Automation does not mean replacing your team. It means freeing them from the copy-paste, the manual follow-ups, and the tasks that feel like they should not require a human. We keep it simple, transparent, and easy to maintain.

What it is

Process Automation

Process Automation is the practice of connecting your existing tools so that information flows automatically between them. When a lead fills a form, it appears in your CRM and triggers a follow-up email without anyone doing it manually. When an order is placed, your team gets notified and the invoice is generated. We identify the 3 to 5 highest-value automations for your business and build them using tools you already have or low-cost platforms like Make, Zapier, or n8n.

Who it is for

  • Teams spending more than 2 hours per week on manual data entry or copy-paste tasks.
  • Businesses where leads or customer requests sometimes fall through the cracks.
  • Operations managers who want their team focused on high-value work, not admin.
  • Founders who know automation would help but do not know where to start.

The difference

Before & After

Here is what changes when you work with us on this.

Before

  • Your team manually copies data between tools, sends the same emails repeatedly, and updates spreadsheets by hand.

  • You know automation exists but don't know which tools to use or how to set them up.

  • A simple task like routing a new lead takes 15 minutes of manual work every single time.

After

  • Those tasks run automatically in the background. Your team focuses on work that actually requires human judgment.

  • You have working automations built and documented, with full ownership and no dependency on us.

  • That same task takes 0 minutes. It happens automatically the moment a lead comes in.

What you get

Deliverables

01

Process mapping session to identify your top automation opportunities.

02

Automation design document: what triggers what, and why.

03

Build and deployment of 3 to 5 automations using your existing tools.

04

Testing and quality check for each automation.

05

Documentation so your team understands and can maintain each automation.

06

30-day monitoring and support period.

How it works

The Process

Quick check

Is this for me?

Answer 3 quick questions to see if this service fits your situation right now.

01

Does your team do the same manual task more than 3 times per week?

02

Do you use tools like Google Workspace, HubSpot, Slack, Shopify, or similar?

03

Are you willing to invest $600+ to save your team 5+ hours per week permanently?

Investment

Pricing

All prices in USD. Costa Rica clients add 13% VAT.

Starter

Starting at

$600

Up to 3 automations. Process audit, design, build, testing, documentation, and 30-day support.

Includes

  • Process audit & workflow mapping
  • Up to 3 automations built & tested
  • Full documentation
  • Team walkthrough session
  • 30-day post-delivery support

Not included

  • Automation tool subscriptions (Make, Zapier, etc.)
  • More than 3 automations
  • Ongoing maintenance after 30 days
Most popular

Growth

Starting at

$1,200

Up to 6 automations across multiple departments. Includes a team training session and 60-day support.

Includes

  • Everything in Starter
  • Up to 6 automations across departments
  • Team training session
  • 60-day post-delivery support

Custom

Starting at

Custom

Complex workflows, custom integrations, or ongoing automation management. We scope together.

Includes

  • Unlimited automations (scoped per project)
  • Custom API integrations
  • Ongoing management option
  • Dedicated support channel

Common questions

FAQ

Get started

Get a quote for Process Automation

No commitment required. We will review your inquiry and get back to you within 1 business day.

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This service is new. We are actively working with early clients and will share their results here as they come in.

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