Stop Doing Work Your Software Should Handle For You
Spreadsheets. Data Entry. Follow-up emails. Compliance Reports.
Your team spends hours each week on tasks that could
run automatically — while the work that actually grows your business waits.
The Hidden Cost of Manual Work
Every hour your team spends copying data between systems, generating reports by hand, or tracking tasks in spreadsheets is an hour they're not serving clients or moving your business forward.
The real cost isn't just time—it's:
Missed Opportunities
When follow-ups slip through the cracks
Inconsistent Processes
That depend on who remembers what
Team Burnout
From work stretched too thin doing pointless tasks
Most small businesses don’t need “digital transformation.” You need your existing systems to talk to each other and handle the repetitive stuff automatically.
What Business Workflow Automation Actually Means
Think of workflow automation as building a smart assistant that never sleeps, never forgets, and never complains.
Here's what it looks like in practice:
Instead of:
Manually entering new leads into your CRM from email
You get:
Information flowing seamlessly between platforms without human intervention
Instead of:
Copy-pasting data between your scheduling tool and billing system
You get:
Information flowing seamlessly between platforms without human intervention
Instead of:
Sending follow-up reminders by hand
You get:
Automated sequences triggered by specific actions or timeframes
It’s not about replacing your team. It’s about freeing them from robotic work so they can focus on judgment, relationships, and strategy—the things humans do best.
Systems That Work While You Sleep
Custom automation eliminates the manual processes that bog down small and medium-sized businesses—without enterprise complexity or cost.
Connects Your Tools
CRM, email, scheduling, accounting, project management work together
Handles Repetitive Tasks
Based on triggers you define, automatically completing routine work
Works in Background
Running 24/7 so you don't have to think about it
Scales With You
Growing with your business without adding headcount
You don’t need a massive tech overhaul. Most automation builds on what you already use—it just makes those tools work together intelligently.
Why Work With Me
I’m Michael Toback, and I’ve spent over 40 years building software solutions for problems most consultants never encounter.
Why this breadth matters: Business problems rarely fit into neat categories. A financial advisor’s workflow challenges aren’t identical to an insurance agency’s—but the underlying patterns are remarkably similar. Data moving between systems. Compliance requirements. Client communication workflows.
Is This Right for Your Business?
A small to mid-sized business (1-50 employees)
Already using multiple software tools that don't talk to each other
Spending significant time on repetitive administrative tasks
Experiencing errors or delays because processes depend on manual steps
Growing—and worried your current systems won't scale
Common scenarios I help solve:
Follow-up sequences and client communication
Data synchronization between platforms
Task assignment and project tracking
If you're wondering whether your business could benefit, ask yourself: What tasks do we do every week that follow the same pattern? That's where automation starts.
Real-World Workflow Strategies
I share practical approaches for <a href=”https://michaelitoback.com”>automating common business workflows</a> —no fluff, no generic advice. Each article tackles specific challenges small businesses face and walks through actionable solutions.
Whether you’re just exploring automation or ready to implement, you’ll find insights that apply to your Business
Let's Build Something That Actually Works
Ready to stop doing work your software should handle? Let’s talk about your current workflows and where automation could make the biggest impact.
Or just stay in touch: