Connect your tools
Move agreed information between tools instead of entering the same details again.
Workflow Automation & Integrations
Less copying, chasing, and passing information by hand.
If the same details get entered into several tools, or a task waits on someone remembering to send a message, I can connect the steps. I build automations around a defined workflow and the tools your business uses.
Reminders and follow-ups
Send reminders and coordinate the next step when a request arrives or work changes status.
Marketing email automation
Scope welcome email sequences, scheduled follow-ups, and customer re-engagement emails using your existing email platform and its subscription preferences.
Inquiry-to-email connections
Connect inquiry forms, customer records, and email platforms so the right information is available for follow-ups.
These are examples of services we can scope for your business. Automation is a distinct service and can also accompany a custom application build. Discovery establishes what each tool supports, which data moves, and when a person should review the result.
Applications & automations
Understand the workflow before building the tool.
Free conversation and scope discovery
Tell me what you need. We explore the workflow and establish whether the project is a fit, without a discovery fee.
Define the proposed work
I work through the workflow, requirements, integrations, and technology choices with you, then define a written implementation scope. This defines the proposed work; development and prototypes are not part of free discovery.
A fixed implementation quote
Before paid implementation begins, I provide a written quote. Larger projects are divided into phases. New features and scope changes receive separate approval and pricing.