Automation Solutions — TVG IT Solutions

Problem

Client Onboarding Takes Too Long

New clients wait days for welcome emails, contracts, project setup, and access to portals. Your team manually does all of it — every time.

Result: Client onboarded in under 5 minutes with zero manual steps — from contract signed to project running automatically.

What we build:

✔ Contract signing triggers automated welcome email
✔ Project auto-created in Monday.com / Notion
✔ Slack channel + kickoff booking link sent instantly
✔ Invoice scheduled automatically in accounting tool

Make.com · PandaDoc · Monday.com · Slack · Calendly

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Problem

Leads Fall Through the Sales Pipeline

Leads come in but slow follow-up, missed touchpoints, and manual CRM updates mean deals get lost and revenue left on the table.

Result: Every lead is followed up within minutes, nurtured automatically, and tracked in the CRM with zero manual input from your team.

What we build:

✔ Instant lead capture into CRM with enrichment
✔ Automated email + SMS follow-up sequences
✔ Lead scoring and rep assignment rules
✔ Deal stage triggers for tasks and reminders

HubSpot · GoHighLevel · Make.com · Twilio · Clearbit

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Problem

Proposals Take Hours to Create

Every proposal starts from scratch. Your team spends hours writing, formatting, and chasing signatures — for deals that aren't even won yet.

Result: Proposals generated in seconds from CRM data, sent automatically, and signed electronically — with follow-ups triggered on open events.

What we build:

✔ CRM deal triggers proposal generation automatically
✔ Custom templates populated with deal data
✔ e-Signature sent and tracked automatically
✔ Follow-up emails triggered by document open events

HubSpot · PandaDoc · Make.com · DocuSign

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Problem

Reporting Takes Half a Day Every Week

Your team manually pulls data from five platforms every Monday, pastes it into spreadsheets, and sends reports that are already out of date by the time they're read.

Result: Live dashboards updated automatically with data from every source — reports emailed to stakeholders on a schedule, zero manual effort.

What we build:

✔ Automated data pulls from CRM, ads, and analytics
✔ Live Google Data Studio or Notion dashboard
✔ Weekly email digest generated and sent automatically
✔ Alert triggers when KPIs fall outside thresholds

Make.com · Google Sheets · Data Studio · HubSpot · Meta Ads

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Problem

Operations Are Slowed by Manual Handoffs

Tasks get stuck waiting for approvals or assignments. Team members don't know what to work on next and managers spend time chasing updates instead of doing work.

Result: Automated task assignment, status updates, and escalation rules — your operations run on autopilot between milestones.

What we build:

✔ Event-based task creation and assignment
✔ Slack or email notifications at each handoff point
✔ Escalation triggers for overdue tasks
✔ Status sync between PM tool, CRM, and Slack

Monday.com · Make.com · Slack · Asana · HubSpot

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