Path to Higher Productivity
Here’s how our client’s first 6 months look
System Design
Length: 2-4 Weeks
Scalable automations start with a rock solid understanding of your business processes. You will receive a document with prompts that extract automation potential from your team.
Use text, looms, screenshots, and your SOPs as inputs as GPC builds a visualized automation map.
*No automation knowledge required. That's our job.
Implementation
Length: 1-3 Months
We focus on HubSpot for sales and ClickUp for operations, fulfillment, invoice tracking, and the rest. We streamline implementation by bringing our best-in-class templates, dashboards, and reports to your operations.
A functional MVP is ready in 2-4 weeks. Then we take an iterative approach with your team to ensure the shoe fits like a glass slipper.
Fractional Chief Automation Officer
Length: Ongoing
To maximize revenue per employee, clients can partner with GrantBot to stay up-to-date with the latest productivity tools. A process consultant will be embedded in your team to explore further ways to boost your output with AI and automation. You have access to 5 new automations per month on an ongoing basis.
*Fractional CAO services also include steady state maintenance.
Steady State
Maintenance
Length: Ongoing
Clients wanting a set-it-and-forget-it system benefit from our steady state maintenance plan. This includes error handling, automation updates, one new automation per month, and accessible Q&A.
When you’re ready to build out the next phase of your automated system, you will be given priority access in our client queue.
Other Services
Automation Documentation
Length: 1-2 Months
Have a Zapier or Make account that you don't know how to make sense of? Let our team of automation engineers document your system and provide training documents so you can run your business with confidence.
Agency Core Four
Length: 2 Months
Ideal for agencies that want a customized operating system. The Core Four includes a customer relationship management (CRM), project management system (PMS), team management directory (TMD), and learning management system (LMS) for new hires.
All in Airtable, All customizable, All automated.
We specialize in the following business functions
Sales
From scheduled follow ups to maintaining your CRM, high touch sales is a great starting point for service-based businesses.
Client Onboarding
Clients are won in the minutes following a purchase. Show them they made the right choice by automating their welcome sequence.
Project Management
Wondering what an AI assistant is? We’ll teach AI how to update you on the progress of engineering sprints, internal projects, and client journeys
Billing
Send invoices to customers, save receipts to the cloud, and set your team free with streamlined bookkeeping.
Customer Support
Use AI and automation to tag and distribute tickets. Clients get help faster, and your customer success team has one less thing to worry about.
Sales
From scheduled follow ups to maintaining your CRM, high touch sales is a great starting point for service-based businesses.
Client Onboarding
Clients are won in the minutes following a purchase. Show them they made the right choice by automating their welcome sequence.
Project Management
Wondering what an AI assistant is? We’ll teach AI how to update you on the progress of engineering sprints, internal projects, and client journeys
Billing
Send invoices to customers, save receipts to the cloud, and set your team free with streamlined bookkeeping.
Customer Support
Use AI and automation to tag and distribute tickets. Clients get help faster, and your customer success team has one less thing to worry about.