Operational Automation for Organizations and Teams

Scale Faster.

We design workflow systems that eliminate manual work, standardize processes, and improve operational performance — so your team can stay focused on what actually matters.

Our Mission

We believe work should feel clear, steady, and human — not cluttered by busywork and constant follow-up.

Our mission is to help organizations move out of survival mode and into stability by replacing manual processes with seamless systems that support your team, your time, and your goals.

When operations run smoothly, your people can focus on what actually matters.

Automation that feels seamless, stable, and human. Not complex. Just systems that work.

Our Core Automation Services

Modern operational systems designed to remove manual work, unlock scale, and improve clarity across your entire organization.

Workflow System Architecture

Clean, scalable workflow design to eliminate bottlenecks, reduce manual steps, and improve operational efficiency.

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Lead & Client Intake Systems

Automated intake pipelines that capture, qualify, route, and schedule new leads without manual follow-up.

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CRM Process Automation

Integrated CRM workflows that centralize data, automate updates, and keep teams aligned in real time.

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NextPhase Concierge AI™

AI-powered organizational assistant trained on your workflow documents, language, and procedures to support staff & clients.

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Who We Serve

Specialized automation solutions tailored to your industry's unique operational needs.

Nonprofits & Foundations

  • Standardized application & intake workflows
  • Document review & approval automation
  • Program retention dashboards

Real Estate Teams / Brokerages

  • Automated lead qualification and follow-up systems
  • Showing scheduling and pipeline dashboarding
  • Concierge AI™ for inbound call handling

Local Service Businesses

  • Appointment & client onboarding workflows
  • Automated reminders & no-show reduction
  • Centralized record & messaging history

Real Impact, Coming Soon

We're currently onboarding our first round of partner organizations.

As we complete each project, we'll share real before-and-after results, time saved, and improvements to how teams work day-to-day.

If you'd like to be part of our first round of documented success stories, we'd love to connect.

Automation Investment Levels

Choose the automation package that fits your organization's scale and complexity needs.

Foundation

$2,500

Core automation setup for smaller teams

  • Basic workflow mapping & documentation
  • Email automation sequences
  • Simple task routing
  • Basic reporting dashboard
  • 2-week implementation
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Most Popular

Growth

$5,500

Comprehensive automation for scaling organizations

  • Advanced workflow architecture
  • Multi-channel automation (email, SMS, calls)
  • CRM integration & customization
  • Advanced analytics & insights
  • Team training & documentation
  • 4-week implementation
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Professional

$9,500

Enterprise-grade systems for complex operations

  • Custom workflow development
  • Advanced integrations & APIs
  • Multi-department coordination
  • Custom reporting & dashboards
  • Ongoing optimization support
  • 6-week implementation
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Enterprise

Enterprise Automation Architecture

$15,000 - $30,000+(custom scoped)

Designed for larger organizations or specialized operational environments

  • Multi-platform workflow orchestration
  • Cross-department automation systems
  • Custom AI-supported process layers
  • Governance, documentation, and internal training included

Price determined based on system complexity and data environment. Begins with a Workflow Audit to map automation readiness.

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All packages include a comprehensive workflow audit, system documentation, team training, and 30 days of post-implementation support.

Featured Add-On

NextPhase Concierge AI™

$1,750 – $2,500setup + $400–$800/mo

"Replaces a $45,000+/yr receptionist or admin role with a consistent, 24/7 intake, scheduling, and qualification pipeline — integrated directly into your CRM."

Answers inbound calls professionally
Qualifies leads based on your criteria
Books appointments in your calendar
Updates CRM records automatically
Sends follow-up messages
Available 24/7, never takes a sick day

Schedule a Workflow Audit

15-minute review to identify bottlenecks, friction points, and automation opportunities.

Process Analysis

We identify manual bottlenecks

Custom Recommendations

Tailored automation solutions

No Commitment

Free consultation, no pressure