What We Do

Services Built for
Small Business Growth

Every service we offer is designed to reduce manual work, streamline your operations, and help your business scale — without the enterprise price tag.

01
AI Automation Setup

We design and build end-to-end automation workflows using the best AI-powered tools available — so your business runs efficiently even when you're not in the room.

  • Lead capture and follow-up automation
  • Appointment scheduling and confirmation sequences
  • CRM pipeline automation with HubSpot
  • Multi-step Zapier or Make workflows
  • Email and SMS notification systems
02
📈
Business Consulting

Strategic guidance tailored to your specific business model, goals, and market. We bring operational expertise and a fresh perspective to your toughest challenges.

  • Operations audit and gap analysis
  • Revenue growth strategy and planning
  • Financial systems and cash flow optimization
  • Technology stack recommendations
  • Hiring, delegation, and team structure
03
⚙️
Workflow Optimization

We map your existing processes, identify inefficiencies, and rebuild them into streamlined systems that save time and reduce costly errors.

  • Full business process mapping and documentation
  • Bottleneck identification and elimination
  • Tool integration and consolidation
  • Standard Operating Procedure (SOP) creation
  • Team training and handoff documentation
04
🔗
CRM Automation

A properly configured CRM is the backbone of a growing business. We set it up, automate it, and train your team to use it — so no lead ever falls through the cracks.

  • HubSpot CRM setup and configuration
  • Contact and deal pipeline automation
  • Automated follow-up email sequences
  • Reporting dashboards and KPI tracking
  • Integration with your existing tools
05
🛡️
Monthly Automation Management

Your automation systems need ongoing attention to stay effective. Our monthly management retainer keeps everything running, optimized, and scaling with your business.

  • Monthly performance monitoring and reporting
  • Workflow updates and improvements
  • Bug fixes and error resolution
  • New automation additions as you grow
  • Dedicated point of contact for support
06
🧠
AI Strategy Session

Not sure where to start with AI? We audit your business, identify automation opportunities, and deliver a clear implementation roadmap you can act on immediately.

  • Full business operations review
  • AI and automation opportunity mapping
  • Tool recommendations with rationale
  • Prioritized roadmap with ROI estimates
  • Written summary and next steps delivered
Tools We Use

Industry-Leading
Automation Stack

Zapier
Workflow Automation

Connect 6,000+ apps and automate repetitive tasks without code. We build complex multi-step Zaps that power your entire lead and ops workflow.

Make
Advanced Automation

Formerly Integromat — ideal for complex, data-heavy workflows with conditional logic. We use Make for scenarios that need precision and power.

HubSpot
CRM & Marketing

The industry standard for small business CRM. We set up pipelines, sequences, and dashboards that give you full visibility into your sales process.

OpenAI / Claude
AI Integration

We integrate AI language models directly into your workflows — for automated responses, content generation, data extraction, and customer communication.

Stripe
Payment Processing

Automated invoicing, recurring billing, and payment confirmation sequences — fully integrated into your client onboarding workflow.

Custom Stack
Your Existing Tools

Already using specific software? We work with what you have — integrating your current tools into a unified, automated system.

Ready to Start

Not Sure Which Service
Is Right for You?

Book a free discovery call. We'll learn your business, identify your biggest opportunities, and recommend the right starting point.