Part of Custom Software & Automation

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.

Overview

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
Signs it is time

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.

What you get

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

DeliverablesExactly what you'll receive. No vague scopes, no surprises.
1Automation audit with a prioritized opportunity list
2Every workflow built, tested, and switched on
3Plain-English documentation and a recorded walkthrough
4Staff training session
530-day monitoring and fix period
Results

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 it works

How the project runs

A clear path from kickoff to launch, so you always know what happens next.

Step 01

Requirements Planning

We map out your current workflow, pain points, and goals to understand exactly what we're solving.

Step 02

Scope & Architecture

A clear technical plan with scope, timeline, and cost, no surprises.

Step 03

Build & Iterate

Agile development with regular check-ins and demos so you see progress throughout.

Step 04

Deploy & Maintain

Production deployment, documentation, and ongoing support to keep things running perfectly.

Pricing

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.

Strategy first

Audit + Roadmap

Best when you need clarity first, before committing to a larger build.

$750one-time

A fixed planning engagement to define the best automation path.

  • Process mapping workshop
  • Automation opportunity list
  • Recommended tech stack
  • Implementation roadmap
  • Recorded walkthrough
Most common fitMost Popular

Workflow Build

A custom automation build for a specific high-value process like lead routing, quoting, reporting, or data sync.

$3,500+one-time

Best if you want to pay once and own the finished workflow.

  • Custom workflow design
  • Build and testing
  • Documentation and training
  • 30-day support window
  • Monitoring setup
Ongoing retainer

Automation Partner

For businesses that want ongoing automation work each month instead of a single project.

$750/month ongoing

Continuous automation support for teams that want a long-term partner.

  • Priority workflow requests
  • New automation builds
  • Maintenance and monitoring
  • Monthly optimization reviews
  • Shared backlog and planning

Exact pricing depends on the systems involved, required reliability, and how many workflows need to be built or maintained.

FAQ

Frequently asked questions

Get a Quote

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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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