Running
a business shouldn't feel chaotic.
We build project management workflows and automations that remove confusion, reduce manual work, and keep operations running smoothly day to day.
We'll review your workflow to see how we can help.
Do you relate?
If this feels familiar, you're in the right place
- Leads fall through the cracks
- Client onboarding is chaotic
- Tasks and projects live in too many places
- You spend hours doing admin instead of revenue work
- Invoices are created manually or forgotten
- Your tools exist, but they don’t talk to each other
Our solution
What we build
We design how work flows in your business, not just the tools. Once the workflow is clear, we automate what shouldn't be manual and remove the busywork that slows everything down.
- Project Management & Operations
- Clear project and task structures
- Defined workflows, stages, and ownership
- Client onboarding and delivery processes
- ClickUp / Asana system setup and optimization
- Automations & Integrations
- Lead capture → CRM
- Automatic follow-ups and pipeline updates
- Task and status automation
- Tool integrations using Zapier, Make, or n8n
- Finance & Admin Systems
- Invoicing and payment workflows
- Receipts, reminders, and basic reporting
- Dashboards for visibility and tracking
Process
Our simple 3-step process
- 1Audit & Mapping
We map your current workflow and identify gaps, bottlenecks and what to automate.
- 2Build & Test
We design, build, and test the systems tailored to how you work.
- 3Launch & Support
We deploy, document, and support your system.
What this looks like in practice
Real workflows we set up to remove manual work and confusion.
Lead → Project → Follow-up
Sales & Intake
A lead fills a form or books a call
The lead is added to your CRM
A deal or task is created automatically
The right follow-up is scheduled
Nothing gets missed
Save Hours Weekly
Better Visibility
Zero Manual Errors
Lead → Project → Follow-up
Sales & Intake
Automated lead capture and follow-up system
A lead fills a form or books a call
The lead is added to your CRM
A deal or task is created automatically
The right follow-up is scheduled
Nothing gets missed
Save Hours
Visibility
No Errors
Tools we use
We use reliable tools to support well-designed workflows, not the other way around.
ClickUp
Asana
Monday
GoHighLevel
Zapier
Make
n8n
Wrike
Airtable
HubSpot
Xero
QuickBooks
Let's look at your workflow
We'll review how work moves today, spot gaps or manual work, and suggest next steps that actually make sense.
Save Time
Eliminate repetitive tasks and focus on strategic work
Reduce Costs
Lower operational expenses through efficient automation
Reduce errors
Significantly reduce manual errors
Questions
Questions you might have
We know systems and workflows can feel overwhelming at first. Here are clear answers to the things people usually ask before getting started.
- How long does setup take?
It depends on the scope.
Smaller project management setups or workflow improvements can take 7–14 days.
More complex systems involving multiple workflows, teams, or integrations can take up to 30 days.
We'll outline a clear timeline after the initial workflow review.
- Do I need specific tools?
No.
We work with your existing tools whenever possible and only recommend new ones if they genuinely improve how work flows.
The focus is on the system, not the software.
- Can you work with my current project management setup?
Yes.
We map what you already have, identify what's working and what isn't, and improve the structure rather than starting from scratch.
Our goal is to make your existing setup clearer, more consistent, and easier to use.
- What if something breaks or needs adjusting later?
We provide documentation for every setup and offer ongoing support options.
Most issues are simple fixes, and we help you adjust workflows as your business evolves.
Good systems aren't rigid — they're adaptable.
- Is this a one-time project or ongoing support?
Both.
Some clients come to us for a one-time system setup. Others prefer ongoing support to refine workflows, add automations, and keep things running smoothly as they grow.
We'll recommend what makes sense for your situation.
Still have questions? Let's talk about your specific situation.