Kill the one broken workflow that’s wasting 10+ engineering hours a week and leaking MRR.
In a 30‑minute Automation ROI Blueprint session, I map one ugly workflow (HubSpot ↔ Stripe ↔ Slack), map where it’s bleeding hours or deals today, and outline a concrete automation you can ship next sprint.
30‑minute call or async review; you get a concise ROI blueprint for one broken workflow.
Book My 30-Minute Automation ROI Blueprint
One workflow, specific fixes, no obligation.
Fixing a messy
lead-handling workflow.
Built for: Technical founders on HubSpot + Stripe who are tired of losing leads to slow, manual ops.
Result: Every qualified lead is enriched, scored, and in front of the right human in under 5 minutes without anyone touching a spreadsheet. Net effect: faster lead response and better conversion to paid, which improves new MRR and shortens CAC payback on each new logo.
> Score: 92/100 (Priority: Hot)
> Routed to: Sarah (#sales-p0)
Tech Note: Under the hood, this usually lives as a mix of CRM workflows (for simple rules) and a small Node/TypeScript service for scoring, enrichment, and logging.
How the Automation ROI Blueprint Works
This is not a vague “strategy chat.” In 30 minutes, we treat your workflow like a production system: map it step‑by‑step, put rough numbers on the manual parts, and decide what’s worth automating first.
Map the real workflow
We start by walking one workflow from trigger to completion: what kicks it off, which tools are involved (HubSpot, Stripe, Slack, internal admin, etc.), and which humans touch it. Think of it as drawing a simple workflow DAG--the directed graph of how work actually flows across your stack.
Estimate where you’re bleeding hours
For each manual step, we ask how often it happens and roughly how long it takes. That’s enough to estimate whether this one workflow is burning 2 hours a month or 20--and what that really costs given who’s doing the work.
We don’t need perfect data; ballpark estimates are enough to see whether you’re quietly losing a few thousand dollars of engineering or ops time a year.
Tie it back to SaaS metrics
Then we translate that drag into the language you already use: does this slowdown hit activation, trial‑to‑paid, MRR reporting, churn risk, or CAC payback on the logos you’re already closing?
Outline the smallest useful automation
Finally, we outline a concrete automation you could ship next sprint: which parts stay in your CRM’s native rules, which parts live in a tool like n8n, and whether any pieces deserve a small service (Node.js/Python) with real logging and error handling.
You leave with a simple diagram, rough ROI math, and a clear “start here” workflow--not a generic list of ideas.
Get My Free Automation ROI BlueprintAutomations I Can Design & Implement
Examples of workflows I can map, stabilize, and upgrade. Pick the one that hurts most and write that into your Blueprint request.
Deal Flow Engine
Lead intake → scoring → assignment: Stop leads sitting unscored in HubSpot. Get a clean, routed queue to sales in under 60 seconds.
Show Me My Automation ROIInstant Proposal Gen
Proposal → Invoice → Books: Eliminate hours of manual invoice work. Ensure Stripe, CRM, and QuickBooks actually match.
Show Me My Automation ROISmart Inbox Routing
Support Deflection & Triage: Deflect repetitive tickets so your team handles fewer low-value emails and focuses on preventing churn.
Show Me My Automation ROIExample: Automating “Ready to Pay → Paid → Alert”
(HubSpot ↔ Stripe ↔ Slack)
Operational Inefficiency Audit
Most small SaaS teams quietly burn mid five figures a year in manual work and brittle internal workflows. Killing even one of these workflows can pay for a focused systems engagement within months.
Formula Basis
Calculation applies a standard 1.3x Labor Burden multiplier to account for payroll taxes, benefits, and insurance.
Annual P&L Impact
Recurring annually without intervention.
A single well-scoped Focused Systems Fix on a painful workflow pays for itself quickly if it removes even a fraction of this drag. That drag doesn’t just waste hours--it shows up as slower activation, messier MRR reporting, and a worse CAC payback profile than you should have.
Quantify My Workflow’s Real CostWe ship production-grade systems on:
If your team lives in HubSpot or Pipedrive, charges via Stripe, and talks in Slack or Intercom, you’re exactly who this is for.
Also battle-tested with: Help Scout, Zendesk, Close, Xero, Salesforce, Make/Zapier.
Who you'll work with: AJ, Senior Systems Engineer. 10+ years shipping production workflows on SaaS stacks. I don't use junior devs; I build your system myself.
Three Ways to Work With Me
No retainers, no hourly estimates, just shipped code.
Trusted & Safe
"Is this going to break my business?" No. I build with safety first.
Error Handling
I don't ship "happy path" code. Every automation has deep error catching. Net effect: fewer 2am fire drills and fewer "sorry, automation went nuts" emails.
Data Privacy
Least-privilege access. I only touch the specific data needed for the workflow. Net effect: Your customer data stays yours. NO unexpected leaks to OpenAI training sets.
Human-in-the-Loop
Critical actions (like sending contracts) can be set to "Draft Mode" first. Result: You sleep slightly better knowing a robot isn't burning your reputation at 3 AM.
Why Small SaaS Teams Work With Me
I look at the systems your team actually lives in--product, internal tools, CRM, billing, and data--and fix the parts that quietly throttle growth: onboarding flows, trial → paid paths, reporting pipelines, and cross‑team automations.
I specialize in small B2B SaaS because you have high-value leads and messy manual processes--the perfect target for high-ROI automation. Under the hood, the work is about moving the numbers you stare at every month: cleaner, more trustworthy MRR, fewer avoidable churn events, healthier NRR on existing logos, and a CAC payback period that isn’t dragged out by manual ops. My philosophy is simple:
- Engineering Rigor: I don’t ship “happy path” demos. I build resilient workflows that handle failures and edge cases.
- Measure Impact: We track specific metrics for the workflow we’re fixing (time to onboard, time saved, error rates) to prove the value.
- Start Focused: One critical workflow at a time to earn trust before expanding.
Who This Is Best For
Technical Founders & CTOs
You want production-grade systems (proper error handling, git-backed), not fragile Zapier zaps that break silently.
Small, Revenue-Generating Teams
You have real deal flow or support volume, but your ops are stuck in "founder mode" manual handling.
Decision Makers
You can approve a focused ~$2,500 sprint to fix a major headache without a 3-month procurement cycle.
Straight answers for technical leaders.
How fast is the delivery?
Usually done in ~1 week per workflow. We size the work to fit this comfortably instead of stuffing too much into an arbitrary deadline.
Is this a no-code agency?
No. We write custom code (Node.js, Python, Next.js). While we use tools like n8n for orchestration, the core logic is often hard-coded for reliability, security, and version control.
What tools do you support specifically?
If your team lives in HubSpot or Pipedrive, charges customers via Stripe, and talks in Slack or Intercom, you’re exactly who this is for. We also support Help Scout, Zendesk, Close, and Xero.