Workflow Automation
Discovery session, custom multi-tool workflows (CRM, calendar, email, SMS, payments), trigger and condition logic, error handling, team documentation, quarterly audits.
Help running the operation
The back-office work — CRM, pipelines, automations, integrations, training — is what most operators duct-tape together. We build it right, document it, hand you the keys.
Tools that don’t talk to each other. Data re-entered three times. New hires that take weeks to onboard because nothing’s documented. You’re not running a business — you’re holding it together with willpower.
Most operators we talk to fall into one of two camps — they want the whole thing handled, or they know exactly which one piece is broken. We do both.
For operators who want the whole thing handled. We map your operation end-to-end, build the system that runs it, and hand you the keys. CRM + automation + AI + follow-up + reputation + website — connected, tested, yours.
Discovery call first. Custom scope based on what your business actually needs. Most builds run 4–8 weeks depending on your starting point.
Already have most of the system? Just need one or two pieces? Each service below is buy-one-on-its-own. No package required. No “we recommend you also add” upsell.
Starting-at pricing on every service. Quoted to your specifics. Pick what fits, skip what doesn’t.
Most agencies selling automation can’t tell you what their own response time is. We can.
We can show you our own GoHighLevel dashboard, our own form-to-text latency, our own follow-up sequences firing on the leads who didn’t book the first call. That’s not marketing. That’s the cost of selling something we use.
Two ways to run it, whether you book Business Autopilot or a single service. Open your own GoHighLevel account and you own the build outright, or have us host and manage it on our platform. Either way, your contacts and pipeline data are always yours to export. No lock-in.
Starting-at flat fees for builds. Monthly retainers when you want us on the bench. Custom quotes when scope is unique to you. We don’t force the wrong model to make our own books easier.
Brevard County office. Anthony picks up the phone. Clients across the country, but the roots are local.
The systems we build stay built. The workflow we deployed for a screen contractor in 2022 still routes leads today.
Every service we deliver — single piece or Business Autopilot — comes with a walkthrough video, a written guide, and a Loom of how to operate it.
3-5×
Hours per week recovered when the right system replaces tab-switching + Post-its.
1 week
GHL Onboarding turnaround from kickoff to handoff. Pipelines, tags, calendar, all live.
100%
Of clients keep their CRM account if we ever part ways. Workflows are exportable.
“They built a system for us that runs whether we’re paying attention or not. Leads get answered, appointments get booked, reviews come in. We stopped losing the ones we used to lose.”
Verified client reviewGoogle · 5.0
Discovery call first. We map your operation: lead intake, sales pipeline, ops handoff, fulfillment, post-job. Then we identify what’s manual that should be automated. Quote is scoped from there — every operation is different.
A solo dental practice has different bottlenecks than a 4-crew pool builder. Productized operations packages would either underdeliver or charge for things you don’t need. Custom scope is honest pricing.
We work with what you’ve got. Plenty of clients come to us already running HubSpot, Pipedrive, or Salesforce — we can connect to it, run it alongside GoHighLevel, or migrate you only if you decide that’s the better move. We help you make that call during the audit. We never force a switch.
Training + documentation + handoff Loom video for every workflow. We don’t ship and disappear. If your team isn’t using it 30 days in, that’s our problem to fix.
Not sure which way to go? Talk to us. 15 minutes, screen-share, no pitch — you walk with a clear next step. Want to skip the call and just buy one service? Pick from the list above and we’ll quote it.