A lot of small businesses run on nothing more than a cell phone, email, and QuickBooks. Some are still writing appointments on a sticky note. Either way, you’re disorganized, overwhelmed, and working too hard on tasks that don’t produce revenue. Customers and money are falling through the cracks. Those poor customers, at least they’re down there with all that money. We can help you set up popular apps and software, and make them talk to each other so they do the work for you and keep you organized.
Software and apps for your business are easier and less expensive than you think. Most of it runs in the cloud, so you don’t need expensive computer systems or IT people on staff. Our nerds set it up for you, teach you how to use it, and connect it so your tools work together to save you time and make you money.
Popular tools we work with:
As an example, a common stack we set up for customers is domain email, Quo, HubSpot, and QuickBooks Online. On their own, that’s four separate logins and a lot of manual re-entry. Wired together, a new lead fills out a form on your website. The customer is automatically created in HubSpot, where you can send quotes, invoices, and process payments. The contact is automatically created in Quo so you can call and text. You can also see all your communications, emails, texts, and AI call summaries, in one thread in HubSpot, along with exactly where that customer sits in your sales cycle. The customer info and payments get recorded in QuickBooks the moment a transaction happens. And the best part: we can build AI agents that reply to common questions by text and email, sounding just like you so the customer doesn’t feel like they’re talking to a bot. No more manual data entry. No more answering the same questions over and over. No more losing track of where you stand with a customer.
This isn’t custom software built from scratch. They’re proven, popular tools that already exist on the cloud, and we can make them all work together as one.
Every stack is different, so pricing is custom based on what you’re already using, what you need, and how much automation you want. We’ll give you a firm number after a quick look at your setup, no guessing and no generic package that doesn’t fit your business.
“I don’t want to learn a bunch of new software.”
Most of the tools we recommend are as simple as all the goofy apps you use on your smartphone. Besides, you’ll spend less time in front of a screen, not more, because our nerds automate most of the busy work for you.
“I already have QuickBooks/HubSpot/whatever, I don’t need this.”
Okay pal. Having the tool and using it right and to its full capability are two different things. Most businesses use maybe 20% of what these platforms can do. We get you the other 80%. And by integrating it with other apps, it becomes exponentially more powerful.
“This sounds expensive.”
It’s often cheaper than the labor cost of the manual work it replaces, it will help you drive more revenue by freeing up your time and resources, and it’s a fraction of what custom software costs.
“What if something breaks?”
We built it, we support it. You’re not stuck on hold with a software company that’s never seen your setup. You just have to reach out to one of our super charming nerds and we’ll handle it for you.
The highest-value targets are lead follow-up, invoice reminders, appointment scheduling, review requests, and moving data between tools that do not talk to each other natively. These are repetitive, rule-based tasks, not the judgment calls that still need a person.
Off-the-shelf tools usually run a few hundred dollars a month. A custom-built system tailored to your specific workflows typically costs a couple thousand dollars upfront plus a modest monthly fee to keep it running. Either way it is usually far cheaper than the labor hours it replaces.
Yes, when it is scoped correctly. Good automation handles the repetitive first response and routine follow-up, then hands off to a real person for anything that needs judgment. It should never be the only line of communication for something that matters.
No. Modern automation platforms are built with drag and drop setups meant for business owners, not programmers. Someone still has to design the workflow correctly the first time, which is usually where outside help earns its keep.
Tired of doing the same data entry three times over? Let’s fix that.
