Lead capture
An enquiry lands, the customer gets an immediate reply, you get a notification, and the record files itself with the right owner attached.
Your admin can run without you.
Enquiries answered, appointments booked, clients onboarded, invoices chased, all while you are doing something else. Every workflow is mapped in writing so your team can change it later.
What each one looks like.
One example for each of the services we offer, drawn for this page.
Lead capture
FormReplyCRMNotify
People who enquire usually contact three businesses in the same sitting, so the one that replies first tends to win the job. This replies in seconds while you are still on site.
Booking and reminders
Thursday, 10:00Confirmed
Reminder: we are with you tomorrow at 10. Reply R to move it.
A reminder the day before is the cheapest way to cut no shows, and every empty slot is a paid hour you cannot get back.
Client onboarding
✓Contract sent
✓Deposit invoice raised
✓Shared folder created
✓Intake form sent
✓Kickoff email scheduled
Onboarding is where things get forgotten in a busy week, and a missed deposit or contract costs far more than the ten minutes it took to skip.
Invoicing and chasing
Invoice 1042 · $2,400Due 15 August
Sent 1 AugReminder 8 AugReminder 15 AugFlagged to call 22 Aug
Most late payments are not disputes, they are people who forgot. Reminders that keep going out without you having to feel awkward about it collect the majority of them.
Monitoring
08:14Enquiry routed to Sam✓
09:00Reminders sent for tomorrow✓
13:10Invoice failed, retried!
13:11Invoice sent✓
An automation that quietly stops working is worse than never having built it, because you carry on assuming it ran. This one tells you the same day.
Every automation comes with a map.
- What sets it off. The exact trigger, written down in plain terms.
- What it touches. Every tool, account, and field it reads from or writes to.
- Where it can fail. The steps most likely to break, and what happens when they do.
- How to stop it. A named switch, so anyone on your team can turn it off without calling us.
An automation nobody understands becomes a liability the first time it misbehaves. The map is what keeps it an asset.
What we hold ourselves to.
How much time an automation saves depends on your business, so we will not put a number on it. These are the standards the build itself is held to.
100%Of workflows run end to end with a real record before handover
3Retries on a failed step before anyone is alerted
15 minHow often runs are checked once it is live
Same dayYou hear about a failure the day it happens
1Written map per workflow, handed over with it
0Customer records stored on any system of ours
30 daysFree fixes on anything we built
1 clickTo remove our access from every account
ExportEvery workflow leaves in a portable form
Your cardPlatform billing direct, never marked up
NamedOff switch on every workflow, usable by your team
2 wksTypical build, from the first call to live
What we build on
Zapier, Make, or n8n for the workflows themselves, connected to whatever you already run: HubSpot, Pipedrive, Airtable, Google Workspace, Microsoft 365, Xero, QuickBooks, Stripe, Calendly, Slack. All of them are tools you can hire anyone to work on, so nothing here depends on us being around.
What we need from you.
- One call walking through how the job runs today45 min
- Us added as a user on the tools involvedAccess
- The rules: who gets what, and when reminders go outDecision
- One test run with you watching, before it goes live30 min
How long the build takes depends on how many tools are in the chain. Your side of it stays about the same either way.
It keeps running if we disappear.
Every account sits in your name and under your billing. We get added as a user and you can remove us in one click, on the automation platform, the CRM, and anything else we connect.
We build on tools you can hire anyone to work on, so there is no private system that only we know how to operate. Workflows are exportable and the map is written for somebody who has never met us.
If you want to bring this in house or hand it to another team, everything transfers as it stands.
Cost, tools, and what happens when something breaks.
What does it cost to run each month?
The automation platform charges by volume, usually somewhere between twenty and eighty dollars a month for a business at this scale. That goes on your own card directly, so it never passes through us and never gets marked up. We will tell you the expected figure before we build anything.
Do we have to change the tools we already use?
Almost never. We build around your existing CRM, calendar, accounting, and email, because moving a team onto new software is a far bigger project than automating what they already do. If something genuinely cannot connect, we will say so before you commit.
What happens when one breaks?
Things do break, usually when a tool changes something at their end. Anything we built is fixed at no charge for the first thirty days. After that, monitoring catches the failure and tells you the same day, and a monthly plan covers the fix.
Do you work with companies outside Canada?
Yes. Nothing on this page needs anyone in the room, and we work across time zones as a matter of course. Calls get scheduled around your working day.
What you can book.
Four of these follow a job through your business, from the first enquiry to the money arriving. We build on the tools you already pay for, and not everything is worth automating, so we will say when something is not.
Tell us what you keep doing twice.
Send us the jobs that eat your week and the tools you use for them. We will come back with what we would automate first, what we would leave alone, and roughly what each would cost.
You get a reply within two working days, whether or not there is a job in it for us.
Get a quote