Custom workflow automation

The work that has to happen
shouldn't wait on a human.

We build automated workflows around the tools your business already runs on — so every lead gets answered, every follow-up goes out, and your team spends its hours on the work that actually closes.

Built one business at a time. Custom Automated Workflows.

workflow / speed-to-lead
01
New lead lands — ad, form, call, DM
02
Replied to in seconds, in your voice
03
Logged, routed, assigned — no retyping
04
Your team gets pinged with contextDONE
What we build

Three workflows businesses ask us for first.

These are patterns, not products. We sit down with your team, map what you actually do today, and build the version that fits your pipeline, your tools, and your language.

01 / MEETING SETUP

Drop in a contact. Get a meeting on the calendar.

Outreach goes out, follow-ups keep going, replies get read and handled. It keeps working the contact until a time is booked — then the meeting appears on your calendar and your rep gets the heads-up.

first touchfollow-up cadencereply handlingbooked
02 / SPEED TO LEAD

Every lead answered before it goes cold.

Wherever leads come from — ads, web forms, calls, referrals — they land in one flow, get an instant response, get formatted into the systems you use, and your team is notified with everything they need to take it from there.

any sourceinstant replyclean datanotified
03 / DORMANT REVIVAL

Put your old list back to work.

Cold leads and past customers get worked through systematically, with messages written for who they are and what they bought — following up until you get the outcome you asked for, whether that's a reply, a re-order, or a call.

list intakepersonalizedpaced follow-uprevived

Most of what we build isn't on this list. Quoting, onboarding, reporting, invoice chasing, hand-offs between departments — if it's repeatable, it can run itself.

Tell us what's repetitive →
Your stack, connected

We work in the software you already pay for.

No platform to migrate to, no new seats to buy. Your workflows run through the tools your team already knows — and there are hundreds more we can connect to beyond the ones here.

If something in your stack doesn’t have a clean connection, we’ll tell you straight and build the bridge.

GmailGoogle SheetsGoogle CalendarCalendlyGoHighLevelTwilioSlackFacebook AdsGoogle AdsQuickBooks+ hundreds more
How we work

Built with you, not handed to you.

Every engagement starts with a conversation about how your business actually operates — who touches what, where things stall, what gets forgotten. Then we build, test against your real process, and stay on it until it runs clean.

We use AI where it earns its place: writing a message that sounds like it came from you, reading an inbound reply and deciding what happens next. The rest is dependable plumbing that does the same thing every single time — because a workflow you can’t trust isn’t worth running.

We map before we build. No workflow gets written from an assumption.
You keep the keys. Everything runs in your accounts, under your control.
We stay after launch. Processes change; the workflow changes with them.
Questions

Before you reach out.

No. We build around your current stack first and only suggest something new if there’s a real gap — and we’ll show you exactly why before you spend a dollar on it.

It depends on how many systems a workflow has to touch and how quickly we can get access. A focused build like Speed to Lead moves fast; something spanning several departments takes longer. You’ll get a timeline after the mapping call, not before.

That’s the part we spend the most time on. Messaging is written with your team, in your language, and personalized with what you actually know about the contact. Automation controls the timing and the routing — it doesn’t get to invent your voice.

Workflows are built with monitoring and fallbacks, so a failed step alerts a human instead of quietly dropping a lead. When something upstream changes — a form, an integration, a process — we fix it.

Your workflows live in your accounts with the access we need and nothing more. Customer data stays in the systems you already trust it to, and access can be revoked at any time.

Get a workflow review

Tell us what's eating your team's week.

Send us the task that gets done by hand over and over. We’ll come back with how it could run on its own — and whether it’s worth automating at all.

Name