Business Systems & Automation

Streamline operations, reduce manual work, and scale smarter.

Ideal for: Small and scaling businesses that want to streamline operations, reduce manual work, and get leaner systems in place without hiring more staff.

Price: Custom Quote

Find Your Automation Fit

Let’s figure out which systems could save you the most time

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What This Includes

Workflow Automation & Optimization

  • Auto-sending invoices and approval reminders
  • Inventory tracking workflows tied into accounting
  • Recurring task automations (weekly reports, payroll reminders)
  • Auto-follow-ups on past-due items

Custom AI Integrations

  • Forms that auto-summarize client answers
  • Simple chat assistants to help answer repeat questions
  • Transcription tools for voice/meeting notes
  • Internal AI helpers for docs or draft content

Backend Infrastructure Setup

  • Domain routing, DNS, and basic server setup
  • Helping you self-host simple websites
  • SSL certificates and secure HTTPS setup
  • Email domain configuration (for deliverability)

Web Tool Setup & Integration

  • Booking tools and simple CRMs
  • Client dashboards for status/progress
  • Calendar or intake forms connected to internal systems
  • Lightweight client portals

Analytics, Dashboards & Reports

  • Quick dashboards showing weekly performance
  • Basic traffic or behavior reports
  • Weekly or monthly summary snapshots
  • Dashboard to track top metrics across tools

SOP & Process Development

  • Mapping out current manual processes
  • Simple documentation or video walkthroughs
  • Suggestions on what to automate vs. delegate
  • Help organizing operations into clear steps

Client Communication Systems

  • Forms that send automatic welcome emails
  • Billing or reminder workflows
  • Custom links for easy document sharing/collection
  • Lightweight feedback forms or review requests

Tech Cleanup & Optimization

  • Cleaning up messy folder systems or permissions
  • Removing unused tools
  • Speed improvements or bug-fixes on your site
  • Fixing email clutter or improving workflow layout

Available Add-Ons

  • Ongoing help and troubleshooting
  • One-time builds with optional training
  • Client portal setup