New lead
Copied into the CRM by hand, later that day.
In the CRM in seconds. A text goes out in under a minute.
Business process automation studioWe build the systems. You take the calls.
We connect your CRM, inbox, calendar and payments, so follow-ups, updates and failed payments get handled without anyone chasing them.
Built for US service businesses that run on GoHighLevel, HubSpot and Stripe.
CRM
PipelineGoHighLevel
- SRSummit RoofingProposal sent9 days quiet
- HFHarbor FitnessAsked to waitOwner asked
- LDLakeview DentalFirst call doneFollow-up sent
- BOBlue Oak LegalNegotiationActive
Dashboard
This morning8:14 AM
27deals checked
3followed up
2sent to owner
StripeExpired card, new card requestedPaid
n8n
Zapier1 to 3 weeksfor one system, start to handover
From $1,200fixed price, agreed before we build
You own itfull docs and the build, no retainer
Illustration with sample data. Built for teams on GoHighLevel, HubSpot and Stripe.
Built inside the tools you already use
GoHighLevel
HubSpot
Klaviyo
Stripe
n8n
Zapier
Gmail
Slack
Calendly
Google Sheets
OpenAI
PostgreSQL
Most of the manual work lives between your tools.
The CRM shows the deal. The inbox has the conversation. Stripe has the failed payment. Someone connects them by hand, usually a few days late.
Quiet deal
Followed up if someone remembers.
Checked every morning. Follow up, ask the owner, or leave it.
Failed payment
The Stripe email sits in an inbox.
Handled by decline reason. Status shows on the customer.
Who did what
It lives in someone's head.
Every action logged. One brief in Slack.
What is your version of this costing you?
Enter one task. See the cost per month and per year in 20 seconds.
Open the calculator →Where we usually start.
Three areas. Most projects start with one process in one of them.
Call prep before the call
Next step after the call
Deals that go quiet 3 today
Why deals were lost
Sales
From the booked call to the closed deal.
Sales servicesDatabaseHubSpot
412 contacts matched by email
Inbox routed to the right person
DNS record changed Review
Operations
Data that stays in sync on its own.
Operations servicesLow balanceRetry day 1, 3, 7
Expired cardAsk for new card
Stolen cardTo your team
Finance and admin
Payments that don't slip through.
Finance servicesRules first. AI when it helps. Human when it matters.
Rules firstIf a rule can decide it, a rule decides it.
AI when it helpsReads the email thread when context changes the answer.
Human when it mattersA person decides when the system isn't sure.
What we've built.
Built and tested in-house. These are the real workflows, not mockups.
GoHighLevel workflow
Post-call sales automationCall notes in, next step out. A person reviews anything unclear.See the project
n8n workflow
AI email follow-up with HubSpotReads the lead, drafts the email, updates the contact.See the project
Sales
Sales Deal Recovery Engine
Open dealReads threadFollow-up or owner
SalesLead Autopsy
Lost dealEvidenceCause and confidence
FinanceStripe Payment Recovery
Failed paymentDecline reasonRetry, new card or team
OperationsHubSpot CRM Sync
DatabaseMatch by emailHubSpot
Step-by-step guides: Stale deal follow-upFailed payment recoveryLost deal analysisSpeed to leadCost calculator
You work directly with the two of us.
No account managers and no handoffs. The person on your first call is one of the two people who build your system.
- You talk to the people who build it
- A fixed price before anything is built
- You own the system and the docs
- If automation isn't the fix, we'll say so
How a project runs.
Four steps. You know the price before we start.
-
1
A 30-minute call
You walk us through one process. We tell you what we'd build, and what we'd leave alone.
Thursday30 minFree -
2
Map the rules and exceptions
We write down the rules, the edge cases and the points where a person decides. You agree to it before anything is built.
Before we buildRules, edge cases, handoffsAgreed with you -
3
Build and test
Inside the tools you already use, tested on your real data against what we agreed.
Usually1 to 3 weeksFixed price, from $1,200 -
4
Handover
Full documentation and a log of what the system does. You own it, no retainer.
You getDocs and the buildYours to keep
Have a process that depends on someone remembering?
Bring one. You'll talk to one of us, not a salesperson. If automation isn't the right fix, we'll tell you.
- Free 30-minute call
- Fixed price before we build
- You own what we build