Stop retyping what's already on the page. Let the system read it.
Emails, forms and PDFs arrive with the details you need. We build the automation that reads them, fills your CRM and spreadsheets, and shows you anything it isn't sure about.
Quoted after a 20-minute walkthrough · Fixed scope and quote after a walkthrough
Four ways this leaks money.
Quotes and forms retyped by hand
Details sit in an email or PDF and someone types them in a second time.
Documents stuck in an inbox
Attachments wait for the one person who knows where they go.
Spreadsheets that drift apart
The same customer exists three times, each slightly different.
Admin piling up at month-end
Small tasks put off all month turn into a long evening.
Document & Admin Automation.
Capture the details once, then let the system file them and chase the loose ends.
Illustration with sample data.
Built in-house. Connected to what you use.
Reads emails, forms and PDFs
Pulls out the details you care about, such as names, amounts, dates and job types.
Fills your tools
Sends details to your CRM, spreadsheets and calendar with the source attached.
Document generation
Creates quotes and other documents from your templates.
Review queue
Anything unclear waits for a person, so mistakes don't slip through.
Reminders and status updates
Automatic nudges for the things that need a reply or a signature.
Duplicate checks
Catches the same customer or job entered twice.
Weekly summary
What came in, what was filed and what is waiting, in your inbox.
You own it all
Every account and every automation is yours.
From our own client work and service terms.
Scoped on a call. Reviewed every month after.
Walkthrough
A 20-minute call about how the work gets done today and where it slows down. You leave with a clear plan and a fixed quote.
Build
We map the documents and where each detail needs to go, then build the automation and a review step for anything unclear.
Live and watched
We test it on your real documents and switch it on. Every month we check the review queue, fix what failed and add the next task.
Common questions.
What happens when it isn't sure?
Anything unclear goes to a review queue for a person to check, instead of being filed silently.
Which tools does it work with?
We use reliable tools such as Zapier, Make, n8n, your CRM's native workflows and custom code via APIs where needed, and pick the simplest option that does the job. You own every account and every automation.
Which CRM should I use?
If you don't have one yet, we recommend one based on your team size and budget, often HubSpot's free CRM, Pipedrive or a simple Airtable base.
What does it cost?
Stand-alone automation projects are quoted after a short call. Lead automation is already included in the Lead System ($490/month plus a one-time $1,490 setup).
Other things we build and run.
Lead Command Center
Website, AI assistant and booking, wired together so every enquiry is answered in 60 seconds.
See the system SYS/02Follow-Up Engine
Automatic quote follow-up and review requests, in your voice, until the lead books or says no.
See the system SYS/03Local Growth Engine
Local SEO, Google Business Profile and ads management on top of the Lead System.
See the systemWant this running on your leads?
A 20-minute call about how your leads get handled today. You leave with a clear plan and a fixed price.