BrandCurb builds custom business workflow automation for small businesses and growth-stage companies. Our workflow automation service connects your existing tools, eliminates manual repetitive tasks, and saves small business teams an average of 14 hours per week. We automate lead follow-up, appointment scheduling, invoicing, customer onboarding, CRM data entry, and internal team handoffs. Based in Toronto, Ontario, Canada. Serving clients worldwide. Workflow automation projects start from $1,500 CAD and are typically live in two weeks.
Workflow Automation for Small Businesses
Stop Doing the Same Tasks Over and Over.
Custom Workflow Automation Built Around Your Business
If your team is sending the same follow-up emails, chasing the same invoices, and doing the same data entry every single week, that is not a people problem. It is a systems problem. We fix it by building automations that handle those tasks for you, connected directly to the tools you already use.
Live in as little as 5 business days
Connects to tools you already use
No technical team required
Example: Lead follow-up automation running right now
Lead submits contact form on your website
0 min
Personalized confirmation email sent automatically
1 min
Lead added to CRM and tagged by service interest
1 min
Follow-up email sent if no reply received
24 hrs
Second follow-up with case study or testimonial
3 days
Sales team notified if lead still unresponsive
7 days
Your team did none of this manually. Every step ran automatically.
< 2 Weeks
Average time from call to live deployment
14+ hrs
Average hours saved per week by clients
PIPEDA
Compliant and secure by design
The real cost of manual work
Manual tasks cost more than you think
The problem is not that your team is slow. It is that they are spending hours on tasks that a well-built system could handle in seconds.
14 hrs
Average hours per week our clients reclaim after their first automation
40%
Reduction in no-show rates with automated appointment reminders
5 days
Typical time from discovery call to first automation going live
3x
More likely to close a lead when follow-up happens within 5 minutes
"We follow up with leads when we remember to."
Speed to lead is the single biggest variable in conversion rate. A lead that gets a response within 5 minutes is 21 times more likely to convert than one that waits 30 minutes. Automation eliminates the memory requirement entirely.
"Our invoices are sent whenever someone has time."
Late invoicing directly delays cash flow. Automated invoice delivery and payment reminders ensure every completed job is billed immediately and followed up on a consistent schedule, without anyone on your team tracking it.
"We manually update our CRM at the end of the week."
When CRM updates are manual, they are incomplete, delayed, or skipped entirely. Automation keeps your contact records current in real time, which means your reporting is accurate and no opportunity gets lost in the gaps.
"Onboarding new clients takes us a full day of back-and-forth."
Most client onboarding involves collecting the same documents and information every time. An automated onboarding sequence handles all of it, delivers a better first impression, and frees your team for the work only a human can do.
What we automate
The most common workflows we automate for small businesses
These are the eight workflows that consistently deliver the fastest return for small business clients. Most businesses start with one or two and add more over time.
Lead follow-up and nurture sequences
Automatically send personalized follow-up emails when a lead fills out a form, books a call, or goes quiet after an initial conversation. No lead falls through the cracks.
Appointment scheduling and reminders
Let customers book, reschedule, and confirm appointments without back-and-forth email. Automated reminders reduce no-shows by up to 40%.
Invoice creation and payment follow-up
Generate invoices automatically when a job is completed and send escalating payment reminders on a schedule you control, without anyone on your team lifting a finger.
Customer onboarding sequences
New client? Automatically send welcome emails, collect required information, share onboarding documents, and check in at set intervals without manual effort.
CRM and data entry automation
Automatically log calls, update contact records, and move deals through your pipeline based on real activity instead of relying on your team to remember to do it.
Review and feedback collection
Trigger review requests at the right moment after a purchase or service completion. Route negative feedback internally before it becomes a public complaint.
Internal team notifications and handoffs
Automatically notify the right person when a task is ready, a deadline is approaching, or a customer needs attention without anyone monitoring a shared inbox.
Reporting and performance summaries
Get automated weekly or monthly reports delivered to your inbox summarizing sales activity, outstanding invoices, new leads, and team output without pulling data manually.
Workflow automation by industry
Every business is different. Here are the specific automations we build most often for each of the industries we serve.
Retail and E-Commerce
Abandoned cart recovery email sequences
Post-purchase review requests timed to delivery
Low-inventory alerts routed to purchasing
Automated returns and exchange processing
Professional Services
Lead qualification and discovery call booking
Automated proposal follow-up sequences
Client check-in emails at project milestones
Monthly retainer invoice generation
Healthcare and Wellness
Appointment reminder and rescheduling flows
Post-visit follow-up and satisfaction surveys
Referral thank-you and tracking workflows
Intake form collection and routing
Real Estate
New listing inquiry auto-response and qualification
Drip sequences for buyers not yet ready to move
Closing checklist and document collection flows
Past client annual check-in sequences
Hospitality and Food
Reservation confirmation and pre-visit reminders
Post-visit review request triggers
VIP guest recognition and loyalty workflows
Catering inquiry auto-response and follow-up
Trades and Home Services
Quote follow-up sequences at 24h, 72h, and 7 days
Job completion confirmation and invoice delivery
Seasonal re-engagement campaigns for past clients
Technician dispatch notifications and confirmations
Do not see your industry? Book a free call - we work across most sectors.
The process
How we build and deploy your workflow automation
From your first call to a live automation in as little as five business days. Here is exactly how it works.
Day 1
Discovery call - we map the workflow
We spend 30 to 60 minutes understanding the exact workflow you want to automate: what triggers it, what steps are involved, which tools are in the chain, and what the ideal outcome looks like. No prep needed on your end.
Day 2 to 3
We design the automation logic
We map out the full automation flow in plain language and send it to you for review. You confirm the logic is right before we write a single line of code or build a single integration. Changes at this stage cost nothing.
Day 3 to 5
We build and connect everything
Our team builds the automation and connects it to your existing tools. We handle all integrations, authentication, and data mapping. You do not need to install anything or do any technical setup yourself.
Day 5 to 7
Testing, refinement, and go-live
We run the automation through a full test cycle using real or simulated data, fix any edge cases, and present it to you for final approval. Once you confirm everything looks right, it goes live.
Ongoing
30-day support window and optional maintenance
Every project includes 30 days of post-launch support for adjustments and fixes at no extra charge. After that, we offer monthly maintenance plans for ongoing monitoring, updates, and new workflow additions.
We work with the tools you already use
You do not need to switch platforms or learn new software. We build automations that plug directly into your existing stack.
Email and Communication
Gmail, Outlook, Slack, Twilio SMS
CRM and Sales
HubSpot, Salesforce, Pipedrive, Zoho
Scheduling
Calendly, Acuity, Google Calendar, Outlook Calendar
Accounting
QuickBooks, Xero, FreshBooks, Wave
E-Commerce
Shopify, WooCommerce, BigCommerce, Etsy
Forms and Data
Typeform, JotForm, Google Forms, Airtable
Project Management
Asana, Monday.com, Notion, Trello
Website Platforms
WordPress, Webflow, Squarespace, Wix
Using something not listed here? Ask us - we integrate with thousands of tools.
Pricing
Fixed-price projects. No hourly billing.
Every workflow automation project starts with a free discovery call where we scope the work. You receive a fixed-price quote before anything begins - no hourly rates, no scope creep, no surprises.
Most single-workflow automations are priced between $1,500 and $2,500 CAD. Multi-workflow packages start at $3,000 CAD and scale with complexity.
Optional monthly maintenance plans are available starting at $299 CAD per month for monitoring, updates, and ongoing additions.
Every project includes a 30-day post-launch support window at no extra charge. If something breaks or needs adjusting in the first month, we fix it.
Single Workflow
One automation, one problem solved
From $1,500 CAD
Discovery call and workflow mapping
One fully built and tested automation
Integration with up to 3 existing tools
Plain-language documentation
30-day post-launch support
Workflow Bundle
Three to five connected automations
From $3,000 CAD
Full workflow audit across your operations
Three to five automations built and deployed
Integration with up to 8 existing tools
Team walkthrough and documentation
30-day post-launch support
Ongoing Automation
Continuous automation and maintenance
From $299 CAD / month
Monthly automation additions or refinements
Performance monitoring and error alerts
Priority support and fix turnaround
Quarterly workflow review call
All prices in CAD. Final quote confirmed after the free discovery call.
Questions about workflow automation
Straight answers to what small business owners ask before getting started.
Business workflow automation uses software to perform repetitive, rule-based tasks automatically without a human doing them manually each time. Examples include sending a follow-up email when a form is submitted, creating an invoice when a job is marked complete, or notifying a team member when a lead reaches a certain stage. At BrandCurb, we build custom automation workflows that connect your existing tools and eliminate the manual steps your team currently handles by hand.
Business workflow automation uses software to perform repetitive, rule-based tasks automatically without a human doing them manually each time. Examples include sending a follow-up email when a form is submitted, creating an invoice when a job is marked complete, or notifying a team member when a lead reaches a certain stage. At BrandCurb, we build custom automation workflows that connect your existing tools and eliminate the manual steps your team currently handles by hand.
We build custom automations using a combination of purpose-built AI systems, integration platforms, and the tools you already use including your CRM, email platform, calendar, accounting software, and website. We do not lock you into proprietary software. The workflows we build connect your existing stack so you do not have to change how your business operates.
We build custom automations using a combination of purpose-built AI systems, integration platforms, and the tools you already use including your CRM, email platform, calendar, accounting software, and website. We do not lock you into proprietary software. The workflows we build connect your existing stack so you do not have to change how your business operates.
Workflow automation projects at BrandCurb typically start between $1,500 and $4,000 CAD depending on the number of workflows, the complexity of the integrations, and the tools involved. Every project starts with a free discovery call and a fixed-price quote. There are no hourly fees and no surprise charges.
Workflow automation projects at BrandCurb typically start between $1,500 and $4,000 CAD depending on the number of workflows, the complexity of the integrations, and the tools involved. Every project starts with a free discovery call and a fixed-price quote. There are no hourly fees and no surprise charges.
Most workflow automation projects are live within two weeks of the discovery call. Simple single-workflow automations can be deployed in as little as five business days. More complex multi-step workflows with multiple tool integrations typically take one to two weeks from approved scope to launch.
Most workflow automation projects are live within two weeks of the discovery call. Simple single-workflow automations can be deployed in as little as five business days. More complex multi-step workflows with multiple tool integrations typically take one to two weeks from approved scope to launch.
In almost every case, yes. We build automations that integrate with the tools your team already uses, including Gmail, Outlook, HubSpot, Salesforce, QuickBooks, Xero, Calendly, Shopify, WordPress, Slack, and dozens of others. If you are unsure whether your tools are compatible, mention them on your discovery call and we will confirm before any work begins.
In almost every case, yes. We build automations that integrate with the tools your team already uses, including Gmail, Outlook, HubSpot, Salesforce, QuickBooks, Xero, Calendly, Shopify, WordPress, Slack, and dozens of others. If you are unsure whether your tools are compatible, mention them on your discovery call and we will confirm before any work begins.
No. We build automations to run without any technical involvement from your team. After deployment, we provide plain-language documentation explaining how each automation works and what to do if something needs to change. We also offer optional monthly maintenance plans for teams that want ongoing support and monitoring.
No. We build automations to run without any technical involvement from your team. After deployment, we provide plain-language documentation explaining how each automation works and what to do if something needs to change. We also offer optional monthly maintenance plans for teams that want ongoing support and monitoring.
Every automation we build includes a testing phase before go-live and a 30-day support window after deployment for any adjustments. If you need changes after that period, we offer maintenance plans or handle updates on a straightforward fixed-fee basis. We do not leave you managing something you did not build.
Every automation we build includes a testing phase before go-live and a 30-day support window after deployment for any adjustments. If you need changes after that period, we offer maintenance plans or handle updates on a straightforward fixed-fee basis. We do not leave you managing something you did not build.
The best starting point is whichever task your team does most often that follows a predictable pattern. Common first automations for small businesses include lead follow-up emails, appointment reminders, invoice delivery, and customer onboarding sequences. If you are unsure, our free AI audit call will identify your top three automation opportunities based on your specific business.
The best starting point is whichever task your team does most often that follows a predictable pattern. Common first automations for small businesses include lead follow-up emails, appointment reminders, invoice delivery, and customer onboarding sequences. If you are unsure, our free AI audit call will identify your top three automation opportunities based on your specific business.
Ready to stop doing the same tasks every week?
Book a free 30-minute call. We will identify your top three automation opportunities and show you exactly what each one would look like and cost.
Free call. Fixed-price quote. No commitment required.