Your business, on autopilot

These are the systems we build to save you time and keep things running while you focus on the work that matters.

Client Onboarding Autopilot

🛠️ Standard Build

You're manually creating folders, sending welcome emails, setting up billing, and chasing onboarding forms every time a new client signs.

Client signs the contract and everything happens — Drive folder, Notion workspace, Stripe billing, welcome email, and onboarding questionnaire all triggered automatically.

Saves ~4 hours per new client

n8nPandaDocGoogle DriveNotionStripeSendGridTally

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Contract & E-Sign Flow

⚡ Quick Win

Creating contracts from scratch, manually emailing them, and following up when they haven't been signed.

Contracts auto-generated from templates with client details pre-filled, sent for e-signature, and tracked — you get notified when they're signed.

Saves ~1 hour per contract

PandaDocn8n

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Recurring Billing Manager

🛠️ Standard Build

Chasing invoices, manually processing payments, handling failed cards, and tracking who's paid and who hasn't.

Subscriptions run on autopilot — automatic billing, failed payment recovery emails, receipts sent instantly, and a live dashboard of payment status.

Saves ~2 hours/month

Stripen8nSendGrid

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Weekly Progress Reports

⚡ Quick Win

Spending hours compiling data from multiple sources into a report, then manually emailing it to each client.

Reports auto-compiled from your project data and sent to clients every week — consistent format, zero manual effort.

Saves ~3 hours/week

n8nNotionSendGrid

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Renewal & Retention System

🛠️ Standard Build

Forgetting renewal dates, scrambling at the last minute, and losing clients because nobody followed up.

Automatic reminders at 60, 30, and 14 days before renewal. Smooth handoff to renewal or offboarding — nothing falls through the cracks.

Saves ~2 hours/month

n8nNotionSendGridStripe

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Lead Capture Pipeline

⚡ Quick Win

Form submissions sitting in your inbox with no system. Leads go cold because nobody followed up fast enough.

Every form submission creates a CRM record, triggers an instant follow-up sequence, and alerts you — leads get warm responses in minutes, not days.

Saves ~1 hour per lead

n8nNotionSendGrid

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Don't see what you need?

Every business is different. Tell us what's eating your time and we'll scope a custom automation for you.

Let's Build Something Custom