About the service
Automation doesn't start with a tool, it starts with your process: we map which data gets moved by hand and where, and build direct links between those points. An enquiry from the site creates a CRM record and a messenger notification right away, sales data rolls into a weekly report – with no copying between spreadsheets.
Who it suits
- Companies where data is moved between spreadsheets by hand
- Teams whose enquiries get lost between the site, email, and messengers
- Businesses that build the same reports by hand every week
- Anyone who has outgrown keeping every process in their head
What it solves
- An enquiry is spotted late and the client has stopped answering
- The same entry gets typed into three different places
- A weekly report takes half a day to build and still has mistakes
- No one knows the current state of things until someone pulls the spreadsheets together
What's included
- Audit of current processes
- Automation map
- Integrations between services
- Automatic reports
- Team notifications
- A month of support
How the work goes
- 01
Audit
We trace how enquiries and data move, and where they get stuck.
- 02
Map
We sketch the new flow: what goes where, and under what condition.
- 03
Setup
We connect the services you already use and add what's missing.
- 04
Testing
We run real scenarios and catch the edge cases.
- 05
Launch
We switch it on for your team and show you how to monitor it.
Timeline: 7–14 days from the approved structure. Price: from $500 – price depends on the number of processes – we fix it after the audit.
Frequently asked questions
Do we need to switch the tools we currently use?
Usually not. We first try to connect what already works for you, and suggest a replacement only where the current tool has no integrations.
How many processes can be automated at once?
We recommend starting with one or two of the most painful ones – you'll see results within a week. From there we expand the same way, which is cheaper than redoing everything at once.
Who pays for third-party services?
Subscriptions are set up under your accounts and stay yours. We show the costs upfront at the brief, so the decision is made with full numbers in view.