Book a free audit.
Ship workflows that actually work.
- Reply in
- ≤ 1 business day
- Audit
- 30 min · free
- Quote
- fixed scope
Three steps. No pitch deck.
The free audit is the actual deliverable. The memo you walk away with is useful even if you never contact us again.
- 01
You send the brief
Tell us the one workflow that hurts. Three minutes, four fields, no discovery sprint.
- 02
30-minute screen-share
We watch you do the work live. Where does it break, where does it repeat, what does it cost.
- 03
2-page memo + fixed quote
A memo you can hand to anyone — where the leaks are, what an agent would own, what the build would cost. Whether or not you hire us after.
Field, clinic, office, floor — same operator, same process.
The audit works at every scale because the waste looks the same from the inside: a human pasting data between five tools at 11pm because nobody owns the seam. TouchFlow is built to see that pattern across one technician or a hundred reps.
HVAC & field service
Dispatch + job-status notes, invoice-dunning, parts reorder — the loop that eats the on-call tech.
Send a hvac brief →Dental & clinic
Recall cadences, insurance-verification handoffs, no-show recovery — the patient-side operations that swallow the front desk.
Send a dental brief →Small business / office
Vendor onboarding, quote → invoice hand-offs, weekly reporting — the glue work the owner is doing at 11pm.
Send a small business / office brief →Larger companies
Cross-system reconciliation, deal-stage updates, escalation routing — the co-ordination work across five tools and three teams.
Send a larger companies brief →Book your audit.
Four fields below. We reply within one business day with a screen-share invite and two clarifying questions.
A sample report from a real engagement.
Every audit closes with a 2-page memo: three findings, a dollar figure for the biggest leak, and a fixed scope to fix it. The numbers below are illustrative — what the pattern looks like when an n8n agent owns the handoff.
+18%
margin recovered · invoice-dunning automated
−11 hrs
per week returned to ops staff once the agent ran
2.4×
faster quote-to-cash cycle after intake handoff
Invoice-to-cash handoff has two manual steps — both n8n-replaceable.
A billing export in tool A, a paste into tool B, a Slack ping to AR. Replaceable end-to-end with a webhook + scheduler.
Reminder cadence drops collection time by ~30% when the agent owns week two.
Day-3 / day-7 / day-14 nudges, branched on invoice size. The same logic, no human in the loop after week one.
Owner approvals still want a human eyeball — agent escalates, doesn't decide.
Anything over the approval threshold routes to a private channel with one-click accept. Agent surfaces context; owner decides.
Your engagement will land at a different number. The engagement profile is the part that stays the same — three findings, one big leak, one fixed scope.
Get your audit memo →Quick answers
Why is the audit free?
Because it is the most honest way to start. We do the work that tells us whether we are a fit, you walk away with a memo you can act on, and we both know before anyone signs anything.
What happens after I submit?
A scheduler link arrives within one business day. Pick a 30-minute window. We send two clarifying questions before it so the screen-share has a real agenda.
What if my workflow is too small — or too large?
We say so on the call. Small workflows sometimes need a one-day Zapier patch, not a multi-week build. Large ones sometimes want an on-staff ops hire, not an agency. We tell you which.
Solopreneur-operated · n8n-first · Compliance-aware · Documentation-heavy.
TouchFlow does not run courses, sell masterminds, or bill hourly. The audit is the audit — fixed scope, signed in writing.
Prefer email? touchflow@polsia.app
See the full tier breakdown → Services