Workflow Automation
If You're Doing
It Manually,
You Shouldn't Be.
Done-for-you automation for small businesses. Lead follow-up, appointment reminders, CRM entry, invoice workflows — built, tested, and handed off so you can stop doing the same thing the same way every day.
- ✓ One-time setup fee per workflow — no ongoing retainer
- ✓ Self-hosted n8n at $10/mo — not $20–50/mo SaaS pricing
- ✓ Plain-English handoff — you understand what we built
- ✓ Works alongside your existing SEO and ad campaigns
The Leaky Bucket
Your marketing works.
Your follow-up doesn't.
Leads fall through the cracks
Someone fills out your form on a Friday night. By Monday they've already called your competitor. Manual follow-up is too slow and too easy to forget. Automation responds in minutes, every time.
Data entry is eating your day
Moving information between systems — CRM, spreadsheets, invoices, email — is low-value work that doesn't need a human. It needs a workflow. Every hour spent on it is an hour not spent on the work only you can do.
Nothing talks to anything
Your booking tool doesn't update your CRM. Your CRM doesn't trigger your email sequence. Your invoices don't connect to your reports. Every gap between systems is a gap filled by manual work.
What We Automate
If you do it the same way every time, it can probably be automated.
Lead Follow-Up
New form submission triggers an instant confirmation, CRM entry, a reminder to call, and a follow-up sequence — all without anyone lifting a finger. A lead that comes in at 11pm gets a response in under 3 minutes.
Appointment Reminders
Booking confirmed → calendar invite → 24-hour reminder → 1-hour reminder → post-visit follow-up. Fewer no-shows, less manual chasing, and a more professional experience for the client.
CRM Data Entry
Contact info from forms, emails, or calls logged automatically in your CRM with the right tags, fields, and pipeline stage. No copy-paste, no missing records, no one forgetting to update it.
Invoice & Payment Workflows
Job complete → invoice generated → sent to client → payment received → receipt issued → accounting updated. Close the loop without touching it.
Internal Notifications & Approvals
Request submitted → routed to the right person → approved or flagged → next step triggered. No more chasing people down for sign-offs or status updates.
Reporting & Weekly Summaries
Leads, jobs, revenue, or whatever matters to your business — summarized and sent to your inbox automatically. Know your numbers without pulling a report manually.
Real Example
How this site follows up with every lead in under 3 minutes — without anyone doing anything.
The problem
When someone submits an audit request, they're already evaluating whether to trust an SEO company. Response speed signals competence. A same-day email is fine. A 3-minute automated audit report is different.
The automation
Form submitted → n8n webhook fires → PageSpeed audit runs → GBP check runs → results compiled → personalized email sent → lead logged in CRM → internal notification to Chris. All of it in under 3 minutes. No one touches it.
The result
Every lead gets an immediate, substantive response regardless of when they submit. The audit data starts the conversation with real information rather than a sales pitch. This is the same type of workflow we build for clients.
The Tools
Built on platforms that don't disappear.
n8n
Open-source automation platform we self-host on our own server. You get complex, custom workflows without a $20–50/month SaaS bill. We run the instance, handle updates, and monitor for failures.
Zapier
6,000+ app integrations and the fastest path for straightforward connections. Best when your tools are already on the platform and the workflow is simple. You manage your own account.
Most clients end up on n8n — the hosting savings typically cover the setup fee within a few months. Make (formerly Integromat) is also available when it fits the stack better.
How It Works
Three steps from manual to automatic.
Map
A conversation about what you're doing manually, how often, and what systems are involved. We identify what's worth automating first and sketch the logic before touching any tools.
Build
We build and test the automation in n8n or Zapier depending on your stack. You see it working before it goes live. We handle edge cases so it doesn't break on unusual inputs.
Hand Off
Walkthrough call, plain-English documentation, and full ownership of the workflow. No ongoing dependency on us — though we're available for updates or new automations when you're ready.
FAQ
Common questions about business automation.
What does workflow automation actually mean for a small business?
It means taking the tasks you do the same way every time — following up with leads, sending reminders, entering data into your CRM, generating invoices — and having software do them automatically the moment a trigger fires. No one has to remember. Nothing falls through the cracks. You just get a notification that it happened.
What's the difference between n8n and Zapier?
Zapier is easier to set up and supports thousands of apps out of the box — best for simple connections between popular tools. n8n is more powerful, supports complex multi-step logic, and can be self-hosted so there are no per-task fees. For most clients doing serious automation, n8n running on our server at $10/month is significantly cheaper than Zapier and more capable.
How is automation priced?
Workflows are priced per project based on complexity — a simple single-trigger automation costs significantly less than a multi-branch workflow with conditional logic and multiple integrations. If you want us to host your n8n instance, that's $10/month. We'll scope the work and give you a number before anything starts.
Do I need technical skills to manage automations after they're built?
No. Every workflow is handed off with a plain-English walkthrough and documentation. Most automations run without any ongoing maintenance. If something breaks, needs updating, or you want to add a new one, we're available.
How long does it take to build an automation?
Simple automations — one trigger, one or two actions — take 3 to 5 business days. Multi-step workflows with conditional logic and edge case handling typically take 1 to 2 weeks including testing and handoff.
How does automation connect to SEO and ads?
Marketing brings leads to the door. Automation makes sure every lead is followed up instantly, every time, without manual effort. A well-run SEO or PPC campaign that feeds into a leaky follow-up process is a waste. Automation plugs the leak.
Let's Talk
Ready to rank first?
Fill this out and within a few minutes you'll get an automated audit of your site: performance scores, Core Web Vitals, Google Business Profile status, and the top issues I'd fix first.
No pitch, no pressure. If the data is interesting, we can talk about what to do with it.
- Automated report in your inbox within ~3 minutes
- PageSpeed scores, Core Web Vitals, on-page basics
- Google Business Profile check
- No sales calls unless you ask for one