Automations • Workflows • Custom Reporting
We design and build automations, Zapier & Make workflows, and standardized processes that quietly run in the background while your team focuses on clients and growth.
You tell us how you work today — we design the “no one can drop the ball” version.
Whether you need a single Zap tuned up or an end-to-end operating system, we meet you where you are and build from there.
Design and build automations that connect your CRM, calendar, email, forms, and internal tools into one coherent system.
From fixing one broken Zap to architecting hundreds of steps, we handle the build so you don’t have to babysit your automations.
Turn “this is how we sort of do it” into clear, documented, repeatable processes your whole team can follow.
Simple, low-friction, and designed to respect your team’s time.
We spend 45–60 minutes understanding your current tools, processes, and failure points. You talk through how the work really happens day-to-day.
You get a clear visual of proposed automations, Zapier flows, and standardized steps — plus what stays manual and why.
We build, test with real data, and document everything. Your team gets a simple playbook, and we stay available to refine as you grow.
Numbers will vary — but the direction is always the same.
“Our tech stack didn’t change — but the way it all fits together did. We finally have one version of the ‘right way’ to do things, and most of it happens automatically.”
Short, anonymised snapshots of what this looks like in the real world. Same tools you already use — wired together so no one has to babysit them.
Problem: New clients were being added in three different systems with no single owner. Tasks slipped, and “who’s doing what?” kept coming up in meetings.
Solution: Zapier workflows tied together their intake form, CRM, e-sig, and folder structure. A standard onboarding checklist now spins up automatically with clear owners.
Result: ~30% faster onboarding and no more “ghost” clients sitting half-set-up across tools.
Problem: Website leads, workshop signups, and referrals all landed in different spreadsheets. Follow-up was manual, inconsistent, and hard to track.
Solution: One central lead pipeline in the CRM, fed by Zapier from forms and events. Automated reminders for calls, emails, and “nudge” tasks for the assistant.
Result: 2–3x more consistent follow-up and a clear view of where every new name sits in the process.
Problem: Quarterly review prep meant digging through drives, CRMs, and emails to assemble packets and KPIs for each household.
Solution: A scheduled automation that pulls CRM data and key metrics into a standardized packet, files it in the right folder, and drops a task for the advisor to review.
Result: Prep time per review dropped from “most of an afternoon” to 15–20 minutes, with a consistent client experience every time.
These are anonymised composites based on real projects. On a call, we can walk through what a similar result would look like for your stack.
Share a bit about your current stack and bottlenecks. We’ll review and follow up with a short Loom or a call invite outlining where automations and standardised processes can help most.