Client portal and billing
A relocation services firm
Orders, coordination, payments and client questions moved out of inboxes and text threads into one portal everyone can see.
Workflows & automation for growing businesses
Right now your team is in the trenches: copying, chasing, re-keying. We design the workflows and build the automations that take it off their plate, so they can think, solve problems and drive profit.
Results from four client systems. See each one.
The problem
You hired sharp people to grow the business. Then the business grew, and they ended up running it by hand.
The same information is typed into three systems, and someone spends Monday rebuilding last week's report.
Invoicing, onboarding, the month-end close. When that person is out, the work waits.
Every new client adds follow-ups, chasing and checking, so the only answer seems to be another hire.
Results
We design the process first, then build the system that runs it. Here is what that looked like for five businesses.
Client portal and billing
Orders, coordination, payments and client questions moved out of inboxes and text threads into one portal everyone can see.
One inbox for every channel
Every customer conversation in one place, with replies drafted for a person to approve.
Finance operations app
Transactions identified and categorized, decisions documented, numbers double-checked and filings kept on time across several companies.
Recording-to-publish pipeline
From finished recording to scheduled episode, with no hand-editing in between.
Mobile ordering
A mobile-first menu and ordering site feeding payment and kitchen displays, timed so every item in an order finishes together.
How we work
Automating a bad process only makes the mess faster. So we fix how the work flows, then build what runs it.
We sit with your team, map where the hours really go, and put a dollar value on what can come back. You get a ranked list, whether you hire us for the next step or not.
We design new workflows and build the automations that run them: custom internal tools, links between your systems, and AI where it earns its place.
We keep the systems healthy, train your people on them, and keep finding the next block of hours to win back.
What busywork costs you
US owners spend about 16 hours a week on admin (Time etc / Censuswide, 2023). We start lower, at 10.
You're paying for busywork
$103,500
a year: 2,300 hours your team could spend on the work that pays.
At an 80% cut, you get back
$82,800 and 1,840 hours a year
What our clients saw
Who it's for
Owner-run businesses with $500k to $10M in revenue, growing faster than their admin can keep up.
Also
Next step
A Ways of Working Audit shows where your team's week goes, what it costs, and what can come back. You get the ranked list either way.