Automate What Slows You Down

Custom Automation

Most automation advice starts with a tool. This starts with your budget and your bottlenecks. We work out which automations actually pay for themselves, then build them.

This is for you if

  • You know what needs doing but don't have the hands to execute
  • The same work gets redone by a person every week
  • Your CRM is a mess, or you don't have one
  • You're ready to scale and need systems, not more hours
What we watch

The numbers that define progress on this Path.

You don't have to invent these. They come loaded with the Path, and we tune them to your business and set your targets. Wondering what that means for your data? Here's what actually happens to it.

Prompt design and AI workflows built for your business
Workflow automation across the tools you already use
CRM build-out and clean-up
SOPs so the business runs without living in your head
Lead generation and outreach systems, through our partners
What you get

A working set of automations, scoped to your budget, with a clean handoff so it's yours to keep.

How it works

Your data in. Your next move out.

1

Discovery Call

We learn your business: your goals, your bottlenecks, and the data you already have in QuickBooks, your POS, and spreadsheets.

2

Choose Your Paths

Together we lock in the 2–3 outcomes that matter most this year: more profit, healthier cash flow, or a business that's ready to sell.

3

Reverse-Engineer the KPIs

We work backward from each goal to the exact metrics that prove progress, wired straight to your existing data. No manual entry.

4

Your Owner Briefing

Every cycle, your engine turns that data into a plain-English brief: what changed, what it means, and the moves to make next.

5

Progress on Repeat

You act, we measure, the goal gets closer. Each briefing builds on the last, so your momentum compounds.

What it costs

Priced to the size of your business.

Name your budget and we'll determine which automations set you up for success. Scope decides delivery. AI and workflow builds run through Great Path; lead gen and CRM work through our partners at Eleven186.