WORKFLOW AUTOMATION

Follow-up automation.

The proposal went out two weeks ago. Nobody said no. Nobody said yes. Nobody followed up either, because follow-up lives in somebody's memory, and memory gets tired. Most firms do not lose deals; they misplace them.

What I install.

Cadences that do not forget. Proposal follow-up: a sequence that nudges on schedule until a human answer arrives, then stops. Closeout and document chasing: the system that asks vendor number thirty-one for the warranty package a fourth time, politely, so your PM does not have to. Receivables: invoices that remind on cadence before they age. Each touch is logged, each response pulls a human in, and nothing goes out without the sign-off rules you set.

What it runs on.

Your email, your templates, your tone. The sequences live beside your existing tools and write into them: the CRM if you have one, a shared log if you do not.

What it costs you not to.

Most conversions take more than five touches, and most manual processes stop at one or two. The gap between those numbers is money already earned and never collected. The Bottleneck Finder will tell you in sixty seconds whether follow-up is your primary constraint or a symptom of one.

Common questions

Cadence is a dial, not a firehose. You set the pace and the stop conditions; a reply, an opt-out, or a closed deal ends the sequence instantly.

No. It replaces the chasing part of their week. The judgment calls stay human; the reminders stop depending on anyone's memory.

Yes. Submittal responses, closeout packages, insurance certificates, W-9s: anything with a named owner and a due date can be chased automatically and escalated when it stalls.

It depends on scope, and I will tell you before anything is built. The thirty-minute audit is free, and if the fix is not worth building I will say that plainly.

Give me your worst workflow.

Bring me the follow-up that keeps slipping. Thirty minutes, straight answer.

Book the audit