Stop copying leads by hand. Let your tools do it.
We connect the tools you already use so leads, bookings and follow-ups move on their own. AI is added only where it saves real time.
Every lead answered in seconds.
At a glance
- Best for
- Lead follow-up, data entry and scheduling
- Starts with
- A free 30 minute call
- You get
- A diagram of every step before we build
- You own
- Every workflow, account and document
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Make
HubSpot
Claude
Python
What is small business workflow automation?
It means connecting your forms, CRM, calendar and payments so leads, bookings and follow-ups move without anyone copying data by hand. We add AI only where it saves real time, such as sorting or replying to enquiries. A first automation usually takes one to three weeks and is quoted at a fixed price.
Last updated
Less busywork. Faster replies.
Small tasks add up. These are the ones we automate most often for service businesses.
Before:
Leads are copied from forms into the CRM by handAfter: Every lead lands in your CRM with full notes
Before:
Customers wait a day or two for a replyAfter: An instant text or email with a booking link
Before:
You answer the same questions all dayAfter: An AI assistant handles the common ones
Everything you need, in one price.
- 01
Workflow mapping with your team
We sit with the people doing the work and map each step before changing anything.
- 02
CRM, calendar and payment links
Your forms, CRM, calendar and invoicing connected so data moves on its own.
- 03
Instant lead replies
Customers get a text or email within seconds, with a link to book a time.
- 04
AI chat or triage where it helps
AI reads, sorts and scores requests, but only where it saves you real time.
- 05
Error alerts if anything fails
If a step breaks, you and we get an alert right away, before a lead is lost.
- 06
Plain-English docs of every flow
A written guide for each workflow, so anyone on your team can follow it.
Automation in action.
Before you ask.
Usually not. We connect what you already have. If a tool is holding you back, we explain why and suggest an option that fits your budget.
We only send the data each step needs, use providers with business data terms, and keep a person in the loop for anything sensitive.
You get an alert straight away and so do we. Most issues are fixed the same day, and nothing is lost in the meantime.
Yes. Most clients start with one workflow, like lead follow-up, and add more once they see the time it saves.
Get hours back every week.
A free 30 minute call, then a fixed-price plan within two business days.