I set up and manage automations that handle your client intake, follow-ups, invoicing, and reporting. You don't learn new tools or manage anything. It just works.
→ Done in 5 minutes with smart intake forms
→ Clients upload to a portal that organizes itself
→ Reports build themselves and land in your inbox
These are the everyday tasks that eat up your week. I build the automations, connect your tools, and keep everything running. You just see the results.
New client signs up? The welcome email goes out, the intake form gets sent, documents get collected, and their info lands in your system. No copy-pasting, no chasing.
Leads get followed up with automatically at the right time. Proposals get sent. Reminders go out. You stop losing deals because someone forgot to reply.
Your CRM, email, calendar, invoicing, and project management tools all talking to each other. Update one place, everything else stays in sync.
Stop spending Friday afternoons pulling numbers from five different tools. Get weekly summaries and dashboards delivered automatically.
$999
Before building anything, I map your workflows and identify the automations that will save you the most time and money. You get a clear, prioritized plan with real ROI numbers.
I learn how your business actually runs day-to-day
I analyze your workflows for automation opportunities
Prioritized recommendations with projected ROI
We walk through the findings and next steps together
Ready to go all-in on automation?
SIGNATURE OFFERGuaranteed: at least $60,000 in annualized ROI
I find the highest-value automation opportunities in your business and implement them fast. One flat price, one month, real measurable results.
Week 1: Opportunity audit + ROI map
Weeks 2-4: Build and deploy core automations
Optional: Ongoing maintenance & optimization at $2k/month
Tell me what's eating up your time. I'll let you know if automation can help and exactly how. No pressure, no jargon.
Prefer email? Reach me directly at joe@smallbusinessjoe.com