Process automation for small to medium-sized businesses
We automate the busywork your business runs on.
Lead follow-up, quotes, scheduling, paperwork, invoicing. Growing businesses drown in repeatable work. We build the automations that handle it, with the tools you already use.
The audit is free. In a 45-minute video call, we map where your team loses hours to manual work and rank what’s worth automating. The findings are yours to keep, whether or not we work together.
How it works
Start with a free audit. Build what pays off.
No big commitment up front. You see exactly what’s worth automating in your business before you spend a dollar.
Free automation audit
We map your workflows and hand you a ranked automation roadmap. Costs you nothing, and it’s yours to keep.
Build the top priority
We start with the automation at the top of your roadmap, so the first thing you pay for is the one that saves the most time.
Run & scale
We keep it running and work through the rest of your roadmap, one automation at a time.
What we automate
The repetitive work eating your team’s day
If your team retypes it, chases it, or reminds people about it, it can probably run on its own.
Lead capture & instant follow-up
Every call, form, and email gets a fast reply and lands in your CRM. No lead goes cold while you're busy with a customer.
Quotes & estimate follow-ups
Estimates go out from your templates and get followed up automatically until it's a yes or a no.
Scheduling & reminders
Bookings land on the right calendar, and customers get reminders that cut no-shows and reschedules.
Intake & paperwork
Forms, documents, and signatures collected before the first appointment, then filed where they belong.
Invoicing & payment reminders
Invoices created from completed work, with polite reminders that go out until they're paid.
Reporting & data entry
Numbers from the tools you already use pulled into one clean report, so nobody retypes data between systems.
Who we work with
Built around how your industry actually works
A few of the businesses we build for. Don’t see yours? The audit will tell you what’s worth automating either way.
Home services & construction
Quote follow-ups, job scheduling and dispatch, and review requests after every job.
Medical, dental & wellness practices
Intake forms before the visit, appointment and recall reminders, and insurance paperwork.
Law firms
Client intake, conflict checks, document chasing, and deadline reminders.
Insurance & financial advisors
Renewal reminders, certificate requests, and client onboarding paperwork.
Accounting & bookkeeping
Client document collection, missing-item reminders, and tax-season intake.
Property management & real estate
Maintenance requests routed to vendors, instant lead replies, and owner reports.
Track record
Not our first automation
“Delivered a clean, scalable n8n automation that works exactly as intended. … What used to take hours now runs automatically, saving me substantial time each week.”
“Sage did incredible work helping us streamline our systems automations. He was sharp, proactive, and always quick to communicate. He went above and beyond, solving complex challenges that made a huge difference for our operations.”
“Sage has been excellent to work with. We made adjustments and additions along the way, and he handled all of them for a successful project. I would recommend him to others and hire him again for future projects.”
How we handle your data
Your data stays yours
Customer records, financials, client files. Automation shouldn’t become a new risk, so we build it not to be one.
NDA-ready
We sign your confidentiality agreement before we touch anything.
Built inside your systems
Automations run inside the tools you already use: your CRM, email, calendar, and cloud storage. Your data stays where it already lives.
Never used to train AI
Your files and customer data are never used to train models, ever.
Least-privilege access
We take only the access a job needs, and you can revoke it at any time.
Questions
Before you book
What exactly is the free audit?
A 45-minute working session over video. We map where your team spends time on manual, repeatable work and hand you a ranked list of what's worth automating. No obligation, and you keep the roadmap either way.
What tools do you work with?
Whatever you already run: QuickBooks, Google Workspace or Microsoft 365, your CRM, scheduling and field-service tools like Jobber or ServiceTitan, practice- and case-management software, forms, and spreadsheets. We build around your existing tools, so you don't switch anything unless absolutely necessary.
How do you handle our customers' data?
We sign your NDA, build inside your own systems so data never leaves your environment, take least-privilege access you can revoke anytime, and never use your data to train AI.
How long until something is live?
Most initial automations are running within a couple of weeks of the audit, depending on scope.
What does it cost to build?
It depends on scope. After the audit, we'll walk you through pricing for the items on your roadmap so you can decide what's worth building. No pressure, no obligation.
Book your free automation audit
45 minutes over video. We’ll map your business’s biggest time sinks and show you exactly what’s worth automating. The roadmap is yours forever.
Book your free audit →