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Soch designs, builds, and maintains custom workflow automations for startups and SMBs that are losing time, money, and accuracy to manual operations. We don't just wire tools together we redesign the workflow first, then automate it. As growth partners already embedded in our clients' strategy and operations, we understand the business context before we write the first workflow. Every build comes with documentation, a handover walkthrough, and monitoring. More growth, less chaos.
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Founders, operations managers, and CTOs at scaling companies (10–200 employees) whose teams are losing hours every week to manual data entry, broken integrations, and tools that don't talk to each other. Ideal for teams that have outgrown basic automation setups, are scaling without wanting to scale headcount, or have tried a DIY tool that broke at scale and need a partner who understands the business not just the workflow.
- Losing leads because there's no automated routing or follow-up in place
- Spending 10+ hours per week copying data between your CRM, spreadsheets, and other tools
- Critical errors from manual processes wrong invoices, missed orders, duplicate records
- A Zapier or Make setup that broke and nobody knows how to fix itTeam members building reports by hand every week exporting CSVs, assembling decks
- CRM says one thing, billing says another no single source of truthWanting to scale operations but unable to without hiring more ops staff
- Workflow Audit & Redesign: Before building anything, we map your current processes, identify exactly where manual work is creating drag, and redesign the workflow so it's ready to automate not just patched.
- Tool & Integration Assessment: We evaluate your existing stack CRMs, project management tools, APIs, form builders, document tools and identify the cleanest, most maintainable integration path before touching a single trigger.Turning ideas into clear user stories, problem definitions, and acceptance criteria with a realistic delivery plan.
- Custom Automation Build: We build multi-step, conditional workflows that handle real business logic. Not basic two-step triggers proper branching, error handling, data transformation, and REST API calls where native connectors hit their limits
-Testing & Stabilisation: Every automation is stress-tested before handover. We simulate failure states, edge cases, and high-volume scenarios so nothing surprises you in production.
Documentation & Handover: Plain-English documentation, a Loom walkthrough, and a live handover session. Your team knows exactly what was built, how it works, and what to do if something changes.
-Workflow audit and process redesign documentation
-Mapped integration architecture across your existing tool stack
-Custom-built automation workflows with conditional logic and error handling
-REST API and webhook integrations where native connectors don't exist or hit limits
-Error monitoring and alerting configuration
-Plain-English workflow documentation and Loom walkthrough
-Live handover session with your ops or technical team
-Prioritised backlog of next automation opportunities
-10–40+ hours per week reclaimed in team capacity
-Manual errors eliminated from your most critical processes
-CRM, project management, billing, and communication tools in sync no more data inconsistencies
-Operational visibility your team has never had before
-A scalable ops foundation that grows with the business without growing headcount
-Every automation documented, monitored, and maintainable long after handover
Automate contact creation, updates, bounce detection, and stale record management. Your CRM stays clean and current without anyone manually touching it.
Automated lead assignment, nurture sequences, and follow-up triggers built so no lead falls through the cracks regardless of how it came in.
Auto-populate project templates, trigger task creation by event type, manage sponsor deliverables, and distribute post-event surveys — all from a single event trigger in your CRM.
Template-based contract and agreement generation with merge fields, e-signature workflows, auto-filing to the right folder, and renewal tracking with automated reminders at 60, 30, and 15 days.
Automated welcome sequences, resource access instructions, and onboarding task creation so every new client gets a consistent, professional experience without your team lifting a finger.
Replace manual CSV exports and weekly deck-building with automated reporting pipelines that surface the numbers your leadership needs, on schedule and without errors.
Connect your CRM, project management, billing, and communication tools into a single source of truth. No more reconciling conflicting records across platforms.
When native connectors don't exist or hit limits, we go direct REST API calls, webhook triggers, and custom data transformation built clean and documented for the long term.
Ongoing monitoring, error alerting, and proactive fixes on retainer. Automations break when tools update. We make sure yours keep running.
Your next 90 days don’t need to feel chaotic. Let’s shape a clearer path together.
"Working with Riz was steady and grounding. He brought care, professionalism, and calm focus to a demanding season. Grateful for what we built together and highly recommend him for reliable, clear operational support."
Pragmatic strategy, planning, and leadership support so the next 90 days actually move the business.
Clean processes, clear KPIs, and consistent delivery. We install the operating system your business runs on.
Discovery, roadmaps, and execution that move activation, retention, and revenue.