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Process Automation for Small Business

Eliminate
The Bottleneck.
Automate The Work.

We remove one manual, repetitive process from your team’s plate — and replace it with a reliable automated system. Fixed price. Two to three weeks. Done.

Self Assessment
Is It Ready To Automate?
Step 1: Process Traits
1 of 3
Your team does it daily or weekly
More than one person is involved
The steps are consistent each time
0 of 6

2–3

Weeks to Completion.
Per Automated Process.

$3.5K

Starting Price.
Fixed Project Scope.

1

Broken Process Removed + Automation
Implemented. Per Engagement.

The Method

Eliminate Manual Work.
One Process at a Time.

We don’t start with your biggest, most complex system. We start with the one task your team is sick of doing — and replace it with something reliable. Then we do it again.

01

Identify One
Broken Process

We select a single task your team repeats every day or week — something manual, slow, or error-prone. Scope is tight by design.

02

Build The Automated Replacement

We design and build a system that handles the work reliably — integrating with your existing tools without disrupting your core stack.

03

Keep It Reliable With
System Care

Optionally, we monitor and maintain the system so it keeps working as your tools, volume, and requirements evolve over time.

What We Automate

Common Processes We Remove

New Inquiries & Lead Handling

Capture, route, and follow up with leads automatically. No manual data entry required.

Moving Information Between Systems

Forms to CRM to email chains. We eliminate the copy-paste entirely.

Document Processing & Filing

Auto-intake, track, and confirm client documents so nothing falls through the cracks.

Recurring Reports

Generate and distribute reports without anyone pulling data manually.

Internal Approvals & Handoffs

Task assignments, follow-ups, and internal routing. Automated and reliable.

The Result
What Changes After We Automate It
Fully
automated
The process runs on its own. Your team stops doing it by hand entirely.
Errors
reduced
No manual steps means no manual mistakes. It works the same way every time.
Work moves
faster
Tasks that took hours happen in seconds. Consistently.
Capacity
increases
Your team gets time back for work that actually needs a human.
Transparent Pricing

Know Exactly What
You’re Getting.

Fixed-scope. Fixed price. You know what’s being removed, what replaces it, and what it costs before we start. Pricing reflects system complexity, not time spent.

Pricing Card
Process Automation
Starts at
$3,500 – $7,500

A single engagement to identify, design, build, test, and hand off one fully automated process for your business.

Identification and scoping of one manual process
Design and build of the automated replacement
Testing, refinement, and documentation
Handoff and initial reliability check
Completed in 2–3 weeks
Get Started
Optional Add-Ons

System Care Plans

System Care is optional monthly support — not required to purchase Process Automation. Most clients start without it and add it later once they see the value.

Basic
$350 / mo
“We just want it to keep working.”

Monitoring, bug fixes, small adjustments, tool updates & email support.

Standard
$750 / mo
“We know this will evolve.”

Everything in Basic, plus minor enhancements, volume optimization & quarterly reviews.

Priority
$1,500 / mo
“These systems are mission-critical.”

Fastest response times, proactive recommendations & monthly system reviews across multiple processes.

Ready to Remove the Bottleneck?

Book a free 15-minute discovery call. We’ll pinpoint the first process we’ll automate for you.