Common Automations
Quick Wins We Build Every Week
Looking for a specific automation? Find your problem below. Each card shows timeline and pricing upfront—no discovery call required to get a ballpark.
Invoice & Payments
What we build
Automatic reminder emails at intervals you choose (7, 14, 30 days). Stops when paid.
Works with
What we build
Automatic receipt and thank-you when payment hits your account.
Works with
What we build
Automatic escalation tiers: email → call task → final notice.
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What we build
Automatic invoice creation on schedule, sent or queued for review.
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Client Onboarding
What we build
Automatic welcome email + multi-email sequence over first week(s).
Works with
What we build
One intake form, automatic reminders for missing items, status tracking.
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What we build
Automatic folder creation, project setup, access provisioned, welcome sent.
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What we build
Master checklist triggered on new client, tasks assigned, alerts when behind.
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Sales & Proposals
What we build
Accepted proposal triggers contract generation, e-signature, project setup.
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What we build
Select services, quantities fill in, pricing from master sheet, instant PDF.
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What we build
Automatic follow-up emails at intervals. Stops when they reply.
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What we build
Alerts when deals hit stages, notifications for stuck deals, pipeline summaries.
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Appointments & Scheduling
What we build
Automatic reminders at times you choose. SMS and/or email. One-click confirm.
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What we build
Automatic email when marked no-show. Offer to reschedule, not guilt trip.
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What we build
Instant confirmation with all details, calendar invite, prep instructions.
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What we build
Calendar events sync to CRM contact records. Activity timeline stays complete.
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Reporting & Data
What we build
Data pulled automatically, formatted into your template, sent on schedule.
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What we build
Data flows automatically from source systems. Real-time or scheduled.
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What we build
All data flows to one place. Unified view. Single source of truth.
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What we build
Automatic data sync on schedule. Two-way if needed. Error handling.
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Don't see your specific automation?
Not every automation fits neatly into a category. Describe what you're trying to automate in 2-3 sentences. We'll reply within 24 hours with a yes/no and rough cost estimate.
Ask a Quick QuestionHow Quick Win Projects Work
Quick Question
You describe what you need. We confirm we can help.
Scoping Call
30 min to understand your systems and requirements.
Fixed Quote
Exact price, timeline, and deliverables. No surprises.
Build It
We build it. You don't have to learn anything.
Hand Off
Documentation, walkthrough, and support if needed.
Typical timeline: 1-3 weeks. Typical investment: $1,500-$6,000 for single automations.
Found your automation?
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