Automation Services

Operations that scale.

Orange County Design engineers bespoke n8n workflows and seamless API integrations — turning manual bottlenecks into silent, high-velocity systems built around the tools already in use.

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Automation architecture diagram showing data flows between cloud nodes and servers

The work

Most automation work is plumbing.

A form on the site needs to talk to a CRM. The CRM needs to text a sales rep. The rep needs a calendar link in the same message. The whole chain needs to log somewhere so nobody loses a lead at 11pm on a Friday.

None of it is glamorous. All of it costs hours every week when it's missing.

Orange County Design builds that plumbing. On the tools already in use. With documentation a future operations hire can actually read.

Tools used

The right tool depends on the build.

n8n for self-hosted control and complex branching. Zapier or Make for fast-to-deploy connectors. Airtable for the data layer. Twilio for SMS. Whichever fits the project and the team running it.

n8nHubSpotZapierMakeAirtableTwilioGoogle WorkspaceSlack

Packaged systems

A few of the builds shipped most often.

Each is starting-at — final scope adjusts depending on integration count and edge cases.

Lead Alert Kit

Starting at $1,250

A lead fills out the form. The CRM creates the record. The sales rep gets a text inside two minutes. The whole chain logs to a sheet so nobody loses a lead at 11pm on a Friday. Most setups take a week; most cost recovery happens the month it ships.

Form-to-notification workflow (Slack or email)
CRM integration (HubSpot, Pipedrive, or similar)
Lead deduplication + basic enrichment
One round of tuning based on real leads
Documentation + handoff

Timeline confirmed at scoping

Lead Router

Starting at $1,750

Round-robin + rules. For teams with more than one rep. Inbound leads land in a queue, get assigned by territory, vertical, or deal size, and route to the right person automatically. Includes a fairness audit so leads don't pile up on one rep.

Routing rules per territory / product / business size
Round-robin or skill-based assignment
SLA escalation (auto-reassign if not touched in X hours)
Slack + email + CRM sync
Documentation + handoff

Timeline confirmed at scoping

Quote-to-Cash

Starting at $3,500

Proposal accepted in the CRM → invoice generated → payment tracked → CRM record updated → revenue logged → finance sees it same-day. Closes the gap most ops teams patch with a weekly spreadsheet.

Quote generation from CRM opportunity data
E-signature integration (DocuSign, HelloSign, PandaDoc)
Auto-invoice on close (QuickBooks, Xero, or Stripe)
Pipeline dashboard with stage-time tracking
Documentation + handoff

Timeline confirmed at scoping

Pipeline Warmer

Starting at $3,900

Multi-step nurture with engagement scoring. Drip campaigns that adjust based on behavior. Opens, clicks, replies, and site visits feed a score. Hot leads bubble up to a rep. Cold leads drop into a re-engagement track.

Multi-touch sequence (email + LinkedIn + phone triggers)
Personalization tokens from CRM + enrichment data
Engagement-based branching (auto-remove on reply or opt-out)
Warm-lead alert to sales on engagement threshold
One round of sequence tuning based on performance

Timeline confirmed at scoping · 30–60 day warm-up cycle

Every automation build

The essentials ship with every project.

Stack audit

Free on the discovery call. Often surfaces 2–3 quick wins before anything gets billed.

Sandbox build

Built and tested in isolation — no breaking production while iterating.

Documentation

Architecture diagram, runbook, and access notes handed over at completion. A future operations hire can read it.

Post-launch tweaks

Issues found after launch are on Orange County Design, not on the client, through the included post-launch support window.

How it works

From audit call to production cutover.

Audit call

Surface the obvious pain points and identify the biggest-impact build first. No charge.

Scope & proposal

Confirm the build, integrations, and edge cases, then agree on a fixed scope and price before any paid work begins.

Sandbox build

Typically 1–3 weeks depending on scope. Weekly check-ins and working previews throughout.

Production cutover

Staged switch with monitoring. No big-bang launches.

Handoff

Documentation handed over, with a post-launch support window included. The team can run it independently from there.

Advisory + time-boxed work

Not every engagement is a fixed build.

For audits, architecture reviews, and time-boxed consulting, the rate is $225/hr. Advisory sessions and audits can be booked as a block — see the pricing panel below.

Self-serve

Lock in scope and get on the calendar.

All four packaged systems accept intake online. Anything bigger — custom stack design, sales-ops overhaul, or quote-gated scope — stays on the contact form.

Self-serve checkout

Pay by card · receipt emailed instantly

Lock in scope and get on the build calendar. Anything bigger stays on the contact form below.

Lead Alert Kit
Lead Router
Quote-to-Cash
Pipeline Warmer
Advisory Block — 4 hours
Advisory Session, 1 hour

Ready to remove the manual work?

Start with the audit call — free, no commitment, and usually surfaces at least two quick wins before anything gets scoped.

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