Packages

Choose What You Want Automated

We build automation systems around the work you actually do not generic tools that force you to adapt.

Select what makes sense for your organization. Start with one area or build a complete operating system.

How Engagement Works

1

One-Time Setup

Design, build, and deploy your automation system fully customized to how your organization works.

2

Ongoing Platform & Support

Monthly fee covers platform access, maintenance, updates, and responsive support.

3

Optional Consulting

Strategy, expansion, and optimization work billed separately as needed.

Every engagement starts with a conversation to understand your needs and determine the right approach.

Recommended First Step

Business Deep Dive & Automation Plan

Foundation

Start here. We map your entire operation, identify automation opportunities, and create a clear roadmap for what to build and in what order.

Complete business process mapping
Automation opportunity analysis
Prioritized implementation roadmap
Technology architecture recommendations
Clear next steps and timeline
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Operations Automation

Build systems that handle how work flows from start to finish intake, routing, approvals, handoffs, and completion tracking.

Workflow automation and orchestration
Intake and routing systems
Approval and escalation logic
Performance dashboards
Compliance-ready processes
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HR & Onboarding Automation

Create systems that manage people operations from hiring through offboarding, with clarity on roles, credentials, and accountability.

Employee and contractor management
Onboarding and offboarding workflows
Credential and compliance tracking
Performance and feedback systems
Policy acknowledgement automation
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Education & Training Automation

Design training systems that ensure everyone knows what they need to know with tracking, certifications, and proof of completion.

Role-based training programs
Video and content libraries
Completion tracking and certifications
Knowledge checks and assessments
Ongoing education workflows
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Marketing Automation

Build frameworks for coordinated marketing campaign planning, content workflows, and performance visibility in one place.

Campaign coordination systems
Social media and content workflows
Review and reputation monitoring
Lead form routing
Marketing performance tracking
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Sales & Follow-Up Automation

Deploy intelligent systems that capture leads, nurture opportunities, and ensure nothing falls through the cracks.

Lead capture and qualification
Automated email and SMS follow-ups
Pipeline and conversion tracking
Lead scoring and routing
Opportunity recovery systems
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Customer Service Automation

Create systems that handle incoming communication intelligently call routing, scheduling, and centralized inbox management.

Call routing and handling
Missed-call automation
Appointment scheduling
Virtual receptionist logic
Communication inbox management
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Full-Service Automation

End-to-end operating system covering all major functions operations, people, training, marketing, sales, and service in one integrated system.

Complete operational infrastructure
Cross-functional integration
Unified data and reporting
Scalable system architecture
Comprehensive support and optimization
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Tailored

Custom Automation

Built for Your Needs

If your needs don't fit a category, we design exactly what you need whether it's a unique process, specialized integration, or something entirely new.

Tailored to your exact requirements
Any process, any complexity
Integration with existing systems
Custom logic and workflows
Built around how you actually work
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Add-On

Ongoing Consulting & Strategy

Add-On Service

Beyond automation strategic guidance on operations, growth systems, technology decisions, and organizational design. Billed separately based on scope and engagement.

Operational strategy and optimization
Growth system design
Technology architecture consulting
Process improvement analysis
Flexible engagement models
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Not sure where to start?

Let's talk about what you're trying to accomplish. We'll help you understand what makes sense and in what order.