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Schedule a free consultation to explore your business needs and automation goals.

We’ll review your current processes, identify opportunities to save time, and outline the next steps to get started.

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Schedule a consultation to discuss your project and design goals

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Frequently Asked Questions

What will you do each week?

Each week I ship something tangible: new automations, fixes, or improvements. Typical work includes lead routing, calendar/scheduling flows, invoice reminders, file/org clean-ups, and dashboards. You’ll get a short weekly report in your Notion portal plus a Weekly Consultation Call to review progress, unblock questions, and plan next steps. Anything urgent gets handled as it comes up, with status noted in Slack and Notion.

How soon will I see results?

Most clients see quick wins in the first 1–2 weeks—things like automated reminders, cleaner handoffs, or faster scheduling. Weeks 2–4 usually bring deeper integrations (e.g., CRM → email/SMS follow-ups, data clean-ups, reporting). On every weekly call we review what shipped, what’s queued next, and the time saved or errors removed so you can feel the momentum.

How do I approve work and track progress?

Your Notion board is the source of truth. Anything waiting for review sits in Needs Approval with a short description, screenshots, and acceptance criteria. Approve it by dragging to Approved (or leave a comment for changes) and I’ll ship it live. You’ll also see due dates, priorities, and an activity log so there’s a clear trail of what changed and when.

How do I send you requests or ideas?

Send a quick message in our shared Slack channel (or email if you prefer). I convert it into a task in your Notion Client Portal with a clear title, due date, and priority. You’ll see it move through To Do → In Progress → Needs Approval → Approved, so you always know where things stand. If a request needs more context, I’ll ask for it once and document it so we don’t repeat questions.

Do I have to switch tools or learn new ones?

No. I start with the tools you already use and automate around them. When a new tool would clearly help, I’ll propose it, handle setup, and provide training + step-by-step notes in your Training & Resources section. The goal is less clicking for you—not more.

What happens if something breaks?

Automations are monitored and I get alerts when a step fails. I triage, fix, and document the root cause, then add safeguards (retries, validation, or better error handling). You’ll get a quick Slack update and the Notion task will show exactly what was fixed and any follow-ups. If it’s time-sensitive (e.g., lead intake), I prioritize getting it running again before polishing.