Skip to content
Hearthstack
Back home

Software + workflow help

Forms and workflow automation

Small website-connected systems for teams tired of copying information between forms, inboxes, CRMs, spreadsheets, and dashboards.

Starting point

Usually starts around $8,500–$15,000+

Usually scoped in phases: first stabilize intake, then automate the highest-value handoffs.

After launch

Includes a stewardship plan because automations should be checked, documented, and adjusted after real users touch them.

Common fit

Problems this is meant to solve.

01

Leads, requests, or project details land in too many places.

02

People re-enter the same information into multiple systems.

03

The current workflow only works because one person remembers every step.

Best for

  • Teams losing time to manual copy-paste work
  • Service businesses with messy lead intake or follow-up steps
  • Operators who need a small internal tool, not a giant platform

Typical deliverables

  • Form and intake logic
  • CRM or inbox handoff
  • Small admin/dashboard surfaces
  • Automation scripts
  • Plain-English operating guide

Usually not included

  • Replacing your whole CRM
  • Automating a process nobody has agreed on yet
  • Black-box systems without handoff documentation

Start small

Send the rough version. I’ll help shape the smallest useful scope.