Intake.
Web forms, email, phone and chat captured into one place and routed to the right person.
SEC/B0 · Overview
Business automation.
The work that keeps the business running but doesn't need a person to run it: intake, follow-up, approvals, scheduling, invoicing, reporting. From a twelve-person company to a mid-market back office, we take the steps someone does the same way every time and make them run on their own.
Intake
Every request captured
Follow-up
Sent on time, every time
Approvals
Routed, not chased
Scheduling
Booked without the back-and-forth
Invoicing
Billed when the work is done
Reporting
On your desk Monday morning
- IntakeEvery request captured
- Follow-upSent on time, every time
- ApprovalsRouted, not chased
- SchedulingBooked without the back-and-forth
- InvoicingBilled when the work is done
- ReportingOn your desk Monday morning
SEC/B1 · Coverage
The tools you already use
Plus the spreadsheet in the middle, and older systems with no way to connect to them except the screen, which we automate the way a person would use them.
SEC/B2 · Symptoms
The work that waits on someone
- A new lead waits until someone notices the email
- Invoices go out when someone remembers to send them
- Approvals live in reply-all threads
- The same weekly report is rebuilt by hand every Monday
- Onboarding a new client is a checklist one person works through by hand
- A system with no connection to anything, so someone types into it all day
SEC/B3 · Outcome
The next step happens on its own
| Today | Afterward |
|---|---|
| TodayA new lead waits until someone checks the inbox. | AfterwardThe lead gets an answer and a next step in minutes. |
| TodayInvoices go out when someone remembers. | AfterwardThe invoice goes out when the job is marked done. |
| TodayApprovals sit in reply-all threads. | AfterwardThe approval goes to the person who signs it, with a reminder. |
The request comes in and the next step happens: the lead gets an answer, the job gets scheduled, the approval goes to the person who signs it, the invoice goes out when the work is marked done. Nobody has to remember, and nobody has to chase.
The people who were doing those steps by hand get the hours back for the work that actually needs them. The owner stops being the reminder system.
SEC/B4 · Scope
What we automate
Follow-up.
Replies, reminders and sequences that go out on time, based on what the customer did.
Approvals and routing.
Purchase requests, quotes, time off and expenses routed to the right person, with reminders and a record.
Client onboarding.
Contracts, accounts, folders, welcome emails and the first meeting set up from one signed agreement.
Invoicing and collections.
Invoices raised from completed work, reminders sent, payments matched.
Scheduled reporting.
The numbers you look at every week, assembled and delivered.
Older systems.
Where a system has no connection, the steps a person takes on screen, automated.
SEC/B5 · Method
How an engagement runs
- STEP/01
Map
We learn how the business actually runs: what it sells, what it runs on, and where the work gets carried by hand. One storefront or six systems of record, the map comes first.
- STEP/02
Design
The system is designed around your operation: what gets built, what gets connected, what it looks like, and in what order. A fixed scope and a fixed price.
- STEP/03
Build
Built in stages you can see and use, tested with your people before anything goes live.
- STEP/04
Run
We operate, maintain and extend what we build, or hand it to your team with everything they need to run it.
SEC/B6 · Team
How the automations run
- The process first.
- Every step is mapped with the people who do it today before anything is automated, so the automation does what the business actually does.
- An owner for every step.
- Each automation has a named person on your side who it reports to.
- When something fails.
- Failures retry, then alert a person. Nothing stops silently.
- A record of every run.
- What ran, when, and what it did, so any outcome can be traced.
- Changes on purpose.
- Changes to a live automation are tested before they go live.
- Handoff.
- A runbook in plain language, written for the people who will live with it.
SEC/B7 · Terms
Scope, access, ownership and data handling: see Security and data handling.
SEC/B8 · Work