Three workflows built across the tools you already pay for. No rip-and-replace, no new licenses, no migrating your team onto something they didn't ask for.

The question that picks them: what does your team do manually every day that follows roughly the same steps? That answer is almost always the automation.

TYPICAL SET · New-lead intake, captured, enriched, assigned and routed to the right person · Reminder and follow-up sequences that run without anyone remembering · A scheduled summary so management sees outcomes without asking

Yours may differ. We pick them together on the first call.

PROCESS

30 minutes on what your team repeats daily. That conversation picks the three.

Built and tested against live data, not sample records.

Error handling and failure alerts, so a broken workflow tells you rather than silently dropping leads.

Runbook written and handed over.

DELIVERABLES · Three live workflows · Error handling and failure notifications · Written runbook so your team maintains them without me · Loom walkthrough

TIMELINE 2 weeks. Faster if your tools are already connected; slower if we find the process needs fixing before it can be automated.

REQUIREMENTS Admin access to the tools involved. Someone who knows how the current manual process actually works, not how it's supposed to work.

Not sure which three? Book the free 30-minute audit and I'll rank them.