I'm building an automation consultancy and currently in discovery mode.
I'm interviewing experienced automation builders to better understand:
• what complex automation systems you're building
• what industries you work with most often
• what measurable results you're delivering for clients
The goal is to identify strong operators for ongoing project work as I secure clients.
If you're someone who prefers building systems rather than doing sales or client management, this could become a long-term collaboration.
The Type of Systems I'm Interested In
I'm particularly interested in multi-step automation systems that integrate several tools together to automate an entire business workflow.
Examples might include:
• lead capture → CRM → automated follow-up → meeting booking
• client onboarding workflows
• internal operations automation
• marketing automation systems
• CRM pipeline automation
• reporting and data integrations
These systems often involve connecting tools such as:
Make, Zapier, n8n, HubSpot, Salesforce, Airtable, APIs, Slack, Notion, scheduling tools, or AI APIs.
The focus is on automating real business processes, not just isolated automations.
What I Need From You
Please share 2–3 case studies of automation systems you've built.
For each example include:
• the industry the client was in
• the tools used
• the problem solved (what manual process was automated)
• the measurable outcome achieved
Examples of outcomes include:
• hours saved per week
• faster lead response times
• improved conversion rates
• reduced operational workload
• revenue impact
If possible, please include:
• screenshots
• workflow diagrams
• Loom walkthroughs
Screening Question
In a short paragraph:
Describe the most impactful automation system you've built.
What problem did it solve, and what measurable result did the client achieve?
Please write "AUTOMATION" at the top of your proposal so I know you read the job description.
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