Hand one repetitive job to a system.
The Workflow Fix is Southbeam's one-job automation for small businesses in Tampa Bay that takes a task your staff does by hand, like intake forms, appointment confirmations or quote paperwork, and sets it up to run on its own. We start with the one that eats the most hours, using the tools you already have.
Starting offers from $750. Managed plans from $750 a month, plus ad spend. Month to month.
Jobs the Workflow Fix can take over
Look for the work someone on your team retypes, copies or chases every day. For example:
- 1A new customer fills out one intake form, and the answers land in your customer list and job file without anyone retyping them
- 2Booking an appointment sends the confirmation and reminders on its own, so the office stops making confirmation calls
- 3Details from the site visit fill in your quote template, so the office checks the numbers and sends it
- 4Another job you name, like filing job photos to the right customer or sending new clients a welcome message
Why we fix one job at a time
A single job is small enough for your team to watch it run and check the results. Once it runs cleanly, you can pick the next one or stop there.
What the Workflow Fix works with
We build on the calendar, booking tool, phone number and forms you already use, and the results land in your customer list. When a step needs judgment, like approving a price, the system sends it to a person on your team.
Everything is set up in your name from day one and stays yours.
- 1
Pick the job
On the free call we find the repetitive job that costs your team the most hours.
- 2
Map it
We walk through it with whoever does it today and write down each step, including the odd cases.
- 3
Build and test
We set it up on your tools and run it alongside your team until it matches how they work.
- 4
Hand it off
The job runs on its own. Anything that needs a decision goes to a person, and on a managed plan we update it when the job changes.
Find the job that eats your team's week.
Book a free 20-minute growth plan call. We'll find the repetitive job costing you the most hours, and the written plan is yours whether you hire us or not.
How much does a Workflow Fix cost?
Starting offers, including the Workflow Fix, begin at $750. You get an exact number on the free call once we know which job it is.
Do I need to buy new software?
We start with the tools you already use. If a job can't be done without something new, we tell you on the free call, before you pay anything.
What if our process is messy?
We map it with your team first and sort out the messy parts before we build. If a job isn't ready to hand off, we tell you.
Do I have to sign a contract?
No. Every plan is month to month, with no long-term contract.
What do you need from me?
Time with the person who does the job today, access to the tools it touches, and your OK on the final steps before it goes live.
Can you automate more than one job?
Yes, one at a time. Once the first one runs cleanly, we can take the next, or fold it into a managed plan from $750 a month.
