Service 02 — standalone practice
Automation Strategy
Not an add-on to a web project. A separate engagement for businesses that want their tools talking to each other instead of a person copying data between them.
$650 starting from, per engagement
What's included
Audit, map, implement
01
Workflow audit
We map your current process end to end — every manual step, every tool, every handoff — to find where time is actually being lost.
02
Tool integration
We connect the platforms you already use (CRM, email, spreadsheets, e-commerce, forms) so data moves without manual re-entry.
03
Implementation
We build and test the automation, document how it works, and hand over ownership — no dependency on us to keep it running.
Example use cases
Workflow automation, in practice
Client onboarding
New client form→Contract generated→Welcome sequence→Team task created
Invoicing & payments
Work completed→Invoice sent→Payment tracked→Reminder if unpaid
CRM & email sync
Lead captured→CRM updated→Right email sequence starts
Outcomes
What clients typically get back
8+ hrsSaved per week, typical
90%Fewer manual data-entry errors
2 wksTypical time to first automation live
Map your workflow with us
A short call to identify where automation would actually save time — before any commitment.