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Custom business automation is the process of designing software workflows that handle repetitive tasks a business currently does by hand, built specifically around how that business actually operates rather than forcing the business to conform to a generic off-the-shelf tool. For service-based businesses, custom automations typically connect systems like CRMs, scheduling platforms, accounting software, communication tools, payment processors, field service apps, and marketing platforms so that information flows between them without someone manually copying, pasting, or re-entering it. Common examples include automated lead follow-up, appointment reminders, invoice generation and delivery, payment collection, job scheduling and dispatch, reporting, review requests, and internal notifications. Research from McKinsey and multiple SMB studies shows small and medium service businesses can automate 20 to 60 percent of their total work hours, translating to 20 to 45 percent in operating cost savings. Unlike subscription software that charges per user forever, custom automations are built once and run at near-zero ongoing cost.
The Reality
The Numbers
The answer depends on how much of your work is in the field vs. in the office. Here is what the research shows.
These ranges are based on McKinsey task-level analysis and multiple SMB automation studies. Results vary based on current efficiency and willingness to redesign processes.
The Shift
The Audit
Before we build anything, we analyze everything.
$97
Credited toward any automation build
Our AI walks through your business operations, asks the right questions, gathers the details, and delivers a detailed report showing every realistic automation opportunity in your company, prioritized by impact and estimated savings.
What you get:
A complete map of your current manual processes
Every identified automation opportunity
Prioritized by impact and cost savings
Recommended build sequence
A clear picture of what your business looks like after implementation
How the audit works:
Our AI conducts the discovery, asks follow-up questions, and compiles the analysis. Our team reviews every report before it reaches you. No generic templates. No fluff. Just a real assessment of your business.
The audit itself is automated. That is the point.
Keep the report, use it however you want. Have us build it, hire someone else, or do it yourself. The $97 is credited toward any build with us. No obligation.
How It Works
Our AI-powered analysis identifies every automation opportunity in your business. $97, credited toward any build.
You receive a detailed report with prioritized recommendations. Every report is reviewed by our team before delivery.
Walk through the report with us, ask questions, and discuss which automations make the most sense for your business and budget.
We design, build, test, and deploy your custom automations. Your costs drop and your team focuses on what actually matters.
Why Custom
Is This Right For You?
FAQ
A complete analysis of your business operations identifying every realistic automation opportunity. You receive a detailed report with each opportunity prioritized by impact and estimated cost savings, plus a recommended build sequence. It is not a generic checklist. It is a real assessment of how your specific business runs.
Our AI conducts a guided discovery of your business. It asks questions about your processes, workflows, tools, and team structure, then follows up on the details that matter. It compiles everything into a structured analysis. Our team reviews the full report before it reaches you to ensure quality and accuracy.
We work with virtually any software that has an API or integration capability. CRMs, scheduling tools, accounting software, communication platforms, payment processors, field service apps, marketing tools, and more. If your business uses it, we can most likely connect it.
It depends on complexity. A single workflow automation can be built and deployed in 1 to 2 weeks. A comprehensive system connecting multiple tools and processes across your business typically takes 3 to 6 weeks. We scope timelines during the call after your audit.
Every project is scoped based on complexity, number of integrations, and workflow depth. Builds range from a few thousand dollars for simple workflow automations to significantly more for comprehensive, multi-system automation architectures. Your audit report will help frame the scope and we discuss pricing on the follow-up call.
No. We handle everything: design, build, testing, deployment, and training. You just need to tell us how your business works and what frustrates you. We figure out the rest.
We offer ongoing support and monitoring. Automations are monitored for failures and we are alerted if anything stops working. Depending on your support plan, fixes are handled within hours, not days.
Yes. Most clients start with the highest-impact automations from their audit report and add more over time as they see results. Your system is designed to be extended, not rebuilt.
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$97 finds every automation in your business. That $97 is credited toward any build.
No risk, no obligation.

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