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Business Automation

Efficiency to the
next level

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A Few Details

what our sites do

How much is your time worth? When we work on our projects, we often have to dive into the companies processes to get a better feel for how they operate and how we can help.

More often than not, we find massive money pits in the form of repetitive processes.

We've created a niche for ourselves in the practice of helping those businesses automate said repetitive tasks so that they're faster, cleaner, and more cost-friendly than ever before.

Below are a few examples of automations that we deploy regularly: 

  • Excel/Google Sheets to Xero/Quickbooks: copy & paste one row to a client spreadsheet to automatically populate and send invoices.
  • Website form to your CRM: each time a form is filled out on a site, a new contact and/or task is added to the CRM, and an email is sent out with the details to the appropriate staff member.
  • Wordpress post to social platforms: each time an article is posted, it is automatically shared throughout the businesses' different social accounts.
  • Follow up with new leads via Gmail/Outlook: create and send an immediate follow-up message after new leads enter the pipeline straight from a business email account rather than a third-party service like Mailchimp.




Limitless opportunities for integration and automation

Common integrations

-Google Apps
- Calendly
- Hubspot
- Basecamp
- Microsoft Apps
- Wordpress
- Typeforms
- Teachable
- Stripe
- Paypal
- Quickbooks
- Xero
- Facebook
- LinkedIn

If you don't see your software here, please reach out, and we can let you know the possibilities!

an example

case study

Built with: ZAPIER

For the sake of privacy, we have left this case study nameless.

One of our clients struggled with their onboarding processes, and was outsourcing the administrative work for $35/hr for 12-20 hours/month, for an average cost of $6,720/year.

We created a new workflow in Zapier that completely wiped their need for a VA. The automations we built take care of their intake in the following way: 

  • New Lead submits request for 20-minute consultation.
  • New Lead receives a personalized email from GMail integration with salesperson's signature. That email contains a "Book a call now" Calendly link that's integrated with the company's calendar.
  • A time and date is chosen for the call in Calendly, and a Zoom integration automatically creates a new meeting at that time and sends invites out to both parties with a branded attachment containing an agenda and objectives.
  • Hubspot creates a new task for the meeting and assigns it to our Client's admin, as well as adding a new contact into the CRM.

And voilà. In one step, all of their new leads contact information has been centralized in Hubspot, they've been emailed back with a personalized introduction, and a sales meeting has already been organized and added to the salesperson's calendar. No back-and-forth on setting a meeting time, no manual data entry, no forgetting to follow-up; everything taken care of without staff needing to lift a finger.

$6,720 in pure cost savings per year, before taking into account increased sales efficiency, less stress, and an overall improvement in customer service.

Looking to get more information?

It would be great to learn a little bit about yourself and your business to see if we'd make a good fit! Book a free consultation and we will be in touch with you shortly.

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