Build once.
Let the system pay you back every day.
We design and implement lean automation systems that take over repetitive steps in your revenue and operations workflows – especially quoting, intake, and status updates – without forcing you to rip out your existing tools.
What we turn into systems
The best candidates are high-volume, high-friction workflows where your team repeats the same steps all day, every day.
Lead & job intake
- Smart intake forms that collect clean data the first time
- AI-assisted parsing of emails, PDFs, and notes
- Automatic routing to the right team or queue
Quoting & approvals
- Pull prices and rules from your sheets/ERP/CRM
- Generate draft quotes or proposals automatically
- Approval flows and standardized templates
Ops, updates & back-office
- Sync data between tools instead of retyping
- Automate status updates and reminders
- Generate internal and client-facing summaries
Designed for real-world teams, not tech labs
You’re not trying to build a Silicon Valley startup. You’re trying to run a reliable business with fewer dropped balls and fewer “who’s on this?” messages.
- Service & inbound sales teams juggling calls, emails, and forms
- Ops-heavy businesses coordinating jobs, loads, or projects
- Leaders who want better systems, not more apps
What we don’t do
- No speculative chatbots that nobody uses
- No “AI for AI’s sake” projects that don’t tie to revenue or efficiency
- No forced migrations to complex platforms you don’t want
Our build process
Clear, opinionated, and designed so your team always knows what’s going on.
Discovery & mapping
We map how the workflow actually runs today – including all the “then I usually…” steps that don’t live in any SOP.
System design & plan
You get a clear architecture diagram and explanation of which steps will be automated, what tools we’ll use, and how people will interact with it.
Build, test & rollout
We implement the system, integrate it with your tools, and roll it out in phases so there’s always a fallback while people get comfortable.
Monitor & iterate
We monitor performance, tweak prompts and rules, and help you decide where to expand automation next as you see results.
Example: quoting workflow overhaul
A mid-sized supplier was spending 30–45 minutes preparing each quote. By automating intake, price lookup, and draft generation, we targeted 10–20 minutes per quote – while improving consistency and follow-up.
Request a workflow audit →
Talk through your automation opportunities
Share a bit about your current tools, team size, and where you feel the most friction. We’ll respond with realistic ideas, not a generic pitch.
- Good fit if you have clear recurring workflows
- We’re honest if automation is not the right lever
- No pressure to commit on the first call