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From $497 a month + setup

Workflow Automation

Stop copying data between apps. We map your processes, then build and maintain automations that do the repetitive work: routing new leads, syncing your CRM, processing invoices and sending follow-ups.

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WHAT YOU GET

What You Get

Automations that route leads, sync your CRM and take repetitive work off your team.

What you get every month

  • New automations, built and tested
  • Monitoring of every automation, with fixes when something breaks
  • Changes as your processes and apps evolve
  • A real-time dashboard of runs, errors and time saved

One-time setup ($497)

A process audit with a 60-minute mapping session, a list of what to automate first, and the platform setup.

What we need from you

Admin access to the apps involved, a process owner for the mapping session, and test data.

Not included

Platform and app subscriptions, which you pay directly, and custom software development. Automations run on Make, Zapier or n8n, in an account you own.

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PLANS

Plans and Pricing

Billed monthly after setup, cancel any time.

ESSENTIAL
$497
per month
+ $497 one-time setup
  • Process audit and automation roadmap in the first month
  • 1 new automation per month, up to 10 steps
  • Maintenance of up to 5 automations
  • Error alerts, with fixes within 2 business days
  • Plain-language documentation for every automation
  • Real-time dashboard: runs, errors and time saved
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GROWTH
$797
per month
+ $497 one-time setup

Everything in ESSENTIAL, plus:

  • 2 new automations per month, up to 20 steps each
  • Maintenance of up to 12 automations
  • Fixes within 1 business day
  • Custom API connections for apps without a ready-made connector
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SCALING
$997
per month
+ $497 one-time setup

Everything in GROWTH, plus:

  • 4 new automations per month, up to 20 steps each
  • Maintenance of up to 25 automations
  • Same-day response to critical failures
  • AI steps to sort, summarize and draft, with human review
  • Quarterly roadmap call
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You order and pay in our client portal, which opens in a new tab. All prices are in US dollars.

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Not sure which plan fits?

Tell us about your business and goals. We’ll recommend the right plan, or tell you honestly if another service fits better.

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FAQ

Questions, Answered

Clear answers on scope, timing and what happens after you order.

What can you automate?

Repetitive work that moves data between apps: routing new leads to the right person, syncing your CRM with forms and invoices, processing invoices, onboarding emails and internal alerts. If a task follows clear rules, it's usually a good candidate.

Which platform do you use?

Make, Zapier or n8n, depending on your apps and budget. The account is in your name, so your automations stay yours if you leave.

What happens when an automation breaks?

We monitor every automation and fix failures within 2 business days in ESSENTIAL and 1 in GROWTH, and respond the same day to critical failures in SCALING.

Why start with a process audit?

Automating a broken process only makes it break faster. The audit maps how the work really happens, fixes the gaps and picks the automations that save the most time.

Are app and platform fees included?

No. You pay platform and app subscriptions directly. We recommend the plan that fits the volume of your automations.

Can I cancel?

Yes. After setup, plans are billed monthly and you can cancel at any time, with no cancellation fee. Your automations stay in your account.