Automation and systems
Automation and systems work for teams that need cleaner intake, routing, follow-up, data movement, and practical workflows shaped around how the business actually operates.
Route tasks, reminders, records, and next steps without relying on memory.
Connect forms, CRM, email, spreadsheets, dashboards, and website actions where it makes sense.
Map the real process before adding automation so the system stays understandable.
See what the system did and where it stopped without having to ask someone.
How I work
From the initial conversation through launch, the work stays deliberate, collaborative, and focused on what matters.
I follow the real steps, tools and handoffs your team uses today, and agree on what to automate first.
I connect the tools, set the triggers and rules, and handle the errors, so the work moves on its own.
I test with real cases, document how it works, and adjust until your team trusts it.
Founder-led since 2011. Direct conversations and hands-on attention from the person responsible for the work.
Discuss your projectWhat is included
Final scope is defined per project, but these are the parts most projects include.
Every step, handoff and decision drawn out before anything is automated.
Clear rules for what starts each automation and what it does next.
Leads and records moving to the right place without copy and paste.
The right person hears about the right thing at the right time.
Each person sees and changes only what their role needs.
When something fails, it is caught, logged and flagged instead of lost.
Plain notes on how everything works, so your team is never stuck.
Project fit
Not every project needs a custom engagement. The right ones benefit from strategic thinking, direct collaboration, and careful execution.
Where I do my best work
The standards are intentional
I work with the forms, inboxes, spreadsheets and software you already use before suggesting anything new or replacing what already works.
Before I build anything, the workflows, integrations, timeline and fixed price are agreed in writing so you know exactly what you're getting.
You keep the code, the documentation and the access, and the same person who built the system stays reachable when something needs to change.
Not sure if we’re a fit? Share your goals and I’ll tell you honestly.
Start a project inquiryClients
“Ed is a fantastic web designer, and truly cares about the vision of the company.”
Dominick Hellen HTMP Biotechnology Read the review from Dominick Hellen
“He’s always responsive and proactive at troubleshooting.”
Chantel Leavitt Owner, Bella Dama Cigars Read the review from Chantel Leavitt
“From start to finish, everything turned out brilliantly.”
Matt Sawyer CEO, Cadence Community Management Read the review from Matt Sawyer
“I highly recommend this company for their outstanding service, efficiency, and commitment to excellence.”
Ronald Esperant CED Marine Read the review from Ronald Esperant
“Highly recommend their work!”
Elvis Cáceres Owner, ED Home Renovations Read the review from Elvis Cáceres
“Fantastic job on our new website! It’s easy to use, looks great, and has helped streamline patient bookings.”
TNC Walk-In Clinic Google review Read the review from TNC Walk-In Clinic
“He made the whole process seamless and created a website that truly represents our brand.”
Weight & Body Solutions Google review Read the review from Weight & Body Solutions
FAQ
The ones I get asked most. If yours isn’t here, ask me directly and I’ll answer it straight.
Yes. This service can stand alone or connect into a larger website, ecommerce, product, automation, or support engagement.
I review the context, identify whether it is a fit, and recommend the cleanest next step before scoping work.
Yes. Deliverables are scoped before work begins so expectations, access, and responsibilities are clear.
Yes. Maintenance, QA, content updates, and practical improvements can continue where needed.