Business and Process Automation
Driving growth for B2B companies with automation and AI
Automate workflows, reduce manual work and accelerate your business growth with intelligent, scalable solutions that are customized to your needs - allowing you to stay ahead in a competitive market.
SERVICES
What can we do for you
Sales & Marketing Automation
We help you generate, nurture and convert leads on autopilot with personalized offers, contract automation and advanced reporting so you scale faster without extra effort.
Customer Service & Retention Automation
Enhance customer experience with automated appointment scheduling, status updates, personalized messaging and returns handling to boost retention and efficiency.
HR & Recruitment Automation
Automate hiring, streamline HR workflows and manage onboarding with AI-driven tools saving time, cutting admin work and ensuring top talent joins your team seamlessly.
Data & Dashboard Automation
Get real-time AI-powered insights with custom dashboards that track KPIs, sales and operations—so you make better, faster business decisions.
Finance & Admin Automation
Eliminate spreadsheets – automate invoices, CRM document generation, payments and financial forecasting for seamless operations.
AI-Powered & Custom Automation
We build AI-powered chatbots, voicebots and agents to streamline workflows, enhance customer interactions and optimize business processes.
TESTIMONIALS
Hear from our satisfied customers
The best way to showcase our commitment is through the experiences and stories of those who have partnered with us.
Clients Served
Customer Satisfaction
Avg. Money Saved
Avg. Time Saved
Our abandoned cart emails are now fully automated with Klaviyo, increasing revenue and recovering lost sales effortlessly.
Frederic Carter
Founder & CEO
Increase in recovered revenue through automation
With an automated social media content pipeline, we cut production time in half and ensured consistent posting without manual effort.
Safaa Davis
Marketing Director
Increase in organic reach
Automating our lead generation and CRM with Pipedrive helped us track every lead, streamline follow-ups and boost booked meetings significantly.
Brendan Buck
Marketing Manager
Increase in booked meetings
THE PROCESS
How we automate success
A clear, step-by-step process to analyze, design and implement automation that drives real business impact.
After filling out the form, we book a free strategy call where we:
✅ Analyze your business needs and workflows
✅ Provide a tailored automation roadmap based on your input
✅ Outline high-level implementation steps, so you can execute them yourself if desired
This session gives real value upfront, whether you choose to work with us or implement it independently.
Our experts conduct a deep analysis of your processes over 3-4 meetings (4-6 hours total) and 1-2 weeks to develop a data-driven automation plan. This phase includes:
✅ Process Mapping & Bottleneck Analysis – Identify inefficiencies and pain points across key workflows
✅ Multiple Strategy Calls & Data Gathering – Understand your operations and align automation with business goals
✅ Custom Automation Blueprint – A step-by-step plan tailored to your needs
✅ AI, Chatbot and CRM Optimization Strategy – Implement intelligent solutions for efficiency and scalability
✅ Cost & ROI Estimation – Transparent forecasting to ensure automation delivers measurable value
By the end of this phase, you’ll have a clear execution plan with a roadmap to automate critical areas of your business.
If you choose to move forward, we handle the entire implementation process, ensuring a seamless transition to automation. This phase includes:
✅ End-to-End Automation Deployment – We set up and integrate your automation systems, from AI chatbots to CRM workflows
✅ Custom Development & System Integration – Tailored solutions built to fit your business needs
✅ Team Training & Onboarding – Hands-on sessions to ensure your team can fully leverage automation
✅ 1 Month of Maintenance & Support – Continuous monitoring, troubleshooting and optimizations to keep everything running smoothly
✅ Scalability & Future-Proofing – We ensure your automation framework is built for long-term success
By the end of this phase, your business will be fully automated, reducing manual work, improving efficiency and unlocking new growth opportunities.
CASE STUDIES
News and stories center
Explore insightful content that keeps you ahead of the curve to the pulse of what's happening.
FREQUENTLY ASKED QUESTIONS
FAQ
Everything you need to know about our process, automation and how we can help your business scale.
Automation eliminates repetitive manual tasks using software, AI and workflow integrations. This includes automated lead nurturing, contract generation, invoice processing, CRM integrations and intelligent AI assistants.
The process consists of three phases:
1️⃣ Free strategy call – Identify automation opportunities
2️⃣ Process deep-dive & planning (1-2 weeks) – Develop a tailored roadmap
3️⃣ Full implementation (varies by project complexity) – Typically 4-12 weeks
Automation often pays for itself by reducing manual work and improving efficiency. We offer flexible pricing:
💰 Audit & Automation Workshops: up to $1K - depends on the scope and requirements. Sometimes, for simpler automations we don't need to conduct workshops.
💰 Full automation implementation: Custom pricing based on scope ranging from $1k to $30k+
💰 Ongoing support & maintenance: Starting at $500/month
Yes! Every implementation includes 1 month of maintenance & support to ensure everything runs smoothly. We also offer long-term optimization & scaling plans.
No problem! Most of our clients have custom workflows and we design tailored automation solutions to fit their exact needs.
We tailor automation solutions to fit your business—AI isn’t always the answer. While we work with advanced AI-powered tools like GPT chatbots, voicebots and AI-driven workflows, we don’t push for AI when it’s not necessary.
For many businesses, off-the-shelf automation tools provide the best ROI. We specialize in:
✔️ Zapier, Make.com – No-code automation for seamless integrations
✔️ Pipedrive, HubSpot – CRM automation to streamline sales & customer management
✔️ Airtable, ClickUp, Notion – Workflow and project automation for growing teams
✔️ Xero, QuickBooks and Stripe – Finance automation for invoicing, payments & reconciliation
✔️ Custom-built chatbots & voicebots – AI-powered assistants for customer support & lead generation
Every business is different—our goal is to choose the right mix of tools that align with your digital maturity and growth strategy. 🚀
Absolutely! Our free strategy call provides high-level implementation details, so you can execute the plan yourself if you prefer. However, we’re here to handle the heavy lifting if you need expert execution.