Spend Less Time Moving Work Between Tools.
We help agencies connect the systems they already use, automate repetitive steps, and add AI where it genuinely saves time.
From lead routing and client onboarding to content workflows and reporting, the goal is simple: fewer manual steps for your team.
From new lead to project kickoff, by hand
01
Lead arrives through the website form
Form
02
Someone copies the details into the CRM
Manual
03
Someone notifies the team
Manual
04
Someone schedules the follow up
Manual
05
Client signs
Milestone
06
Someone creates the project
Manual
07
Someone creates the folders
Manual
08
Someone creates the task list
Manual
09
Someone sends the onboarding email
Manual
10
Someone updates the team
Manual
Ten steps. Every single time.
The Work Between the Work
A Lot of Agency Time Disappears Into Small Manual Steps.
The client work may be design, development, SEO, or marketing. But around that work is another layer of admin that someone still has to handle.
None of these steps is especially difficult. That’s exactly why teams keep doing them manually.
Do them often enough, though, and they start taking real time.
-
That’s usually where automation is worth looking at.
Leads & Sales
Stop Copying New Leads From One Place to Another.
A lead comes through your website. What happens next?
If the answer involves someone manually copying contact details, notifying the team, updating a spreadsheet, creating a CRM record, and remembering to follow up, much of that process can probably be automated.
Form → CRM
Lead assignment
Internal notifications
Follow up reminders
CRM status updates
Lead enrichment where appropriate
Meeting scheduling
Basic lead qualification
Pipeline administration
Lead intake, connected
Trigger
Website form submitted
↓
Action
Record created in the CRM
↓
AI step
Lead categorized by service and fit
↓
Action
Slack or email notification sent
↓
Action
Follow up task created and dated
↓
Result
Lead sitting in the right pipeline stage
WordPress + Automation
Connect WordPress to the Rest of the Agency Workflow.
Because WordPress is already a core part of our work, we can also help agencies connect website activity to the systems around it.
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Form submissions → CRM
-
WooCommerce orders → internal workflow
-
New users → onboarding
-
WordPress content → review workflow
-
Support forms → project or task systems
-
Lead forms → notifications
-
Website events → follow-up actions
-
Content publishing workflows
Our Process
We Start With the Process, Not the Tool.
We first understand how your team works, then choose the right tools to make the
process simpler, faster, and more effective.
01
Show Us the Manual Workflow
Tell us what happens today and where your team spends unnecessary time.
02
Map the Steps
We identify triggers, actions, decisions, systems, and places where human review is still needed.
03
Recommend the Setup
We determine what can be connected, what should be automated, and where AI may actually help.
04
Build & Test
We implement the agreed workflow and test the important paths before handoff.
05
Document & Improve
We explain how the workflow works and make adjustments based on real use where included in scope.
We Fit Into the Tools Your Team
Already Uses.
No complicated new process. We can work within your existing communication
and project management workflow.
Engagement Options
Start With One Workflow.
Automation projects vary too much to sell as fixed packages. We quote
once we’ve seen the process.
Defined Scope
Have a specific project to deliver?
Best for websites, landing pages, redesigns, migrations, ecommerce builds, automation projects and other clearly defined work.
Typically used for
-
A client website or redesign
-
A Figma or AI Design file
-
A migration or ecommerce build
From $250
Quoted per project scope
Flexible
Need help without a monthly commitment?
Purchase production hours and use them across design, development, support and other approved tasks as your workload changes.
Typically used for
From $210
12 hours block · valid 30 days
Best for growing agencies
Ongoing
Need reliable production every month?
Reserve recurring design and development capacity that operates as an extension of your agency team.
Typically used for
From $690/mo
40 reserved hours · month to month
Maintenance
Managing websites after launch?
Keep WordPress client sites maintained, monitored and supported without consuming your internal team’s time.
Typically used for
From $49
Per site, per month
Agency Operations
Keep Routine Project Admin From Becoming
Someone’s Full-Time Job.
Handle the recurring updates, coordination, and small project tasks without
adding another full-time role to your team.
01
Task Creation
Create recurring or trigger-based tasks without someone entering them manually every time.
02
Internal Notifications
Send the right update to Slack, email, or another team channel when something important changes.
03
Request Routing
Route support or client requests to the appropriate project, person, or queue.
04
Status Updates
Keep selected systems synchronized when project or client statuses change.
05
Follow-Up Reminders
Create follow-up tasks when something has been waiting too long.
06
Internal Summaries
Use AI where appropriate to summarize activity or prepare information for human review.
Questions Agencies Ask About Automation
Engagement Options
What’s Your Team Still Doing
Manually Every Week?
Show us the repetitive process that keeps taking time. We’ll look at the steps and tell you what is worth automating, what could use AI, and what is probably better left alone.
You don’t need an AI strategy to start. One repetitive workflow is enough.