Our Services

Choose any number of services below—or describe your own. We'll confirm feasibility and send a fixed-price pilot plan.

Website "Yes/No" Pop-Up Done Right

Consent & Cookies

What it is:

The cookie pop-up that follows rules and keeps useful stats.

What we do:

Show the right prompts in the right places, wire Consent Mode/CMP correctly, and fix tracking when tags break.

Plain win:

You follow rules and still know what works.

LinkedIn Page Helper

No ads

What it is:

Turn page likes/comments/messages into leads.

What we do:

Capture interactions, create contacts, and book calls in a click.

Plain win:

More talks with the right people.

WhatsApp Business Chat Helper

What it is:

Turn chat into real leads and to-dos.

What we do:

Keep templates compliant, save chats to CRM/inbox, send pay links or next steps.

Plain win:

Chats turn into work (and money).

Contract Reminder & To-Do Maker

DocuSign

What it is:

Find promises and dates inside contracts—before they're due.

What we do:

Extract key terms, create tasks, and nudge owners.

Plain win:

No missed renewals or missed promises.

Clean-Up & Steps for Salesforce

What it is:

Keep data clean and deals moving.

What we do:

Dedupe, fill missing fields, and enforce lifecycle steps.

Plain win:

Clear pipeline, less waste.

Rules Keeper for Jira / Confluence

Atlassian

What it is:

Guardrails for projects and docs.

What we do:

Enforce house rules, protect private spaces, keep approval logs.

Plain win:

Work stays tidy and safe.

Meeting Smart Saver for Zoom

What it is:

Calls that do something.

What we do:

Auto-notes & action items, hide private info, push results to CRM/helpdesk.

Plain win:

Meetings → clear next steps.

Slack to Tasks / Tickets

Slack → CRM/Helpdesk

What it is:

Turn "Hey can you…" into real tasks with owners and due dates.

What we do:

Capture asks, create tickets/tasks, send updates back to Slack.

Plain win:

Messages → finished work.

Lead & document intake → OCR → routing + SLA

What it is:

Turn emails/PDFs/faxes into clean data, then route to the right owner.

What we do:

OCR + field fill, rule-based routing, SLA alerts.

Plain win:

Faster replies, fewer misses.

Quote/proposal builder → e-sign → file + notify

What it is:

From price to signature, without copy-paste.

What we do:

Generate quotes, collect e-sign, store the PDF, notify team + client.

Plain win:

Quotes out faster, deals close sooner.

Order/job creation → scheduling → reminders

What it is:

Requests turn into scheduled jobs with on-time reminders.

What we do:

Create jobs, book calendars, message staff/customers.

Plain win:

Smooth scheduling, fewer no-shows.

Invoice & payment reconciliation

with dunning

What it is:

Match payments to invoices and gently chase late ones.

What we do:

Auto-reconcile, send compliant reminders, and keep books clean.

Plain win:

Better cash flow, cleaner books.

Renewals & compliance reminders

What it is:

Track contract dates and regulatory tasks—on time.

What we do:

Watch key dates, ping owners early, keep an audit trail.

Plain win:

On-time renewals, lower risk.

Bring Your Own Process

custom

What it is:

Your exact workflow, your tools.

What we do:

Map steps, connect systems, automate the boring parts.

Plain win:

Your way—just faster.

What's included with every service

Everything you need for a successful automation implementation

Set-up + testing


Full implementation across websites, automations, CRM, video, and marketing systems — with thorough testing to ensure everything works end-to-end.

Ownership, SLAs & Alerts

Clear rules for who owns what, service-level agreements for delivery, and notification systems so nothing slips through the cracks.

Simple Documentation


Straightforward guides, process maps, and video walk-throughs tailored to each service — from workflows to websites.

Rollback plan and support

Safety net plans with rollback procedures, plus live support during launch and beyond for every service you choose.

Ready to automate your workflows?

Pick any number of services or describe your own process. We'll confirm feasibility and send a fixed-price pilot plan.

Frequently Asked Questions

Everything you need to know about our services

Can I mix several services?

Yes — you can combine automation, website design, explainer videos, email marketing, CRM integrations, or any other service. We’ll group them into a structured pilot or multi-service plan.

Do you replace my tools?

No — we build on what you already use. For automation, we connect your tools. For websites, we work with your chosen platform. For marketing, we enhance deliverability and campaigns. We only suggest small add-ons if they help.

What if my data is messy?

Whether it’s CRM data, email lists, or document fields, we include cleanup where needed (deduplication, validation, formatting) so workflows, campaigns, and reports run smoothly..

Will solutions break when vendors change things?

No — we monitor critical points across automations, websites, integrations, and campaigns. Updates and fixes are included during your care plan.

Can you sign an NDA?

Yes — you can send us your NDA or use ours. This applies across all services, including video production and marketing data..

What does a pilot include?

Every pilot includes: a clear scope, fixed price, defined timeline, success metrics, and a test plan — whether it’s for automation, a website, a video, or a marketing campaign.