Streamline your workflow 3 steps
Pick your Automation
Our team collaborates with you to identify the most valuable automation for your business. Together, we craft a customized plan that integrates seamlessly with your existing tools and aligns with your business goals.
Implementation
With a clear design in hand, our experts build and configure your chosen automation, ensuring it’s tailored for maximum efficiency. Before launch, we conduct thorough testing to guarantee it performs flawlessly in real-world scenarios.
Steady State Maintenance
Once your automation is live, we provide continuous support and updates, adapting as your business needs evolve to keep everything running smoothly.
Automate your most time-consuming process
Choose the key workflow that drains your team's time, and let GrantBot handle the rest—streamlining operations and freeing you to focus on growth.
New Sales Opportunity
Automatically captures and assigns new meetings as sales opportunities in your CRM, notifying the team instantly for timely follow-up.
High-Engagement Lead Enrichment
Identifies highly engaged newsletter subscribers, enriches their profiles, and syncs them to your CRM for targeted outreach.
Prepare Sales Demos
Never lose track of sales demo prep work again. When a deal hits a deal stage, create a task for the sales team
Send SOWs
Speed to lead isn't just at first contact. Capitalize on motivated buyers with one-click SOWs so you can close more deals, fast
Close deals faster
Impress clients in the first 5 minutes of your engagement with automated next steps as soon as they sign on the dotted line
Prepare your Team
Generate a new client folder with a templated engagement the moment a new client signs
Avoid the 3 Silent Killers
Tasks that are overdue, without a due date, or without assignees kill projects. Get smart with ClickUp automation and dashboards
Contractor Communication
Improve relationships with contractors by sending automatic Slack updates from ClickUp
Keep Clients in the Loop
Make your clients feel informed and appreciated by automatically exporting your external-facing dashboards
Consolidate time tracking
Get clarity on who is tracking time to which projects by consolidating the data in one place
Generate Invoices
Improve your cash collection cycle by sending invoices 7 days before they're due and enrolling clients in follow up sequences
Reconcile Invoices
Avoid unnecessary follow-up messages and stress by seeing which invoices are paid and outstanding with real time data
Choose your system setup
Select the perfect automation plan to streamline workflows, boost productivity, and fuel growth.
Built for teams ready to automate their most time-consuming processes
$2,499/mo
- Full automation readiness audit
- Automate 3 workflows from our tested catalog per month
- Daily support via Slack
- Dedicated process consultant
- Quick access to automation engineers
- Strategic guidance and planning
Perfect for businesses that want custom solutions for hands-free operations
$5,799/mo
- Full automation readiness audit
- Custom implementation in the CRM, Client Onboarding, Project Management, or Invoice Management
- Unlimited workflow design and implementation across services
- Daily support via Slack
- Rapid engineer response time
- Easy scheduling system
- Strategic guidance and planning
Designed for organizations who want to accelerate into this new technology era
$11,899/mo
- 2 dedicated automation engineers for research and implementation
- 1 dedicated process consultant to translate vision to plan to execution
- Daily expert communication via Slack
- Unlimited automation design and implementation
- Direct access to automation engineers
- Easy scheduling system
- Complete automation audit
- Executive strategy planning
Unlock more capabilities
Automate your content pipeline with zero added work
Create social and blog content from the calls you already make.
Starting at $399
Executive Assistant Operating System
Get more done with smart delegation. Add leverage to your EA and avoid $10/hr tasks with our automations-in-a-box.
Starting at $899
Frequently Asked Questions
What types of automation solutions does GPC provide?
There are four umbrella processes that every service-based business has:
1) CRM Management - Winning Projects
2) Client Onboarding - Launching Projects
3) Project Management - Fulfilling Projects
4) Accounts Receivable - Invoicing Project Revenue
These are our bread and butter. We start here with nearly every client because we know where the operational gaps are and how to fix them with technology.
We also packaged 5 automations that turn your LinkedIn content engagement into CRM-imported leads. Contact us to learn more!
How can automation benefit my company?
Implementing automation can significantly reduce operating expenses for your portfolio companies. By automating repetitive and time-consuming tasks, your companies can save on labor costs, minimize human error, and allow employees to focus on higher-value activities. This leads to improved productivity, faster turnaround times, and ultimately, better bottom-line results.
How much time will automation save us?
The time savings depend on your current processes, but most agencies see a significant reduction in manual tasks like sending payment reminders, updating spreadsheets, or tracking client profitability.
With automation in place:
- Invoice follow-ups: Automated reminders ensure clients are notified promptly, saving hours of back-and-forth communication.
- Task assignments and updates: Automatically generated tasks and notifications eliminate repetitive admin work.
- Financial tracking: Real-time dashboards replace hours spent compiling reports.
On average, agencies save 10-15 hours per week, freeing up your team to focus on high-value tasks like client work and strategy.
