Workflow automation & revenue systems for small to mid-market businesses

Automate the work that slows your team down.

For $1–$100M small to 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.

Alexander Sloan

CTO & Founder

ShoelaceVisit Shoelace website

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.

What we do

Workflow automation

Automate the repetitive handoffs in support, finance, and operations so your people can spend time on higher-value work.

  • Ticket diagnosis + routing
  • Invoice parsing + accounting uploads
  • Dashboards + scheduled reporting (no more manual status updates)

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

Support tickets piling up because routing is manual
Ops stuck in spreadsheets and manual data entry
Marketing + sales can’t personalize offers at scale
Leads leak between tools or get no follow-up
Internal teams waiting on status updates and reports
New experiments require a full engineering project

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 1

free conversation

Discovery (no cost)

We start with a short discovery call to understand how work actually moves through your business today.

Step 2

documented plan

Deep 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 deploy

Implementation & launch (one-time setup)

Once the plan is approved, we build and deploy the system.

Step 4

monitor and evolve

Ongoing 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.