The problem

Three apps. One lead. Retyped twice.

When a lead comes in, three people copy it into three places. When someone pays, three people get notified manually. The fix is wiring your tools together so the handoff happens once, automatically, in the background.

Automations

Three tools, one handoff. Done while you sleep.

Definition

Workflow automation is the work of connecting business tools so information flows between them without people copying it by hand. The typical small business runs 8 to 15 SaaS tools that don't share data, costing hours of manual re-keying every week. Done well, automation runs in the background and your team stops noticing it exists.

Tools I wire
  • Zapier
  • Make
  • n8n
  • HubSpot
  • QuickBooks
  • Slack

Plus the rest of your stack. If it has an API or a webhook, it can be wired.

Sound familiar
  • Every new lead has to be entered in three places
  • When someone pays, three people get notified manually
  • We have a Zapier that almost works but nobody trusts it
  • I copy invoices from Stripe to QuickBooks every Monday morning
  • Sales updates the CRM, Ops never sees it
  • Half the week is the handoff, not the work itself
How I fix this

Integration work, scoped and shipped.

We pick the two handoffs costing the most time today and start there. Zapier, Make, or n8n if a no-code tool fits cleanly. Custom code if the edge cases matter. Either way: working integrations in your real accounts, not slideware. Most clients have three to five high-value handoffs to wire up before the work plateaus.

See where this fits in the bigger picture

13 minutes, scored across the five stages of how your business runs. You'll know if your integration pain is your biggest leak or just the loudest one.

Take the free assessment →Or skip ahead to Technology Partner →
Start here

Find out, or
Talk it through.

An hour with me, across the five stages of your business. You get a written report within 24 hours with what to fix first. Or scan it yourself first in 13 minutes if that's faster.

What to expect
01An hour together, across the five stages of how your business runs
02A written report within 24 hours, with what to fix first
03Or scan yourself first in 13 minutes, same five stages