Efficiency
Automation & AI
We set up the behind-the-scenes systems that follow up with leads, send quotes and reminders, and handle the paperwork, so your team can spend its time on actual work. Each automation is a fixed-price build, tested with your real tools before it goes live.
- New lead
- Quote sent
- Signed
- Deposit paid
- Scheduled
Handled automatically
- Request added to your CRM 9:02
- Quote emailed to Dana 9:03
- Contract signed and saved to the job 2:41
- Deposit received, receipt sent 2:44
- Start date booked on the calendar 2:45
What we can automate
Most busywork falls into a few patterns. If your team does the same steps over and over, there’s usually a way to take them off their plate.
Following up with customers
New requests get a reply in minutes, even when you’re on a job. Appointment reminders go out on their own, and finished jobs get a thank-you and a review request.
We set up the wording and timing with you, so every message still sounds like your business.
Paperwork and payments
Quotes, contracts, invoices, and deposits can run as one chain: the quote goes out, the signed contract is filed with the job, the deposit invoice follows, and late payments get a polite nudge.
No retyping the same customer details in three places, and nothing waiting on someone remembering to send it.
Keeping your tools in sync
Your forms, CRM, spreadsheets, calendar, and accounting software can pass information to each other instead of someone copying it by hand.
That makes simple reports possible too, like a weekly summary of new leads, open quotes, or booked jobs sent to your inbox.
Not sure what’s worth automating? It starts with a walkthrough of how the work gets done today, and we’ll point out where the hours are going.
AI
Put AI to work in your business
AI is most useful when it’s part of how you already work, not another tool to log into. We connect it to the systems you use every day and build it into the processes that take up your team’s time.
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AI inside the tools you already use
Add AI to your CRM, inbox, documents, or spreadsheets so it can summarize, sort, and draft right where your team works, with no new software to learn.
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Automations with an AI step
Workflows that read and decide, not just copy and paste: pulling details out of emails and forms, routing requests to the right person, or drafting a quote from a job description.
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Assistants and chatbots
A website assistant that answers common questions and collects new requests, or an internal assistant that knows your services, prices, and policies.
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Custom internal tools
Small tools built around one job, like turning site-visit notes into a written estimate or summarizing a week of customer messages.
We start with the problem, not the technology, and we’ll say so when a simpler automation does the job better. If you want a person in the loop, anything AI drafts can wait for someone to approve it before it goes out. AI usage is passed through at cost or included up to a stated cap.
Pricing
How much does automation cost?
Simple automation
One workflow, like a new lead going into your CRM with an instant follow-up email.
From$500
Multi-step automation
A connected process, like quote, contract, deposit, and reminders.
From$1,500
AI integration
A website assistant, AI lead intake, or an internal tool. AI usage passed through at cost or included up to a stated cap.
See what AI can doFrom$1,500
Plus ongoing automation support: $75–$150/mo
We can host and run your automations on servers we manage, so there’s nothing for you to set up or keep running. Support covers monitoring, fixes when a connected service changes, and small adjustments as your process evolves. The price depends on the number of workflows.
Prices are starting points. New projects are fixed-price proposals based on scope. See all pricing.
How it works
What working together looks like
First
Find the busywork
We map the tasks your team repeats every week and pick the ones worth automating.
Before we build
Fixed-price build
Each automation is scoped and priced before we start.
Before it goes live
Test and launch
We test with your real data and hand it over with a short walkthrough.
After launch
Keep it running
Automation support covers monitoring, fixes, and small adjustments.
Works with
What pairs with automation
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Websites
Most requests start on your website. A site built with your automations in mind sends every form straight where it needs to go.
From $1,500
How we build websites -
Hosting & care
A care plan keeps your site fast, secure, and backed up, so the forms that feed your automations keep working.
From $40/mo
What care covers
Automation & AI: common questions
What kind of tasks can you automate?
Anything repetitive that follows the same steps each time: sending new leads into your CRM with an instant follow-up email, sending quotes and contracts, collecting deposits, appointment reminders, review requests, and internal notifications. If your team does it the same way every week, it’s worth a look.
How much does automation cost?
Simple automations start at $500, and multi-step workflows and AI integrations start at $1,500. Each build is a fixed price, plus automation support at $75–$150 a month depending on how many workflows you have, so they keep working when the services they connect to change.
Do you build AI tools?
Yes, when they save real time. Examples include a website assistant that answers common questions, AI-assisted lead intake, and internal tools that draft quotes or summaries. AI usage is passed through at cost or included up to a stated cap, so there are no surprises.
Ready to take busywork off your plate?
Tell us which tasks eat up your week. We’ll point out what’s worth automating and give you a fixed price for it.