Fix the workflow that’s actually costing you time.

You know which process hurts. We design and build the fix: a documented, reliable workflow, not a fragile point-to-point automation.

01 / Built for one problem

You don’t need a transformation project to fix one workflow.

An automation project is scoped around one workflow you already know is broken. Common starting points:

→Lead follow-up that depends on someone remembering.
→Client or customer onboarding spread across five tools.
→A report that gets rebuilt by hand every week.
→A CRM-to-operations handoff that loses context.
→A dispatch or scheduling process rebuilt from scratch daily.
→Document collection that runs through email threads.
→Data entered twice because two systems don’t talk.
→Invoice follow-up that only happens if someone has time.
02 / Not a Zap

The deliverable is a reliable workflow. Not a Zap and a Loom video.

Every automation project considers the same nine things before anything ships, whether the build takes two days or six weeks.

Trigger
What starts the workflow, exactly.
Owner
Who is accountable for it running correctly.
Source of truth
Which system holds the authoritative record.
Happy path
What should happen when nothing goes wrong.
Exceptions
What happens when something does.
Permissions
Who can see, trigger, or override each step.
Monitoring
How you’ll know if it stops working.
Documentation
How your team understands it without us.
Handover
What you own when the build is done.
03 / Common questions

Before you scope a build.

Is this too small for SMB Ops?

No. If the workflow is real and recurring, it’s worth fixing properly, whether that takes two days or six weeks.

Are you going to push us into a bigger project?

No. If we see connected problems worth a larger engagement, we’ll say so. The build you asked for still ships on its own.

Why not hire a freelancer off a marketplace?

You can. The difference is we evaluate the workflow (trigger, owner, exceptions, ownership) before writing anything, so it holds up past week one.

Can you work with our existing stack?

Almost always. We build around the systems you already have rather than asking you to replace them.

→ Next

Scope the build.

Bring the process that is costing you the most time. We’ll tell you whether it looks like a systems problem, a process problem, or something you should not automate.

Scope the build →

If we're not the right fix, we'll say so on the call and point you somewhere better.