Operational Automations

Pricing

You receive a fixed price for each workflow before build. Most builds complete in about three days once access and rules are clear.

Where Operational Automations Help

• New leads into the CRM with tags, tasks, and first messages
• Missed calls routed to follow up texts and tasks
• Intake forms that create deals, tasks, and calendar events
• Booking confirmations, reminders, and no show follow up
• Onboarding sequences for new customers
• Post service follow up and review requests

What You Get

Execution

• Automations that remove repeat tasks
• Routing and timing that keep contacts moving
• Clear stages so your team knows what to do next

Audit

• Review forms, tags, tasks, pipelines, calendars, and call flow
• Check message sequences and triggers
• Find duplicate rules, outdated paths, and broken links

Build

• One focused automation for a core process
• Triggers, conditions, and actions laid out in one path
• Tasks and stage moves attached to each step
• Correct messages tied to the right events
• Routing that sends items to the proper inbox or owner

Fix

• Remove conflicting automations
• Clean tags and update fields
• Close timing gaps that leave contacts waiting
• Correct broken URLs and stop repeated sends
• Improve tone and clarity in key messages

Quality Check

• Run a full test with a dummy contact
• Check timing, tasks, and stage updates
• Confirm messages send once and reach the right place
• Verify logs and tracking on both mobile and desktop

Process

1. Short intake form gathers access, goals, audience, and rules.
2. Build happens inside your CRM or platform.
3. A checklist keeps steps in order and avoids misses.
4. You receive a short report with before and after screenshots and the improvement list.

Best Fit Platforms

• GoHighLevel
• HubSpot
• Pipedrive
• Zoho
• Keap

Other tools work when they have basic automation or webhook features.