// Services
We don’t replace your systems. We make them work harder.
Every engagement starts with the software and processes you already rely on. We find the manual work, the missed revenue, and the handoffs that break — then we build the automation layer that closes those gaps.
Service lines
Fifteen offerings across four practice areas. Most engagements combine a few of these into a single scope.
01
Revenue Operations
Capture leads, collect payment, keep customers.
- Lead Capture & Follow-Up Engine New — website form → HubSpot → multi-touch nurture. No inquiry falls through.
- Invoicing & Payment Automation — Square, QuickBooks Online, and Wave. Automated past-due follow-up.
- Scheduling & Customer Communication — reminders and lifecycle sequences without manual effort.
- CRM Setup & Lifecycle Automation — HubSpot configured and integrated with your existing systems.
02
AI & Automation Builds
The core technical work.
- Workflow Automation — Make.com, Zapier, and n8n builds tailored to your operation.
- AI Integration — Claude layered over existing workflows for drafting, classification, and customer communication.
- AI-Powered Drafting & Document Generation — proposals, contracts, and reports drafted in minutes, reviewed by you.
- Software Integration — the tools you already pay for, actually talking to each other.
03
Internal Tools & Data
Apps, dashboards, and the systems behind your operation.
- Custom Internal Apps New — intake portals, client dashboards, project trackers, internal CRMs. Deployed in days.
- Inventory Database Automation New — stock levels, reorder triggers, and usage reporting without manual data entry.
- Reporting & Dashboard Automation New — KPI dashboards and recurring reports from Square, QuickBooks, and HubSpot.
- Back-Office Workflow Automation — less manual data entry, reconciliation, and reporting.
04
Strategy & Ongoing Support
Assessment, enablement, and long-term partnership.
- AI Readiness & Automation Audit New — every workflow documented; prioritized roadmap with expected ROI. Credited toward implementation.
- Staff Training & Adoption — SOPs, training videos, and runbooks so your team actually uses what we build.
- Monthly Monitoring & Optimization — ongoing monitoring, error handling, and monthly optimization reviews for retainer clients.
Who we build for
Engagements scale to your operation.
Solo operators (1–3 people)Focused automation, light retainer
Small teams (4–25 people)Multi-system integration, monthly retainer
Professional practicesBack-office automation, client-facing workflows
Growing companies (25–100 people)Complex cross-system builds, annual contracts
// Discovery
Every engagement starts with a discovery call.
Complimentary for solo and micro businesses. For larger engagements, discovery is a paid assessment credited toward implementation — so we both come to the table prepared to do real work.