Forgeworxs
Forgeworxs
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Conversion & Automation

Workflow Automations

Every hour you spend on manual follow-up, scheduling, data entry, and internal handoffs is an hour you're not growing your business. We build and maintain custom automations that handle it for you.

$349/mo
Add to my plan →See what's included ↓

What's included every month

  • ✓Up to 3 custom automation builds per month
  • ✓Monthly automation health review — we check every automation is running correctly
  • ✓Monthly activity report: automations triggered, leads processed, time saved estimate
  • ✓Documentation for every automation we build

How it works

  1. 1

    Discovery call to map your current manual processes

    We ask: what do you do repeatedly? What involves copying data between tools? What should trigger something but currently requires a human reminder? This call takes 30 minutes.

  2. 2

    We prioritize by time saved and revenue impact

    Not all automations are equal. We sequence builds so the highest-ROI automations go first — typically lead follow-up, appointment reminders, and intake forms.

  3. 3

    We build, test, and document each automation

    Every automation is built in your own tools (Zapier, Make, your CRM, etc.), tested with real data, and documented so you understand what it does and why.

  4. 4

    Monthly health checks keep everything running

    Tools break, APIs change, webhooks fail. Monthly reviews catch issues before they become problems.

Who this is for

Great fit if...

  • ✓ Service businesses with high lead volume that require consistent follow-up
  • ✓ Companies with repetitive internal handoffs between sales, operations, and fulfillment
  • ✓ Owners spending hours per week on tasks that software could do in seconds

Not the right fit if...

  • ✕ Businesses without existing software tools — we build automations between platforms you already use; we don't sell or implement the platforms themselves
  • ✕ Companies looking for enterprise-grade custom software — we build no-code/low-code automations, not custom-developed applications

Expected results

30 days

Discovery complete. First 2–3 automations built and live. Highest-ROI process automated.

60 days

Second batch of automations live. Manual process time measurably reduced. Staff reporting less repetitive work.

90 days

Core automations stable and documented. Edge cases handled. Monthly health checks keeping everything running.

Results vary based on market competitiveness, website quality, and starting position.

Pairs well with

Email Marketing

$349/mo

SMS Marketing

$299/mo

Conversion Rate Optimization

$399/mo

Frequently asked questions

What tools do you work with?↓
Zapier, Make (formerly Integromat), HubSpot, GoHighLevel, Airtable, Notion, Google Workspace, Slack, Typeform, and most major CRMs and business tools. If you use it, we've probably worked with it.
Do I need technical knowledge to use the automations you build?↓
No — we build them to work in the background without any ongoing input from you. We document what each automation does, but you don't need to maintain or understand the logic to benefit from it.
What if an automation breaks?↓
That's what the monthly health check is for. We also set up error notifications so we know immediately if something fails. Most issues are caught and fixed before you'd ever notice.
Can you automate my CRM follow-up sequences?↓
Yes — CRM-based follow-up automation is one of the most common things we build. We connect your lead sources (website forms, ads, calls) to your CRM and trigger appropriate follow-up sequences based on lead status.

Ready to get started?

$349/mo — cancel anytime

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