We Help B2B Service Businesses Increase Their Margins With Automation & Process
We automate the repetitive tasks slowing down your business, so you can deliver faster, reduce costs, and focus on growing your revenue.
Why Palm?
We're a team of B2B experts who've built and scaled our own service businesses. We understand the real challenges you face because we've been there.
Strategic Implementation
We're fellow B2B service business owners who understand your real challenges. We focus on what actually moves the needle on profitability and client satisfaction, not just technology for technology's sake.
Process Mapping
We map out your business to identify the real bottlenecks costing you time and money. We focus on high-impact improvements that directly affect your bottom line.
Latest Technology
We use enterprise-grade platforms like Make and N8n, plus custom code solutions, to build robust systems that integrate seamlessly with your existing tools.
Fast Implementation
Most clients see immediate improvements within 2-3 weeks, with significant margin improvements within 60-90 days - because we know which processes to prioritise.
True Partnership Support
We don't just build and leave. You get full ongoing support and comprehensive training so your team masters the new systems. We're invested in your long-term success.
Complete Transparency
Clear dashboards show exactly how much time and money our automation is saving you. Track margin improvements and ROI with complete visibility.
Our Process
We don't automate for the sake of it. We find your biggest constraints first, then build systematic solutions that actually move the needle on your profits and free time.
Our 7-Step Process
A proven, methodical approach to automating your business - starting with what matters most.
Business Analysis
We spend time understanding how your business actually works, map out your current processes, and identify the biggest bottlenecks that are costing you time and money. We provide a clear ROI projection based on your specific situation.
Process Documentation
We document every step of your client delivery and internal operations. This gives you a clear picture of how work flows through your business and where the problems are hiding.
Automation Strategy
Based on our analysis, we create a detailed plan for which processes to automate first. We focus on high-impact, quick-win improvements that will give you the biggest return on investment.
System Integration
We build your automation systems using professional tools like Make, N8n, and custom code solutions. Everything integrates seamlessly with your existing tools through robust APIs and workflows designed for reliability.
Team Training
We provide comprehensive training for your team on how to use and manage the new automated systems. You get complete documentation, video tutorials, and hands-on training sessions to ensure everyone is confident with the new processes.
Ongoing Support
We provide continuous support to ensure your automations keep working perfectly. Regular health checks, updates, and immediate troubleshooting mean your systems stay reliable and effective as your business grows.
Continuous Improvement
You get clear reports showing exactly how much time and money the automation is saving you. We identify additional opportunities for improvement and plan the next phase of automation.
Frequently Asked Questions
Commonly asked questions