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Get AI Automations set up for your business. No BS.

For business owners who want to STOP juggling spreadsheets, missing docs, and doing routine tedious tasks.

Start focusing on scaling your business today!

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Automations built to deliver ROI

Optimize

Optimize

We analyze your sales and operations processes to uncover inefficiencies and missed opportunities, crafting a clear roadmap for automation success.

Automate

Automate

  • Data Architecture
  • Software Implementation
  • Automation & AI Setup
Scale

Scale

  • Documentation
  • Training
  • Change Management
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“Before, we were losing leads just because we didn’t have a proper follow-up system in place. Now, with automation, everything runs smoothly, and we’re closing more deals with less effort.”

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Jane Doel

Marketing Manager, Agriflora Inc.

Need Some Automation Inspiration?

Automation Estimated Time Saved per Week Focus Area
📅 Automated Booking System 2 hours Marketing
💌 Auto-Email Outreach 2 hours Marketing
💬 Social Media Post Scheduling 2 hours Marketing
🎁 Automated Referral Program 3 hours Marketing
🔍 SEO Keyword Tracking 2 hours Marketing
📊 Marketing Analytics Dashboard 2 hours Marketing
🤖 Chatbot for Customer Inquiries 3 hours Marketing
📜 Generate & Send Quotes Automatically 2 hours Sales
✉️ Draft Followup Sales Emails 3 hours Sales
📝 Auto Task Creation on Proposal View 2 hours Sales
🙏 Acknowledge Request for Quote Email 1 hour Sales
🔔 Deal Stage Notifications 1 hour Sales
🤝 Automated Proposal Generation 2 hours Sales
📈 Sales Pipeline Reporting 2 hours Sales
🗂️ Automatically File Away Signed Proposals 1 hour Operations
🚀 Auto-Create Project When Deal Closes 2 hours Operations
🗃️ File Invoices in Client-Specific Job Folder 1 hour Operations
📂 Auto-Create Client Job Folders on Signed Project 2 hours Operations
🔗 Configure Anonymous Sharing Links 2 hours Operations
🔒 Data Backup & Security Alerts 2 hours Operations
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What our clients have to say...

"Ben has been a huge help with setting up and linking Panda Doc to HubSpot. 

He knows how to complete automation, custom field calculations, and many other integrations such as Typeform. 

Highly recommend!!"

Stefan-Lhota

Stefan Lhota, Operations Manager/Owner, Grove Window Supply

"Ben helped us design and automate our proposal creation and approval process, linking PandaDoc to HubSpot and setting up custom fields and tokens to align our Deal pipeline with our custom contracts.

He was a pleasure to work with, and deeply knowledgeable of HubSpot and its integrated systems like PandaDoc. 

Ben worked quickly and effectively, and he communicated well. Would definitely work with him again!"

3-1

Pat Morrell, Chief Revenue Officer, Aiwyn

"Our experience with Ben has been excellent. 

 
His knowledge is high-end. He added great value to the project with design input, automations & prompt communications."
Permit Plans Brad Volling

Brad Volling, Business Owner, Permit Plans

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Our Favorite Tools

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How we work

Understand Objectives

1. Understand your business goals and objectives

We understand that each business is one-of-a-kind and requires a personalized approach.

Our team takes the time to dive deep into your company's inner workings, listening attentively to your needs and asking the right questions.

With this knowledge, we develop a strategy that is tailored to your specific goals and objectives.

2. Identify and document processes

Our team of experts is committed to revolutionizing your workflows through the power of automation.

By conducting an in-depth analysis of your operations, we pinpoint areas that can be streamlined and enhanced for maximum efficiency and output.

With our cutting-edge technology and unparalleled expertise, you can rest assured that your business is in good hands. Let us help you optimize your workflows and take your operations to the next level!

Identify Processes
Assess the technology

3. Assess the technology

Technology is at the heart of every business, whether you're just starting out or have accumulated a hodgepodge of tools over the past six years.

Our team will conduct a thorough review of your technology, measuring it against your business goals.

Our goal is to streamline your technology stack by selecting the most appropriate tools for the job, and integrating the ones you love and use into HubSpot.

4. Review and improve content

Marketing creates content but sales struggles to utilize it effectively, sound familiar? If so, you're not alone.

Content is a powerful tool that can help you stand out from your competitors, but only if it's used correctly. That's where our process comes in - we identify content that can be put to use immediately and work on improving the rest.

Additionally, we streamline the content delivery process whenever possible to ensure maximum efficiency.

Review and improve content
Measure and review results

5. Measure and review results

We believe that measuring and reviewing results is the backbone of a successful business.

By analyzing what truly matters to your company, we can help you make data-driven decisions that lead to the highest return on investment.

Our customized reports provide clear insights into how your business is improving over time. 

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Ready to get started?