Pre-Built Automation Workflows

Browse our catalog of proven workflows. Pick what you need. We deploy in 48 hours. No custom consulting. No complexity.

BESTSELLER
📞

Complete Lead Response System

"Never Miss Another Lead"

  • Instant missed call text response (within 60 seconds)
  • 3-touch lead follow-up sequence (Day 1, 3, 7)
  • Appointment reminders (24hr + 4hr before)
  • Quote follow-up automation (3-touch sequence)
  • Automatic Google review requests
  • Full activity tracking to Google Sheets

Perfect For

Service businesses, contractors, consultants, agencies—anyone who gets leads via phone or web forms

Results You'll See

Capture 100% of inbound leads • Convert 20-30% more quotes • Get 3x more reviews • Reduce no-shows by 40%

One-time setup: $500
$99 /month
Intro pricing (first 50 clients) • Normally $149/mo
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🤖

AI Voice Receptionist

"Answer Every Call, 24/7"

  • Natural-sounding AI voice answers all calls 24/7
  • Books appointments directly into your calendar
  • Provides quotes based on your price list
  • Answers FAQs from custom knowledge base
  • Qualifies leads (hot/warm/cold) and routes appropriately
  • Records & transcribes all calls for review

Perfect For

Businesses getting 50+ calls/week, after-hours inquiries, teams tired of playing phone tag

Results You'll See

Never miss a call • Capture $5K-$50K in revenue monthly • Replace $50K/year receptionist cost • 24/7 professional presence

One-time setup: $2,500
$799 /month
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📝

AI Meeting Recorder & Task Manager

"Never Take Meeting Notes Again"

  • Auto-joins Zoom, Google Meet, and Teams meetings
  • AI transcription with speaker identification
  • Generates summary with key decisions & action items
  • Auto-assigns tasks to people mentioned in meeting
  • Sends tasks to Asana, Monday, ClickUp, or Slack
  • Searchable meeting library (by keyword, date, attendee)

Perfect For

Teams with 5+ meetings per week, consultants, agencies, managers who need accountability

Results You'll See

Save 2-3 hours/week • Never lose action items • Full accountability on who said what • Searchable meeting history

One-time setup: $1,000
$299 /month
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📱

Social Media Content Generator

"30 Posts Per Month, Zero Effort"

  • AI generates 30 posts/month tailored to your business
  • Optimized for LinkedIn, Facebook, and Instagram
  • Includes AI-generated images or curated stock photos
  • Auto-schedules posts at optimal engagement times
  • Tracks engagement metrics (likes, comments, shares)
  • Suggests improvements based on performance

Perfect For

Businesses wanting consistent social presence without spending hours creating content

Results You'll See

Consistent 3-4x/week posting • Grow following 20-50% • Increase inbound leads 10-15% • Professional on-brand content

One-time setup: $750
$299 /month
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📊

Business Performance Dashboard

"See Your Whole Business on One Page"

  • Daily email at 6am with one-page visual dashboard
  • Key metrics: leads, revenue, appointments, reviews, calls
  • Red/yellow/green status indicators for each metric
  • Shows what needs attention today
  • Weekly trend analysis (improving/declining/stable)
  • Pulls data from CRM, accounting, calendar, phone, reviews

Perfect For

Business owners managing multiple systems, growth-focused owners, multi-location businesses

Results You'll See

Know performance before first coffee • Make data-driven decisions • Spot problems early • No more logging into 5 systems

One-time setup: $1,500
$399 /month
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⏰

No-Show Prevention System

"Cut No-Shows by 40-60%"

  • 48-hour reminder via SMS and email
  • 24-hour SMS reminder
  • 4-hour SMS with required confirmation
  • If no confirmation → "At-Risk" alert sent to owner
  • Tracks no-show patterns (customers, services, days)
  • Optional waitlist automation (fills canceled slots)

Perfect For

Appointment-based businesses (salons, dentists, consultants, home services, med spas)

Results You'll See

Reduce no-shows 40-60% • Save $1K-$5K/month in lost appointments • Fill schedule efficiently • Better customer communication

One-time setup: $750
$249 /month
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✍️

Contract & Proposal E-Signature System

"Close Deals 50% Faster"

  • Generate contracts/proposals from your templates
  • Send via email or SMS for instant signing
  • Track status: sent, opened, viewed, signed
  • Auto-reminders to sign (Day 1, 3, 7)
  • Signed contracts stored in searchable library
  • Mobile-friendly signing (customers sign on phone)

Perfect For

Contractors, consultants, agencies, B2B services—anyone sending contracts or proposals

Results You'll See

Close deals 3-5 days faster • Reduce contract abandonment 40% • Professional signing experience • Never lose a signed contract

One-time setup: $750
$249 /month
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⭐

Customer Feedback & NPS Tracker

"Prevent Bad Reviews, Generate More Good Ones"

  • Auto-surveys after every job (1-10 rating + comment)
  • Calculates Net Promoter Score (NPS) automatically
  • 9-10 ratings → Google review request sent
  • 0-6 ratings → Immediate alert to owner for damage control
  • Tracks NPS trends and identifies patterns
  • Monthly feedback report with improvement opportunities

Perfect For

Any customer-facing business wanting to protect reputation and increase reviews

Results You'll See

Prevent bad reviews by catching issues first • Increase Google reviews 3x • Real-time improvement insights • Fix problems before they go public

One-time setup: $1,000
$299 /month
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Need Something Custom?

Beyond our pre-built workflows, we provide custom automation development, process optimization consulting, and fractional operations leadership for businesses with unique requirements.

Fractional COO

Strategic operations leadership without the full-time cost. Get executive-level process optimization, team efficiency improvements, and scalability planning.

  • Strategic operations planning & execution
  • Process improvement & workflow optimization
  • Team efficiency & productivity initiatives
  • KPI tracking & performance management
  • Scalability planning for growth
Starting at $5,000/month (10-15 hours) • Custom engagements available
Schedule Consultation

Custom Workflow Development

Bespoke automation tailored precisely to your unique business processes. Full discovery, design, build, deploy, and training included.

  • Complete discovery & process mapping
  • Custom automation design & architecture
  • Build, test, and deploy workflows
  • Integration with your existing systems
  • Team training & documentation
  • 30-day post-launch support & optimization
Project-based pricing: $10,000 - $25,000 • Scope-dependent
Request Quote

Process Optimization Consulting

Pure process improvement expertise. Analyze your operations, identify inefficiencies, and design optimized workflows—automation optional.

  • Comprehensive business process audit
  • Inefficiency identification & root cause analysis
  • Redesigned workflow documentation
  • Implementation roadmap & prioritization
  • Team training on new processes
  • Ongoing optimization support
Starting at $3,500/month (retainer) • Project engagements available
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