Automation Services

For businesses tired of wasting time on repetitive work and manual data entry.

Use our automation systems to streamline, sync, and scale — so your business runs smoothly even when you’re offline.

Includes:

  • Workflow Automation & CRM Integration

  • Task & Lead Routing

  • Cross-Platform Sync via API, make.com, n8n, Zapier

  • Real-Time Dashboards & Analytics

  • Email/SMS Follow-up Systems

Our Automation Packages

BUILDERS

Get your automation foundation in place — save time, reduce errors, and move faster.

1 custom automation workflow (lead capture, form follow-up, or task routing)

• Trigger + condition setup (email/SMS)

• Integration with CRM or form tool

• Basic reporting dashboard

SCALERS

Expand automation across departments — simplify lead management, client onboarding, and internal coordination.

• 3–5 automation workflows for lead nurturing, booking, onboarding, client follow-up, and task routing

• Multi-trigger sequences (email/SMS/task)

• CRM integration & reporting dashboard

• API/Zapier automations for seamless cross-platform syncing

EXPANDERS

Build a fully automated operations ecosystem — powered by advanced logic and AI-assisted workflows.

• 10+ advanced automations covering client lifecycle, pipeline management, fulfillment, and integrations

• Multi-branch logic & AI-assisted workflows

• CRM + marketing system sync

• Full automation analytics dashboard

Not sure where to start?

or

Need a customized automation or simply just project-based support?

We can design, automate, or optimize any part

of your workflow — on your terms.

Turn your processes into systems that run themselves — with automation that saves time, cuts costs, and increases accuracy. We deliver:

  • A smarter, faster way to run your business

  • Automations built around your goals

  • Systems that scale as you grow

  • Expert setup, training, and support

Work less, execute faster, and scale confidently — all through intelligent automation.

1. Basic Information

2. Business Information

Our Automation Services help small businesses like yours reduce manual work, eliminate bottlenecks, and boost team performance.

There’s never a “perfect time” to automate — only the decision to start.

"Their automations changed how we operate. Tasks that used to take hours now happen instantly. Total game-changer!"

-Eria K., Founder, GrowthEdge Agency

Automation Services — Top FAQs

We get it—there’s a lot to consider. That’s why we’re here to make things simple, support you

every step of the way, and make sure you feel informed and empowered. Here are the answers to the most common questions we get.

What kinds of tasks can be automated?

We automate everything from lead capture, form submissions, and client onboarding to internal task routing, follow-ups, and reporting.

How long does setup take?

Builder setups launch within 1–2 weeks. Scaler and Expander packages typically take 3–6 weeks, depending on complexity.

Do I need coding or tech experience?

No. We handle setup, testing, and optimization. You’ll get a simple dashboard and walkthrough so your team can manage automations easily.

What’s the difference between Builder, Scaler, and Expander?

- Builder: Best for simple one-workflow automation.

- Scaler: Ideal for multi-step, multi-tool automations.

- Expander: Full end-to-end automation ecosystem across departments.

Can I connect multiple tools and platforms?

Yes. We integrate with tools like Airtable, Make.com, Zapier, HubSpot, ClickUp, Notion, Slack, and GHL. If your tool has an API — we can sync it.

What if I need something not listed?

No problem. We offer fully custom automations designed around your goals, tools, and business processes.

Do you offer ongoing optimization?

Yes. We include ongoing support or optimization sessions based on your package to keep everything running smoothly.

How can automation improve my business?

Automation removes manual steps, reduces human error, improves speed, and ensures consistent client follow-up — giving you back time to focus on growth.

Can automation work alongside my existing CRM?

Absolutely. Whether you use HubSpot, GHL, or Airtable — we design automations that integrate seamlessly with your current setup.

How do I get started?

Click “Let’s Get Started” or book a free discovery session. We’ll review your workflow, identify quick wins, and recommend the best package.

Discover how to automate your workflows and reclaim hours every week — all in a quick 15-minute strategy call.

Helping mission-driven founders find clarity, clients and confidence.

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