01
Map out existing business processes
- We'll review and map out the business processes that helped get you where you are today
- This provides a bird's-eye view and exposes problem areas
Process Automation
Say goodbye to overhead.
Say goodbye to overhead.
Get back what you love.
You started your business to deliver an awesome product. But now you're bogged down in repetitive tasks. We help you get back to your core business.
You started your business to deliver an awesome product…
But now you're bogged down in repetitive tasks:
- Booking and scheduling
- Creating estimates, contracts, and invoices
- Overwhelmed with customer and employee comms
- Manually calculating project-level P&L
- The list goes on…
Our core business is helping you get back to your core business.
How we work
02
Identify areas for redesign + automation
- Some processes will always require a human touch
- Others can be fully or partially automated
- We'll help you differentiate between the two
03
Redesign + automate processes
- Our team takes action on the findings
- Implement new tools to support new processes (if necessary)
- Deliver solutions that save your company tens or even hundreds of hours each month
Tools we work with
A diverse set of platforms to make your work more efficient.
Microsoft PowerAutomate
Google Workspace Studio
Connecting a broad array of your tools…
Microsoft SharePoint
QuickBooks
Google Drive
Slack
HubSpot
Gmail
Stripe
Granola
Outlook