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.
Revenue Operations
Capture leads, collect payment, keep customers.
- Lead Capture & Follow-Up Engine NEW — A connected pipeline from your website contact form through HubSpot CRM into a multi-touch nurture sequence. Instant auto-reply, internal alerts, structured cadence. No inquiry falls through.
- Invoicing and Payment Automation — Square, QuickBooks Online, and Wave integrations. Automated follow-up on past-due invoices.
- Scheduling and Customer Communication — Appointment reminders, follow-up sequences, and lifecycle communication without manual effort.
- CRM Setup and Customer Lifecycle Automation — HubSpot CRM (and others) configured and integrated with your existing systems.
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, extraction, and customer communication.
- AI-Powered Drafting and Document Generation — Proposals, contracts, reports, statements — drafted in minutes, reviewed by you.
- Software Integration — Connect the tools you already pay for so they actually talk to each other.
Internal Tools & Data
Apps, dashboards, and the systems behind your operation.
- Custom Internal Apps NEW — Lightweight branded apps for businesses that have outgrown spreadsheets but don’t need enterprise software. Intake portals, client dashboards, project trackers, internal CRMs. Built on modern app builders, deployed in days.
- Inventory Database Automation NEW — Centralized inventory tracking connected to your point-of-sale, purchasing, and reporting systems. Stock levels, reorder triggers, and usage reporting without manual data entry.
- Reporting & Dashboard Automation NEW — Automated KPI dashboards and recurring reports pulled from Square, QuickBooks, HubSpot, and your other systems. Delivered to your inbox or live on screen.
- Back-Office Workflow Automation — Reduce manual data entry, reconciliation, and reporting work.
Strategy & Ongoing Support
Assessment, enablement, and long-term partnership.
- AI Readiness & Automation Audit NEW — A structured walkthrough of your operation. Every manual workflow, every handoff, every system documented. You leave with a prioritized roadmap, expected ROI per project, and a clear build sequence. Credited toward implementation if you proceed.
- Staff Training and Adoption — SOPs, training videos, and runbooks so your team actually uses what we build.
- Monthly Monitoring and Optimization — We don’t build and disappear. Retainer clients get ongoing monitoring, error handling, and monthly optimization reviews.
Who we build for
We work across four client tiers:
| Tier | Who | Typical engagement |
|---|---|---|
| Tier 1 | Solo and micro businesses (1–3 people) | Focused automation, light retainer |
| Tier 2 | Small business (4–25 people) | Multi-system integration, monthly retainer |
| Tier 3 | Professional services | Back-office automation, client-facing workflows |
| Tier 4 | Mid-market (25–100 people) | Complex cross-system builds, annual contracts |
Discovery
Every engagement starts with a discovery call. Tier 1 discovery is complimentary. Tier 2, 3, and 4 discovery fees are paid and credited toward implementation — ensuring we both come to the table prepared to do real work.