Serving Lake Country, WI

Your team should stop
doing work the computer
can do.

We find the manual tasks eating your week and build systems that handle them automatically. No subscriptions. No templates. Built around how you actually operate.

15+
Hours saved per week
<3wk
Audit to live system
$0
Ongoing subscriptions
$1.5k
Starting price
Workflow automation CPA & accounting firms Insurance agencies HVAC & home services Law firms Wealth management Custom AI systems Reporting & dashboards Waukesha County, WI Workflow automation CPA & accounting firms Insurance agencies HVAC & home services Law firms Wealth management Custom AI systems Reporting & dashboards Waukesha County, WI
The problem

Most businesses run on manual work
that should have been automated years ago.

Every quote below represents a real category of business we talk to. The time cost is always higher than the owner thinks.

"We manually enter every order into two different systems."
Operations manager, distribution company
Est. 8–12 hrs/week in labor cost
"Our follow-up process lives in someone's head. If they're out, it doesn't happen."
Owner, service business
Est. 20–30% lead conversion loss
"Pulling the weekly report takes half a day. I still don't trust the numbers."
Owner, retail operation
Est. 4–6 hrs/week of manual reporting
"We send the same 6 emails to every new client. Someone has to type them out every time."
Office manager, professional services
Est. 3 hrs/week on repeatable emails
"Scheduling takes forever because everything is back-and-forth by phone."
Owner, trades business
Est. 5+ hrs/week on coordination
What we build

Three things.
All of them eliminate work.

01

Workflow Automation

Connect your existing tools so data moves between them without anyone touching it. Email, spreadsheets, CRMs, accounting software — no more bridging systems manually.

Lead captureInvoice routingData syncFollow-ups
02

Reporting & Dashboards

Replace the half-day report-building exercise with a live dashboard showing exactly what's happening — updated automatically, no spreadsheet required.

KPI dashboardsAuto-reportingRevenue trackingAlerts
03

Custom AI Systems

Purpose-built tools trained on your business. Document processors, intake systems, proposal generators — built for the specific work your team does repeatedly.

Document AIIntake formsEmail draftingCustom tools
Before & after

Two hours of daily admin
is a choice you keep making.

Before automation
After automation
Inquiry arrives — read when someone gets to it
Employee opens CRM, creates contact manually — ~8 min
Copies info into spreadsheet — duplicate entry, error-prone
Follow-up sent manually — or forgotten entirely
Owner asks for status — 45-minute manual report
~2 hours daily · every day · per employee. You're paying for it either way.
Inquiry arrives — system detects and processes instantly
CRM + spreadsheet updated simultaneously — 0 seconds
Personalized follow-up sent automatically — every time
Live dashboard updates in real time — owner checks any time
Your team handles work that requires a human
2 hours of daily work → 0. The system runs while you're not watching.
How it works

From first call to live system
in under three weeks.

1

Free operations audit

30 minutes. We map every repetitive task, estimate the real time cost, and identify exactly what to automate first. No pitch. No commitment required.

30-minute call · free
2

Custom build

We design and build around your existing tools — not a template. You see everything before it goes live. No surprises, no scope creep.

Avg 1–2 weeks to build
3

Launch & support

Your system goes live and starts saving time on day one. We stay on to monitor, adjust, and expand as your needs change.

Results from day one
Real work

A deal that took hours.
Now takes 60 seconds.

Build sample · Private lending / financial services
Deal Intake & Capital Matching Tool
The problem

A private lender worked with 4 capital partners — each with different underwriting criteria. Matching deals to the right partner and producing a term sheet was fully manual. Slow turnaround meant lost deals.

What was built

A custom tool where a deal is entered once and the system instantly maps it against every capital partner's criteria, shows a pass/fail breakdown, and generates a ready-to-send term sheet as a PDF. No spreadsheet. No manual math.

<60s
Deal entry to term sheet
100%
Submissions matched automatically
4
Capital partners mapped in real time
Common questions

Answered
plainly.

Projects start at $1,500 for a single workflow automation. Most clients recover that in the first 30–60 days of labor savings. We talk through pricing on the audit call — no surprises.
No. We handle everything — scoping, building, testing, deploying. You don't touch any code. We explain what we built in plain language.
Almost certainly. We build around your existing tools. QuickBooks, HubSpot, Google Workspace, custom spreadsheets — we've connected them all. The audit call is where we confirm compatibility.
We don't disappear after launch. If something breaks, we fix it. Most clients keep us on a small monthly retainer for exactly this reason.
Off-the-shelf tools are built for everyone — which means they fit no one perfectly. We build around your exact workflow. No monthly fees. No features you'll never use.
Most workflow automations go from audit to live in 1–3 weeks. More complex systems take 4–6 weeks. We give you a specific timeline before any work begins — and we stick to it.

Find out what your business
could stop doing.

Free 30-minute operations audit. No pitch, no pressure.

Or book directly: calendly.com/abschulze2/30min

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