Strata transforms your business operations through intelligent process automation, eliminating manual work so your team can focus on growing revenue and serving customers.

How Automation Helps

Most small businesses lose 20-30 hours per week on manual, repetitive tasks that drain productivity and limit growth. We audit your current workflows and implement intelligent automation solutions that eliminate busywork, reduce errors, and accelerate your business processes—giving you a competitive edge while cutting operational costs.

Teams Benefiting From Our Automation

Sales Team Automation

New Lead Follow-Up

Before:

Sales rep manually processes website forms, enters leads into CRM, sends welcome emails, and schedules follow-ups. 15 minutes per lead means fewer prospects contacted and slower response times hurt conversion rates.

After:

Leads are instantly captured, enriched with company data, and entered into personalized nurture sequences. Sales reps get qualified lead summaries in 30 seconds, enabling immediate high-value conversations that close more deals.

Quote Follow-Up

Before:

Sales reps manually track quote deadlines and send follow-ups, often missing opportunities. Delayed or forgotten follow-ups mean losing deals to competitors and revenue slipping through the cracks.

After:

Intelligent follow-up sequences keep prospects engaged with timely reminders. Real-time engagement tracking shows when prospects view quotes, enabling sales reps to call at the perfect moment and close more deals faster.

HR & Admin Automation

Employee Onboarding

Before:

HR spends 3-4 hours per new hire on manual setup tasks. Inconsistent onboarding experiences delay productivity, and new employees often feel disconnected during their critical first weeks.

After:

Streamlined onboarding sequences ensure every new hire gets a consistent, professional experience. Automated workflows accelerate time-to-productivity while freeing HR to focus on strategic talent initiatives that drive business growth.

Time Off Management

Before:

Manual time-off processes create administrative bottlenecks, lost requests, and coverage gaps that disrupt operations. Managers waste time coordinating schedules instead of leading their teams.

After:

Intelligent time-off workflows ensure proper coverage while eliminating administrative overhead. Managers get instant visibility into team availability, enabling better planning and uninterrupted business operations.

Expense Tracking

Before:

Monthly expense reports burden employees and delay reimbursements, hurting morale. Manual data entry creates errors and consumes valuable accounting time that could be spent on strategic financial analysis.

After:

Real-time expense capture eliminates paperwork and accelerates reimbursements to 24 hours. Automatic data extraction ensures accuracy while freeing accounting to focus on insights that improve profitability and cash flow.

Operations Automation

Invoice Reconciliation

Before:

Manual invoice processing creates payment delays, vendor relationship strain, and cash flow blind spots. Hours spent on reconciliation prevent strategic financial planning and cost optimization.

After:

Automated reconciliation ensures timely payments and stronger vendor relationships while providing real-time cash flow visibility. Finance teams can focus on strategic initiatives like cost reduction and growth investments.

Customer Support Routing

Before:

Poor support routing leads to frustrated customers, missed urgent issues, and inconsistent service quality that damages your reputation and drives customer churn.

After:

Intelligent routing ensures customers reach the right expert immediately, urgent issues get priority treatment, and consistent service quality builds loyalty while reducing support costs per case.

Cash Flow Reporting

Before:

Manual reporting creates delayed visibility into cash flow problems, leading to rushed decisions and missed opportunities. Business owners waste strategic time on data compilation instead of growth planning.

After:

Real-time financial dashboards provide instant visibility into cash flow trends and projections. Business owners make informed decisions faster and spend their time on strategic initiatives that drive sustainable growth.

Marketing Automation

Email Campaign Management

Before:

Manual campaign management limits frequency and personalization, reducing conversion rates. Marketing teams spend more time on logistics than strategy, missing opportunities to nurture prospects effectively.

After:

Intelligent email sequences deliver personalized content at scale, increasing engagement and conversions. Marketing teams focus on creative strategy and optimization, driving higher ROI from every campaign.

Social Media Management

Before:

Inconsistent posting and delayed responses hurt brand engagement and social media reach. Manual management across platforms consumes hours while missing optimal posting times and trending opportunities.

After:

Consistent, strategically-timed content builds stronger brand presence and audience engagement. Automated responses and unified analytics enable data-driven social strategies that amplify reach and drive business results.

Customer Service Automation

Support Ticket Management

Before:

Inconsistent response times and manual routing frustrate customers and damage retention rates. Support agents spend time on administrative tasks instead of solving problems that build customer loyalty.

After:

Intelligent ticket routing ensures consistent, fast responses that exceed customer expectations. Support teams focus on complex problem-solving and relationship building, driving higher satisfaction and retention rates.

Customer Feedback Collection

Before:

Delayed feedback collection misses opportunities to address issues before customers churn. Quarterly analysis means problems persist for months, damaging customer relationships and business reputation.

After:

Real-time feedback collection enables immediate issue resolution, turning potential detractors into promoters. Continuous insights drive service improvements that increase customer lifetime value and referral rates.

More Automation Examples

Compliance & Legal

Before:

Missed compliance deadlines create legal exposure and financial penalties that threaten business stability. Manual tracking means legal teams react to problems instead of preventing them strategically.

After:

Proactive compliance monitoring eliminates legal risks and costly penalties while ensuring business continuity. Legal teams focus on strategic initiatives that protect and enable business growth rather than administrative tracking.

Facilities & Maintenance

Before:

Reactive maintenance leads to unexpected equipment failures, costly emergency repairs, and business disruptions that damage productivity and customer service quality.

After:

Predictive maintenance prevents costly breakdowns and extends equipment life while ensuring consistent operations. Facilities teams maintain optimal working environments that support productivity and business growth.

Typical Results

20-30 Hours

Saved per week per team

50-80% Faster

Processing time for routine tasks

90% Fewer

Manual errors and missed follow-ups

2-4 Months

Typical payback period on automation investment

Ready to Transform Your Business Operations?

Schedule a free, in-person consultation with our founder. We'll audit your current workflows and create a custom automation roadmap showing exactly how to reclaim valuable time every week while reducing costs and accelerating growth.

Schedule Free Strategic Consultation