Audit & Process Mapping
Comprehensive analysis of your current workflows, bottlenecks, and automation opportunities.
Design and implementation of workflows using HubSpot, n8n, Zapier, and Make. Clean, measurable, and maintainable integrations.
End-to-end automation solutions tailored to your operations.
Comprehensive analysis of your current workflows, bottlenecks, and automation opportunities.
Full HubSpot implementation with seamless integrations across your entire tech stack.
Bespoke automation flows using n8n, Zapier, or Make—built for your specific needs.
Custom integrations connecting any system through APIs and real-time webhooks.
Real-time visibility into MRR, ARR, NRR, churn, and all your key business metrics.
Rules, validations, deduplication, and data governance to keep your CRM pristine.
Real outcomes from real implementations.
Automated lead routing and follow-up sequences eliminated 40% of repetitive work for a B2B SaaS sales team.
Sales AutomationReal-time Slack alerts and auto-assignment reduced average lead response time from hours to minutes.
Lead ManagementStripe-HubSpot sync with validation rules virtually eliminated invoice discrepancies and revenue leakage.
Billing AutomationAutomated customer success workflows cut onboarding time by two-thirds while improving satisfaction scores.
Customer Success* Results may vary depending on the operation. Past performance does not guarantee future results.
A structured approach to automation excellence.
Deep dive into your current systems, pain points, and automation goals.
Blueprint the ideal workflows, integrations, and data architecture.
Build, configure, and connect all automations with precision.
Rigorous testing and comprehensive documentation for your team.
Continuous optimization and dedicated support as you scale.
Industry-leading tools for powerful automations.
Flexible plans to match your automation needs.
Perfect for getting started with automation.
For teams ready to scale their operations.
Full RevOps transformation for enterprises.
Most projects take 2–6 weeks depending on complexity. Simple workflow automations can be delivered in under a week, while full RevOps implementations typically take 4–8 weeks. We'll provide a detailed timeline during discovery.
Absolutely. We integrate with virtually any modern SaaS tool through native integrations, APIs, or webhooks. If it has an API, we can connect it. We'll audit your current stack and design solutions that enhance—not replace—your existing systems.
Yes. Every automation includes comprehensive documentation: workflow diagrams, step-by-step guides, troubleshooting playbooks, and video walkthroughs. Your team will be fully equipped to manage and extend the automations independently.
All packages include a support period (30–90 days depending on tier). After that, we offer flexible retainer options for ongoing optimization, monitoring, and new automation builds. Many clients keep us on for continuous improvement.
We need access to your tools (admin access where possible), 2–3 hours for discovery sessions, and a point of contact for questions. We handle all the heavy lifting—your team's involvement is minimal but essential for understanding your processes.
Tell us about your operations and we'll show you what's possible.
Want to move faster?
Book a short call or write me directly.