Quick Start
"We have dozens of manual processes eating up time. I know automation could help, but I don't know which to prioritize, I'm not sure if it'll actually work for us, and I don't want to commit $10K+ before I see real results."
We identify your highest-impact automation opportunity, build it, and deploy it live - so you can see exactly what's possible before committing to a larger engagement.
These are real examples of single workflows we've built for Jumpstart clients.
| Workflow | What It Does | Time Saved |
|---|---|---|
| Lead Follow-Up Sequence | New lead enters system → automated 5-touch email/SMS sequence fires | 3-5 hrs/week |
| Appointment Reminders | Booking confirmed → SMS sent 24hr + 1hr before appointment | 2-3 hrs/week |
| Quote-to-Invoice | Deal marked "won" → invoice generated and sent automatically | 4-6 hrs/week |
| Daily Manager Digest | Every morning at 6am → manager gets summary of yesterday's activity | 1-2 hrs/day |
| Lead Routing | New lead arrives → assigned to correct rep by territory or round-robin | 2-4 hrs/week |
| Form-to-CRM Sync | Website form submitted → contact created, tagged, assigned, notified | 3-5 hrs/week |
Clear boundaries ensure you know exactly what you're getting.
After your Jumpstart, you'll see exactly what automation can do for your business. When you're ready to go further: