Workflow Automation Starter

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The Problem

You're Bleeding Hours on Work That Shouldn't Exist

Sound Familiar?

Copy-pasting data between tools every morning
Sending the same follow-up email for the 50th time
Building weekly reports by hand from spreadsheets
Manually routing leads to the right team member
Chasing down invoice approvals one by one
Forgetting to update the CRM after every call

After This Engagement

Data flows automatically between your tools
Follow-ups trigger on schedule, every time
Weekly reports appear in your inbox automatically
Leads are routed instantly with zero manual triage
Invoices move through approval on their own
CRM updates happen in the background, always

8–15

hours reclaimed per employee, per week

3–5

automations built and deployed per engagement

~14

days from kickoff to live automations

What You Get

Deliverables

✓
Workflow Discovery Session — A structured 90-minute deep-dive into your current operations to identify the highest-ROI automation opportunities.
✓
Automation Opportunity Report — A prioritized list of every workflow that should be automated, ranked by time saved and effort required.
✓
3–5 Built & Tested Automations — Fully wired, tested workflows in your platform of choice (Zapier, Make, or n8n) — not templates, custom-built to your exact process.
✓
Documentation & Runbook — Clear documentation of every automation so your team can maintain and extend them without my help.
✓
30-Day Post-Launch Support — I stay available for a full month after go-live to fix any issues, adjust logic, and answer questions.
✓
Optional Monthly Retainer — Keep me on for ongoing automation additions, monitoring, and maintenance at a discounted rate.

How It Works

The Process

Discovery Call (Day 1)

We map your business workflows, identify the pain points costing you the most time, and agree on the automation targets for this engagement.

Audit & Design (Days 2–4)

I audit your current tools and data flows, design the automation architecture, and present a plan for your sign-off before building anything.

Build & Test (Days 5–12)

I build each automation, test it with real data scenarios, and iterate until it's bulletproof. You're looped in at key checkpoints.

Handoff & Go-Live (Days 13–14)

We walk through every automation together, I hand over documentation, and we flip the switch to production.

30-Day Support Window

I'm available for questions, adjustments, and tweaks for a full 30 days post-launch. You're never left to figure it out alone.

🏢

Small Business Teams

2–25 person teams where every hour matters and repetitive admin is eating into real work.

👤

Solo Operators

Freelancers and consultants juggling client work, invoicing, and follow-ups without extra hands.

📈

Growing Startups

Early-stage teams scaling faster than they can hire — automation buys time until headcount catches up.

Platforms & Tools

Built On What You Already Use

I work with the tools in your existing stack — no switching required.

⚡ Zapier 🔄 Make (Integromat) 🔧 n8n 📧 Gmail / Outlook 📊 Google Sheets / Airtable 💼 Slack / Teams 🛒 Stripe / QuickBooks 📋 HubSpot / Salesforce 📅 Calendly / Cal.com 🗂️ Notion / ClickUp