Service · Automations & CRM

Less tab-hopping. More signal.

Your website, forms, calls, and DMs all feed into one clean system — with automations doing the busywork in the background.

We start from your real workflow.

Instead of pushing generic "zaps" on you, we map how leads come in today, what tools you already use, and where everything breaks down. Then we design automations that match your actual operations.

Platforms we're comfortable in.

n8n, Zapier, Make, GoHighLevel, HubSpot, custom CRMs, and more. If it has an API, we can likely wire it into the stack.

Examples of what we automate.

  • • New lead → CRM → pipeline stage + Slack / SMS alert
  • • Missed call → follow-up text + prompt to book an appointment
  • • Form submissions → drive folder + task in your PM tool
  • • Appointment booked → reminders + prep checklist

Outcomes, not just triggers.

Each automation is built around a specific outcome: faster response times, fewer no-shows, higher close rate, or less manual data entry — and we design the flow to support that outcome.

Implementation approach

  1. Map your lead and client lifecycle.
  2. Audit current tools and data sources.
  3. Design flows and approval logic.
  4. Implement, test, then monitor for edge cases.