Salt Lake City has a real SMB problem: businesses are big enough to need automation, but too small to hire a full-time operations person or pay enterprise consulting rates. Most end up duct-taping Zapier connections together or burning staff hours on manual work that should have been automated two years ago.
We're a boutique workflow automation consultancy that works with Salt Lake City businesses remotely. Flat-fee projects, no retainer, built around your specific operations. If you're spending more than five hours a week on repetitive admin work, you have an automation opportunity.
What Salt Lake City businesses automate most
The patterns are consistent across industries. Most SLC clients come to us for one of four things:
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Client intake and onboarding. New clients fill out forms, schedule calls, sign contracts, get added to Slack or a project board. Someone on your team is doing that manually every time. We automate the entire sequence so it happens without a person in the loop.
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Invoicing and payment tracking. Milestone billing, retainer reminders, overdue follow-ups. Most businesses invoice late not because they forget, but because no one owns the trigger. We tie billing to your project milestones so invoices go out automatically.
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Document generation. Proposals, service agreements, project briefs. If you're opening a Google Doc template and doing find-replace every time, we can template and automate it.
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Data aggregation and reporting. Pulling data from your CRM, project management tool, and accounting software into one dashboard. Most SLC businesses have the data — they just don't have a system to surface it without someone spending an hour in spreadsheets.
Industries we serve in the SLC market
We work across industries, but these are the ones where we see the most traction in Salt Lake City:
Most SLC businesses don't need enterprise consulting — they need someone who can map their actual process and automate the friction points.
Tech-adjacent businesses. SaaS companies, dev agencies, IT consultancies. You're already using modern tools, but they're not connected. We tie your sales pipeline to your onboarding sequence to your invoicing system so nothing falls through.
Professional services. Law firms, accounting practices, consulting shops. High billable rates, low tolerance for admin overhead. We automate intake, document generation, and client communication so your staff spends time on billable work, not coordinating schedules.
Construction and trades. Builders, contractors, MEP firms. Job costing, change orders, subcontractor coordination. Most of this work happens in spreadsheets or gets texted between people. We build systems that track it properly and surface what matters.
Healthcare and wellness. Private practices, clinics, wellness centers. Patient intake, appointment reminders, insurance verification. High compliance requirements, low margin for error. We automate the repetitive parts and build guardrails for the rest.
You can see examples of our work across these industries at our work page.
How remote engagements work
We're based remotely and most of our Salt Lake City clients prefer it that way. Here's the typical engagement:
Week 1: Audit. We do a 60-minute video call where you walk us through your current process. We watch you do the work — screen share, step by step. We take notes on every friction point, every manual handoff, every place someone has to remember to do something. That becomes the automation roadmap.
Week 2–3: Build. We map the workflow, connect your tools, and build the automation. Most projects use no-code or low-code platforms (Make, Zapier, Airtable, Google Apps Script) unless you need custom API work. You get async updates every few days and a working prototype before we finalize anything.
Week 4: Handoff. We document the system, train your team, and set up monitoring so you know if something breaks. You own the automation — no recurring fees, no vendor lock-in. If you want us to maintain it, we can scope that separately, but most clients just want the system and the documentation.
The entire engagement is flat-fee. You know the cost up front. Most projects run between $3,500 and $12,000 depending on complexity. See our full service breakdown for specifics.
Get a free audit
If you're spending more than five hours a week on work that could be automated, we'll do a free 30-minute audit. You walk us through your process, we identify the highest-leverage automation opportunities, and you decide whether it's worth building.
No sales pitch, no obligation. Just a concrete list of what you could automate and what it would cost to do it. Most SLC businesses find at least one project worth doing in the first conversation.
Book your free audit here — we typically respond within 24 hours.