Automation for Triangle small businesses, from someone who lives here.
I'm Dakota, and I'm based in Raleigh. I make the software local teams already pay for do the follow-up work: answering leads, chasing documents, working renewals, keeping the CRM current. Everything runs over video, so you don't lose an afternoon to a meeting, and I'm on Eastern time.
What I found on 775 Triangle business websites.
In October 2026 I looked at the public websites of small businesses across the Triangle and checked which tools they visibly embed. Most don't show their software at all, so these are floors, not totals. What it tells me: the tools are already paid for. The follow-up between them is still done by hand.
Home service companies
390
Housecall Pro on 15, ServiceTitan on 10, Jobber on 4. Podium (texting and reviews) on 13.
CPA and bookkeeping firms
185
TaxDome on 14, a client portal like SmartVault or ShareFile on 12, Canopy on 3.
Independent insurance agencies
162
EZLynx on 9, Applied (Epic / CSR24 portals) on 7.
B2B companies with a sales team
38
HubSpot on 36, Salesforce on 4. These are the companies whose sites run CRM tracking.
Method: one homepage fetch per business, looking for each tool's embed code (booking widgets, client portals, tracking scripts). No logins, no scraping beyond the homepage.
Four kinds of Triangle teams I build for.
B2B teams
Your reps are typing into the CRM instead of selling.
CRM Busywork Kill$3,500 · First automation in 10 days→02
Accounting firms
Stop chasing clients for the same documents every month.
Client Intake Autopilot$1,500 · First automation in 10 days→03
Trades & home services
You're paying for leads you never call back.
Missed-Lead Fix$1,200 · First automation in 7 days→04
Insurance agencies
Renewals shouldn't depend on someone's memory.
Renewal Follow-Up Engine$1,800 · First automation in 10 days→
10+ years building CRM systems and integrations for a living.
I'm Dakota. By day I lead data and integrations at a software company: connecting CRMs, building company-wide automations, and rolling out internal AI tools people actually use.
Over 10 years I've done that work across B2B, B2B2C, and B2C software: industrial asset-management software, clinical-trial technology for pharma, and mobile messaging and engagement platforms. Different industries, the same problem: important work stuck between systems.
Seven Seven Ops is the same work, sized for teams of 2 to 50. You talk to me, I build it, and I stay on it until it runs. No account managers. No junior handoffs.
This runs alongside my day job by design. I take two builds a month, so each one gets my full attention, and you get a reply from me within one business day.
The name is for my daughter, born in 2026. I started this to spend less of my life on busywork. Now I take it off other people's plates.
Show me the manual work. I'll show you the system.
20 minutes by phone or video. You show me the task that eats the most time. Within 24 hours you get a one-page written plan with a fixed price. Yours to keep either way.