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Getting Started
With Automation

Our goal is to help you cut out repetitive work and get more done, without adding complexity.

Be One Step Ahead,
Automate Smarter

How it Works
01

Intro Call

A short, informal conversation to get to know each other. We’ll talk about how your business runs and whether automation might be a good fit.

02

Sample Audit

After the call, we send you an audit example. A snapshot of how we uncover automation opportunities so you can see what to expect.

03

Audit Session (Free)

If you’d like to move forward, we’ll book an audit session. This is a deeper dive into your workflows, tools, and pain points.

04

Automation Roadmap

We send you a detailed proposal outlining suggested automations, timeline, tools involved and pricing.

05

Get Started

If you’re happy to proceed, we sign off and begin building your first automation.

06

Ongoing Support

After launch, we're check in to keep things running smoothly and help spot new opportunities.

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