Our Process
We Handle Everything. You Just Show Us What Hurts.
Here's exactly what happens from your first call to your first automation running in the background.
Step 1
The Free Audit Call
It starts with a conversation. You tell us about your business — how many people you have, what a typical week looks like, and where things feel broken or slow. No technical knowledge required. We just need to understand your world.
Step 1
The Free Audit Call
It starts with a conversation. You tell us about your business — how many people you have, what a typical week looks like, and where things feel broken or slow. No technical knowledge required. We just need to understand your world.
Step 2
We Come and Shadow Your Team
This is what makes Beanstalk different. We don't just ask questions — we come to your shop or job site and watch how work actually gets done. We look at your quoting process, your communication, your paperwork, your follow-ups. The inefficiencies that cost you the most are usually the ones nobody notices anymore because they've always been that way.
Step 2
We Come and Shadow Your Team
This is what makes Beanstalk different. We don't just ask questions — we come to your shop or job site and watch how work actually gets done. We look at your quoting process, your communication, your paperwork, your follow-ups. The inefficiencies that cost you the most are usually the ones nobody notices anymore because they've always been that way.
Step 3
We Map the Inefficiencies
After the audit, we put together a clear report of exactly where time is being wasted and what it's costing you. We prioritize by impact — which automations will save the most hours and pay for themselves fastest. You'll see the full picture before we build a single thing.
Step 3
We Map the Inefficiencies
After the audit, we put together a clear report of exactly where time is being wasted and what it's costing you. We prioritize by impact — which automations will save the most hours and pay for themselves fastest. You'll see the full picture before we build a single thing.
Step 4
We Build Your Custom Automations
Once you approve the plan, we build. Every automation is custom to your business — not a template, not a generic tool. We use Make.com, the Claude AI API, and whatever other tools fit your workflow. We handle all the technical work. You don't touch any of it.
Step 4
We Build Your Custom Automations
Once you approve the plan, we build. Every automation is custom to your business — not a template, not a generic tool. We use Make.com, the Claude AI API, and whatever other tools fit your workflow. We handle all the technical work. You don't touch any of it.
Step 5
You Start Seeing Results
We deploy the automations, walk your team through how they work, and make sure everything runs smoothly. Then you start getting your time back. Less admin, faster follow-ups, reports that write themselves. We stay on for 30 days to handle any adjustments — and if you want ongoing support after that, we offer retainer plans.
Step 5
You Start Seeing Results
We deploy the automations, walk your team through how they work, and make sure everything runs smoothly. Then you start getting your time back. Less admin, faster follow-ups, reports that write themselves. We stay on for 30 days to handle any adjustments — and if you want ongoing support after that, we offer retainer plans.
Why Our Process Gets Results
Most automation projects fail because they start with software instead of starting with the business.
We See Your Real Workflow
We don't guess what's inefficient. We come in person and watch. That's how we find the problems that actually matter.
We Prioritize By Impact
Not every automation is worth building. We focus on the ones that save the most time and have the fastest payback.
We Build and We Stay
We don't hand you a tool and walk away. We deploy it, train your team, and support it.
Common Questions
The Audit Is Free. The Time You Save Isn't.
Book a 30-minute call and we'll show you exactly where your business is losing time.
Book Your Free Audit