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Keystone Automation

Services

Practical automation that removes repetitive work from your day.

Each service is built around an outcome — saving you time, capturing more leads, and keeping your business running smoothly.

Lead Follow-Up Automation

Flagship starter offer

Our flagship starter offer. Respond to every inquiry instantly so no lead goes cold.

  • Capture website leads automatically
  • Send an instant acknowledgement to every inquiry
  • Alert you the moment a high-priority lead arrives
  • Reminders to follow up, with lead status tracking

Customer Follow-Up Automation

Stop losing customers because of missed follow-ups. A simple way to recover revenue.

  • Thank-you and review-request emails
  • Quote and proposal follow-ups
  • Appointment reminders
  • Re-engagement for past customers

Google Workspace Automation

Put the tools you already use to work — Gmail, Forms, Sheets, Calendar, and Drive.

  • Forms → Sheets data capture
  • Gmail templates and auto-replies
  • Calendar workflows and auto-generated Docs
  • Client onboarding folders created automatically

Spreadsheet Automation

Turn manual spreadsheets into living systems that update and report themselves.

  • Auto-generated reports and dashboards
  • Syncing form data into your sheets
  • Quote and invoice trackers
  • Inventory and order tracking

CRM Setup & Automation

A lead pipeline that keeps itself organized — in HubSpot, Airtable, Pipedrive, or lightweight Sheets.

  • Pipeline and stage setup
  • Automated reminders and email sequences
  • Status tracking and task assignment
  • Follow-up tracking across your team

Appointment & Booking Automation

Fewer no-shows and less back-and-forth around scheduling.

  • Booking confirmations and reminders
  • Intake forms before the appointment
  • Calendar sync
  • Post-visit follow-up

Invoice & Payment Reminders

Get paid faster without chasing payments by hand.

  • Automatic invoice reminders
  • Late-payment follow-ups
  • Payment status tracking

Automation Care Plan

Optional monthly monitoring, fixes, and small improvements so your automations keep running.

  • Workflow monitoring and fixes
  • Integration updates
  • New automations and small improvements
  • Monthly check-in and reporting

Packages

Simple ways to get started.

Most engagements begin with an audit, then a package scoped to what will save you the most time. Pricing is shared after your free review.

Request a quote

Automation Audit

A workflow review and a clear roadmap of the automation opportunities in your business.

Starting from

Starter Package

One complete workflow — built, tested, and documented end to end.

Starting from

Growth Package

Multiple connected workflows plus a simple dashboard to see what’s happening.

Request a quote

Custom System

For more complex, multi-tool needs that connect several systems together.

Not sure where to start?

Book a free automation review and we’ll point you to the workflow that will save you the most time.