Automation Packages
Three ways to remove operational drag.
Start with the fixed-scope automation engine, then expand into deeper systems only when the first engagement proves itself.
Starter
A bulletproof entry package to fix follow-up and prove value quickly.
- check_circleLead Follow-Up Automation Package
- check_circleOne intake workflow mapped end to end
- check_circleCRM or inbox integration
- check_circleOwner notification flow
- check_circleLaunch support and handoff
What you get
Delivered in 5–7 business days. You receive one documented workflow, integration configuration, owner notification setup, and a 30-minute handoff recording.
Core Systems
For businesses ready to clean up operations across booking, intake, and follow-up.
- check_circleMulti-step automation design
- check_circleScheduling, reminders, and internal workflows
- check_circleReporting dashboards
- check_circleTeam training and process documentation
- check_circleScoped support after launch
What you get
Delivered in 2–4 weeks. You receive workflow documentation, dashboard access, a team training video, process runbook, and a 60-day support window.
Infrastructure
For teams that need owned infrastructure, secure hosting, portals, or deeper integration work.
- check_circlePrivate infrastructure planning
- check_circleCustom client portals and dashboards
- check_circleSecurity and data-location review
- check_circleCloudflare, Supabase, and automation stack integration
- check_circleLong-term technical roadmap
What you get
Scoped via discovery call. You receive an architecture document, deployment runbook, security audit report, and quarterly review schedule.
How we scope work
We define the bottleneck, agree on the deliverable, build the system, and show you the outcome. No ambiguous retainer language. No platform theater. If the first project works, then we decide what deserves the next phase.
No NDAs required to start the conversation. No contracts until you see the scope document.
Workflow Architecture
Fix the handoffs first.
Workflow architecture means turning a fragile process into a repeatable one. Intake, assignment, reminders, approvals, follow-up, and reporting should move in a documented sequence instead of depending on memory.
- Your team is copy-pasting between tools.
- Follow-ups fall through the cracks.
- Onboarding takes three days of manual steps.
AI Lead Synthesis
Respond before the lead decays.
AI lead synthesis means your intake, scoring, routing, and initial response happen immediately. Human judgment stays where it matters; the repetitive part gets handled automatically.
- You are paying for leads but replying four hours later.
- Your CRM has 2,000 contacts and no scoring.
- You cannot tell which channel produces revenue.
Custom Business Intelligence
One source of truth instead of four dashboards.
Custom business intelligence means surfacing the metrics that drive decisions without making your team reconcile screenshots or exports every week.
- You check four dashboards every morning.
- Your reports are screenshots in Slack.
- You cannot answer what happened last quarter without asking three people.
| Package | Starter | Core | Infrastructure |
|---|---|---|---|
| Workflows included | 1 | 3–5 | Unlimited |
| Dashboard | — | ✓ | ✓ |
| Team training | — | ✓ | ✓ |
| Private hosting | — | — | ✓ |
| Ongoing support | 7-day handoff | 60-day window | Quarterly reviews |
| Timeline | 5–7 days | 2–4 weeks | Scoped |
| Price | $800 | $2,500–$5,000 | Custom |
Start with one system that saves time immediately.
We scope the bottleneck, build the workflow, and give you a working result you can measure.