Stop Remembering.
Start Getting Things Done.
When important tasks depend on someone remembering to do them, things fall through the cracks. I build simple automations that handle the repetitive work so you can focus on what actually requires thinking.
You're Paying Someone to Move Information Between Boxes
I've watched this pattern repeat across different businesses.
Someone fills out a contact form. Your assistant copies that information into your CRM. Then into a spreadsheet. Then sends you an email about it.
Three hours a week minimum. Sometimes ten.
That's not because anyone's incompetent. It's because your tools don't talk to each other and someone has to be the translator.
That's 150+ hours a year spent copying and pasting. Hours you're paying for that produce zero value.
When manual processes break down, leads don't get followed up. Important notifications get buried. Clients wait.
Every business I've worked with thinks their situation is unique. It usually isn't. The same five or six tasks eat up everyone's time: lead intake, follow-up reminders, data entry, status updates, report generation.
This Makes Sense If You're Saying:
If you're looking for AI magic or complex enterprise systems, this isn't that. These are practical automations that solve specific friction points.
What Changes After We Set This Up
Forms Fill Themselves
Someone submits a contact form. That information flows directly into your CRM, creates a task, sends a notification. No copying. No forgetting.
Follow-Ups Happen Automatically
Leads get immediate acknowledgment emails. Your team gets reminded to follow up at the right intervals. Nothing depends on someone's memory.
Reports Generate on Schedule
Weekly summaries compile themselves. Data gets pulled from multiple sources, formatted consistently, delivered when you need it.
Status Updates Flow Naturally
When something changes in one tool, relevant people get notified in the places they actually check. No more "did anyone tell them?"
Your Team Knows What to Do
Processes run consistently whether you're there or not. New people can see how things work instead of asking.
You Get Your Time Back
Those ten hours a week? They're available for actual work. Not administrative babysitting.
How I Build These
I use a tool called n8n. It's designed for connecting different software together without requiring a developer.
We start by mapping what's actually happening now. Where information enters your business. Where it needs to go. What decisions trigger what actions.
Then I build workflows that handle those handoffs automatically. Form submission triggers CRM entry. CRM entry triggers notification. Notification triggers task creation.
Map current processes. Identify friction points. Prioritize what to automate first.
Build and test workflows. Make sure everything connects properly. Document how it works.
Train your team. Monitor for issues. Adjust based on actual use.
Everything is built to be transparent. You can see what triggers what. You can modify workflows later if your process changes. You're not locked into something you don't understand.
What This Isn't
This Doesn't Replace Strategy
Automation handles repetitive tasks. It doesn't decide what's important, what to prioritize, or how to position your business. Those still require human judgment.
This Isn't a Full CRM Replacement
I connect your existing tools together. If you don't have a CRM or your current setup is fundamentally broken, we need to fix that first before automating around it.
This Requires Some Discipline
Workflows only work if people actually use them. If your team bypasses the system and goes back to manual processes, automation won't help.
This Takes Time to Set Up Right
Getting this working properly usually takes 2-3 weeks. Anyone promising instant automation either doesn't understand your process or is oversimplifying.
Two ways to start
I work with adults. Choose how you want to engage based on your preferred thinking style.
Option 1 — Quick conversation
If you just want to explain what’s going on and see if it’s a fit, start here.
Message Received
Thanks for reaching out. I'll review your situation and get back to you personally within 24 hours.
Option 2 — Build your scope
If you prefer clarity and want to think through scope before we talk, use the Scope Builder.
Interactive tool to calculate your monthly investment based on specific deliverables.
Build your scope →- ✓ Instant price estimates
- ✓ Clear list of deliverables
- ✓ No pressure discovery