Automation Setup
Connect lead capture, CRM, and email/workflow automation so follow-ups happen without manual busywork. Scoped after a short strategy conversation; pricing starts at $849.
What's included
- Discovery and written scope
- Configured automation flows agreed in scope
- Basic testing and handoff notes
Not included
- –CRM / ESP subscription fees
- –Paid API overages
- –Open-ended custom software development
Delivery commitment
Policy 2026-08-17.1- Turnaround
- Defined in the proposal; typical small workflows take five to ten business days after access is complete.
- Response target
- Proposal or clarification within two business days.
- Deliverables
- • configured workflows
- • field mapping
- • test evidence
- • monitoring and failure alerts
- • runbook and handoff
- Completion standard
- • accepted proposal
- • test fixtures pass
- • deduplication demonstrated
- • retry and failure alert demonstrated
- • audit record created
- Refund policy
- The project deposit becomes non-refundable when scoped work begins. Before work begins, unused funds are refundable less completed discovery explicitly included in the accepted proposal. Duplicate or erroneous charges are refunded.
Frequently asked questions
What is included with Automation Setup?
The package includes Discovery and written scope, Configured automation flows agreed in scope, Basic testing and handoff notes. It does not include CRM / ESP subscription fees and Paid API overages. The page's written scope and delivery commitment control if your situation requires something more specific.
How much does Automation Setup cost?
Automation Setup is From $849, with the final total confirmed in a written scope. Any third-party subscriptions, licenses, hardware, or usage charges listed as exclusions are paid separately.
How do I start Automation Setup?
Complete the project intake first. Custom work begins with the displayed project deposit after your requirements are reviewed.
Is Automation Setup delivered remotely?
Yes. YaliTek Online is a remote-first technology service. Any access, screen sharing, files, or credentials required for the agreed work are handled through the documented intake and support process.
Related technology help
Compare adjacent services or use a practical guide before choosing your next step.
From $849
Read full scope policyCheckout for custom builds starts with a $499 project deposit after intake. The package total is confirmed in your written scope.
Automation Setup intake
Define the trigger, systems, mapping, exceptions, and success standard before the $499 project deposit.
Never include passwords or API keys. Secure account authorization happens after the written scope is accepted.