Workflow Automation
Stop doing manually what a system could do automatically.
Rate: $100/hr — Minimum 5-hour block required upfront.
What’s Covered:
🔍 Automation Discovery & Scoping
- Full manual process audit
- Automation opportunity identification and prioritization
- Tool and platform assessment — what you have vs. what you need
- ROI estimation — time saved per automation
- Automation roadmap and implementation sequence
🔗 System Integration & Connection
- Integration mapping across your existing tool stack
- API and native integration setup
- Zapier, Make, or platform-native automation configuration
- Data flow testing and validation
- Error handling and fallback setup
⚙️ Workflow Build & Testing
- Trigger and action configuration
- Multi-step workflow construction
- Edge case testing and scenario validation
- Performance monitoring setup
- Documentation of every workflow built
👥 Team Training & Adoption
- Step-by-step training for your team on new automated workflows
- Quick reference guides for daily use
- Troubleshooting documentation
- Escalation path for when automations break
📈 Monitoring & Scaling Guidance
- Performance monitoring setup
- Usage and error reporting
- Scaling recommendations as your business grows
- New automation opportunity identification over time
Ideal For:
- Business owners spending hours on tasks a system could do in seconds
- Teams using 3 or more tools that don’t communicate with each other
- Operations that rely on manual reminders, copy-paste workflows, or spreadsheet tracking
- Clients who completed a consulting package and are ready to automate their new SOPs
Additional hours billed at $100/hr with client approval.
Fortune 500 discipline. Small-business speed. Billed by the hour.
