Automations
Save $100K+ a year on the paperwork your team still types by hand
We pick one job your office does by hand (entries, quotes, demand packages, status emails), build the thing that does it, and check it against your own past files before it touches anything live. Your first workflow is live in three to six weeks.
- One workflow, scoped in a week
- Tested against your own past files
- You own what we build
What we build
Six kinds of drudge work. One of them is yours.
Named the way you'd name them, not the way a software vendor would.
- Inbox to system
Emailed POs into the ERP. Commercial invoices into the entry.
Delivery orders into the TMS, EOBs posted, timesheets keyed. The source document is the answer sheet, so we can prove it's right before it runs.
- The two-day document
Demand packages, Phase I reports, appeals, board packets
Drafted from your files, in your format, from your past examples. A person signs off. The two days become an afternoon.
- Quotes
RFQ email in, priced quote out
Before the competitor's. And inspection deficiencies turned into repair quotes the same day instead of never, which is money already sitting in your reports.
- Status, answered
“Where's my …” answered from the system
By email or text, in your words, without a person looking it up. The phone stops ringing and the CSR gets their morning back.
- The chase, on autopilot
Doc collection, POD hunting, records requests
Reminders that don't forget and don't get tired, with a human stepping in the moment someone replies with a question.
- Billing on the floor
Accessorials, storage events, short-pays, supplements
Found money that needs system access and trust, so we do it second, once the first workflow has earned it.
How it works
Two stages and a decision in between
Every build is tested against your own past work first. Last month's entries, last year's demand packages. It has to match what your team did.
Stage 1 · The audit
One week
We audit the work and pick the job
A week with your team, counting. The docs, the minutes per doc, who touches what. By the end we know which jobs are worth automating and the number we're chasing. Nothing gets built before that.
- A roadmap of every job worth automating, ranked by payback
- The audit report: what each job costs you today, what to build first
- A recorded walkthrough you can forward to anyone
- A call to pull it apart
Your call
Keep the roadmap, or continue
Keep the roadmap and do nothing. Hand it to someone else. Or continue, and the audit is credited to the build.
Stage 2 · The build
Three to six weeks
We build the one workflow
A person stays in the loop where the stakes are high. Before it touches anything live it runs against your own past files, so right and wrong are checked against what your team already did.
- The workflow, running on your systems
- Your team trained on it (that's usually an hour)
- The monthly number, reported
- It's yours. We don't hold it hostage.
Stage 3 · Support
Month four on
It runs, we watch it, you get a number
The workflow is yours and already paid for; the monthly is support. We watch it, fix what breaks, and report what it's saving you. When it's boring, we look at the next job on the roadmap.
- Fixes when a vendor API or a document format changes under it
- The savings number, reported monthly against the audit's estimate
- Small adjustments included as the work changes
- Walk away and nothing shuts off — you just take over the upkeep
The math
What the same money buys
Another desk
- Around $60k a year, plus the managing
- Learns the job in three months
- Leaves in eighteen
- Sick days, holidays, raises
- The same typing, faster hands
The workflow
- One build, scoped to one job
- Runs the first morning
- Doesn't leave
- Checked against your own files
- The typing is gone
The promise
What we'll put in writing
If the audit doesn't find a job worth building, we say so. You pay for the audit and keep the roadmap.
Worth what you paid within twelve months, or we keep building
Twelve months in, the work has to have paid for itself. Hours cut, revenue found, or both, counted against the number from the audit. If it hasn't, we keep building at no extra cost until it has. And nothing we build is held hostage: the workflow, the prompts and the code are yours from day one.
“Our system is old and weird.” Most are. If it has an inbox, an export, or an API, we work with it. We've built on top of ABI software, ERPs, TMSs and practice-management systems.
The other constraint
Need customers, not hours back?
Outbound and AI search are our sibling brand's whole job. GoCold is at four-figure monthly revenue and climbing, grown on its own outbound.
Questions
What people ask before the audit
What does it cost?
It depends on what the audit finds, so we don't publish a rate card. Every engagement is priced on the call, against the number the audit puts on the job — what the hand-work costs you today and what the workflow gives back. You see the price in writing before anything is built.
What if I only want the audit?
Fine. The roadmap is yours to keep and to hand to anyone, including your own IT person.
Which systems does it need to work with?
Whatever you already have. We've worked on top of ABI software, ERPs, TMSs, practice-management and agency-management systems. If it has an inbox, an export, or an API, we can work with it.
How do you know it's right?
We run it against your own past work first. Last month's entries, last year's demand packages. It has to match what your team did before it touches anything live, and a person stays in the loop where a mistake would cost money.
What are the running costs?
Third-party tools at cost, no markup. Usually a few hundred a month per workflow. Estimated up front, in writing.
What if it breaks?
We watch it and fix it. That's what the monthly is for. If you'd rather own the running of it too, we hand it over.
Pick the job. We'll count it.
The audit takes a week and puts a number on what the hand-work costs you today. Start there.
Book the audit