Workflows & Automation

Replace manual work and tribal
knowledge with workflows that scale.

Replace manual handoffs and tribal knowledge with workflows that run the same way every time.

Good fit if

  • Your team is spending hours per week on work that should be automatic
  • Leads fall through the cracks because handoff processes aren't systematic
  • You have tools that don't talk to each other, creating data gaps and manual reconciliation
The approach

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. Workflows and automation close the gaps by putting logic in systems, not people.

What's included 4 deliverables
01 End-to-end automation design using n8n, Zapier, and Clay. Scoped, documented, tested.
02 Lead routing and assignment logic that lives in a system, not someone's head
03 Cross-tool data sync between CRM, marketing platform, billing, and finance systems
04 Monitoring, error handling, and maintenance documentation included
Common Questions

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.

How much does workflow automation cost?

Pricing depends on scope. Discrete automation builds run as fixed-scope projects. Ongoing workflow ownership runs as a retainer. See the engagement models, then book a call so we can share a precise number against your actual scope.

Ready to talk specifics?

Book a free 30-minute call. No pitch, no proposal. An honest conversation about whether this is the right fit for your situation.

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