Services
Business Automation
Simplify complex tasks, reduce the chance of human error, and focus on what matters most in your business.
Streamline Your Business
Every business has those tedious processes that are essential to keep things running…
Whether it be sending out daily reminder emails to clients or syncing new sales leads from your email into your CRM, there’s a good chance it can be automated.
Streamline the boring parts and focus on what matters most.
Our approach
Lifecycle of Automation
The journey from recognizing a need to successfully automating a process can be seen as a lifecycle, a continuous and evolving cycle that ensures your automation stays effective and efficient.
Identify
Discover tasks that are repetitive and time-consuming. Ideal candidates for automation include scheduling, data entry, and standard communications.
Implement
Utilize tools like Zapier to link your business apps and automate identified tasks. This phase is about setting up your systems to run these tasks autonomously, saving time and reducing errors.
Optimize
Continuously assess and adjust your automation strategies. Adapt to new business requirements and technological advancements to keep your automated processes at peak performance.
Common Automations
Customer Inquiry Responses
Automatically respond to initial customer inquiries with AI-driven chatbots or auto-reply emails. This ensures customers feel acknowledged immediately and provides them with quick answers to common questions.
Meeting Scheduling Automation
Sync your scheduling app with your calendar. Whenever a meeting is booked, we can automatically block the time on your calendar and can send you a notification. It can also send an automated email confirmation to the attendee with the meeting details.
Lead Capture and Follow-Up
Utilize forms and landing pages that automatically add prospects’ information to your CRM. Set up automated follow-up emails to keep your business top of mind and nurture leads effectively.
Email Management
Automatically filter and prioritize important emails, notifying you of high-priority messages via SMS while sorting others into designated folders. Set rules to handle emails from specific senders or with certain keywords efficiently.