Step 1
free conversationDiscovery (no cost)
We start with a short discovery call to understand how work actually moves through your business today.
Workflow automation & revenue systems for mid-market businesses
Automate the work that slows your team down.
For $5–$100M mid-market businesses in logistics, manufacturing, field services, and other hands-on industries who need reliable systems, not another software project.
The goal: scale your people's output, not your headcount.
Prefer async? Send details and we’ll reply within 1–2 business days.
What customers say
Vishaal was incredible to work with - fast, thoughtful, and reliable. He helped us ship the product to early users while making smart, pragmatic decisions at every step. He was thoughtful of trade-offs at each stage of product development, and built the back-end that we could scale on. I’m a huge fan of his work and would recommend him without hesitation.
Vishaal combined strong technical judgment with a deep understanding of operations. He built automations that handled real-world edge cases and complexity while remaining stable, maintainable, and relied upon by the business.
Vishaal gave our sales and marketing teams real leverage. He turned personalization from a manual grind into a repeatable GTM engine, so we could launch outbound and onboarding experiments in hours, not weeks. He’s one of the few engineers who can translate revenue strategy into durable systems the business can run with.
What we do
Workflow automation
Automate the repetitive handoffs in support, finance, sales, and operations so your people can spend time on higher-value work.
- •Cross-team handoffs → clear ownership → automatic status updates
- •Lead intake → routing + follow-ups (no more lost leads)
- •Quote/estimate → approval → scheduled work
- •Work complete → billing → payment nudges + receipt
- •Exceptions → alerts → escalation paths + audit trail
Sales & marketing systems
Build the systems behind lead handling, follow-ups, and tracking so sales and marketing run smoothly across tools.
- •Personalized outreach + follow-ups
- •Landing pages + tracking that connects to your CRM
- •Reporting that ties activity to pipeline and closed deals
New tools, from scratch
Build internal tools or customer workflows without needing a full product org—focus on the work, not the tech.
- •Problem framing with the people who own the work
- •Rapid first versions + iterations
- •Documentation + training + handover
Common bottlenecks we untangle
Work handoffs between departments are manual and error-prone
Ownership is unclear, so tasks stall and nobody notices until it’s late
Leads and requests leak because response time and follow-up aren’t consistent
Scheduling changes create chaos (reschedules, capacity conflicts, no-shows)
Quotes, approvals, and change requests get stuck in back-and-forth
The same data gets re-entered across tools and spreadsheets
Billing gets delayed because completion details aren’t captured cleanly
Reporting is manual—pipeline, throughput, and workload aren’t visible day-to-day
Workflow wins
Diagnosis bot for support tickets
Automatically reads each ticket, suggests what the issue might be, and routes it to the right team.
Outcome:
Reduced triage time and kept engineers focused on actual fixes.
Outbound personalization + adaptive landing pages
Automated campaigns that change messaging + hero content based on where the prospect comes from.
Outcome:
Campaigns feel bespoke even at scale and tie back to revenue teams.
Expense-forward parser → accounting upload
Forward invoices via email, parse the PDF, and push the data into accounting software automatically.
Outcome:
Saved operations hours each month and eliminated manual entry mistakes.
How it works
We don’t sell tools or templates.
We take responsibility for fixing broken or inefficient workflows end-to-end.
Our engagement is structured to reduce risk, create clarity early, and deliver systems that hold up under real operational load.
Step 2
documented planDeep dive & system design (paid)
If we move forward, we conduct a detailed review of your operations using real inputs: live workflows, exceptions, and edge cases.
Step 3
build and deployImplementation & launch (one-time setup)
Once the plan is approved, we build and deploy the system.
Step 4
monitor and evolveOngoing support (optional)
After launch, some teams choose to retain us to monitor, maintain, and evolve the system as the business changes.
Want the full process blueprint? Review how it works in detail on Pricing.
What this is — and isn’t
This is for teams who:
•operate in the real world, not just software
•need systems that work under pressure
•want fewer handoffs, not more dashboards
•care about output per employee
This is not for teams looking for:
•a DIY automation tutorial
•a collection of "set and forget it" Zapier setups
Ready to map your workflow?
Start with a discovery call, follow with a paid deep dive, then implement a one-time setup and optional monthly support to keep the momentum going.