Serving Ohio & Beyond

Stop Copy-Pasting. Start Automating Your Business.

We help coaches, clinics, and wellness founders replace repetitive tasks with custom automations that save time, reduce errors, and improve client experience.

What We Automate for You

From client intake to payment confirmations, we connect your tools and eliminate manual work.

Client Intake Forms

Automatically send form responses to your CRM, Google Sheets, or patient management system.

Forms → CRM/Sheets → Client Records

Smart Scheduling

Sync appointments with Google Calendar, Acuity, or Calendly and auto-send confirmations.

Booking → Calendar → Confirmations

Email & SMS Reminders

Automatically send appointment reminders, follow-ups, and check-ins based on triggers.

Triggers → Automated Messages → Clients

Lead Capture & Follow-up

Auto-tag new leads, add them to sequences, and trigger personalized follow-up campaigns.

Lead → Tagged → Follow-up Sequence

Payment Confirmations

Send instant receipts and confirmations via Stripe, Square, or PayPal integrations.

Payment → Receipt → Client Notification

Data Syncing

Keep your CRM, email lists, and spreadsheets in sync automatically across all platforms.

Data Entry → Auto-Sync → All Systems

Tools & Platforms We Use

We work with the tools you already use and recommend the best ones for your needs.

Automation Platforms

Zapier
Make (Integromat)
Custom Webhooks

Data & Storage

Airtable
Google Workspace
Notion

Scheduling & Booking

Calendly
Acuity Scheduling
Google Calendar

Payments & CRM

Stripe
Square
HubSpot

Why Automation Matters for Your Business

Stop spending your valuable time on repetitive tasks. Focus on what you do best — helping your clients.

Save 5–15 Hours Per Week

Eliminate manual data entry, follow-ups, and administrative tasks that eat up your day.

Fewer Mistakes, Better Experience

Automated systems don't forget to send reminders or make data entry errors.

No-Code & Low-Code Solutions

Easy to update and modify as your business grows — no technical skills required.

Time Saved Per Month

Client Intake8 hours
Appointment Reminders6 hours
Follow-up Emails10 hours
Data Entry12 hours
Total Saved36 hours

Who We Help

From solo practitioners to growing clinics, we build automation that scales with your business.

Solo Coaches

Tired of doing it all? We automate your client onboarding, scheduling, and follow-ups so you can focus on coaching.

  • Automated intake forms
  • Session reminders
  • Payment confirmations

Growing Clinics

Clean up admin tasks and improve patient experience with HIPAA-aware automation workflows.

  • Patient intake automation
  • Appointment confirmations
  • Insurance verification

Startup Founders

Need MVP workflows done fast? We build scalable automation that grows with your wellness platform.

  • User onboarding flows
  • Payment processing
  • Analytics tracking

Our 5-Step Process

From discovery to deployment, we handle everything so you can focus on your clients.

1

Discovery Call

We learn about your current processes and pain points

2

Process Audit

We map your current workflow and identify automation opportunities

3

Design Automation Map

We create a visual plan showing how everything will connect

4

Build & Test

We build the automation and test it thoroughly before launch

5

Launch & Maintain

You approve, we launch, and we maintain it ongoing

Timeline: Most automation projects are completed in 1-2 weeks

Let us handle the systems so you can focus on your clients.

Stop wasting time on repetitive tasks. Get a free automation audit and see how much time you could save.

5-15
Hours Saved Per Week
1-2
Weeks to Complete
100%
Satisfaction Guarantee