Automation Consulting Services
Four services. One methodology.

Operations infrastructure,
across four service surfaces.

Sales automation, operations automation, admin workflows, and integration builds. Each stands on its own. All compound when run together. Engineered the same way underneath.

Service 01

Sales automation

Lead routing, CRM enrichment, competitor intelligence, quote generation, and outreach systems.

What we build
  • Lead capture and routing rules
  • CRM enrichment workflows
  • Competitor sync automation
  • Quote generation systems
  • Outbound sequence orchestration
  • Pipeline reporting automation
Example workflow
1Deal closes in HubSpot
2Enrich firmographics via Apollo + Crunchbase
3Generate 12-25 look-alike accounts
4Stage for RevOps review in Sheets
Per closed deal12-25 accounts
Service 02

Operations automation

End-to-end workflow engineering across bidding, scheduling, dispatch, inventory, and reporting.

What we build
  • Bid and quote management
  • Scheduling and dispatch automation
  • Inventory and lead time sync
  • Operational dashboards
  • Silent failure monitoring
  • Stack documentation
Example workflow
1Bid won in Monday.com
2Auto-generate job records and assignments
3Schedule crews via dispatch rules
4Nightly enforcement and conflict checks
Workflows managed100+
Service 03

Admin workflows

Meeting capture, document generation, approval routing, and executive rollups.

What we build
  • Meeting-to-action automation
  • Document and report generation
  • Approval and signature routing
  • Weekly executive rollups
  • Onboarding and HR workflows
  • Compliance audit trails
Example workflow
1Meeting transcript captured via Fireflies
2AI extracts owner-tagged action items
3Executive approval gate via Gmail
4Same-day distribution + weekly rollup
CEO time saved6-8 hrs/week
Service 04

Integration builds

Custom connectors, API integrations, supplier portal automation, and unified dashboards.

What we build
  • Custom API connectors
  • Supplier portal scrapers
  • Webhook orchestration
  • Unified operations dashboards
  • Data normalization layers
  • Error monitoring and alerting
Example workflow
1Pull live data from GE + Bosch portals
2Normalize across SKU taxonomy
3Sync to website CMS via CSV pipeline
4Error monitoring with auto-alerts
SKUs managed5,500+
What every engagement includes

Four artifacts shipped on every workflow.

1

Written specification

Every workflow ships with a spec naming trigger, steps, failure modes, and rollback.

2

Integration architecture map

A diagram of how data moves between tools. Replaces tribal knowledge with a visual contract.

3

Runbook for the operator

Written for the person who inherits the system. Common failures, who to call, rollback procedure.

4

Two-week first ship

First workflow in production within two weeks, regardless of total engagement scope.

Common questions

What operators ask before they engage.

See full FAQ
Do I have to commit to all four services at once?+

No. Most engagements start with the single workflow eating the most hours. We prove value in two to three weeks, then expand. The methodology compounds across services, but the entry point is always one specific bottleneck.

How does pricing work across the four services?+

All four services use the same engagement model. Discovery audit from $50M, simple workflow projects $10M-$50M, mid-complexity builds $15K-$50K, CRM and operations overhauls $50K+.

What tools do you work with?+

Zapier (verified Certified Solutions Partner), Make, and n8n for workflow orchestration. Attio (verified Expert Partner), HubSpot, Salesforce, Pipedrive, and Close for CRM. Custom Node.js or Python when needed.

How long does a typical engagement take?+

Discovery audit is 1-2 weeks. Simple workflows ship in 2-4 weeks. Mid-complexity builds run 4-8 weeks. Full operations or CRM overhauls run 8-16 weeks.

Ready to start

Book a discovery call.

Paid discovery from $500. Output is a written audit, ranked bottleneck list, and recommended scope. If we are not the right fit, we say so on the call.