Our Automation Services

I use the power of Zapier, Make, and other top automation platforms to eliminate manual work and let you focus on growing your business.

Popular Automation Examples

Here are some ways our clients are saving 15-25 hours per week with custom automation solutions:

Leads-to-CRM integration: Captures leads from forms, ads, and inboxes, then routes them into your CRM with the fields your team actually uses. Follow-up tasks trigger automatically so nothing sits unassigned.
Personalized email follow-ups: Pulls customer behavior and purchase history into email templates so each follow-up references what that person actually did, not a generic blast.
Lead scraper & hiring outreach: Finds job listings, pulls contact details, and drafts outreach to hiring managers so you reach decision-makers without hours of manual research.

Appointment scheduling: Connects your booking page to your calendar, sends confirmation texts, and nudges clients before the appointment so no-shows drop.
Maintenance & service reminders: Schedules recurring check-ins based on last service date and sends reminders before equipment failures become emergency calls.

Review & feedback collection: Sends a short survey or review link after each job, logs responses in a spreadsheet, and flags low scores for a personal follow-up call.

These are just a few examples. We can create custom automations for your specific business needs.

Discuss Your Needs

I start by understanding your business and identifying exactly where automation can save you the most time and money.

Free Assessment Tool: Take my quick 3-minute assessment to discover your automation opportunities and get a downloadable report.
Chat About Results: We'll meet for coffee in Naperville or hop on a Zoom call to discuss your personalized results.
Custom Roadmap: I'll create a simple plan showing which automations to tackle first, with honest timelines and student-friendly pricing.

I design, test, and set up your automations to work perfectly with your existing tools and workflow.

Workflow Setup: I personally build and test each automation using Zapier, Make.com, and other tools I've mastered.
Go Live: Once everything's tested and ready, I'll activate your automations and make sure they're running smoothly.

Automation doesn't stop at launch! I provide ongoing support to keep everything running perfectly and help you as your business grows.

Monthly Check-ins: I monitor your workflows, fix any issues that pop up, and adjust things as your business evolves.
Progress Reports: I'll send you simple reports showing exactly how much time and money your automations are saving each month.

Take my FREE 1 minute assessment to discover your automation potential.

Get Started Now