Business Process Automation
Hand off the repetitive steps between your tools
I map the manual steps your team repeats every week, from form to CRM to invoice to email, and build automations that run them for you using the tools you already have.
What this project is
Business process automation is about the steps, not new software. A form comes in, someone copies it into the CRM, someone else builds a quote, then an invoice, then a follow-up email, and every handoff is a place for delay and typos. I sit down with you, in person around Bloomfield or on a call anywhere in Iowa, Missouri, or Illinois, and map that flow as it really happens, then build automations in Zapier, Make, or custom code that carry the work from one step to the next while your tools stay exactly where they are. The Audit + Roadmap package is a low-risk place to start if you want a clear plan before committing to a build, and I take on a limited number of automation clients each quarter so every workflow gets hands-on attention.
This is a fit if
- Offices where one person spends afternoons copying data between tools
- Contractors and service businesses quoting and invoicing by hand
- Owners who want a clear plan before committing to a bigger build
- Businesses already on Zapier or Make that need it done right
New leads sit in an inbox until someone remembers to add them to the CRM.
Invoices go out late because building one means opening three programs.
You've got a Zapier account with a few broken zaps nobody trusts.
The same customer details get typed in by hand four times.
Everything that comes with this project
Everything included when we work together on business process automation.
Process mapping and written documentation
Workflows built in Zapier, Make, or custom code
Automated reports and data pipelines
CRM updates and lead routing
Invoice and document generation
Scheduled syncs between your tools
Custom triggers and alerts
Staff notifications by email, text, or Slack
Results you can expect
What changes for your business once the project is live.
Handoffs that happen on their own
Each step triggers the next, so a lead becomes a CRM record, a quote, and a follow-up without anyone remembering to do it.
Fewer typos, fewer dropped balls
Data moves between tools exactly as it was entered the first time, and alerts tell you when something genuinely needs a human.
Time back for real work
The hours your team spent on copy and paste go back to customers, jobs, and sales.
A workflow you understand
Every automation is written up in plain English with a recorded walkthrough, so you're never dependent on one person's memory.
How the project runs
A clear path from kickoff to launch, so you always know what happens next.
Requirements Planning
We map out your current workflow, pain points, and goals to understand exactly what we're solving.
Scope & Architecture
A clear technical plan with scope, timeline, and cost, no surprises.
Build & Iterate
Agile development with regular check-ins and demos so you see progress throughout.
Deploy & Maintain
Production deployment, documentation, and ongoing support to keep things running perfectly.
Automation pricing built around how you want to pay
Some clients want to own the workflow outright. Others prefer a lower upfront cost with an ongoing monthly automation lease.
Workflow Build
A custom automation build for a specific high-value process like lead routing, quoting, reporting, or data sync.
Automation Partner
For businesses that want ongoing automation work each month instead of a single project.
Exact pricing depends on the systems involved, required reliability, and how many workflows need to be built or maintained.
Frequently asked questions
Ready to get started?
Share a few details about your project and you will hear back within 1 business day with a clear quote and a recommended next step.
Prefer to talk it through first?
Book a free video call
Book a call
Business Process Automation (Custom Software & Automation). Pick a time that works for you. You will get a confirmation email with meeting details.
September 2026
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