costs.
What kind of results can I expect and when?
Typical results include faster sales cycles, fewer human errors, increased team efficiency, and a measurable jump in productivity. Systems can show immediate results right after implementation.
Will there be a lot of downtime?
We design our automations to minimize disruption. Most of the “heavy lifting” happens in the background, with your team stepping in only when necessary. Because we handle setup, configuration, and testing off-hours or on dedicated sandboxes, you’ll see little to no downtime.
Will we own the automation systems?
Yes, you retain full ownership of all custom automation solutions we develop since they will be on your accounts. We provide comprehensive documentation and training to ensure your team can maintain and even extend the systems if desired.
Do I need to provide access to all our systems?
We’ll need access to relevant systems and documentation to implement our systems effectively. We handle all information with strict confidentiality and can sign NDAs if required. We only request access to systems directly involved in the automation process.
What's your refund policy?
If you’re not 100% satisfied with your service, we’ll keep working for free until you are, we guarantee our work. We operate on a milestone-based approach where you review and approve each automation implementation before moving to the next. This ensures you’re satisfied with the work at each stage.