Copying data between systems.
Pulling numbers from your CRM into a spreadsheet, then into your invoicing tool. Every handoff is a chance for something to get missed.
Service
Workflow Automation
Replace manual, repetitive processes with automations that run 24/7 — without anyone touching them. Every engagement starts here: one workflow, one clear win, proof of value before you commit to anything else.
The Problem
If your team is doing any of this, stop.
Manually triaging the inbox.
Someone on your team reads every email, decides who should handle it, and forwards it on. That's a job an agent can do at 3am.
Re-keying the same information.
New client comes in, details get typed into your CRM, your onboarding doc, your project tool, your accounting system. Same data, four places.
Examples
What workflow automation looks like for your business.
Four example automations we've built or could build for teams like yours. Yours will look different — we design around your actual stack.
Invoice routing
New order comes in. Validated against your stock or service catalogue. Invoice generated with the right line items and tax codes. Sent to the client. Logged in Xero. No one on your team touches it.
Lead handoff
Website form submission, enriched with business data (company size, industry, LinkedIn), routed to the right salesperson based on territory or deal size. CRM record created with the full context.
Client onboarding
Deal signed in your CRM. Welcome pack drafted and sent. Slack channel created with the client name. Kickoff meeting scheduled based on their availability. Team briefed with the project brief and contract terms.
Weekly reporting rollup
End of week, your system pulls data from wherever it lives — your CRM, your project tool, your support inbox — and generates a plain-English summary. Sent to leadership as a Slack digest every Friday morning.
Client Result
What this looks like in practice.
“The manual order process has been eliminated entirely — we can now focus on growing the business.”
Strwd — Wholesale and distribution
8
Automations built
1
Web App built
4wk
Implementation time
20
Hours saved per week
How We Work
Three steps. No jargon.
Discovery Call
30 minutes, free. We talk through how your business works and where the friction is.
Audit + First Build
A plain-English audit ranking every automation opportunity by time saved. Then we build the first one end-to-end and take it live.
Ship It Live
Your first automation goes live in production. Two paths from there — same ownership, both real.
What It Costs
Start small. Scale if it works.
One workflow, one clear win. If it proves out, we keep building. You own everything at every step — no lock-in, cancel the retainer anytime.
Quick Win
Your first automation built end-to-end and shipped to production. Documentation, admin access, and a Loom walkthrough so you can run it forever without us.
From $1,500. One-time.
Monthly Retainer
We keep building. Each month, another automation layered on top. Your system compounds — the tenth automation is smarter than the first.
From $1,000/month. Cancel anytime.
Get Started
Ready to build your first automation?
Book a free 30-minute Discovery Call. We'll talk through your stack, find your biggest time-sink, and show you what automating it looks like. No jargon, no sales pressure.
Free and no-obligation. Just a practical conversation about your business.