Automation for local service businesses

Automations that feel internal.

We build simple, reliable systems that remove daily busywork: missed messages, scheduling back-and-forth, follow-ups, and manual copy/paste between tools.

No hype — practical systems
Fast setup — scoped builds
Clear handoff — docs included

Services

High-impact automations for small teams. Start with one workflow. Expand only after it proves itself.

Email & Message Automation
Reply fast. Route correctly. Follow up automatically.
  • Auto-reply to FAQs
  • Route messages to the right person
  • Follow-ups so leads don’t die
Appointment Scheduling
Reduce back-and-forth. Reduce no-shows.
  • Booking links
  • Calendar sync
  • Confirmations + reminders
Website + Instagram DMs
Capture every inquiry across channels.
  • Auto-respond to common questions
  • Collect customer info consistently
  • Log leads automatically
Internal Workflow Automation
Stop repetitive admin work from stealing hours.
  • Save customer details automatically
  • Trigger reminders + tasks
  • Connect existing tools
Docs + Ownership
No black boxes. No silent failures.
  • Logging + retries where appropriate
  • Clear “what happens if…” notes
  • Ownership handoff so you’re not stuck
Secure by Default
Least-access setup from day one.
  • Only the permissions required
  • Clean access list
  • Simple security checklist

Example workflow style

This is the kind of clean system we implement—so messages don’t get missed and admin work doesn’t pile up.

One common pattern
INTAKE
Website form / DM

Capture details once. No more missed messages.

ROUTE
Auto-reply + routing

FAQs answered instantly, unique requests routed correctly.

LOG + FOLLOW-UP
Lead log + reminders

Lead saved, follow-ups triggered, weekly summary generated.

We tailor the tooling to what you already use (email, calendars, Sheets, etc.).

How it works

Simple and professional. We define the workflow, implement the automation, and hand it off cleanly.

1

Scope by email

You send the workflow. We ask a few crisp questions and confirm scope + tools.

2

Map + spec

We return a short spec: triggers, inputs, rules, exceptions, and ownership notes.

3

Build + test

We implement it and test against real inputs + edge cases (the messy stuff).

4

Deploy + handoff

Documentation + ownership transfer so your team can run it long-term.

Your first week
Week 1 plan (simple + real)

We start with one real workflow you already run. You’ll get a clear scope, an implementation plan, and a realistic timeline—no demos, no fluff.

What this avoids
  • Overbuilt systems you don’t maintain
  • “AI strategy decks” with no execution
  • Tools that break when inputs get messy

What you get

Every engagement is designed to leave your team with systems they fully own, understand, and can rely on long-term.

Production

Production-ready automations

Custom-built workflows designed around how your business actually operates — not generic templates.

  • Email and form automation
  • Scheduling and follow-ups
  • CRM and spreadsheet syncing
  • Exception handling and alerts
Docs

Clear documentation

We document every workflow so your team understands how it works and why it exists.

  • System diagrams
  • Step-by-step logic breakdowns
  • Ownership and escalation notes
Ownership

Ownership transfer

You own the systems. No lock-in. No black boxes. No ongoing dependency.

  • Access control setup
  • Admin handoff walkthrough
  • Optional training session
Support

Post-launch support

We don’t disappear after launch. We stay available to stabilize and refine.

  • Bug fixes and adjustments
  • Performance monitoring
  • Iteration recommendations

Who we focus on (to start)

Local, service-based businesses where time savings show up immediately.

Restaurants & cafés

Message-heavy + busy hours = missed inquiries.

Salons & barbershops

Scheduling + reminders reduce no-shows.

Gyms & studios

Automate follow-ups + booking.

Dentists & chiropractors

Intake + reminders + lead tracking.

Retail shops

FAQs + contact forms + lead logging.

Local services

Route requests + automate admin work.

Why Geneva + St. Charles
Local trust > online hype

Downtown communities are tight-knit, owners are approachable, and many businesses still rely on manual processes. We start by scoping via email, show one clear improvement, and move only if it’s genuinely useful.

FAQ

Clear answers, no vague marketing.

Do we need new software?

Usually no. We prefer automations that work with what you already use (email, calendars, forms, Sheets).

Is this “AI” going to do weird things?

We keep AI in safe roles (drafting replies, categorizing, routing). Anything risky has rules and fallbacks.

What if something breaks?

We build for real-world messiness: clear exceptions, retries where it makes sense, and documented ownership.

How do we start if we’re unsure?

Email us the workflow and we’ll reply with a scoped plan + next steps.

Want this to feel internal?

Email us the workflow you hate the most. We’ll reply with a scoped plan, timeline, and what we’d build.

Include: what tool(s) you use, where requests arrive, and what “done” looks like.