Automations
The spreadsheet gets removed, not added to.
Three productized automations, built from the same pains the systems engagements already name. A fixed starting price, a real setup process, and a human confirming the step that matters.
01
Inbound lead → qualified pipeline
Every inquiry, wherever it lands, in one ordered list.
- Before
- Inquiries scattered across a website form, WhatsApp, email, and phone notes — nobody agrees who to call next.
- After
- One ordered pipeline. Every lead captured, enriched, deduplicated, and routed with a follow-up reminder attached.
How it works→Starts at $650
Website form · WhatsApp · Email · Phone notes→Capture · enrich · dedupe→One ordered pipeline
02
Quote & document generation
One controlled template, not a copy-paste chain.
- Before
- Structured intake happens, then a person manually assembles a quote, proposal, or invoice — copy-paste errors included.
- After
- Structured intake generates the document from a controlled template automatically, delivers it, and tracks whether it's been opened or answered.
How it works→Starts at $850
Form intake · CRM record · Spreadsheet row→Generate from controlled template→Tracked document + reminders
03
Operational reconciliation & reporting
The productized version of the inventory-spine case.
- Before
- Numbers get pulled from each tool by hand and reconciled manually, usually once a week, usually late.
- After
- Scheduled pulls from the tools already in use, reconciled into one state, surfaced as a dashboard plus a recurring digest, with exceptions flagged the moment numbers disagree.
How it works→Starts at $1,400
Sales · Inventory · Accounting · Bookings→Scheduled pull · reconcile→Dashboard + digest
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