Workflow rules
Sales and marketing process automation
Automated billing and renewal logs.
Frictionless pipeline notifications triggered instantly by rep actions.
Every manual step between marketing, sales and finance is a delay and a chance for error: leads assigned by hand, renewal dates tracked in spreadsheets, reports rebuilt every week. Process automation removes those steps with rules that run reliably in your CRM and automation tools.
We automate lead routing, alerts, follow-ups, renewals, approvals and reporting — with monitoring so failures are noticed rather than silently lost.
The problem
Manual billing, renewal notifications, and customer onboarding tasks delay operations and cause customer churn.
What we do
- Map operations workflows
- Build Zapier/Make automations
- Configure billing integrations
- Automate onboarding emails
What you get
- Automation workflow maps
- Active Zapier/Make setups
- Billing sync rules
- Onboarding flow guides
Hands-free billing and onboarding operations that eliminate delays.
How it runs
- Map Workflows. We document manual steps in billing, support, and onboarding.
- Build APIs. We connect systems using automated webhooks and API calls.
- Test Triggers. We run simulations to check data values move correctly without errors.
- Launch flows. We deploy automated email sequences and client billing setups.
Who this is for
- Teams spending hours on manual data entry, routing or reporting
- Companies where leads or renewals fall through the cracks
- Businesses with automation tools that nobody maintains
What's included
- Process inventory and automation opportunities ranked by time saved
- Workflows in HubSpot, Salesforce, Zapier, Make or n8n
- Error monitoring and alerting
- Documentation and ownership
Building automations that last
Automations break when they are built quickly and forgotten. We design each workflow with clear triggers, conditions and outcomes, test it against real records including awkward edge cases, and name and organise it so others can find it. Every workflow has an owner and a short description of what it does and why.
We prefer native CRM automation where it is sufficient, because it is easier to maintain, and use external tools only when workflows must span several systems. Monitoring sends alerts when runs fail or volumes look abnormal. Quarterly, we review automations for ones that are no longer needed or conflict with each other — a common source of mysterious data changes in mature CRMs.
Frequently asked questions
Which sales and marketing processes should be automated first?
Usually lead routing and follow-up alerts, because delays there directly cost revenue, followed by reporting and renewal reminders.
What tools do you use for automation?
Native CRM workflows where possible, and Zapier, Make or n8n for cross-tool automation, depending on volume and complexity.
How do you stop automations from breaking silently?
With error notifications, logs and periodic checks, plus documentation so someone knows how each workflow works.
Can automation replace a RevOps hire?
It can reduce manual work significantly, but someone still needs to own processes, data quality and changes. Automation makes a RevOps person far more effective rather than unnecessary.
What systems can you automate?
We automate data syncing across Stripe, QuickBooks, Slack, HubSpot, and custom tools.
How do you handle API errors?
We build backup steps that alert admin Slack channels if a data transfer fails.
Is automation secure?
Yes, all connections utilize secure, encrypted API keys and OAuth logins.
Pricing: monthly retainers by region
Every engagement is a monthly retainer priced on scope — never a percentage of ad spend. The range depends on the number of channels, markets and the depth of tracking and CRM work involved.
| Region | Monthly retainer |
|---|---|
| United States | $2,500–$6,000 per month |
| India | ₹1,00,000–₹5,00,000 per month |
| United Kingdom | £2,200–£5,000 per month |
| United Arab Emirates | AED 4,000–AED 10,000 per month |
| Australia | A$3,000–A$7,000 per month |
| Canada | C$3,000–C$7,000 per month |
| Singapore | S$3,000–S$7,000 per month |
| Europe | €2,500–€5,000 per month |