We adapt to your stack, compliance needs, and workflows.
CS ops, sales ops, onboarding, billing & renewals.
Listings, support, returns, reviews, analytics.
Docs, intake, scheduling, research, proposals.
Lead nurture, comps, property research, docs.
Front-office admin, intake, reminders.
Enrollment support, LMS updates, reporting.
Data cleanup, reconciliations, KPI dashboards.
Donor ops, events, newsletters, grants support.
Automation reduces manual cycles, errors, and lead time—unlocking throughput and revenue per employee.
Automating recurring tasks (reporting, data entry, notifications) typically saves 4–10 hrs per week per role.
Standardized flows cut copy/paste mistakes and missed steps, improving data quality and customer experience.
Leads and tickets move faster, improving conversion and retention.
If an ops role saves 6 hrs/week at $40/hr → $240/week. A $600/month automation returns ~1.6× monthly and compounds with scale.
Patterns: MQL routing, trial‑to‑paid nudges, churn risk alerts.
Impact: Faster SLAs, higher demo rates, better retention.
Patterns: Inventory alerts, returns automation, review requests, ticket deflection.
Impact: Lower support costs, higher post‑purchase NPS.
Patterns: Intake forms → CRM, proposal generation, e‑signature follow‑ups.
Impact: Higher billable utilization, fewer admin bottlenecks.
Patterns: Lead nurture, comp pulls, appointment coordination, doc packs.
Impact: Shorter time‑to‑close, improved agent productivity.
Patterns: Reminders, intake scheduling, patient comms templates.
Impact: Fewer no‑shows, smoother front‑office ops.
Patterns: Enrollment funnels, LMS updates, attendance summaries.
Impact: Lower admin load, better student comms.
Patterns: Data reconciliation, compliance reminders, KPI snapshots.
Impact: Fewer errors, quicker decisions.
Patterns: Donor segmentation, grant reminders, newsletter automation.
Impact: More donor touchpoints, better reporting.
