Lead & contact routing
Auto-route incoming leads to the right rep based on size, source, location. Sync to your CRM with enrichment.
Process automation
Stop doing the same work twice.
We build the boring automations that save your team 10+ hours a week — lead routing, invoice generation, data syncing, reporting, onboarding. Set once, runs forever.
- Connect any tool you use
- Custom logic, not just templates
- Error monitoring & alerts
- ROI typically <3 months
What's included.
AI-powered workflows
Use LLMs to triage emails, summarize calls, draft proposals, extract data from documents.
Document automation
Generate invoices, contracts, reports from templates. Auto-send for signature. File in the right folders.
Onboarding flows
New customer signs up → Slack alert, welcome email, calendar invite, account provisioning, task created. All hands-free.
Integration glue
Connect tools that don't talk to each other natively. We build the missing pipes.
Reporting & dashboards
Daily/weekly reports auto-emailed to your inbox. KPI dashboards refreshed in real-time.
Questions, answered.
Can't find what you need? Email shaun@phantomconsulting.net.
What tools do you support?+
Anything with an API: HubSpot, Salesforce, Stripe, QuickBooks, Slack, Notion, Airtable, Google Workspace, Microsoft 365, and 1000+ more. If it doesn't have an API, we can often build a bridge.
How much does this cost?+
Simple automations start at $1,200. Multi-step workflows with custom logic typically run $3,500–$8,000. Complex integrations with monitoring & retry logic: $10,000+.
What's the ROI?+
Typical projects pay back in 6–12 weeks. A workflow that saves your team 5 hours/week at $50/hr fully-loaded is $13,000/year recovered.
Let's find your biggest time-suck.
Free 30-minute audit. We'll map your top 3 repetitive workflows and tell you exactly what to automate first.
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