→ 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.
No software to learn. No dashboards to check. I figure out what to automate, build it, and keep it running. You just notice things getting done faster.
I learn how your business runs: where time gets wasted, what's falling through the cracks, and which tasks you wish would just handle themselves.
I set up your automations, connect your tools, and test everything until it works reliably. You don't need to be technical. I handle the whole thing.
Things change. Tools update. Your business grows. I monitor everything, fix issues before you notice them, and improve your automations over time.
Real examples of the automations I build for businesses like yours.
Accounting firms, agencies, law offices
CPAs, legal, real estate
Agencies, MSPs, consultants
Any team managing client work
Sales-driven businesses
Growing teams (10-25 people)
I use these tools to run my own business, so I know exactly how to connect them for yours. If it's not in this list, ask. I probably know it.
I don't hand you a tool and say “good luck.” I set everything up, test it, and manage it. You keep doing what you do. Things just work better.
I monitor your automations and fix issues before you notice them. If something needs attention, I handle it. That's what ongoing management means.
Every automation is measured against real outcomes: hours saved, fewer errors, faster response times. If it's not delivering, I adjust it until it does.
Your automations aren't “set and forget.” I refine them as your business grows, add new ones when you need them, and make sure they keep up with you.
10+ years building digital products and running operations. I've built and run my own automations in production. I know what works and what doesn't.
This isn't a one-time engagement. I'm your ongoing automation partner, here month after month to make sure everything keeps working and improving.
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