Intake that gets re-keyed three times. Follow-ups nobody sends. Reports assembled by hand every month. That's the work automation is for.
We start with a discovery session, map the workflows worth automating, and build them inside the tools you already pay for — with a review step before anything acts in your name.
Every automated action is logged. You can see what ran, what it did, and who approved it.
What's included
- Discovery session and a written automation plan
- Build inside your existing tools — CRM, booking, email, documents
- Approval gates and an audit log on every workflow
- Monthly operations: monitoring, updates, and new workflows as you grow
How it works
- 1. Intel & Asset Collection — access, assets, and goals before any work starts
- 2. Architecture — the plan you sign off before we build
- 3. Build — the work, with progress you can see in Command Center
- 4. Optimization & QA — tested on real devices, real speed, real searches
- 5. Deployment & Handoff — live, with recorded training so you own it
Investment
Scoped after the discovery session. The discovery fee is credited toward your build.
FAQ
Only on task types you've approved; everything else waits for your click.
Inside your own accounts; your data stays yours.
Monitoring flags it to a person before you notice.