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What We Do

Operations & Automation Services

We identify what's slowing you down, build a better process, implement the systems, then stay on as an extension of your team so it keeps running. Always starting with the workflow, never with the software.

Optimize

Operations & Process Improvement

Most operational problems aren't technology problems. They're process problems. We start by understanding how work actually flows through your business, then design better systems before introducing any new tools.

  • Operational audits: where is time being lost?
  • Workflow documentation and SOP development
  • Process redesign for client intake, fulfillment, and billing
  • Bottleneck analysis and capacity planning
  • Team handoff optimization and accountability systems
Process Mapping SOPs Airtable Notion Asana
Identify friction pointsWhere is manual work slowing you down?
Redesign the workflowBuild a better process before touching software
Train and implementEnsure adoption across your team
Measure the outcomeTrack time saved and errors reduced
Automate

Automation & Systems

Once the process is right, we automate the repetitive parts. From multi-step workflows to platform integrations, we build systems that run without anyone having to babysit them.

  • Multi-step workflow automation (triggers, conditions, actions)
  • Platform-to-platform integrations, no more copy-paste
  • Automated document generation and delivery
  • Custom database design and CRM setup (Airtable, HubSpot)
  • Automated reporting and scheduled alerts
  • Form-to-system connections (intake, payments, receipts)
Make.com Zapier Airtable Stripe QuickBooks Bloomerang HubSpot Typeform
Trigger-based workflowsActions that run automatically when conditions are met
Platform integrationsYour tools talking to each other, without middleware
Automated documentsReceipts, contracts, and reports sent automatically
Structured data systemsEverything tracked in one source of truth
Grow

Digital Growth & Lead Management

A professional online presence combined with a structured lead pipeline means more opportunities captured and fewer dropped. We build the front-end and the back-end so nothing falls through the cracks.

  • Professional websites with built-in lead capture
  • Google Ads strategy and campaign setup
  • CRM and lead tracking pipeline design
  • Client intake forms and onboarding automations
  • Lead scoring and follow-up workflows
  • Contact forms integrated directly into your CRM
WordPress Webflow Google Ads Airtable CRM HubSpot Calendly Typeform
Professional websiteBuilt for conversion, not just appearance
Paid lead generationGoogle Ads campaigns tied to real intake flows
Structured intake processEvery lead captured, tracked, and followed up
Pipeline visibilitySee every lead's status at a glance
Promote

Digital Marketing & Paid Advertising

Running ads without the right tracking and intake infrastructure behind them is money in a leaky bucket. We set up and manage paid campaigns alongside the CRM, call tracking, and reporting systems that make spend measurable and accountable.

  • Paid search campaigns (Google Ads: search, display, YouTube)
  • Paid social campaigns (Meta, Reddit)
  • Multi-channel budget management and A/B testing
  • Call tracking and routing with dedicated numbers per channel
  • Hyper-local and geo-targeted campaign strategy
  • Attribution reporting tied to actual pipeline stages
  • Ad creative direction and copy
Google Ads Meta Ads Reddit Ads YouTube Ads Call Tracking
Multi-channel campaignsSearch, social, and video managed as one strategy
Call trackingEvery inbound call attributed to the channel that drove it
Full attributionSpend tied to retained clients, not just clicks
Continuous optimizationA/B and multivariate testing to improve over time
The Stack

We design, connect, and automate across the tools you already run, and plenty more.

"The website rebuild was completed professionally and on schedule. The project required minimal oversight from our team, and the final product exceeded our expectations."
S
Steven J. Owner, Regional Law Firm
"Processly redesigned our website, set up dependable giving, and brought our entire donor database into one organized place. Knowledgeable, responsive, and highly professional - every challenge was met with a positive attitude and a real commitment to finding a solution."
L
Leila G. Development Coordinator, International Nonprofit (U.S. & Israel)

Not sure where to start?

Most engagements begin with a short discovery call. We'll look at your current operations, identify the biggest opportunities, and tell you what's worth fixing first.

Book a Discovery Call