Designing Your New Workflows in 3 Steps
Define Success Metrics
Every engagement starts by defining what success looks like—both minimum wins and maximum potential. Introduce GrantBot to your team and embrace the "Pro Dreamer, Pro Complainer" methodology.
Process Audit Calls
We follow the dollar from marketing to invoicing to uncover inefficiencies, gaps, and untapped opportunities. Our in-depth analysis provides a microscopic (3-inch) and strategic (30,000-foot) view of your workflows, ensuring no detail is missed
Present the Future
You’ll receive detailed workflow diagrams, tool recommendations, and step-by-step change management strategies to drive long-term success. Expect quick wins, big breakthroughs, and a clear action plan.
Automation without strategy is chaos
Explore these key workflows that scratch the surface of what we can get off your team's plate.
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
GrantBot applies modern technology so humans continue innovating.
This is how we achieve that mission.
The most demanded workflows, customized to the way you do business. Activated in days not weeks.
Starting at $400
- Tested workflows, personal customization
- Activated within 5 business days
- Slack and email support
- Access to prompt engineers
- Ongoing workflow improvements
- No audit required
You may or may not know what can be automated in your business. We will show you what's possible.
Starting at $2,500
- 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 teams who need custom agents, automated workflows, and a leader who will manage change.
Book a Call
- Dedicated process consultant to translate vision to plan to execution
- Automation engineers for research and implementation
- Own your automation and prompts
- Daily team communication via Slack
- Live training, documentation, and looms
- Proactive change management practices
- Easy scheduling system
- 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.
