Workflow Automation Consultant

Consulting that stops at a slide deck is expensive wallpaper. We consult in service of shipping: one workflow diagnosed, one recommendation, one milestone scoped—with engineering behind the recommendation.

Diagnose My Workflow

What breaks today

The pain we hear on almost every intake

Automation proposals that never ship

Strategy decks collect dust while the team still copies data by hand.

Tools purchased without workflow design

Another SaaS login does not fix a process that was never mapped.

No one owns the exceptions

Automations handle the happy path; edge cases land back in someone’s inbox.

What we build

Focused deliverables—not a vague retainer

Workflow diagnosis and prioritization

Frequency, cost, risk, and tooling friction—ranked so you know what to fix first.

Build vs buy vs integrate guidance

Honest call on Zapier, native connectors, Apps Script, or custom software.

Implementation by the same team

We do not hand off to a separate dev shop—you work with engineers who scoped the work.

How we work

One workflow, one milestone, expand from proof

01

Intake on one bottleneck

Short form, async review, no multi-hour discovery workshop required to get a useful answer.

02

20-minute call when earned

If the intake clears the bar, we walk through one recommendation—not a generic capabilities pitch.

03

Milestone proposal you can act on

Scope, timeline band, and what “done” looks like for the first slice.

Questions

Straight answers

We are engineers first. Recommendations are constrained by what we will actually build and support—not tool partner commissions.

The intake and async review are designed to lead to action. If we are not a fit, we say so directly.

Ops-heavy SMBs and mid-market teams—manufacturing, healthcare admin, field services, professional services, and B2B SaaS operators.

One workflow that hurts, the tools involved, how often it breaks, and whether a decision-maker cares. That is enough to start.

Diagnose one workflow. Get a bounded recommendation.

Twenty minutes on a call is earned only after these answers. Custom workflow projects commonly start around $2k–$20k with first milestones most often landing in that band depending on scope.

Scope-Lock Satisfaction Guarantee

Scope-Lock Satisfaction Guarantee: if the milestone does not match what we scoped, we keep working free until it does—or refund it if we miss after you hold up your end.

Target one bottleneck only—nothing about documenting your entire roadmap. Typical next step after we align is about 20 minutes on one workflow to confirm pain, budget comfort, and whether a small first milestone is justified.

Contact

Name *

Email *

Public-facing website?

Site URL *

Company / team name (optional)

Phone (optional)

The workflow bottleneck

The one workflow hurting you *

How often does this happen? *

Who is affected? *

Tools in the mix today *

Spreadsheets, email, or disconnected tools are explicitly part of the pain. Losing measurable time, money, leads, or accuracy when this slips.

What happens if this never gets fixed? *

Budget, timing, decision power

Focused workflow projects often kick off around $2k–$10k, with most first milestones settling between $2k–$20k depending on scope. Smaller fixes can exist, but we prioritize work where the business impact is obvious.

Comfortable budget band *

When do you need this solved? *

Is a decision-maker involved? *

Optional context

Industry (optional)

Service area / market (optional)

Where could AI realistically help? (optional)

Anything else material to this workflow? (optional)

Misc notes (optional)

Universal reply policy: courteous follow-up either way—we triage asynchronously so you skip sales karaoke.

Workflow automation consulting that ends in shipped software