Software Optimization

& Automation

Your Software Is Powerful — If It’s Set Up Right

What Is Software Optimization & Automation?

Most businesses only use a fraction of what their software can do — and it shows. Missed leads, broken automations, wasted time on tasks that could be running on autopilot.

Software Optimization & Automation ensures your systems are actually working for you, not the other way around.

We clean up messy CRMs, fix broken workflows, and build smart automations that eliminate manual busywork — all without needing custom code or complicated setups

Pricing

Monthly Support

Ongoing Optimization &

Automation Support

$350/month

+ $100 One-Time Setup Fee

Platform Integration Management
Workflow Management
Unlimited Troubleshooting
2 Hours of Automation Task Support Included Each Month
Covers up to 3 Platforms
Additional Platforms $75/platform
Additional Automation Task Support at a Discounted Rate ($100/hour)

No contracts - cancel anytime

One-Time Support

Automation

Task Support

$125/hour

+ $100 Service Fee

Covers Any Supported Platform
Workflow Support/Repairs
Integration Support/Repairs
Zapier Workflow Support/Repairs
Includes Post-Task Testing
Liaison Between Software Providers
1–2 Day Turnaround

Emergency

Response

$150/hour

+ $200 Service Fee

Includes 30-Minute Diagnosis
Immediate Response Within 2 Hours
After Hours/Weekends ($175/hour)
Covers all Automation Issues
Includes all Supported Software Platforms
Covers all Automation Related Issues
Diagnostic Summary

Workflow &

Automation Builds

$200*

*Starting at - Quote Required

Fully Custom Workflows
Integrations Between Platforms (direct or using Zapier)
Built to Match your Process/Tools
Testing and Quality Assurance
Full Launch support
1-2 Week Turnaround
Final Quote Based on Scope

How It Works

Automation & Optimization doesn’t just save time — it creates consistency, eliminates human

error, and unlocks serious efficiency.

We assess your current systems, identify bottlenecks, and build workflows that handle the busywork — automatically. From follow-up sequences to data syncing, calendar routing, and form logic, our automations run silently in the background so you don’t have to.

Whether you're fixing broken workflows or launching something brand new, we make sure everything runs smoothly across platforms. Every automation is tested, optimized, and supported — so your tools stay in sync, your team stays productive, and nothing falls through the cracks.

You focus on growth — we’ll make sure the systems behind the scenes keep up.