Up to 5 hours of support monthly
Who This Is For
Ideal for: Small businesses with 1-10 employees who are ready to start automating but don't need extensive custom development yet.
Perfect if you:
- Have a few specific repetitive tasks draining your time
- Use common business tools like Gmail, Google Sheets, or basic CRM
- Want simple, reliable automations without complex integrations
- Need ongoing support but not full-time technical resources
- Are just getting started with automation and want to test the waters
What's Included
2-3 Simple Automations Per Month
Email workflows, form submissions, data transfers between apps, appointment reminders, simple notifications, and basic task automation.
Monthly 30-Minute Check-In Call
Review what's working, discuss new automation needs, optimize existing workflows, and plan the next month's priorities.
Email/Slack Support (48-Hour Response)
Got questions or need adjustments? Reach out via email or Slack and we'll respond within 2 business days.
Access to Template Library
Pre-built automation templates for common business tasks that you can implement on your own or request we set up for you.
How It Works
Kickoff Call
We'll start with a 60-minute onboarding call to understand your business, tools, and biggest pain points. We'll identify the first 2-3 automations to build.
Implementation
We build and test your automations, then walk you through how they work. We provide documentation so you can understand and maintain them.
Ongoing Support
Monthly check-ins keep automations running smoothly. We add new automations, optimize existing ones, and adjust as your business evolves.
Tools We Use
Starter tier focuses on user-friendly, no-code tools that are affordable and easy to maintain:
Example Use Cases
📧 Automated Lead Follow-Up
When someone fills out your contact form, automatically send a welcome email, add them to your CRM, and notify your sales team in Slack.
📊 Daily Sales Report
Pull yesterday's sales data from your system, format it nicely, and automatically email a summary to your team every morning.
📅 Appointment Reminders
Send automatic SMS or email reminders to clients 24 hours before their scheduled appointment to reduce no-shows.
📝 Client Onboarding Workflow
When a new client signs up, automatically create their folder, send welcome materials, schedule kickoff call, and add them to your project management tool.
Frequently Asked Questions
What happens if I don't use all 5 hours in a month?
Unused hours don't roll over, but we'll use monthly check-ins to optimize existing automations and identify new opportunities to make sure you're getting value from the retainer.
What if I need more than 5 hours or more complex automations?
You can upgrade to our Growth Tier anytime, which includes 15 hours/month, AI implementation, and more complex integrations. We'll recommend upgrading if we see your needs growing.
Is there a contract or can I cancel anytime?
We require a 3-month minimum commitment to ensure we have time to understand your business and deliver value. After that, you can cancel with 30 days notice.
Do I need technical skills to work with you?
Not at all! We handle all the technical setup and provide simple documentation. If you can use email and a web browser, you can work with us.
What tools do I need to pay for separately?
You'll need subscriptions to the tools we integrate (like Zapier, which starts around $20/month). We'll help you choose cost-effective options and can include tool cost estimates in your onboarding.
Ready to Start Automating?
Book a discovery call to discuss your needs and get started with your first automations this month.
Secure checkout via Stripe • Cancel anytime after 3-month minimum
Or view all service tiers