We help businesses improve the processes between their inboxes, spreadsheets and software—with a particular focus on sales, customer handoffs and the admin around them.
Useful automation is usually less about adding another app and more about deciding what should happen when information changes.
Built inside Jake's own e-commerce business, this workflow connected order handling with invoice administration. The project was informed by direct operating experience in a business that reached $1.4M in sales.
An Airtable and API-based integration designed to coordinate inventory information across a catalogue of more than 1,000 SKUs.
Business systems become difficult to manage when information is copied between spreadsheets, inboxes and software; when staff have to remember the next step; or when owners need to chase updates before they can see what is happening.
We map the current process, identify which decisions can be expressed as dependable rules and keep human review where judgment is required. Compatibility with existing software is confirmed during scoping rather than assumed.
Complex projects can begin with a paid discovery. We document the workflow, systems, data, failure points and required human decisions.
The build is quoted separately against an agreed scope. It covers the defined connections, workflow logic, testing and handover.
Where a system needs monitoring or continued improvement, support is defined separately. New workflows and integrations are not treated as unlimited maintenance.
Follow Up Engine is our focused service for conversational follow-up, CRM stages, next actions and team handoff.
View Follow Up Engine →The discovery output is a practical implementation brief: an agreed workflow map, prioritized improvements, recommended integrations and architecture, dependencies, estimated benefits and ongoing costs, plus a scoped roadmap. Estimates are clearly labeled. It gives both sides a basis for deciding what should be automated now, what should remain manual and what can wait.
No platform is selected simply because it is fashionable. Existing tools are assessed first, and any new software or subscription is identified before implementation is approved.
Share the tools involved and where the work currently slows down. We will review whether the project is a fit and confirm the right next step.
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