Reporting & Automation
Eliminate the manual work that slows you down
n8n workflows, CRM integrations, and reporting dashboards that save 20+ hours per week and eliminate human error.
How it works
Process Mapping
Document current manual workflows, identify bottlenecks, and map out the ideal automated state for each process.
Tool Selection
Choose the right stack for your needs — n8n, Make, Zapier, or custom solutions — based on complexity, budget, and integration requirements.
Workflow Build
Build automated workflows with error handling, retry logic, and monitoring. Every workflow is production-grade from day one.
CRM Integration
Connect your CRM, email platform, ad accounts, and internal tools into a unified data pipeline.
Dashboard Setup
Build live reporting dashboards that pull from all sources. No more manual spreadsheet updates or end-of-month scrambles.
Training & Handoff
Document everything. Train your team on how to use, maintain, and extend the automations without ongoing dependency on me.
What you get
- Process audit and automation roadmap
- Custom n8n / Make workflow builds
- CRM and tool integrations (HubSpot, Salesforce, etc.)
- Live reporting dashboard
- Error monitoring and alerting setup
- Documentation and team training
Frequently asked questions
What tools do you work with?
Primarily n8n (self-hosted for full control), but also Make and Zapier depending on the use case. For CRM, I work with HubSpot, Salesforce, Pipedrive, and others. For reporting: Looker Studio, custom dashboards, and Google Sheets as a last resort.
How much time can automation actually save?
It depends on your current processes, but most clients save 15-25 hours per week across their team. My highest-impact project saved a team of 6 over 30 hours weekly by automating reporting and lead routing.
Will I be dependent on you to maintain the workflows?
No. Everything I build comes with documentation and training. The goal is to hand off fully functional systems your team can manage. I’m available for ongoing support if needed, but it’s not required.
What’s the typical timeline for an automation project?
Simple automations (lead routing, notifications) can be built in 1-2 weeks. Complex multi-system integrations with dashboards typically take 4-6 weeks. I scope every project upfront so there are no surprises.
Let's Work Together
Ready to build something that actually moves?
Whether you need growth support, a cleaner marketing system, or a stronger digital presence, let's talk. I usually respond within one business day.
Start Here
Send a quick note and I'll get back to you.
Share what you're trying to grow, what's blocking progress, and what kind of help you need. I'll review it and follow up within one business day.
Typical response time: under 24 hours on business days.
Prefer email or calendar? The direct links above still work too.