Workflow Automation
Stop doing work a computer should handle.
Your team spends hours on work a computer should handle. Copying data between systems. Updating your CRM manually. Sending the same follow-up emails. Chasing unpaid invoices.
That's not a people problem — it's a system problem.
At $25/hour, 2 hours of daily manual work costs you $1,250 a month. Plus the errors nobody catches until a customer complains. I build the workflows that connect your existing tools and eliminate the busywork.
Over 15,000 Canadian businesses got CDAP planning grants. Two-thirds never implemented. If you have a digital roadmap gathering dust — or a CRM you bought but never set up — I help turn plans into working systems.
"We copy the same data into 3 systems every morning"
Your team manually moves information between your CRM, spreadsheets, and accounting software. It takes hours and mistakes slip through.
"Things keep falling through the cracks"
Leads don't get followed up. Invoices go out late. Nobody noticed because the process lives in someone's head, not in a system.
"Our tools don't talk to each other"
You're paying for Calendly, QuickBooks, HubSpot, and Slack — but nothing connects. So your team is the glue.
"We got a digital plan but never implemented it"
Two-thirds of CDAP planning grant recipients never implemented their roadmaps. If you have a plan gathering dust, that's where I come in.
What I automate
Lead Capture & Follow-up
Form filled? Logged in CRM, welcome email sent, you get notified.
Appointment Booking
Client books on Calendly? Zoom link created, CRM updated, reminders sent.
Invoicing
Payment hits Stripe? Sales receipt in QuickBooks, automatically.
Deal to Delivery
Deal closed? Invoice generated, project kicked off, team notified.
Ecommerce Orders
Order placed? Accounting updated, shipping label created, customer notified.
Content Distribution
New blog post? Shared across LinkedIn, Twitter, and your newsletter.
Team Notifications
Key business events trigger Slack alerts. Nothing slips.
Inventory Alerts
Stock low? Team gets a Slack message, supplier gets a reorder email.
AI Content Pipeline
New video? AI generates social posts, newsletter snippets, and blog drafts.
Employee Onboarding
New hire? Accounts created, Slack channels joined, tasks assigned.
Some workflows need a conversation, not a connection. I build AI bots that handle the repetitive first touch — so your team only talks to people who are ready.
Customer Support Bot
Reduces tickets 30-65%
Answers your most common questions 24/7 on your website, WhatsApp, or Messenger.
Starting at $2,500
Lead Qualification Bot
15-40% conversion lift
Engages visitors in real-time, captures details, qualifies leads, routes to sales.
Starting at $3,000
Appointment Booking Bot
Reduces no-shows 20-40%
Handles inquiries, checks availability, books appointments, sends confirmations.
Starting at $2,500
AI Voice Agent
24/7 phone coverage
Answers your business phone, qualifies callers, books appointments automatically.
Starting at $3,500
Plus Airtable, Google Workspace, Notion, Calendly, Stripe, Shopify, and 200+ more.
The numbers don't lie
2 hours/day on manual data entry
Data flows automatically between systems
Leads sit in an inbox for 3 days
Instant follow-up within seconds
Invoices sent when someone remembers
Invoices generated and sent automatically
How it works
Discovery Call
Free, 30 minutes. I learn your business and find where time is going.
Automation Blueprint
I map your workflows and design the solution. You approve before anything starts.
Build & Test
I build and refine until it works on your real data, with your real tools.
Launch & Train
Go live with your team trained. 30 days of support included.
How I can help
Build Request
You know what you want automated. I build it.
Fixed scope, fixed price. Includes a requirements workshop, automation development, testing, a training session for your team, and 30 days of bug fixes.
- Requirements workshop
- Automation development
- Testing and documentation
- Training session
- 30-day bug fixes
Starting at $1,500
Book a CallAutomation Audit
Not sure where to start? I'll find the opportunities.
I audit your workflows, interview your team, and deliver a prioritized roadmap of automation opportunities ranked by ROI — with budget estimates for each.
- Process documentation
- Tool inventory
- Automation opportunities ranked by ROI
- Implementation roadmap
- Budget estimates
Starting at $2,500
Book a CallAutomation Retainer
Ongoing support, maintenance, and new builds as you grow.
I keep your automations running and build new ones as your business evolves. Includes monitoring, bug fixes, monthly check-ins, and priority support.
- Monitoring and maintenance
- Bug fixes and updates
- New automation development
- Monthly check-in calls
Starting at $1,500/month
Book a CallCommon questions
Book your free automation audit
In 30 minutes, I'll identify your top 3 automation opportunities and show you exactly how much time and money they'd save. No pitch, no obligation.
Let's Talk