Business process automation studioWe build the systems. You take the calls.
We connect your CRM, inbox, calendar and payments, so follow-ups, updates and failed payments get handled without anyone chasing them.
Built for US service businesses that run on GoHighLevel, HubSpot and Stripe.
HeaqMonday, 8:00 AMChecked 27 open deals in GoHighLevel
- Summit RoofingNo reply in 9 daysFollow-up sent
- Harbor FitnessAsked to wait until NovemberOwner asked
- Parkside VeterinaryReplied yesterdayLeft alone
- Lakeview DentalQuiet for 31 daysCall needed
- Summit RoofingProposal sent, 9 days quiet$8,400
- Harbor FitnessProposal sent, 24 days quiet$12,000Owner asked
- Parkside VeterinaryNegotiation, 2 days quiet$9,750
- Lakeview DentalFirst call done, 31 days quiet$5,600
- Blue Oak LegalProposal sent, 17 days quiet$14,200
- Cedar & Co InteriorsQualified, 1 day quiet$3,900
Thanks for the proposal. It looks good, but we can't sign anything before our board meets in November. Let's pick this up then.
- Stage
- Proposal sent
- Last reply
- Asked to wait, Oct 6
- Deal owner
- Jordan
"Harbor asked to wait until November. Keep it parked?"
Most of the manual work lives between your tools.
The CRM shows the deal. The inbox has the conversation. Stripe has the failed payment. Someone on your team connects them by hand, usually a few days late.
Where we usually start.
Sales automation
From the booked call to the closed deal.
- Call prep before the call
- The next step after the call
- Deals that go quiet
- Why deals were lost
Operations automation
Data that stays in sync on its own.
- CRM and database sync
- Inbox routing
- Daily checks on the tools you depend on
- Answers from your own documents
Finance & admin automation
Payments that don't slip through.
- Failed payment recovery
- Payment status in your CRM
- Alerts before a subscription lapses
What we've built.
Built and tested in-house around common sales, operations and finance processes. Open any of them to see how it works.
Sales Deal Recovery Engine
Open deals nobody is working. Each morning it decides which ones get a follow-up, an escalation, or nothing.
See how it decides →Lead Autopsy
Lost deals with no explanation. It shows where the sales process broke, and how sure it is.
See how it decides →Stripe Payment Recovery
Failed payments sitting in an inbox. It picks a path based on why the card failed. Stolen cards are never retried.
See how it decides →HubSpot CRM Sync
Data copied into HubSpot by hand. Contacts and companies stay matched to your database, with no CSV in between.
See how it works →Step-by-step guides: Stale deal follow-upFailed payment recoveryLost deal analysis
You work directly with the two of us.
No account managers and no handoffs. The person on your first call is one of the two people who build your system.
More about us →
How a project runs.
- 01
A 30-minute call
You walk us through one process. We tell you what we'd build, and what we'd leave alone.
Free - 02
Build and test
Inside the tools you already use, tested on your real data before anything goes live.
Fixed price - 03
Handover
Full documentation and a log of what the system does. You own it, no retainer.
Yours to keep
Have a process that depends on someone remembering?
Bring one. You'll talk to one of us, not a salesperson, and if automation isn't the right fix, we'll tell you.
Not ready for a call? Describe one process in writing and we'll reply with what we'd build.