Automate your HVAC-Plumbing business so you can grow profitably.
We help you put the repetitive parts of your business on autopilot, so you can focus on growth and keep more of the money you make.
"Most business owners fall into the trap of working "in" their business instead of "on" their business."
Michael Gerber
Author, The E-Myth Revisited
Make ops your superpower.
Cottonwood Automation brings together automation, AI, global talent and other digital technologies that were previously only accessible to a few of the largest HVAC-Plumbing companies.
How We Work
We document your process.
We help visualize your current business workflows while you describe what it is you’d most like to clear off your plate.
Make recommendations
We offer suggestions, make tool recommendations (if necessary), and gather other info to begin implementing.
Automate your flows
We connect the pipes, and transform your processes with automation so your business runs smoother than ever before.
We Hold Your Hand All The Way
Not sure what to do next? We will guide you through your next high impact projects, operations buildouts, and automations.
About Us
Cottonwood Automation is a digital operations agency that is putting the power in your corner.
Until recently, business process automation was reserved for companies who had the scale to build their own software. Today, the tools that empowered the world’s largest organizations to grow are available to all businesses - at a fraction of the cost.
However, tools are just part of the battle. Creating clarity from complexity is the real key. We digitize and automate businesses to improve efficiency and scalability through a solid understanding of the business context and technical possibilities. Our work spans across departments and combines a mixture of business operations and cutting-edge technology skills.
Meet the team
Uzair Ahmed
Scaled a home service company to 23 cities on autopilot. Helping other companies leverage tech & systems the same way.
Sachin Gupta
After selling his startup and completing his MBA at Harvard, Sachin has built and optimized processes at large and small enterprises.
Let's connect
What can Cottonwood automate for you?
Send
leads from advertising platform to CRM
Respond
to new customers instantly
Import
job details into project management software
Schedule
broadcasts across marketing channels
Alert
team members of deal updates
Automate
customer data entry across systems
Update
support tickets with resolution statuses
Sync
information across teams’ tools
Tailor
communications with customer details
Find or create
records to prevent duplicate entries
Tag and segment
audiences based on custom variables
Simplify
scheduling for sales and production crews
Follow up
with customers across channels
Add
subscribers from website contact forms
Update
lists based on meetings and events
Connect
ecommerce site with email tools
Automate
delivery of lead magnets to prospects
Trigger
SMS communications from lead gen source
Send
event reminders to sales prospects
Schedule
communications to internal teams
Stop fighting never ending fires
It doesn't have to be this way. Turn chaos into clarity with perfectly formed processes, systems, and automations that run on their own.
