Replace manual work and tribal
knowledge with systems that scale.
Replace manual handoffs and tribal knowledge with systems that work the same way every time.
Every growing sales team has the same invisible cost: hours per week spent on work that should be automatic. Lead handoffs that live in Slack. Data entry nobody trusts. Sequences that break when a rep leaves. Routing logic in someone's head. These aren't small inefficiencies — they're revenue leakage. Process automation closes the gaps by putting logic in systems, not people.
What's included
- End-to-end automation design using n8n, Zapier, and Clay — scoped, documented, tested
- Lead routing and assignment logic that lives in a system, not someone's head
- Cross-tool data sync between CRM, marketing platform, billing, and finance systems
- Monitoring, error handling, and maintenance documentation included
Good fit if...
Frequently asked.
What tools do you work with?
Primarily n8n, Zapier, and Clay for automation — plus direct integrations into Salesforce, HubSpot, Slack, billing platforms (Stripe, Chargebee), and most common GTM tools. If your stack is unusual, that's fine — we assess integrations as part of scoping.
What happens when an automation breaks?
Every automation we build includes error handling, alerting, and documentation. You'll know when something fails, and the runbook tells you exactly what to check. We don't build black boxes.
How long does an automation project take?
Simple automations (lead routing, CRM field sync) typically take 1–2 weeks. Complex multi-system workflows take 3–5 weeks. Everything is scoped with a clear timeline before work starts.
Often paired with this.
Ready to talk specifics?
Book a free 30-minute call. No pitch, no proposal — just an honest conversation about whether this is the right fit for your situation.
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