CUSTOM AUTOMATION COACHING & IMPLEMENTATION
Your Team Shouldn't Be Copy-Pasting Their Way Through the Day.
We build custom AI and automation systems that handle lead follow-up, onboarding, reporting, scheduling, and repetitive admin work so your team can focus on growth instead of busywork.
YOU'RE IN THE RIGHT PLACE IF...
You don't need more staff. You need better automations.
The "Manual Trap"
You’re copy-pasting data between your CRM and spreadsheets. You’re running a real business, but you’re still the bottleneck for every minor task.
The "Lead Leak"
Your leads sit in an inbox for hours before anyone follows up. By the time you reach them, the lead has already moved on.
The "Broken Zap"
You have tools like Zapier but lack the bandwidth to fix broken workflows or learn how to use them well.
MY STORY
I built my first automation out of necessity, not curiosity.
In 2019, my right-hand person left for her dream job. I was drowning in manual tasks and couldn’t find a replacement fast enough. That’s when I discovered Zapier. I learned how to turn my agency into a self-running machine. Now, I help other businesses do the same.
SOLUTIONS
Tools we use to free up your time.
Whether you want to learn the logic or just want the problem to go away, we provide hands-on implementation across the world’s most powerful platforms.
- Expertise in Zapier, GoHighLevel and N8N
- Automated lead intake and follow-up
- Seamless client onboarding
- Reporting and data routing
- Custom project implementation
AGENCY CASE STUDY
★★★★★
"Two weeks after Kaitlyn presented to my team, every single person came prepared with an automation idea."
What made it land with my team was her ability to do two things most people can’t do simultaneously: go deep on the technical side and make it completely accessible for non-technical team members.
She walked us through practical examples using tools like Zapier, N8N, Asana, and AI platforms, not as a developer, but as someone who has actually stress-tested these systems inside a real agency.
Kaitlyn has an uncommon ability to look at an agency workflow and immediately spot the automation opportunity others walk right past.
If you are an agency owner looking to reduce manual work and free your team for higher-value client work, Kaitlyn is exactly who you want.
GREG BRAY
PRESIDENT, BLUE TANGERINE
PROVEN SOLUTIONS
Common Bottlenecks We Automate
01. SALES & LEADS
- Missed Call Text Back
- AI Lead Qualification
- Estimate Follow-Up
- Contact Form Routing
02. CLIENT ONBOARDING
- New Client Setup
- Welcome Emails
- Internal Task Creation
- Contract Collection
03. OPERATIONS
- Calendar Management
- Meeting Preparation
- Team Notifications
- Approval Workflows
04. HIRING
- Resume Screening
- Interview Scheduling
- Candidate Scoring
- Applicant Tracking
05. MARKETING
- Review Requests
- Social Media Publishing
- Lead Nurture Campaigns
- Email Marketing Automation
06. CUSTOM WORKFLOWS
- AI Email Sorting
- Proposal & Invoice Automation
- CRM Updates
- Custom Business Processes
IDEAL ALIGNMENT
Who This Is For
Designed for businesses overwhelmed with manual tasks, disconnected systems, and operational bottlenecks.
- Service businesses
- Agencies and consultants
- Home service companies
- Teams overwhelmed with manual work
- Businesses using multiple disconnected tools
- Owners buried in admin tasks
- Companies wanting AI support without hiring internally
- Businesses ready to streamline operations and scale smarter
WAYS TO WORK TOGETHER
Choose the level of support you need right now.
A focused session designed to help you identify bottlenecks, streamline workflows, and uncover automation opportunities. Great for quick wins and troubleshooting.
Great for quick wins and troubleshooting
Automation Partner Plan
$2,500/month
Ongoing automation and AI support without hiring in-house. One active automation build at a time, with support, troubleshooting, strategic guidance, and monthly planning.
- Most clients complete 4-8 automations per month
- Complex builds may require a custom proposal
Best for businesses automating one process at a time.
Automation Growth Plan
$5,000/month
Hands-on implementation for growing businesses ready to automate at a higher level. Up to 3 active builds, priority support, advanced implementations, and a monthly strategy call.
- Most clients complete 10-12 automations per month
- Complex builds may require a custom proposal
Best for teams ready to tackle multiple workflows simultaneously.
Custom Automation Project
Custom Pricing
For larger implementations or faster timelines. We create a custom scope and timeline tailored to your business.
Best for larger implementations and complex systems
FREE AUTOMATION WORKSHOP
Learn How To Spot Automation Opportunities Inside Your Business
As an owner, you see the bottlenecks, but it’s hard to scale if your team is still stuck in a manual mindset. I host a limited number of free 45-minute workshops designed to shift your staff’s perspective and get them excited about high-impact automation.
THE SESSION
45 minutes of strategic education on what’s possible, followed by a 15-minute open Q&A to solve real-time hurdles.
THE OUTCOMES
Your team will learn to audit their own tasks, understand the tech landscape, and see how automation enhances their roles.
By the end of the hour, your team will have a roadmap for growth. You can then choose to have them implement these ideas internally, or hire us to build the systems for you.
*Limited slots available per month to ensure quality.
THE PROCESS
From manual chaos to automated clarity.
Intro Call
We jump on a 15-minute call to understand your current bottlenecks and tool stack (Zapier, GHL, N8N, etc).
Audit & Strategy
We identify exactly which tasks are stealing your time and map the “blueprint” required to fix them.
Build & Scale
We implement the systems. You and your team stop doing grunt work and start focusing on high-level growth.
Questions?
FREE RESOURCE
Not ready to commit? Download our Giant List of Automations You Can Use for Your Company.
We’ve compiled a giant list of the internal automations we’ve built since 2019. See how you can use Zapier, ChatGPT, and HighLevel to summarize podcasts, log missed calls to Slack, and ensure your team never misses a failed plugin update again.