Operations automation for B2B SaaS
A 40-person B2B SaaS usually has every tool it needs and nothing connecting them, so each handoff is a person retyping data that already exists one screen away. We map the processes end to end and ship them one at a time, each proven in report-only mode before it writes.
What this looks like before we arrive
- Six ops people spending the better part of a week each month retyping data
- Leads arriving and sitting until someone routes them
- Deals closing and waiting for someone to raise the invoice
In practice
What we build for them
n8n Automation
We build n8n workflows for teams already doing the work by hand across several tools. Every workflow runs in…
CRM Automation
We automate the CRM you already run, whether that is HubSpot, Pipedrive or Airtable, so records update themselves and…
Workflow Automation
We map your processes end to end, then ship them one at a time so the team absorbs a single change a week. Each one…
Sales & Marketing Dashboards
We build reporting on top of the systems the work already happens in, so a number is calculated the same way every week…
Questions we get asked
Will this mean cutting headcount?
It has not on any build we have done. On the last one, 491 hours a month came back to the team and no headcount was removed. They moved onto work that needed judgement.
How much of order-to-cash can actually be automated?
Enough to move the number that matters. On a recent build days sales outstanding fell from 41 to 22, because invoices now go out the hour a deal closes instead of the week after.
Which part of your operation eats the most hours each week?
Tell us. You get a written answer on what to automate first, free, whether or not we ever work together.