Do More With Less
Recapture Your Leaked Revenue
I build "Digital Employees" for busy businesses. Stop losing high-ticket leads to voicemail and slow follow-ups with automated intake, quoting, and scheduling
Stop losing leads, wasting time, and juggling multiple tools
"I’m copying the same info into three different tools every week. There has to be a better way."
“Everything feels reactive. Nothing feels streamlined. I feel like I can't get ahead, and things could be a lot more efficient.”
“It takes longer than I think it should to quote people and close the deal. This can be so frustrating.”
We design smart, simple AI-powered automations that plug into your existing tools and start working immediately. We'll streamline your operations, eliminate waste, and help you scale all without additional headcount.
Home Services
Emergency calls hitting voicemail after 5:00 PM.
Plumbers
HVAC
Roofers
Electricians
Cleaning Services
Pest Control
And More
24/7 Lead Catch & Dispatch
Professional Services
Hours of back-and-forth emails just to qualify a lead.
Personal Care Services
Event Venues
Law Firms
Retail Services
Real estate
And more
Automated Triage & Instant Quoting
Automations + AI
Our solutions are designed to meet you where you are. Whether you're just starting to connect your tools or looking to overhaul clunky processes. We’re not just about quick fixes; we build systems that fit your team.
And More...
Standard Packages
Whether you want individul automations or a full system overhaul, we’ve got you. All monthly packages include 1:1 support, strategy sessions, and clear documentation. No tech headaches, no robotic service.
LeadLock Audit
$1,250
A deep-dive diagnostic of your current sales funnel to find where revenue is falling off.
15-minute consultation
Stress-test of all intake methods
Blueprint of all leaks in the intake process
LeadLock System (Setup)
$5,000
Your automation operations partner — a fully managed system.
Custom-built Digital Employees:
The Prospector
The Closer
The Supporter
Customized for your workflow
Strategic roadmap
LeadLock Managed (Maintenance)
$1,500/month
Continuous Optimization. Requires Automate Pro Setup.
Weekly performance reporting
Logic updates
System scaling to ensure efficient lead capture
Custom Automations
If your needs aren't covered with the standard packages, we can create custom automations that are tailored to your operation or workflow.
Who I Am
I’m Will, an operations strategist and process optimizer with years of experience helping industrial clients optimize strategies, align processes, and streamline offerings.My background combines marketing, project management, and automation, and I founded Automate Shift to help people like you reclaim your time, focus, and sanity without getting overwhelmed by dashboards.- Sales, operations, and customer service automation
- Integrations: Airtable, Make, Zapier, CRMs, and industry systems
- Flow design, reporting, and lead tracking
- Building internal mini-apps and dashboards
- Process optimization and operational time reduction
- Real-world experience with industrial and service businesses
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Scale Your Clients, Not Your Workload
Become a Growth Partner and give your clients access to the "Revenue Recovery" systems they need to make your services even more effective. Your expertise drives demand. Our system makes sure none of it slips through the cracks — so your clients win bigger, and invest more back into you.
Automate Shift’s Three-Agent Intake Engine. We handle the 24/7 quoting, scheduling, and triage so your work yields a higher ROI.
The Three Agent Flow
$500 Success Fee for every implemented system + Reciprocal Referrals.