Operations automation

Your business should run
without you in the room.

We build done-for-you automation systems for small service businesses. Intake, onboarding, follow-up — handled automatically. Handed off in days, not months.

Book a Discovery Call → See Services

The problem

You're the system.
That's the problem.

01 Leads come in and fall through the cracks because there's no real CRM
02 Every new client means the same 45 minutes of manual setup — every time
03 Follow-ups don't happen unless you remember to do them
04 You can't take a week off because nothing runs without you in the room

This isn't a time management problem.
It's an infrastructure problem.

The fix

We build the ops stack your business
should have had from day one.

Ops Starter Pack

CRM, intake form, onboarding automation, follow-up sequences — all connected and working before we hand it off.

Automation Sprint

One workflow, built right. We find the highest-friction manual task in your business and eliminate it.

AI-Powered Ops

Claude AI integrated into your intake, reporting, and client comms. Not just if/then — actually intelligent.

Ops Retainer

Ongoing ops support. New builds, fixes, expansions, and a monthly strategy call. Your systems keep growing with your business.

See Full Services →

What we automate

The systems that free you up.

Lead capture & scoring

Leads arrive from forms, ads, or scrapers — automatically scored, tagged, and logged in your CRM. No manual entry.

Client onboarding

New client signs? Welcome email, intake form, calendar invite, and CRM record — all triggered automatically.

Follow-up sequences

Drip campaigns, check-in emails, and re-engagement messages — sent at the right time, without you remembering.

AI-powered triage

Claude AI reads incoming requests, classifies urgency, drafts responses, and routes to the right person. Intelligent, not just automated.

Reporting & dashboards

Weekly reports generated from your live data — pipeline status, revenue tracking, team activity — delivered without asking.

Custom integrations

Connect the tools you already use. We wire them together so data flows automatically — no copy-pasting between apps.

Built with

Enterprise tools. Custom-built systems.

Every system we build runs on proven, scalable platforms — no proprietary lock-in.

Make.com Automation engine

Airtable CRM & data layer

Claude AI Intelligence layer

Tally Forms & intake

Calendly Scheduling

The process

From discovery call to working system —
without the back-and-forth.

Discovery Call
30 minutes

We talk through your biggest operational pain. No pitch. Just questions about what's costing you the most time.

Scope + Proposal
Within 24 hours

You get a clear proposal: exactly what we'll build, what it costs, and how long it takes. No surprises.

We Build
Typically 1–2 weeks

Your system is built, tested, and documented. You're kept in the loop with async updates throughout.

Handoff
Async support included

Full Loom walkthrough. Documentation. Async support after launch. It runs. You move on.

Get started

Ready to stop being the system?

Book a free 30-minute discovery call. No pitch. Just a real conversation about what's costing you the most time.

Book a Call — It's Free →

30 minutes. No obligation. We'll tell you if it's not a fit.

Your business should runwithout you in the room.

You're the system.That's the problem.

We build the ops stack your businessshould have had from day one.