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About SMB Ops - Workflow Automation

At SMB Ops, we help small and mid-sized businesses run smarter by automating the busywork that slows growth. Our focus is simple: design and manage workflows that give owners back their time while improving accuracy, speed, and customer experience. Why it matters: Studies show 89% of small businesses now use some form of AI or automation, and companies that adopt automation see an average of $5.44 return for every $1 invested. For SMB owners juggling sales, operations, and admin, this shift is no longer optional — it’s the new baseline for efficiency and growth. What we do: • Automate invoicing, payments, and reporting to keep cash flow healthy. • Build AI-powered sales and marketing workflows that qualify leads, send personalized follow-ups, and boost conversion rates. • Connect tools like QuickBooks, Jobber, Stripe, Airtable, and Google Workspace into one seamless system. • Design dashboards that give real-time visibility into KPIs and savings. • Provide ongoing automation management and documentation so your team always stays in sync. Our edge: We don’t just “set up zaps.” We combine low-code platforms with AI and process design to create sustainable, documented systems tailored to your business. Think of us as a fractional operations team — giving you enterprise-level automation without enterprise-level cost. Whether you run a home services company, med spa, law firm, or retail operation, SMB Ops is here to streamline your workflows, reduce overhead, and help you grow with confidence.

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