For Businesses

We partner with you to understand your business goals, current tools, and day to day operations. Then we identify the biggest time drains, map your workflow from lead to delivery, and deliver a prioritized strategy and implementation plan to reduce cost, save time, and improve consistency. This is the fastest way to get clarity on what to fix first and what will drive the highest ROI.

What is included

• Business goals and systems assessment to understand your current workflow and tool stack

• Bottleneck audit to pinpoint where time, money, and errors are leaking

• Workflow map and process optimization recommendations

• Quick win plan focused on 30 to 90-day improvements you can implement

• Tool recommendations and automation opportunities aligned to your budget and team capacity

• A prioritized roadmap so you know what to do first, second, and third

Benefits

• Saves you weeks of trial and error and avoids buying tools you do not need

• Gives you a clear plan to streamline operations and reduce admin work

• Helps you scale with better systems instead of more headcount

• Creates a practical roadmap you can implement with your team or with our support

Pricing ranges

• Initial consultation call is free

• 90-minute deep dive consultation $350

• 2 × 90-minute consultation package $649

• Business Quick Win Audit deliverable starting at $2,500 depending on scope

Note: Pricing may vary based on complexity and scope.

We turn your business data into clear dashboards and decision ready reporting so you can see what is working, what is not, and what to do next. This is designed for small and mid sized businesses that need visibility without spending hours pulling spreadsheets or guessing based on gut feel.

What is included

• A data and metrics assessment to confirm what you track today and what you should track

• Dashboard design aligned to your goals with simple, clear KPIs

• Data cleanup and standardization so your numbers are consistent and trusted

• Automated refresh where possible so reporting does not become manual work

• A decision framework so each dashboard answers, what happened, why it happened, and what to do next

Examples

• Sales pipeline, lead sources, and conversion rates

• Revenue, expenses, and cash flow visibility

• Operational workload, turnaround time, and bottlenecks

• Customer retention, repeat business, and service performance

Benefits

• See the full picture in minutes instead of hours

• Identify what is driving revenue and where profit is leaking

• Make faster decisions with trusted metrics and consistent reporting

• Reduce manual reporting work and improve accountability across the team

Pricing

• Dashboard starter build starting at $3,000

• Ongoing reporting and insights (call for price)

Note: Pricing may vary based on data complexity, number of data sources, and reporting scope.

We help you respond faster and deliver a smoother customer experience using smarter routing, reusable templates, and a practical website chatbot that answers common questions, captures leads, and routes requests to the right place. We can also build an internal chatbot your team uses to find SOPs and draft responses faster.

What is included
• A customer journey and response workflow review to identify delays and drop offs
• Website chatbot setup for FAQs, service questions, lead capture, and routing
• Intake forms and smart routing so requests go to the right person faster
• Reusable templates for email and messages to improve speed and consistency
• Optional internal chatbot for SOP and FAQ lookup, plus response drafting based on your approved content
• Simple tracking so you can measure response time improvements and consistency

Examples
• A chatbot assistant that answers FAQs, qualifies leads, and routes to sales or support
• Chatbot connected to a form that captures details and creates a ticket or task
• Faster routing of requests to the right person based on topic or service type
• Internal SOP and FAQ helper so your team stops searching and guessing
• Draft generation for proposals, client updates, and follow ups using approved language

Benefits
• Faster response times and fewer missed leads
• More consistent customer communication across your team
• Less time spent rewriting the same answers and follow ups
• Better handoffs and fewer errors as you grow

Pricing
• Starter setup $2,500 depending on scope
• Optional monthly support (call for price)

Note: Pricing varies based on how many chatbot flows you want, whether it connects to forms, email, CRM, or ticketing, and whether you want an internal SOP bot.

We build or improve lightweight small business websites and service pages that are clear, credible, and designed to convert. This includes lead capture, forms, scheduling, basic SEO, and simple integrations so your website supports your sales process instead of just sitting online.

What is included

• Website and messaging review to clarify your offer, audience, and call to action

• High converting service pages built for clarity, trust, and bookings

• Lead capture setup including forms, scheduling, and contact flows

• Simple integrations such as email routing, CRM capture, and automated follow ups where possible

• Basic SEO setup including page titles, descriptions, keywords, and on page structure

• Tracking setup so you can measure traffic, leads, and conversions

Examples

• Landing pages for your offers

• Website refresh for clarity and conversions

• Forms that route leads and trigger follow ups

• Basic SEO setup and tracking

Benefits

• A clearer website that builds trust and makes it easy to take action

• More qualified leads through better messaging and stronger calls to action

• Less manual follow up with simple automation and routing

• Better visibility with SEO basics and tracking in place

Pricing

• Landing page build starting at $750

• Small business website build starting at $1,500

• Ongoing updates (call for price)

Note: Pricing varies based on the number of pages, copy needs, and integrations.

We build simple and more advanced automation tools that reduce manual work, tighten operations, and help your business scale without adding headcount. This includes workflow automation, AI enabled assistants, and lightweight internal tools that connect your systems and keep work moving. The goal is faster turnaround, fewer dropped tasks, and cleaner execution across your team.

Common issues this fixes

• Leads getting missed or followed up too late

• Scheduling back and forth, no shows, and constant reschedules

• Client onboarding that feels messy and inconsistent

• Tasks living in inboxes with unclear owners and handoffs

• Invoices going out late and payment reminders being manual

• Reporting that takes too long and numbers nobody trusts

• Repetitive customer questions overwhelming your team

• SOPs and knowledge living in one person’s head

• PDFs and documents that require manual review and data entry

• Too many disconnected tools that do not talk to each other

What is included

• Workflow and systems assessment to map your current process from intake to completion

• Automation design that outlines triggers, steps, owners, and exception handling

• Build and implementation of automations using your existing tools where possible

• AI enabled automation where it adds value, such as summarizing requests, drafting responses, classifying tickets, or extracting data from documents

• Document and PDF automation such as extracting key fields, summarizing content, tagging and routing documents, and generating structured outputs for reporting

• Insights from documents such as trends, common issues, and operational metrics based on your business needs

• Secure cloud setup guidance for storing and processing business data with basic access controls and safe handling practices

• Testing, documentation, and team training so the automation is reliable and easy to maintain

• Optional monitoring and optimization so workflows stay accurate as your business changes

Examples

• Automate lead intake and route requests to the right person based on service type, urgency, or location

• Automate follow ups and reminders so leads and tasks do not fall through

• Automate client onboarding with checklists, welcome emails, document collection, and status tracking

• Automate scheduling flows including confirmations, reschedules, and no show follow ups

• Automate invoice reminders and payment status tracking to reduce late payments

• Automate internal approvals and handoffs so work moves faster across the team

• Build lightweight internal tools such as request portals, trackers, and dashboards that centralize work

Benefits

• Save hours each week by removing repetitive admin work

• Reduce missed leads, missed tasks, and delayed follow ups

• Improve consistency and quality as your business grows

• Speed up delivery and customer response times

• Turn documents and PDFs into usable data and insights instead of manual review

• Build a stronger foundation for security and access control as you scale

Note: Pricing varies based on the number of workflows, systems involved, document volume, and whether you need simple automation or custom tool development.