Free workflow audit
A 15-minute call where we map what you're running now and find the biggest leak. You keep the map whether or not you go further. No obligation.
Workspace Automation
Reclaim 8–15 hours a week from the work that shouldn't need you.
We audit the Google Workspace you already run — Gmail, Sheets, Docs, Forms, Drive, Calendar — and build the automations and dashboards that tie it together. Then we measure what came back.
In our own business, this system recovered 2–3 deals a month that would have been lost, and reclaimed 8–12 hours a week of admin time.
That is our own operation, not a client average — we don't have a client average yet, and we won't invent one.
How it works
One path, and you can stop at any point on it
The audit is free and useful on its own. Everything after it is your call.
Strategic Growth Review
The fixed-scope engagement that implements the roadmap the audit produced — and sets up the measurement so you can see what it returned.
Ongoing optimization
Optional. Some operations keep paying for attention; most don't need it. We'll tell you which one you are.
Engagements
Three sizes, depending on how much of the workflow you want handled
Every one of them starts with the same free audit, so nobody buys a size before we both know what's actually needed.
2–3 weeks
Audit + Quick Win
Find the biggest time sink and automate it, so you see what this actually does before committing to more.
- Full workflow audit to identify your biggest time sink
- One custom automation, built and deployed
- A working dashboard or automation you use day to day
- Handoff and training call
- Baseline measurement, so the next step has a number to beat
Best for: First-time automation, a single painful workflow, or proving the concept before going further.
4–6 weeks
Most popularFull Build-Out
The workflow end to end — several automations, one live dashboard, and a data hub that ties them together.
- Workflow audit and discovery
- Three to four custom automations working together
- A live dashboard showing your key metrics in one place
- Airtable or Sheets wired in as your data hub
- Training and written documentation
- Before-and-after measurement on every workflow we touch
Best for: Teams of roughly 5–30 people ready to change how the work actually flows, not just patch one gap.
8–12 weeks
Complete Transformation
Everything in Full Build-Out, plus the whole operation mapped and the integrations that hold it together.
- Everything in Full Build-Out
- Six or more automations covering the mapped workflow
- Advanced integrations — Make, Zapier, and direct APIs
- Custom reporting and KPI dashboards
- Quarterly optimization reviews
Best for: Growing companies with complex operations, where the workflow itself is the competitive advantage.
Ongoing retainer support is available.
By industry
Where this tends to pay off fastest
The problems below are the ones we see most often. If yours isn't listed, the audit still applies — these are just the workflows we've mapped most.
HVAC & Plumbing
Stop losing leads. Automate your follow-up.
See how →
Accounting & CPA Firms
Automate client intake and paperwork. Bill more hours.
See how →
Personal Injury & Litigation
Organize every case. Stop losing track of deadlines.
See how →
Gyms & Fitness
Cut cancellations. Win back lost members.
See how →
Dental & Medical Practices
Reduce no-shows. Stop chasing patient records.
See how →
We don't project what clients could save — we measure what they actually recover. Implement, track weekly outcomes, document results. We replicate this measurement process with every client so we can prove ROI before, during, and after implementation. Not promises — measured outcomes.
Questions
Before you book
- How long does implementation take?
- It depends on scope. Audit + Quick Win runs 2–3 weeks; Full Build-Out runs 4–6 weeks. We handle the build — the time you spend is roughly 30 minutes of discovery plus a handoff call.
- Do I need technical skills?
- No. We build it, we test it, and we train you. It runs inside Google Workspace, which you are already using.
- How much time will I actually get back?
- We build for 8–15 hours a week back, and the audit tells you exactly what's recoverable in your workflow before you spend a dollar.
- What if I want to customize a skill?
- All of them can be customized. Each skill includes 30 days of support; anything deeper we quote as additional work.
- Can you integrate with my existing software?
- Usually. We work with Airtable, Make, Zapier, HubSpot and Google Workspace directly, and most other tools that expose an API.
- What's included in the free workflow audit?
- We map your current workflow, identify the biggest time sinks, and show you what we would automate and what we would measure. No obligation, and you keep the map either way.
Start with the audit. It costs nothing and you keep the map.
Fifteen minutes to walk your workflow, and you'll leave knowing where the time is going and what's worth automating first.