Automation Services
Automation built around your process and the tools you already run. Each service below takes one back-office job off someone's plate. Browse the one that fits, or book a call and I'll tell you where I'd start.
Automation services
- Invoice AutomationCatch duplicate payments and take invoice entry off your team's plate
- Email AutomationAutomated follow-ups and sequences, written in your voice
- CRM Automation & SetupAutomated lead tracking, pipelines, and follow-ups
- Custom CRM DevelopmentBuilt around your process in Microsoft or Notion, and you own it
- Onboarding AutomationClient and employee onboarding on autopilot
- Document AutomationData extraction and routing, so nobody retypes a document
- Reporting & KPI DashboardsReports and dashboards that run overnight, automatically
Prefer to browse by industry? See the automation catalog, with 20 jobs grouped by construction, real estate, financial services, defense, professional services and healthcare.
How an automation build works
- 1. The diagnostic
I sit down with you and the person who does the job now, walk through it start to finish and time it. You get a written scope with one fixed price, a delivery date and a plain list of what's in and what's out. The diagnostic is paid, and the fee comes off the build if you go ahead.
- 2. The build
I build that one job inside the accounts you already have and connect the tools with n8n where they don't talk to each other. Handover includes training for whoever was doing it by hand. You own everything I build.
- 3. The care plan
It's optional, and it runs month to month with 30 days' notice. I watch it run, fix what breaks and make small changes as your process moves. Each month you get a one-page report.
Who automation is for
- Owner-led companies where one person spends a real part of every week moving information between tools
- Teams already paying for Microsoft 365, Google Workspace, Notion or a CRM
- Someone on your side who'll own it once it's built
- A job that takes a few minutes a week. A build won't pay for itself, and I'll tell you so on the first call.
- Replacing your accounting or industry software. I connect to those systems. Swapping them out is a different project.
LinkedIn appointment setting
The other front door. It's a separate service, and you can hire me for it on its own.
- LinkedIn Appointment SettingSales calls with the buyers you want, booked on LinkedIn. You record a short video for each person on your list, and I build the list, write every script and run the outreach and follow-up.
- Done-for-You Lead GenerationWhat done-for-you means here, what I handle, and the one recurring thing you do.
- How LinkedIn Outreach Books CallsThe mechanism step by step: an approved target list, a short personal video, and follow-up that doesn't quit at message two.
Common questions
How does an automation project start?
Every build starts with a paid diagnostic. I sit down with you and the person who does the job now, walk through it start to finish and time it. You get a written scope with one fixed price, a delivery date and a plain list of what's in and what's out. If you go ahead, the diagnostic fee comes off the build.
What does an automation build cost?
It's a fixed fee, quoted after the diagnostic. I don't publish prices, because the number moves with the tools being connected and how your process runs. The optional care plan after the build is month to month with 30 days' notice.
Do I need to buy new software?
Usually not. I build inside the accounts you already pay for, which for most owners means Microsoft 365 or Google plus a CRM or Notion, and I connect them with n8n where they don't talk to each other. You own everything I build.
Which service should I start with?
Start with the job one person re-types or moves between tools every week. If you can't tell which it is, book a 30-minute call and I'll tell you where I'd start.
Is lead generation part of the automation work?
No. They're two separate front doors. LinkedIn appointment setting puts qualified sales calls on your calendar. Automation takes one job off someone's plate. You can hire me for either one on its own.
Not sure which one moves the needle first?
Book a 30-minute callVeteran Vectors has two front doors. LinkedIn appointment setting puts qualified sales calls on your calendar. Automation takes one job off someone's plate and builds it to run on the tools you already pay for. You can hire me for either one on its own.
See how appointment setting works → See the automation work →