Automations
Practical workflows that replace the repetitive work your team is still doing by hand
I build simple automations for intake, follow-up, documents, reporting, and admin tasks. Most projects start with one workflow in the $2,500–$5,000 range. Each one typically replaces about ten hours of manual work a week.
Common Automations
Six workflows we build over and over. Click any one to drop it into the rough-quote calculator below.
Lead Intake
New form submission → CRM record → owner alert → confirmation email.
Estimate this workflow →Client Onboarding
Signed proposal → folder + docs created → kickoff email scheduled.
Estimate this workflow →Document Generation
Form data or spreadsheet row → branded PDF → emailed or filed.
Estimate this workflow →Weekly Reporting
CRM, spreadsheet, or billing data → Friday summary in your inbox.
Estimate this workflow →Founder Admin
Routine review and approval work compressed into exception-only alerts.
Estimate this workflow →Build a Rough Automation Quote
Use this on a call or on your own to see what one workflow could save — and what it costs to build.
Rough Automation Quote
Rough Estimate
Estimated annual savings
$10,400 / yr
One-time build
$2,500–$3,500
Likely fit
Strong fit
Scope This Workflow →Estimates only: hours × hourly cost × 52 weeks × automation potential. We confirm the price during a 20-minute scope call.
Pricing
Three simple tiers. 50% to start, 50% on delivery.
Most common
Starter Automation
$2,500–$3,500
One workflow, one system, light branching.
Core Workflow Build
$3,500–$5,000
One workflow across two or three systems, with light reporting.
Multi-Workflow Project
$5,000+
Two or more connected workflows, scoped on a call.
Not sure which workflow? Start with the $1,500 Busywork Audit — one day on site, and its fee comes off the build.
How It Works
Five short steps from first call to a working automation.
Quick call
20 minutes. We walk through the workflow you have in mind.
Written scope
A short doc that names the systems, the steps, and the price.
Build
Usually 1–2 weeks for a single workflow.
Review together
You run it once with me on the call.
Handoff + support
Documentation, plus a window for fixes after launch.
Small, Boring, and Dependable.
I don’t sell “AI agents that run your business.” I build small, boring, dependable workflows that remove specific tasks from your week. If a job is better done by a person, I’ll tell you.
And when one workflow isn’t enough: some clients graduate to a complete platform they own outright. See the Field Service Platform.
Learn More
Frequently Asked Questions
Quick answers before we hop on a call.
What tools do you use?
Simple, dependable tools that connect the systems you already use — Google Workspace, Microsoft 365, QuickBooks, your CRM.
Do I need to be technical?
No. I build it, test it with you, and show you exactly how it works. You get written instructions and a walkthrough before I hand it over.
Can you connect to my tool?
Usually. I check what your software can actually connect to before I quote the work. If it cannot do what you need, I will tell you before you spend money.
Where does the automation run?
In accounts you own. If we stop working together tomorrow, the workflow keeps running.
Will this replace someone on my team?
Usually not. It removes the copying, chasing, and retyping from someone’s day. If the work needs judgment, a person should do it.
What happens if something breaks?
If something I built is wrong, I fix it for 90 days at no charge. After that — or if another app changes how it works — I fix it at a plain hourly rate. No retainer required.
Ready to Remove One Task From Your Week?
Start with a 20-minute call. We pick one workflow and price it on the spot.
Build a Rough QuoteContact Chris