The trusted automation partner for $1M+ businesses
We start every engagement by mapping your operations, defining success metrics, and designing a 12-month efficiency roadmap that ensures every system we install drives measurable ROI.
Fully connected CRM → Quoting → Project creation → Invoicing pipeline. When a deal is signed, a project, folder structure, and tasks are automatically created and synced across your stack.
Real-time visibility across projects, teams, and profit margins. Pulls data from different tools to show utilization, profitability, and bottlenecks.
Integrated financial flow between sales tools, QuickBooks/Xero, and reporting dashboards. Invoices auto-generated, payments tracked, and P&L dashboards updated live.
Automated document generation, approvals, and storage for audits, training, or certification workflows. Ideal for safety, construction, and service businesses that live in paperwork.
Assign jobs, track site progress, collect field data, and generate daily reports automatically. Integrated with mobile tools (Forms, Maps, Calendar, WhatsApp).
Production-grade AI agents that score leads, classify tickets, draft replies, and orchestrate workflows. Built with tool calling, memory, and the guardrails to run in production.
Continuous compliance evidence collection, control testing, and audit-ready reporting. Works alongside Vanta/Drata for the gaps they do not cover.
Centralized repository of SOPs and project playbooks. Connected to internal chat so your team can ask "How do we do X?" and get instant, context-aware answers.
Contract signature triggers project creation, account provisioning, kickoff scheduling, and the first-week milestone cadence - your delivery team starts hours after signature, not days.
Watch our intro
A quick look at who we are and how we help $1M+ businesses automate their operations and adopt AI: from the Efficiency Scorecard through process mapping, automation, and ongoing support.
| Metric | Before | After | Improvement |
|---|---|---|---|
| Metric Sales ops monthly hours spent | Before 250 | After 50 | Improvement -80% |
| Metric Client support requests handled manually | Before 114 | After 5 | Improvement -96% |
| Metric Average time spent on one client communication | Before 3 hours | After 20 minutes | Improvement -89% |
| Metric Customer support headcount | Before 5 | After 1 | Improvement -80% |
Four steps, no mystery. We diagnose where you stand, map how your operations actually run, automate them process by process, and stay on to keep it all working.
If you have a question, chances are you’ll find the answer below.
We don’t build one-off automations.
We install complete efficiency systems that connect your tools, eliminate manual work, and scale with your business.
Everything we deliver is built, documented, and maintained like infrastructure.
Reliable, measurable, and built to last.
Clients typically see 30-50% faster operations and hundreds of hours saved each month within the first few months.
Our work directly improves delivery speed, accuracy, and profitability - compounding over time.
Every engagement starts with an Efficiency Diagnostic where we quantify time waste and operational costs.
We then set clear metrics: hours saved, process speed, error reduction, and margin gains. ROI is typically visible from the third month.
Four stages. It starts with the Efficiency Scorecard to see where you stand and whether we are a fit.
Then Process Mapping: our business analysts and operations consultants map how your work actually runs in BPMN, current and ideal state, and score every process for automation payback so we attack the highest-ROI work first.
Then Automation, process by process: we connect your existing tools with n8n, help you migrate to better software where it fits, and build custom AI agents, portals, or internal tools when no off-the-shelf product does. Each project pays for itself before the next.
Finally Ongoing Mode, an optional retainer where we stay on to monitor, maintain, and extend what we built.
Mostly $1M-$30M revenue companies in construction, facility services, logistics, compliance, and tech.
They’ve outgrown spreadsheets or fragmented tools and are ready for a connected, data-driven operational backbone.
We start with a full audit of your current stack.
If it’s solid, we’ll stabilize and keep it.
But if it’s scattered or redundant, we’ll replace it with a unified structure - fewer tools, fewer points of failure, and easier long-term maintenance.
In short, we don’t just make things talk - we make them make sense.
You don’t need one - that’s exactly the point.
We handle the technical setup, architecture, and ongoing maintenance so your team can focus on running the business, not managing tools.
Once installed, your systems run on autopilot - no coding, no configuration, no internal tech staff required.
Think of it like using an iPhone: everything works behind the scenes, but you’re always in control.
We typically partner with companies doing $1M+ in annual revenue - teams with enough operational volume to see real ROI from system installation. Operational maturity and a clear growth trajectory matter more than headcount or revenue alone.
Once the core systems are installed, your operations run smoothly - but efficiency compounds over time.
That’s why most clients continue working with us long-term: we maintain, optimize, and expand their systems as their business evolves.We handle updates, add new automations, and keep everything healthy - so your systems stay stable, secure, and ahead of your growth curve.
Think of it as having a permanent Automation & Efficiency Department, without adding full-time headcount.
Client reviews
The pattern repeats: manual work eliminated, time recovered, work that used to take a full team now running on its own.
"We are saving 230 hours every single month. Work that used to take a full team now runs on autopilot."
"As a founder I was personally spending 360 hours a year just on client communication. Reporting, ops updates, follow-ups, all of it. 2V automated the entire thing. That time is mine again."
"300+ hours of manual work eliminated every month. Recurring processes that ate our team's time are gone entirely."
"The team at 2V understood the project and completed it with minimal questions. Great communication, delivered on time."
"The workflows they built saved our team 150 hours/month. This collaboration has set a new internal benchmark for automation and visual quality."
"With 2V Automation we have been able to build the most efficient SEO agency ever. 2 people doing the work that would take 8 with the old-school setup."
