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Business Workflow Automation
For CRM, Leads,
And Operations
We build CRM workflows, AI-assisted follow-up, reporting dashboards, and operational handoffs for service businesses and agencies.
What we automate
Business systems, not smart-home devices.
Help With Automation is a Lynchburg, Virginia business workflow automation company. We automate CRM follow-up, missed-call recovery, appointment booking, internal tasks, reporting, and AI-assisted operations for teams that sell services.
CRM automation
Lead routing, pipeline updates, contact records, reminders, and handoffs.
Lead follow-up
Fast SMS, email, call-back, and nurture workflows after forms or missed calls.
AI operations
Structured drafts, summaries, triage, and repeatable internal work queues.
Reporting systems
Dashboards and syncs that replace spreadsheet chasing and manual status checks.
The real cost of staying manual
Still running your business by hand?
Still doing this manually?
- Copying data between tools by hand
- Chasing leads that never got followed up
- Building reports in spreadsheets every week
- Manually assigning tasks after every inbound form
- Sending the same follow-up emails from scratch
- Managing calendars through back-and-forth emails
- Updating your CRM after every call or meeting
- Running status checks that could be automated
What manual work creates
The process
How it works
Discovery Call
A focused 30-minute call to confirm fit, define success criteria, and verify your data is ready. Free, no commitment.
Feasibility Sprint
We build a working prototype on your real data and test it rigorously before you commit to the full build. Typically 1–2 weeks.
Full Build
Architecture, integrations, testing, training, and handoff. Scoped from the sprint results, delivered by the same engineer.
Pricing
How we engage
A short, focused call to confirm fit, define success criteria and check your data is ready.
- Workflow walk-through
- Highest-impact automation identified
- Honest go/no-go recommendation
We build and test a working prototype using your actual data, before you commit to the full build.
- Working prototype on your data
- Feasibility report & risk audit
- Scoped roadmap for the full build
We build it out completely, architecture, integrations, testing, training, handoff.
- End-to-end system architecture
- Documentation & team training
- 30-day post-launch support
Verified client work
Documented implementations
Lead Follow-Up, No-Show Recovery & Reporting
Help With Automation built and tested GoHighLevel lead and calendar routing, missed-call and no-show recovery, weekly reporting foundations, and workflow refinements for The Shred Method. The system was designed to keep the sales process moving when a prospect missed a call, failed to book, or needed another follow-up touch. In a recorded working session, owner Adam Carroll said the weekly tracking appeared accurate “for all intents and purposes.”
Weather-Aware Appointment Protection
Help With Automation built a live weather-aware scheduling system for EWade Detailing. It checks the upcoming Lynchburg forecast, scans active staff calendars, and flags booked customers when real rain, snow, or storm conditions cross the configured threshold. The system is connected to EWade’s existing GoHighLevel Rain/Snow workflow so weather-sensitive appointments can move into the owner-approval and rescheduling process instead of being handled from memory.
Scalable Outbound Sales Infrastructure
Help With Automation built and verified the core GoHighLevel, Notion, and Make infrastructure for Scale Selling’s outbound system. The architecture separated CRM and pipeline management from cold-email sending, used dedicated sending infrastructure, and incorporated AI-assisted enrichment and personalization so the system could scale without turning the primary company domain into the outreach engine.
CRM & Operations System Across GoHighLevel and ClickUp
Help With Automation supported recurring paid implementation work across GoHighLevel, ClickUp, calendar and task systems, information organization, training, and troubleshooting. The work brought CRM organization, task management, coordination, and operating documentation into a more consistent process instead of leaving every handoff to live in a different place.
Related-party disclosure: Blessings Unlimited is operated by a member of HWA founder Dustin De Jager’s family. It is included as documented implementation work, not independent third-party social proof.
Stack
Tools we build with
Founder-Led. Systems-Driven.
Founder-led automation delivery, built to scale.
Help With Automation is a specialist automation company built around one principle: every system we deliver should work reliably long after the engagement ends. We scope, prototype, build, test, document, and hand off, and we stay senior-level throughout.
Our founder, Dustin, leads every engagement from discovery through delivery. Clients get 7+ years of automation engineering experience applied directly to their operations, not delegated to a junior team or offshore resource.
Every engagement follows a clear delivery process: strategy, prototype, build, testing, documentation, and handoff. We work with your real data from day one, so what we build in the sprint is what ships in production.
Service history
Legacy reviews, clearly labeled
The 34 Google reviews currently visible under the renamed business profile were earned during Dustin’s prior marketing-services business. They may support service-quality history such as communication and responsiveness, but they are not reviews of HWA’s current automation services or the Property Management Automation Action Plan.
Frequently asked questions
Ready to automate your first process?
We prove feasibility before you commit to a build. Discovery call is free.