Marketing & lead capture
Turn interest into organized opportunities your team can act on.
- Landing pages, forms, and campaign intake
- Source tracking and duplicate checks
- Approved email nurture and content workflows
- Campaign reporting tied to your CRM
Business Automation & AI / Division 01
Make your systems work together. Give your people room to grow.
GEAR designs, builds, and maintains business automation that connects marketing, sales, finance, and operations. Start with one costly bottleneck, then expand what proves useful.
Free discovery call · Written scope before paid work
YOUR BUSINESS. CONNECTED.
01 / THE STARTING POINTA new customer inquiry
GEAR / CONNECTED WORKFLOWCapture, qualify & route
Approved rules · AI where useful · Human review
03 / THE NEXT STEPA clear next conversation
Connect your website, CRM, calendar, and approved follow-up.
Illustrative workflowBuilt around your tools
Connect the work across your business.
Each workflow has a purpose, an owner, and a way to check the result. Integrations are confirmed against your software, access, and subscription limits.
Sales & customer follow-up
Keep the next step visible from the first conversation to handoff.
- Lead routing and qualification workflows
- Appointment booking and approved reminders
- Proposal preparation and review steps
- Pipeline alerts, CRM updates, and sales reports
Billing & collections workflows
Reduce the manual steps between completed work and a payment update.
- Draft invoices from approved records
- Payment links through your payment provider
- Agreed invoice reminders and status updates
- Exceptions and disputes routed to your team
Bookkeeping administration
Organize the records your bookkeeper needs to do accurate work.
- Receipt and document collection
- Data transfer between approved systems
- Suggested categories for human review
- Reconciliation queues and monthly reporting
Operations & reporting
Connect the daily handoffs that otherwise live in inboxes and spreadsheets.
- Customer onboarding and task assignment
- Document approvals and recurring checklists
- Management dashboards and exception alerts
- Permissions, audit records, and clear ownership
Connected tools & integrations
Build around useful tools you already have, with a clear reason for anything new.
- Email, calendar, CRM, and accounting connections
- API and webhook integrations where available
- Data mapping and migration planning
- Retry, failure notification, and recovery workflows
What this can look like / Illustrative example
An inquiry becomes an organized sales opportunity.
Illustrative workflow for a service business. Messages, timing, and qualification rules are agreed before launch.
- 01Capture the inquiry
- 02Check and update CRM
- 03Route or book a meeting
- 04Prepare approved follow-up
- 05Track the next action
A concrete engagement
Know what
you are getting.
We agree deliverables, ownership, access, acceptance criteria, and fees before implementation. Provider subscriptions and usage charges are identified separately.
Define your first scope- 01Workflow map and integration scope
- 02Configured automation with review and exception steps
- 03Test evidence, documentation, and team training
- 04Optional ongoing monitoring and improvement plan
Make the value measurable
Define the baseline.
Review the result.
Choose measures that fit the workflow. Track the effort, quality, cost, and outcome together.
Response & follow-through
Measure response time, assigned leads, and completed follow-ups.
Time & accuracy
Compare handling time, duplicate work, and correction rates.
Commercial impact
Track qualified meetings or conversion where data supports it, alongside implementation and operating costs.
Examples describe possible scopes, not completed client results. Outcomes depend on implementation, adoption, data, and business conditions.
The practical details
Clear answers
before you commit.
Tell us which tools you use, what is slowing you down, and what success would mean.
Book a free discovery callCan GEAR build the system and keep it running?
Yes. Implementation and ongoing support are separate, clearly defined scopes. A managed plan can include checks, issue handling, maintenance, reporting, and an agreed improvement backlog.
Is bookkeeping automation an accounting service?
The offer is workflow and software implementation. Your authorized bookkeeper or accountant remains responsible for classifications, reconciliation approval, financial statements, and tax decisions. Accounting or tax advisory services are not included.
Will this increase sales or guarantee ROI?
The goal is to remove friction and improve follow-through, with measures agreed before launch. Revenue depends on your offer, demand, sales execution, and adoption as well as the system. GEAR does not guarantee sales, savings, or a return.
A good place to start
One conversation.
A clearer next step.
Starting something new or improving what already works? Let’s identify the next useful system for your business.