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AUTOMATION AI-run, expert-reviewed

Your busywork,handled bysystems.

We connect your forms, CRM, calendar, payments and team chat so leads, data and tasks move on their own. Your team gets hours back every week, and nothing falls through the cracks.

Sprint1–2 weeks
From$800
Best forLocal, coaches, mid-size
The problem

From stuck to scaling.

Here's what we hear most often, and what changes once the system is in place.

Sound familiar?

Where most businesses get stuck

  • Your team copies data between tools by hand
  • Leads wait hours (or days) for a reply
  • Onboarding new clients takes too many emails
  • Reports are built manually every week
  • Tools don't talk to each other, so mistakes creep in
What changes

What you get with Elevanotech

  • Leads routed, enriched and followed up in minutes
  • Client onboarding that runs itself: contracts, payments, welcome
  • Weekly reports that build and send themselves
  • AI steps that read, classify and summarize for you
  • Documented workflows with error alerts, so nothing breaks silently
What's included

Everything you need, nothing you don't.

Every engagement is fixed-scope. Here's what's typically included; your proposal is tailored after a discovery call.

01

Process mapping

We map how work flows today and find the highest-value steps to automate.

02

Lead automation

Forms to CRM, enrichment, routing, instant follow-up and booking.

03

Ops workflows

Onboarding, invoicing, approvals and handoffs between teams.

04

AI steps

Classify emails, extract data from documents, summarize calls and draft replies.

05

Reporting automation

Dashboards and scheduled reports pulled from your tools.

06

Docs & monitoring

Every workflow documented, with error alerts and a monthly health check.

Process

How we deliver.

AI does the heavy lifting at every step. An expert reviews and approves before anything reaches you or your customers.

DAY 1–3

Map

Interview the team and map current workflows.

  • Process map
  • Automation shortlist
DAY 3–5

Design

Agree triggers, logic and edge cases with you.

  • Workflow specs
  • Tool choices
WEEK 1–2

Build & test

Build, test with real data, and train the team.

  • Test runs
  • Loom walkthroughs
ONGOING

Monitor

Watch for errors and add new workflows as you grow.

  • Error alerts
  • Monthly review
Tools

Platforms we work with.

MakeZapiern8nHubSpotAirtableGoogle WorkspaceSlackStripeCalendlyOpenAI

We work hands-on with these platforms; names are trademarks of their owners and listing them doesn't imply partner status.

Packages

Simple packages. Fixed quotes.

Suggested starting prices in USD. Your final quote is fixed after a free discovery call.

MOST POPULAR

Automation Sprint

3–5 workflows that save time right away.

from $800

one-time · 1–2 weeks

  • 3–5 workflows
  • CRM or sheet setup
  • Documentation + walkthroughs
  • 30 days of fixes
Get a quote

Automation Audit

For teams with complex processes.

from $1,500

one-time · 1–2 weeks

  • Stakeholder interviews
  • Full process map
  • Prioritized automation roadmap
  • Fee credited toward the build
Get a quote

Ops Build

A connected system across departments.

from $5,000

project · 3–6 weeks

  • 10+ workflows across teams
  • AI steps and integrations
  • Dashboards and alerts
  • Team training
Get a quote

Automation tool subscriptions (Make, Zapier, n8n cloud) are billed by the vendor. Self-hosted n8n can keep costs near zero.

Who it's for

Built for teams like yours.

01

Local businesses

Instant lead follow-up, booking and review requests.

  • Missed-call text back
  • Review automation
02

Coaches & creators

Booking, payment and onboarding that run without you.

  • Payment → onboarding
  • Course access
03

Mid-size companies

Cross-team workflows, approvals and internal AI.

  • RevOps automation
  • Document processing
FAQ

Questions, answered.

Still curious? Book a 30-minute call and we'll walk you through it.

Make, Zapier or n8n?

Zapier is simplest, Make is flexible and cost-effective, and n8n can be self-hosted for very low running costs. We pick based on your volume and team.

What if a workflow breaks?

Every workflow has error alerts. Fixes are included for 30 days, and partnership clients get ongoing monitoring.

Is my data safe?

We use your accounts, least-privilege access and documented credentials that you control. We can sign an NDA.

Can AI really handle parts of the work?

Yes, for well-defined steps like classifying, extracting and drafting. We keep humans in the loop for decisions.

Do I need to change my tools?

Usually not. We connect what you already use and only suggest changes when they clearly save time or money.

Let's talk

Ready to elevate?

Book a free 30-minute strategy call. You'll leave with a clear plan, whether or not we work together.