02 — Automate
AI workflows & automations
The repetitive work your team shouldn’t be doing by hand. We map where the hours actually go, then build automations in Make, n8n, Zapier or HubSpot — with AI where it genuinely saves time, and nowhere it makes your business sound like everyone else’s.
What’s included
Everything in this engagement.
Workflow builds
Make, n8n and Zapier scenarios connecting your site, CRM, inbox, calendar, phone system and spreadsheets.
HubSpot development
CRM setup, custom objects, workflows, modules and lifecycle automation built properly instead of duct-taped.
GoHighLevel builds
Sub-accounts, pipelines, snapshots and campaign automation for agencies and multi-location operators.
AI lead handling
Intake that scores intent, summarizes the enquiry, drafts a first reply and flags the urgent ones to a human.
AI chat & intake
Assistants trained on your own content and pricing, so they answer accurately or hand off — never invent.
Triggers & follow-up
Review requests, quote chasers, no-show recovery, reactivation and internal alerts that fire on their own.
How it runs
The sequence.
STAGE 01
Audit the hours
We map every manual step between an enquiry arriving and a job closing. Most businesses find six to ten.
STAGE 02
Pick the wins
Ranked by hours saved versus build cost. Nothing gets automated just because it can be.
STAGE 03
Build & test
Workflows built, connected and run in parallel with your manual process until they are provably right.
STAGE 04
Hand over & monitor
Documentation, an error alert channel, and a monthly check that nothing has silently broken.
What you get
Deliverables.
- Documented workflow map of your current process
- Live automations in your own Make, n8n, Zapier or HubSpot account
- AI prompts and logic documented in plain English
- Error alerting so a broken workflow never fails silently
- Training session for whoever owns it internally
- Estimated hours saved per month, measured after 30 days
Who it’s for
A good fit if…
- Someone on your team is re-typing the same data twice
- Leads sit unanswered because nobody saw them
- Follow-up depends on someone remembering
- Your CRM is technically installed but nobody trusts it
- You're paying for tools that don't talk to each other
Investment
What it usually costs.
AUTOMATION AUDIT
$2,600
one-off
Process mapping, hours-saved analysis and a prioritized build plan you can keep either way.
WORKFLOW BUILD
$3,500
from
Two to four automations built, tested, documented and handed over in your own accounts.
ONGOING
$1200
per month
Monitoring, fixes, new workflows and AI tuning as the business changes.
The audit fee is credited against a build if you move forward. Ranges are a starting point — you get an exact number after the first call.
Questions
Straight answers.
No. Most of what we build is deterministic automation — triggers, routing, records, notifications. AI is used for the parts that need judgment or language, with a human check where the stakes justify one.
Usually it replaces the worst two hours of their day. Businesses that automate intake tend to respond faster and close more, not employ fewer people.
You get alerting on every build, and we monitor the critical paths. Breakages are usually an API change upstream, and they get fixed same day on a retainer.
No. We build in whatever you already pay for, including GoHighLevel. If you have no CRM yet, we will recommend one that fits your size.
Ready to scope it?
Thirty minutes on a call and we’ll tell you the scope, the price and the date.