01Strategy
Automation Strategy & Consulting
Before building anything, we map your operations and identify exactly where automation will save the most time and money. You get a clear roadmap — no guesswork, no wasted spend on tools you don't need.
- Process audit and bottleneck identification
- Tool selection and stack recommendations
- ROI analysis and prioritization
- Implementation roadmap
02Build
Automation Buildouts
We design and build your automations end-to-end using the right tool for your stack — whether that's Zapier, Make, n8n, or custom code. Reliable, documented, and built to scale.
- Zapier, Make, and n8n workflows
- Multi-step logic and error handling
- API integrations and webhooks
- Testing, documentation, and handoff
03CRM
CRM Integrations & Buildouts
A CRM that isn't connected to the rest of your business is just an expensive spreadsheet. We integrate your CRM into your sales, marketing, and operations so data flows where it needs to — automatically.
- HubSpot, Salesforce, Pipedrive, and more
- Lead routing and pipeline automation
- Two-way sync between tools
- Custom fields, views, and reporting
04Tools
Custom Dashboards & Quoting Tools
Off-the-shelf reporting tools rarely show you exactly what you need. We build custom dashboards and internal tools — including quoting tools, calculators, and client portals — tailored to how your business actually works.
- Real-time KPI and operations dashboards
- Custom quoting and proposal generators
- Client-facing portals and tools
- Connected to your live data sources
05Marketing
Marketing & Sales Automations
Turn your marketing stack into a revenue engine. We automate lead capture, nurture sequences, follow-ups, and handoffs from marketing to sales so no opportunity slips through the cracks.
- Lead capture and enrichment workflows
- Email and SMS nurture sequences
- Sales follow-up and task automation
- Marketing and CRM sync
06AI
AI-Powered Workflows
We integrate large language models and AI tools directly into your business processes — summarizing, classifying, drafting, and routing information without a human in the loop.
- AI document and email summarization
- Automated content classification and tagging
- AI-assisted lead scoring and routing
- ChatGPT, Claude, and custom model integrations