Automation Services
Automation offers time savings, efficiency, and productivity. We provide services that you can do yourself or have everything set up by our team.
Done-For-You Consulting
Let us handle the entire setup for you. We’ll customize and implement automations tailored to your business needs.
DIY Automation Setup
For those who want to take control and implement automation themselves. Our DIY kits come with pre-built templates and step-by-step video tutorials.
Service
DIY
Consultation
CRM Automation
DIY CRM Setup Template + Video Guide
Pre-built CRM template and video guide.
$300
CRM Automation Consulting
Full CRM setup tailored to your business.
$500
Email Marketing Automation
DIY Email Automation Template + Video Guide
Pre-built email automation template and video.
Email Automation Consulting
Customized email automation and integration.
$700
$350
Task Management Automation
DIY Task Management Setup + Video Guide
Task management templates and video setup guide.
Task Management Consulting
Full task management automation customized to your needs
$600
$250
Client Onboarding Workflow
DIY Client Onboarding Template + Video Guide
Onboarding template and video guide for self-setup.
Onboarding Workflow Consulting
Complete onboarding workflow built for you.
$800
$400
Invoice & Payment Automation
Invoicing Automation Consulting
Automated invoicing and payment reminders, done for you.
DIY Invoicing Template + Video Guide
Pre-built invoicing automation template + video.
$300
$650
End-to-End Workflow Automation
DIY 3-Step Automation Kit + Video Guide
3-step automation template and video guide.
$500
Full Workflow Consulting
Custom workflow automation across multiple business areas.
$1500
Why WorkDay Flo
You get personalized, easy-to-use automation solutions tailored for small businesses. Our services are affordable, and we provide hands-on support, unlike competitors who offer complex, expensive software or one-time setups.
Tailored for small businesses and solopreneurs
Hands-on, personalized service
Flexibility and customization for specific business workflows.
Education and empowerment of clients to use and maintain automations.
Simple, no-code solutions
Affordable and competitive pricing for small business needs.
Ongoing support and relationship-building
FAQs
Which option is right for me?(Guide users on when to choose DIY vs. Done-For-You)
What if I need help with the DIY kit?
How much time will it take to set up my automations?
What if you don't have an automation built for my specific tech stack?