The Process Automate

AI & automation · Built around your business

Less manual work.
More room to grow.

Connect your lead follow-up, client onboarding, and reporting with AI and automation your team can use. Designed and built by Dave for service businesses and agencies.

Discuss your project View services & pricing
GoHighLevel architectureAI agentsWorkflow engineeringFounder-led delivery
15%lead-conversion improvement
10+hours saved per week
25%more qualified appointments
35%productivity improvement

Reported outcomes from Dave’s previous roles. See the context behind the numbers →

What you can buy

Two ways to make
work flow better.

Start where manual work is slowing you down. Each project connects one business process, with clear scope, testing, and training for the people who use it.

01REVENUE

Lead-to-Client Engine

Respond faster. Qualify consistently. Book and follow up without leads falling through the cracks.

  • Lead capture and source tracking
  • Response and qualification workflows
  • CRM pipeline and appointment reminders
  • Booking, handoff, and sales visibility
3–5 weeks · USDfrom $3,500
See the Lead-to-Client Engine →
02CAPACITY

Client Operations Engine

Turn a signed client into a clean, visible delivery process without founder memory holding it together.

  • Onboarding and information collection
  • Work routing, tasks, and approvals
  • Client updates and exception alerts
  • Reporting, documentation, and training
4–6 weeks · USDfrom $4,500
See the Client Operations Engine →

Not sure where to start?

Map the opportunity first.

The $750 System Design Sprint gives you a process map, priorities, and a fixed build proposal.

Explore the Design Sprint →

Ongoing improvement

AI Systems Partner

Ongoing systems guidance, scheduled reviews, and an agreed monthly improvement plan.

from$1,800/ month
See the partnership

Where value hides

Three signs the business has outgrown manual coordination.

Choose an improvement you can measure: response time, onboarding speed, hours spent on admin, or the clarity of your reporting.

↗

Revenue friction

Response speed depends on who notices first.

Leads wait, follow-up changes by person, and there is no reliable path from enquiry to booked conversation.

Build: Lead-to-Client Engine
⇄

Operating friction

Your team copies the same facts between tools.

Onboarding, delivery, and reporting rely on repetitive handoffs that create delays and preventable errors.

Build: Client Operations Engine
◎

Management friction

The founder is the dashboard and the safety net.

When something stalls, only one person knows where to look, who owns it, and what should happen next.

Build: Visibility + exception alerts

The Glass Box Method

You should understand the system you paid for.

You see the plan, the build, and the tests. We document how the system works, train your team, and use client-owned accounts wherever the platform supports them.

Why Dave works this way →
  1. 01

    Map the money and the work

    Baseline the process, volume, failure points, and cost of the constraint.

  2. 02

    Design before building

    Define logic, ownership, exceptions, tools, and the exact acceptance criteria.

  3. 03

    Build and pressure-test

    Implement the system, test edge cases, and keep humans in control where judgment matters.

  4. 04

    Handover and improve

    Launch, train the team, document the system, and measure it against the baseline.

DaveFounder · Systems Architect
Dave, founder and systems architect at The Process Automate

Meet your systems partner

Built from work across revenue, operations, AI, and delivery.

Dave is a GoHighLevel Architect, Certified AI Specialist, automation builder, and digital marketing strategist. He has led CRM, AI agent, Shopify, SEO, reporting, client onboarding, and operations projects across agencies, dealer networks, real estate, and e-commerce.

You work directly with the person designing the process and building the system—from the first conversation to handover.

CAIS certifiedGHL across 5+ industriesMake · Zapier · APIsNode.js · Python · Shopify
Meet DaveReview selected results

Start with one constraint

What would you like
to work better?

Share a process that takes too much time. Dave will review it and help you decide where to start.

Discuss your project →

or email info@theprocessautomate.com