[ SERVICE / WORKFLOW AUTOMATION ]
Automate the admin that is eating your week.
Lead intake, quoting, scheduling, follow-ups, reminders, reporting. The repeat-pattern work that quietly costs a service business 5 to 10 hours every week. I find the highest-return process, build it, and document it so it runs without you.
[ 01 / WHY YOU'RE HERE ]
The five-to-ten-hour leak.
01
New form submissions and missed calls do not auto-route. They sit in inboxes until someone has time, which is usually too late.
02
Quotes and intake data are typed by hand into a CRM or spreadsheet, then re-typed into accounting. Errors compound.
03
Follow-up is run out of memory. Owner texts at 9pm to chase a quote. Reminders get forgotten.
04
Reporting is a copy-paste job once a week. By the time you see the number, the week is already over.
[ 02 / WHAT YOU GET ]
What ships, in plain English.
Deliverables
- Process audit identifying the top 3 highest-return automation candidates
- Build and deploy of 1 to 2 automations end-to-end
- Integration with the tools you already use (CRM, scheduler, accounting, email, SMS)
- Exception handling so weird inputs surface for human review instead of silently failing
- Documentation a non-technical team member can read
- Staff training so adoption sticks
- 30-day monitoring and tuning after go-live
Automation is scoped and priced per project. Simple single-process automations start in the low-to-mid four figures; multi-system work is quoted separately. Most automations pay for themselves quickly.
[ 03 / HOW IT WORKS ]
How this engagement runs.
- 01
Process audit
Walk-through of the workflow as it runs today, including the manual steps people have stopped noticing. We find the top 3 candidates by return.
- 02
Design
Plain-language map of the new flow, the tools involved, and where humans stay in the loop. Approved before any build starts.
- 03
Build + integrate
Built and connected to your real systems, with exception handling, logging, and a kill switch.
- 04
Train + monitor
Documentation, training for the team, and 30 days of monitoring and adjustment after go-live.
[ 04 / FAQ ]
Common questions
- Are you replacing my staff?
- No. I am replacing the manual work that keeps your staff from doing the work you actually hired them for. The owners I work with want their team selling, serving customers, and growing the business, not retyping form data.
- Will this work with my CRM and tools?
- In most cases yes. I work with the common stack used by service businesses: Google Workspace, Microsoft 365, HubSpot, Zoho, Salesforce, scheduling tools, accounting tools, Stripe, and so on. If something cannot connect cleanly, I will say so and price the alternative.
- What about IBM-grade automation?
- Where it fits, I have access to IBM Robotic Process Automation at partner pricing through TD SYNNEX. For most small businesses, lighter tools are the right starting point. I match the tool to the budget and the volume.
- What if it breaks?
- Every build ships with logging, a kill switch, and documentation. The 30-day monitoring window catches edge cases. After that, ongoing support is offered through the Technical Partner Retainer if you want it.
[ 05 / NEXT STEP ]
Want me to look at yours?
Free 30-minute audit. I'll tell you straight what would move the needle and whether this engagement is the right fit.