Automation
Automate the busywork | Workflow Automation for Small Businesses
We take one repetitive process, build it end to end, document it and train your team to use it.
Sound familiar?
We retype the same information into three different systems.
Leads come in and nobody follows up fast enough.
What you get
- A live, monitored workflow in your own account
- Before and after process maps
- A runbook: purpose, trigger, steps, error handling and how to pause it
- A test plan with results
- A training session and a recording
- An export of the workflow in your own repository
How it works
Most workflows take 2–4 weeks.
Scope
We agree exactly what the workflow does, what it connects and what done looks like.
Week 0
Access and design
You give us access to the tools. We design the workflow and choose the platform.
Week 1
Build
We build it in your account.
Weeks 1–2
Test
We test it with real cases before it touches a customer.
Weeks 2–3
Go-live
We switch it on and watch it run.
Week 3
Train and close
We train your team and hand over the runbook.
Weeks 3–4
Example use cases
Lead form to CRM to instant follow-up
A new lead lands in your CRM, gets a text and an email at once, and you get an alert.
Quote-to-invoice
An accepted quote becomes an invoice without anyone retyping it.
Appointment reminders
Customers get a reminder before every appointment.
Weekly KPI report to your inbox
The numbers you check every Monday arrive on their own.
New-hire onboarding checklist
A new hire’s accounts, paperwork and training tasks are created for you.
Pricing
From $2,500 per workflow.
- $4,000–$8,000 for workflows that connect several systems or use AI.
- 50% deposit on the build, and 30 days of fixes after go-live.
- Automation Care is required after go-live and keeps it running: $99, $249 or $499 per month, depending on how many workflows we monitor. Three-month minimum.
Not sure this is the right first step? Start with a Tech Clarity Assessment, or book a free call.
Tools we use
- Make Our default platform. Easy for your team to own and edit.
- n8n For AI and high-volume workflows.
- Microsoft Power Automate For businesses that run on Microsoft 365.
Questions about Automation
Who owns the automation?
You do. We build it in your own account and give you an export of every workflow.
Do I pay for the tools?
Yes. You pay third-party subscriptions, such as Make, directly, so you control the account.
What happens if an automation breaks?
Automation Care monitors and fixes your workflows.
How long does one workflow take?
Most take 2–4 weeks.