View the automations that slashed our client's labor costs, created process excellence and scaled their revenue.

Stonegate legal handles landlord and tenant matters in Ontario. We helped the Partners replace the need to talk back-and-forth internally just to manually create retainers and intake forms. We templated their intake process so they could auto-create and send retainers off a few CRM clicks—which got customers through intake much faster.

Before partnering with us, JRB struggled with time-consuming manual processes and relied heavily on spreadsheets. We implemented a CRM and project management system, and automated client onboarding, sales outreach, client communication, reporting, and content creation. Now, onboarding a new client takes 10 seconds.

JLL’s commercial real estate brokers each spent 15+ hours a week making custom contracts and agreements. The delay caused deals to get lost to competitors and kept agents from working new deals. We combined all documents into one form with custom variables that auto-created contracts and auto-sent them to clients and others involved.

Cleverly replaced an entire team of virtual assistants with automations. The VA team was paid $12K/month to do internal client reporting, update a performance dashboard and copy/paste data from Typeform into Monday.com for over 1,000 clients every week. We wrote custom code to integrate and automate all of that work based off triggers in their existing tools. Cleverly cancelled their entire team of virtual assistants, turning that expense into profit.

Dr Traffic’s teams spent too much time fulfilling client work like ad creation, publishing, script creation and video editing. So, we coded a python script that executes every step in the process. When an Ad is designed, that triggers a bot to login into Meta, upload the ad and publish it. Additionally, we automated an AI tool that scripts and edits videos for them, based off top performers and other nuanced information.

For Freterium, we created an automated, multi-channel sales engagement system. Before, every inbound lead from every channel would get manually reached out to. Now, when leads come in, we automatically update their CRM and queue multi-channel outreach; email, LinkedIn and WhatsApp, which increased their lead-to-call conversion rate.

Registix, a logistics firm, faced workflow inefficiencies due to manual processes in data handling, inventory, sales, and invoicing. Their goals included automating redundant tasks, accelerating operations, freeing up time for senior staff, and integrating tools like QuickBooks, Slack, and Google Sheets. So, we streamlined Registix’s entire business by moving off sheets and into Airtable.

Empower Change Consulting, a firm supporting NGOs with grant applications, faced time constraints due to manual data entry and document drafting, affecting productivity. The automations we built allowed Empower Change Consulting to reduce the time required to draft grant applications, LOIs, and other client-specific documents. OpenAI assistants provided accurate, timely responses, enabling the company to scale operations.

Joe, owner of The Caffeinated Accountant, needed efficient workflows to scale his construction-focused accounting firm. His goal was to automate operations across sales, project management, and accounting.

Builders CPA Group, an accounting firm, faced challenges with manual CRM management, client onboarding, and proposal creation, impacting efficiency and scalability.

Artema, an accounting firm, faced operational inefficiencies with manual client onboarding and invoicing processes. These processes consumed valuable time and led to delays. The company needed an automated solution that would streamline the connection between Monday.com and Xero for invoicing, while also improving the client onboarding experience.

We centralized and automated Blue Ocean Capital's bill log system for family office clients, integrating it with Google Sheets and Quickbooks. The system ensured that all invoices were received, vendors were paid on time and past bill logs were added to Google Sheets. Payment data was automatically tracked in real-time and updated weekly, while discrepancies were flagged and displayed in one centralized view.

Dwyer Services, an HVAC company, boosted their lead generation by automating outreach to new homebuyers. Additionally, the customer service team was overwhelmed, so we automated their most common tasks like scheduling and replying to inquiries.

JP, owner of The Sustainability Coach, needed a faster way to create customized ESG reports to improve scalability. This automation reduced the time JP spent on report generation and enhanced the quality of outputs, allowing him to focus on strategic consulting rather than manual report preparation.

SVI Sportswear struggled with manual processes, communication gaps, and limited order tracking, causing delays. Through our automations, SVI Sportswear streamlined it’s entire CRM and order management process.

Chezie is a SaaS platform that helps companies manage ERG (Employee Resource Group) programs. Their website wasn’t converting well, so they wanted to automate outreach to qualified prospects who bounced from their website. We also helped them switch from HubSpot to avoid a $12,000 contract, to a more affordable CRM and tech stack to scale leanly to $1M ARR.