Step 3 of 5

Automation Operating System Build

Best for businesses with repetitive manual operations, lead follow-up gaps, handoff issues, or reporting gaps.

Best for

  • Businesses with repetitive manual operations
  • Businesses with lead follow-up gaps, handoff issues, or reporting gaps

Outcomes

  • Information moves between tools automatically and reliably
  • Documented, monitored automations
  • A reporting view into what is working, stuck, or leaking

What is included

  • Workflow design
  • Automation build
  • CRM, form, calendar, and data routing
  • Error handling
  • Documentation
  • Testing
  • Handoff
  • 30-day support

What is not included

  • Agent-ready permissioning and approval-gate architecture
  • Paid lead generation or media buying

Ready to stop the leakage?

Book a Foundry Intake to scope your automation build.

Book a Foundry Intake