Business Process Automation.
Eliminate the manual work that doesn't need a human. We automate the repetitive processes eating your team's time — customer inquiries, documents, appointments, reviews, and reporting — so your people focus on the work that actually requires them.
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What does business process automation actually include?
Six standalone services scoped to whichever manual work is costing you the most time: customer inquiry automation ($500–$1,500), CRM & AI integration ($400–$1,200), document automation ($350–$1,000), appointment & estimate workflows ($450–$1,200), review automation ($250–$600), and reporting automation ($300–$800). Most businesses start with one, not all six.
Will automation replace my staff?
No — it catches the work that would otherwise fall through the cracks: after hours, during a busy stretch, or the repetitive admin nobody has time for. Your staff still handles the conversations and decisions that need a human; automation handles the parts that don't.
Customer inquiry automation
AI-powered response system that handles inbound questions 24/7 — via website chat, SMS, or email — and routes qualified leads to you. No missed inquiries.
CRM & AI integration
Connect your CRM to AI tools that auto-log calls, summarize interactions, draft follow-up emails, and flag at-risk accounts — without changing how your team works.
Document automation
Contracts, estimates, invoices, and reports generated automatically from structured inputs — cutting document prep time by 80% or more for most service businesses.
Appointment & estimate workflow
Automated scheduling, intake forms, estimate generation, and confirmation sequences — so your team spends time on the job, not the admin around it.
Review & reputation automation
Automated post-service review requests via SMS or email, timed to maximize response rates. Integrates with Google and Facebook review flows.
Reporting & analytics automation
Automated weekly or monthly business performance reports pulled from your existing tools — delivered to your inbox without anyone having to pull data manually.
Curious what missed inquiries and slow follow-up are costing you?
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What breaks without automation — and what changes with it.
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Frequently asked questions
What does business process automation actually include?
Six standalone services scoped to whichever manual work is costing you the most time: customer inquiry automation ($500–$1,500), CRM & AI integration ($400–$1,200), document automation ($350–$1,000), appointment & estimate workflows ($450–$1,200), review automation ($250–$600), and reporting automation ($300–$800). Most businesses start with one, not all six.
Will automation replace my staff?
No — it catches the work that would otherwise fall through the cracks: after hours, during a busy stretch, or the repetitive admin nobody has time for. Your staff still handles the conversations and decisions that need a human; automation handles the parts that don't.
Do I need a CRM or specific software already in place?
No. Some services, like CRM & AI integration, connect to a system you already use. Others, like customer inquiry automation or document automation, work standalone and don't require you to adopt new software first. We scope it to what you're already running.
How long does it take to set up an automation?
Most single-service automations (inquiry handling, review requests, reporting) are live within 1–2 weeks of kickoff. Multi-step workflows — CRM integration or a full appointment/estimate pipeline — typically take 2–4 weeks depending on how many systems need to connect.
What ongoing cost should I expect after setup?
It depends on the service — customer inquiry automation runs $75–$200/mo ongoing, review automation $50–$100/mo, and reporting automation $50–$150/mo, all optional and billed only if you want continued management rather than a one-time build. Document automation and appointment workflows are typically one-time with no required monthly fee.