Process Automation

If a process already works when you do it by hand, it can usually run on its own. A quote goes out, nobody replies in three days, the follow-up sends itself. A job wraps, the review request goes out that evening. Nothing speculative, nothing invented: just the work you already do, without you doing it.

The menu

Quote follow-up. You send a quote and get busy. Three days pass with no reply. A follow-up email or text goes out on its own, written the way you would have written it. Quotes stop dying in other people’s inboxes during your busy season.

Review requests. A job wraps. Two days later, the customer gets a short note with a direct link to your Google review page. Reviews come in steadily after every job, not just the ones you remember to ask about.

Scheduling reminders. A customer books. They get a confirmation right away and a reminder the day before. Fewer no-shows, and nobody spends Sunday night texting “just confirming tomorrow.”

Reorder and seasonal nudges. For retail and home services: the filters that need replacing every three months, the tune-up that comes due each fall. A timed nudge goes out when it’s due, to the customers it’s due for.

How a sprint works

One process, wired up and tested, from $600 flat. The number is agreed before we start. No hourly meter, no retainer.

1. Walk the process. You show me how you do it today: where the quote lives, what the follow-up says, when you send it.
2. Wire it up. I build the automated version to match, using the tools you already have wherever I can.
3. Test it on real work. We run it against a real quote or a real job, and you watch it fire. It ships when it behaves exactly like you doing it, minus you.
4. Hand it over. You own it, documented in plain language. And you have my number when something breaks.

Building a website too? The site plus one automation bundle starts at $3,000.

What I need from you

• A process that already works manually. This is the intake rule, and it’s firm. If the follow-up doesn’t get replies when you send it yourself, automating it just sends a bad email faster. Not sure whether yours works? That’s what the Automation Assessment is for, and its fee is credited toward the build.
• Where things live today. Your inbox, your booking tool, the spreadsheet on the truck laptop. Whatever you actually use is the starting point; I don’t make you switch systems to get started.
• One real example. A recent quote or a finished job we can test against before anything goes live.

Common questions

Is this “AI”? Mostly no, and that’s on purpose. Most of these are plain rules: when this happens, send that. Where a model genuinely helps, like drafting a reply you approve before it sends, I’ll say so. Where it doesn’t, I won’t dress a timer up as artificial intelligence.

What does it cost to run? Usually nothing, or close to it. These run on lightweight tools with free or single-digit monthly tiers, and there’s no markup: the sprint price is the price.

What happens after handover? It’s yours, one-and-done. If you want ongoing help, maintenance is $49 to $99 a month, cancel anytime. Or skip it and pay per change.

How long does it take? One process is a small, finishable piece of work. The wiring is quick; most of the time goes to testing it against your real jobs until it behaves.