SBG / serviceAvailable across the United States and beyond

Zapier Automation Consulting

Remove repetitive handoffs without overengineering the operation.

01 / Who this is for

When this
work helps.

For small and mid-sized teams that need reliable, understandable cloud-tool automations without a full custom integration layer.

What is going wrong

A pile of unnamed Zaps creates duplicate records, accidental loops, and subscriptions nobody can safely cancel. Simplicity only works when ownership and data rules are clear.

How we would approach it

SBG audits existing Zaps, identifies the source event, defines duplicate protection and failure alerts, and consolidates automations into a maintainable operating map.

02 / What better looks like

The changes this work
should support.

01

Fewer repetitive tasks

We build toward this goal, but we do not pretend an agency can guarantee every business result.

02

Lower automation clutter

We build toward this goal, but we do not pretend an agency can guarantee every business result.

03

Clearer maintenance

We build toward this goal, but we do not pretend an agency can guarantee every business result.

03 / What we may build

The useful parts,
priced before we start.

Your project may need fewer pieces or more. These are the deliverables most often involved.

  1. 01

    Zap inventory and cleanup

  2. 02

    Workflow prioritization

  3. 03

    Zapier build and testing

  4. 04

    Duplicate and failure controls

  5. 05

    Owner documentation

04 / How we handle it

Plan it. Build it.
Make sure it works.

01

Agree on the job

We write down the goal, users, constraints, access, owner, and what a finished result must do.

02

Build a complete first version

The first release covers a real start-to-finish path, including errors, permissions, alerts, and the parts a person still owns.

03

Test and hand it over

We test what was agreed, document the important details, and make sure the right people have access.

05 / Real work only

No fictional
case studies.

We show real builds and label the relationship honestly. If a client has not approved private performance numbers, we show what shipped instead of inventing a result.

See the Nexara build ↗See the website + CRM build ↗

06 / Common questions

Before you
start.

What can Zapier Automation Consulting include?+

A project may include Zap inventory and cleanup, Workflow prioritization, Zapier build and testing, Duplicate and failure controls, Owner documentation. We confirm what is in, what is out, who owns each part, and the final price before work starts.

How long does Zapier Automation Consulting usually take?+

The usual window is 2–5 weeks. Access, integrations, approvals, migration volume, and testing can change that timing.

What does Zapier Automation Consulting cost?+

Custom work starts at $1,500. Software, ad spend, paid licenses, and other outside costs are listed separately.

Who is Zapier Automation Consulting designed for?+

For small and mid-sized teams that need reliable, understandable cloud-tool automations without a full custom integration layer.

Need this exact service?

Tell us what is going on.
We will price the right next step.

A clean Zapier setup for the workflows that benefit from speed and simplicity, with explicit limits where a different tool is the better choice.