Skip to content

For owner-led service businesses

We automate the work between your leads and your revenue.

Business automation on the tools you already use: the CRM, follow-up, reporting, AI agents and the pages that feed them. Your team stops retyping, and you can see what is working.

Leak detector

Step 1 of 3

What do you sell?

Three taps. No typing, no signup.

Nothing you tap leaves this page.

  • 01Leads that go coldMissed calls and slow replies, answered by rule.
  • 02Spend you cannot traceSpend tied to closed sales, with the gaps shown.
  • 03Invisible when buyers askEasier to find in search and in AI answers.
  • 04Busywork eating your teamCopy-paste work and hand-built reports, automated.

Where the work piles up

Where leads, dollars and hours go missing.

You already pay for ads, search, calls and forms, and for the people who run them. The loss is rarely inside one tool. It sits in the gaps, where a job detail is entered twice, a call goes unreturned or a report gets rebuilt by hand. Most of it lands in one of these four spots.

Click → answer → sale → count

  1. 01Problem

    Leads go cold

    A form comes in at 9pm and nobody replies until Thursday. The missed call never gets a text back. By then the buyer may have booked someone else.

    Routing · Text-back · Voice agents

  2. 02Problem

    Spend you cannot trace

    Google claims the conversion. Meta claims the same one. The CRM shows far fewer sales, and nobody can say which click paid for the job.

    Attribution · Call tracking · CRM

  3. 03Problem

    Invisible when buyers ask

    Buyers type the question into search or an AI assistant, read the answer and shortlist whoever it names. You are not named.

    SEO · GEO · Local · PR

  4. 04Problem

    Busywork eating the team

    Someone retypes job details from one tool into another, rebuilds the weekly report by hand and chases updates in chat. That time was meant for selling.

    Automation · AI agents · Reporting

Pick the leak you recognize. The fix starts there.One connected system

What we build

Business automation services, one leak at a time.

Start with the symptom you can see: slow follow-up, a weekly report built by hand, calls nobody returns, spend nobody can explain. We trace it across the whole path and automate that part, instead of selling you a channel. When calls or replies are what slip, that includes AI agents and a voice agent that answers and books.

  1. 01

    AI, Agents & Automation

    Automate the repeatable work. Keep judgment and the customer relationship with people.

  2. 02

    Search, GEO & Authority

    Be the source buyers and AI answers reach for, not just a page with more keywords.

  3. 03

    Paid Growth & Creative

    Know what the campaign taught you, who responded and what happened after the click.

  4. 04

    GTM, CRM & Revenue Operations

    Swap disconnected reports and handoffs for one operating model people can read.

  5. 05

    Web, Experience & Conversion

    Make the next step easier without tricking the person taking it.

One lead. Five steps.

What happens to one lead once the work is automated.

Follow one inquiry from the first click to the closed sale. Each step hands the next the context it needs, so less is copied by hand on the way, and the last step feeds what it learned back to the first.

A strategist reviewing search and AI discovery research across a working table
Chapter 01Arrive

One lead · Arrive

The visit lands and its source is saved.

A buyer clicks an ad, finds you in search or follows an AI answer to your page. The click ID, the campaign and the landing page are saved before they type a word, because that is the only way to trace the spend later.

Lose the source here and every report after this guesses.

See how buyers find you
Slide 1 of 5
A marketing operations team checking a lead form and CRM handoff
Chapter 02Answer

One lead · Answer

The form reaches the CRM and the lead gets a reply.

The submission is matched to a record that may already exist, given a named owner and answered by text or email within a minute. The job details stay on the record, duplicates are merged, and the owner sees where the lead came from and what they asked for.

The reply is the part the buyer remembers.

Fix the handoff
Slide 2 of 5
A customer operations specialist reviewing a voice-agent handoff
Chapter 03Follow up

One lead · Follow up

Follow-up runs on rules, with a person for the hard calls.

A missed call gets a text back. A quote that goes quiet gets a follow-up on a schedule you set. A voice agent can answer after hours and book the slot. Anything unusual goes to a person with the whole history attached.

Nobody should have to repeat what they already told you.

Stop leads going cold
Slide 3 of 5
A customer delivery team reviewing onboarding milestones and ownership
Chapter 04Close

One lead · Close

The sale is logged, and the source stays attached.

When the job is booked or the deal closes, the stage change is written back to the same record. That stamp connects a click in March to revenue in May, whatever the ad platform reported along the way.

A sale with no source is a number nobody can learn from.

Connect sales to source
Slide 4 of 5
A revenue team comparing campaign, pipeline and attribution evidence
Chapter 05Count

One lead · Count

Closed revenue goes back to the channel that earned it.

Offline conversions go back to Google and Meta, so bidding learns from real sales instead of cheap form fills. One dashboard shows spend, pipeline and revenue by source and matches the CRM, so the weekly report does not have to be built by hand.

Connect it, then count it.

See the revenue view
Slide 5 of 5
0105

Business process automation, in four steps

How we turn a week of repetitive work into hours.

We aim to turn a week of repetitive work into hours, but the real figure depends on the work, and we will not quote one before we have seen it. Business process automation is four jobs, done in the same order, on the work your team repeats.

  1. 01

    Find the work and the leaks

    We start with the people who do the work and list what gets copied by hand, chased and rebuilt, and where a lead goes quiet. The list is ranked by what costs the most.

  2. 02

    Automate the repeatable parts

    Rules, templates and AI agents take the steps that never change. A person keeps the exceptions and the approvals, and a switch turns any of it off.

  3. 03

    Show the numbers in one place

    Spend, leads, pipeline and revenue meet on one dashboard built from your own accounts, so there is one number to argue about.

  4. 04

    Keep it running and improving

    Automations break when a field changes or a plan limit hits. We watch them, fix them and build the next one from the list.

Illustrative example

The weekly report

Before

Monday morning someone opens the ad account, the CRM, the invoicing tool and a spreadsheet, copies figures into one sheet and hunts for why two of them disagree. The report goes out Tuesday.

After

The same four sources feed one report on a schedule. Someone reads it, adds a line on what changed and sends it. The checking stays with a person. The copying does not.

Not a client result, and no figures: it shows the shape of the change, not a measured saving.

What the system covers

What business process automation covers in a service business.

A service business runs on calls, meetings, quotes, jobs and invoices. Here is what we can build around them, written as what changes for you. You will not need all of it. We start with the job that costs the most time.

  • 01

    Meetings turn into follow-ups

    Upload or fetch the transcript from Zoom, Fathom, Otter, Fireflies or a similar tool. You get the summary, the action items and next steps, a drafted follow-up email and a read on how the client felt, instead of notes typed up from memory.

  • 02

    Revenue numbers the owner can read

    Retention, cohorts, sales efficiency, channels, unit economics and profitability on one screen, beside accounts, onboarding, renewals, pipelines and forecasts, with a health score on each client.

  • 03

    Ad spend checked while there is time to act

    Budget spent, pacing, projected spend, leads, cost per click and days left, read from the live Meta account and set against QuickBooks, Stripe and your ClickUp tasks.

  • 04

    Calls answered when nobody can

    A voice agent picks up after hours or at peak times, asks your questions, books the slot and passes the call to a person when it should. It tells callers it is an AI, and every call is logged in the CRM.

    See the voice agent
  • 05

    A guide that knows your data

    A central AI guide reads the data you have given it access to and walks you through the next step, so you are not hunting through menus.

  • 06

    Content and ads built from what worked

    Posts for several networks, with AI-generated images, copy, video and voice in your brand, published on a schedule with the analytics collected afterwards. A person approves before anything goes out.

  • 07

    Books that start from the books

    QuickBooks, Stripe and Gusto (payroll) feed detailed books and client-level analytics, so there is less to rebuild by hand at month end.

  • 08

    Automation on the tools you have

    Automations inside the system, plus n8n, Zapier or Make for the extras, with templates we adjust to the way your business already works.

Also in the build: a calendar with reminders and notifications, team workload and reporting lines, roles and permissions, AI usage caps and budgets, and reports, pivots and models. Platform names show what we can work with. They do not imply endorsement or a partnership.

Illustrative layout

From a recorded meeting to a sent follow-up

  1. 1Transcript
  2. 2Summary
  3. 3Action items
  4. 4Follow-up email
  5. 5Client health
A drawing of the sequence, not a screenshot. No client data.

Illustrative layout

Ad pacing, field by field

Field names only, with the values left blank. Not a screenshot, and no client data.
A planner marking a capacity grid on a whiteboard while two colleagues review it

Before the build

Before we automate anything, we draw the handoffs and find where the lead goes quiet.

House rule: trace first, build second.

How we work

Small business automation that does not live in one person’s head.

When the repetitive work lives in someone’s habits, such as the spreadsheet only they understand or the report only they know how to build, everything stalls the day they are out. Our automation consulting ends in something built and written down, so the work depends less on one person being in. We connect the strategy to the plumbing, then keep the whole thing running.

01

Map before we build

We draw where leads actually go, who touches them and where they stall. The tool choice comes after that drawing, not before.

02

Say what the data cannot prove

Every number we report comes with its source and its gaps. If a channel cannot be traced, we say so instead of rounding it up.

03

A person stays in the loop

Automations have an owner, an approval step for anything that matters and a way to switch them off.

04

Count the sale, not the click

Calls, bookings, jobs and revenue go into the same record as the ad that started them.

See how the system fits together

Your stack, connected

Keep your tools. Stop being the glue between them.

Most teams do not need another platform. They need the ad account, the CRM, the accounting tool and the inbox to agree on who a lead is, and something other than a person to carry the data between them. Our system connects to what you run, with n8n, Zapier or Make carrying the extra automations where a job needs them. We add a tool only when it closes a specific gap.

See the platforms we integrate
  • Google AdsClicks tracked to the CRM record
  • MetaLeads routed to the CRM
  • Google AnalyticsEvents matched to revenue
  • Google Search ConsoleQueries tied to pages and leads
  • SemrushResearch feeding the content plan
  • HubSpotWhere the one record can live
  • MailChimpEmails triggered by CRM stage
  • ClickUpTasks tied to the lead’s next step
  • MakeHandoffs between tools, automated
  • n8nWorkflows on the same record
  • ZapierA trigger on every stage change
  • ClaudeDrafts and checks, owner approves
  • Google GeminiResearch and summaries, reviewed
  • ElevenLabsVoice for call and agent flows
  • Google CloudData and jobs behind reporting
  • InstagramReplies and leads into the CRM
  • TikTokAd leads into the CRM
  • YouTubeViews tied to inquiries
  • FigmaDesign handed to the build
  • WebflowForms writing to the CRM
  • WordPressForms and pages tracked to leads
  • Next.jsFast pages with tracked forms
  • ReactInterfaces that post to the record
  • VercelDeploys with tracking intact

Platform names show what we can work with. They do not imply endorsement, certification or a partnership unless we say so.

From the blog

Sourced reading on the work around your leads.

Guides and posts on automating follow-up, reporting and CRM work, plus attribution and AI search. Sources are shown, and each piece says where the evidence runs out.

Browse the library

Straight answers

Before you sign anything.

What can be automated, what stays with your team, who owns the accounts and how we know it worked. More answers on the FAQ page.

Start with your week

  1. 01

    Tell us where the week goes.

    A paragraph is enough: what gets copied, chased or rebuilt.

  2. 02

    We find the work and the leaks.

    Replies, reports, search or handoffs: we start with the one you named.

  3. 03

    You get a ranked list.

    What to automate first, and what to leave alone.

Find where your week goes.

Book a free review call and tell us what keeps happening: replies that come too late, a report built by hand every week, calls nobody returns, a team buried in copy-paste. We will say which job to automate first, and we will say so if the work belongs with someone else.