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Business Workflow Automation

Business Workflow Automation
For CRM, Leads,
And Operations

We build CRM workflows, AI-assisted follow-up, reporting dashboards, and operational handoffs for service businesses and agencies.

See how it works
250+
Workflows shipped
7+ yrs
Engineering ops infra
100%
Founder-led delivery

What we automate

Business systems, not smart-home devices.

Help With Automation is a Lynchburg, Virginia business workflow automation company. We automate CRM follow-up, missed-call recovery, appointment booking, internal tasks, reporting, and AI-assisted operations for teams that sell services.

CRM automation

Lead routing, pipeline updates, contact records, reminders, and handoffs.

Lead follow-up

Fast SMS, email, call-back, and nurture workflows after forms or missed calls.

AI operations

Structured drafts, summaries, triage, and repeatable internal work queues.

Reporting systems

Dashboards and syncs that replace spreadsheet chasing and manual status checks.

Trusted by real businesses

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The real cost of staying manual

Still running your business by hand?

Still doing this manually?

  • Copying data between tools by hand
  • Chasing leads that never got followed up
  • Building reports in spreadsheets every week
  • Manually assigning tasks after every inbound form
  • Sending the same follow-up emails from scratch
  • Managing calendars through back-and-forth emails
  • Updating your CRM after every call or meeting
  • Running status checks that could be automated

What it's actually costing you

10+ hrs/week
Lost to tasks a system could handle
$40–80k/yr
Equivalent cost of one full-time hire
23% slower
Average deal velocity without automation
Compounding
Every week you wait, the backlog grows

The process

How it works

01

Discovery Call

A focused 30-minute call to confirm fit, define success criteria, and verify your data is ready. Free, no commitment.

02

Feasibility Sprint

We build a working prototype on your real data and test it rigorously — before you commit to the full build. Typically 1–2 weeks.

03

Full Build

Architecture, integrations, testing, training, and handoff. Scoped from the sprint results, delivered by the same engineer.

Pricing

How we engage

Discovery Call
$0
Free · qualification only

A short, focused call to confirm fit, define success criteria and check your data is ready.

  • Workflow walk-through
  • Highest-impact automation identified
  • Honest go/no-go recommendation
Feasibility Sprint
From $800
One-time · 1–2 weeks

We build and test a working prototype using your actual data — before you commit to the full build.

  • Working prototype on your data
  • Feasibility report & risk audit
  • Scoped roadmap for the full build
Full Build
Custom
Project-based · 4–12 weeks

We build it out completely — architecture, integrations, testing, training, handoff.

  • End-to-end system architecture
  • Documentation & team training
  • 30-day post-launch support

Work

Recent results

All case studies
The Shred Method
Secured High-Value Partnership

Enterprise-Grade Recovery: Automated Booking & Revenue Recovery System

Built a "Source of Truth" payment dashboard and AI call recovery system for a financial education company. The dashboard automatically syncs transactions and flags unassisted purchases, while the AI Gatekeeper recovers missed calls and rebooks appointments before they go cold — zero leads falling through the cracks.

Scale Selling
45% meeting booked rate

Automated Sales Lead Machine (45% Booking Rate)

Built an autonomous cold email engine for a B2B sales company that runs 1,500 personalized emails per day across 75 sending accounts. It books meetings at a 45% rate and closes 1 in 5 cold leads — with zero manual input from the sales team.

Blessings Unlimited
Full-Stack Business Sync

Unified All-in-One Business Command Center

Untangled a scattered tech stack for a real estate management firm by integrating Xero accounting, ClickUp task management, and GoHighLevel CRM into a single automated hub. The owner went from managing three disconnected tools to one dashboard with no manual data entry.

Stack

Tools we build with

G
GoHighLevel
n8
n8n
CU
ClickUp
Z
Zapier
M
Make
HS
HubSpot
SF
Salesforce
GW
Google Workspace
SB
Supabase
N
Notion
AT
Airtable
S
Slack

Founder-Led. Systems-Driven.

Founder-led automation delivery, built to scale.

Help With Automation is a specialist automation company built around one principle: every system we deliver should work reliably long after the engagement ends. We scope, prototype, build, test, document, and hand off — and we stay senior-level throughout.

Our founder, Dustin, leads every engagement from discovery through delivery. Clients get 7+ years of automation engineering experience applied directly to their operations — not delegated to a junior team or offshore resource.

Every engagement follows a clear delivery process: strategy, prototype, build, testing, documentation, and handoff. We work with your real data from day one, so what we build in the sprint is what ships in production.

7+ yrs
Automation experience
250+
Workflows shipped
Senior
Oversight on every build
Meet the founderSee case studies

Client results

What clients say

“We were manually routing every inbound lead — sometimes for hours. HWA automated the entire process. Now leads are qualified and assigned in seconds. Our close rate went up immediately.”

Sarah M.
Owner, Digital Marketing Agency
Leads routed in seconds

“Their Feasibility Sprint proved ROI before we committed a dollar to the build. That kind of integrity is rare. We saw the math, committed, and the system paid for itself in 6 weeks.”

David R.
Operations Director, Professional Services
Paid for itself in 6 weeks

Frequently asked questions

Because we don't send proposals — we build prototypes. The Feasibility Sprint is a working test of your actual automation using your real data. You are paying for engineering time that produces something tangible you can evaluate. This protects you from committing to a full build before you know it will work.

We build on GoHighLevel, n8n, Make, Zapier, HubSpot, Salesforce, ClickUp, Google Workspace, Supabase, Notion, Airtable, and Slack — plus direct API integrations where needed. If you use something not on this list, ask us — we likely support it.

Most full builds take 4–12 weeks depending on complexity and the number of systems involved. The Feasibility Sprint (1–2 weeks) always comes first, so by the time we scope the build we have real data on how long each piece will take.

Yes. We integrate with your existing tools rather than replacing them. We confirm which connections are needed during the Feasibility Sprint before any full build begins.

If the Feasibility Sprint proves the automation isn't viable with your current data or stack, we tell you directly. You get a clear report on why, and you owe nothing beyond the sprint fee. We'd rather give you an honest answer than sell you a build that fails.

Every full build includes 30 days of post-launch support. For ongoing maintenance beyond that, we discuss it case by case — the need varies by system complexity and how much your workflows change over time.

Neither, exactly. It's a founder-led practice — Dustin scopes, builds, and delivers every project personally. There is no junior team or outsourced delivery. The person you talk to on the discovery call is the person who builds your system.

We've built systems for real estate agencies, digital marketing firms, software consultancies, financial education companies, property managers, and B2B sales teams. The automation patterns are often similar across industries — the specifics of your data and workflow are what determines fit.

Ready to automate your first process?

We prove feasibility before you commit to a build. Discovery call is free.