Service Pricing

Workflow Automation

Project or monthly optimization scope

Automate repetitive lead and client workflows to improve speed, consistency, and follow-up reliability.

Best fit

Teams with manual handoffs, delayed follow-up, or low process consistency.

Typical timeline

2-8 week automation rollout

What’s typically included

  • Workflow audit and automation map
  • Automation implementation
  • Monitoring and optimization handoff

Expected outcomes

  • Faster response times
  • Less manual rework
  • Higher process consistency

Common questions

How is Workflow Automation scoped?

We use a discovery call and implementation review to size scope against your current team, systems, and timeline.

Is this month-to-month?

Yes. Most engagements are month-to-month unless a specific project sprint is defined.

What happens after kickoff?

You get a clear first-30-day plan, delivery rhythm, and owner-facing checkpoints tied to outcomes for Workflow Automation.

Ready to scope Workflow Automation?

We’ll review your current constraints and map a right-fit scope, timeline, and engagement level.