Automation Services Tailored to Your Business
No cookie-cutter solutions. Every business is different, and your automation strategy should be too.
What I Offer
Comprehensive services to automate and optimize your business operations
Automation Discovery & Strategy
Timeline: 1-2 weeks
Through a comprehensive analysis of your current workflows, I identify the processes that will benefit most from automation. You'll receive a prioritized roadmap that accounts for your budget, timeline, and team's technical comfort level.
What's Included:
- 90-minute discovery workshop
- Current workflow documentation
- Automation opportunity analysis
- ROI projections for each opportunity
- Prioritized implementation roadmap
- Tool recommendations
Ideal for: Businesses unsure where to start with automation, or those wanting validation before investing
Implementation & Integration
Timeline: 2-8 weeks depending on complexity
I handle the complete technical implementation of your automations, from initial setup through testing and deployment. Every automation is built with reliability, maintainability, and scalability in mind.
What's Included:
- Complete automation development
- System integrations
- Testing and quality assurance
- Documentation
- Team training sessions
- 30-day post-launch support
Ideal for: Businesses with identified automation needs who want expert implementation
Process Optimization
Timeline: 1-3 weeks
Sometimes the best automation is a better process. I help you identify inefficiencies, redundancies, and bottlenecks in your current workflows before building automations on top of them.
What's Included:
- Process mapping and analysis
- Bottleneck identification
- Workflow redesign recommendations
- Change management guidance
- Implementation support
- Performance metrics setup
Ideal for: Businesses with complex or inefficient workflows that need streamlining
Training & Ongoing Support
Timeline: Ongoing
Automation shouldn't create dependency. I provide thorough training and ongoing support to ensure your team can maintain, troubleshoot, and even expand your automations over time.
What's Included:
- Custom training materials
- Live training sessions
- Video documentation
- Troubleshooting guides
- Ongoing support hours
- Quarterly automation reviews
Ideal for: Businesses wanting to build internal automation capabilities
The Process
What to expect when we work together
Discovery
We start with a deep dive into your current operations. I learn how your business works, where time is being lost, and what success looks like for you.
- 90-minute discovery workshop
- Review of current tools and workflows
- Team interviews (if applicable)
- Documentation of pain points
Strategy & Planning
Based on discovery insights, I create a comprehensive automation strategy tailored to your specific situation, budget, and timeline.
- Prioritized automation opportunities
- ROI projections
- Tool recommendations
- Implementation timeline
Implementation
This is where the magic happens. I build your automations, test thoroughly, and prepare everything for a smooth launch.
- Automation development
- Integration setup
- Rigorous testing
- Documentation creation
Launch & Training
Your automations go live with full support. I train your team and make sure everyone is confident with the new systems.
- Guided deployment
- Team training sessions
- Troubleshooting guides
- Knowledge transfer
Optimization
After launch, I monitor performance and fine-tune your automations to ensure they deliver maximum value.
- Performance monitoring
- Refinement and optimization
- Additional training as needed
- Ongoing support options
Tools & Technologies
I recommend the right tool for your needs—not what I'm most comfortable with
Every business has different needs. I work with a variety of platforms and tools to ensure you get the best solution for your specific situation.
Make (Integromat)
Integration Platform
Zapier
Integration Platform
n8n
Integration Platform
OpenAI
AI & Machine Learning
Claude
AI & Machine Learning
Airtable
Database & CRM
Notion
Productivity
Google Workspace
Productivity
Microsoft 365
Productivity
Slack
Communication
HubSpot
CRM & Marketing
QuickBooks
Accounting
Transparent, Fair Pricing
Every project is unique. Let's discuss your needs and I'll provide a clear, detailed quote with no surprises.
Discovery & Strategy
Starting at $500
Comprehensive analysis and roadmap
Implementation
$1,000 - $5,000+
Depending on complexity
Ongoing Support
Monthly retainers available
Continuous optimization and support
Frequently Asked Questions
Common questions about working together
Ready to Automate Your Business?
Book a free 30-minute consultation. No pressure, no sales pitch—just honest advice on where automation can help your business most.
Schedule Your Free Call