Service · Business automation
Typing up enquiries, copying data from A to B, chasing replies: tasks like these eat up hours every week. We connect your tools and automate recurring workflows – so you can focus on what only you can do.
Where it makes sense and pays off – with an honest cost-benefit assessment upfront instead of technology for technology's sake.
Book a discovery call
Know these time-wasters?
Contact details from the form into the CRM, orders into accounting, participants onto the list – all by hand. It takes time and causes errors.
An enquiry comes in on Friday evening and gets answered on Tuesday. By then the prospect has long since asked someone else.
Unanswered quotes, forgotten callbacks, no review request after the project – in day-to-day business, this is the first thing to fall through the cracks.
Use cases
We start where routine eats up the most time – and expand step by step.
Capture enquiries, qualify them and pass them to your CRM automatically. No enquiry gets left behind.
Confirmations, reminders and follow-ups go out automatically, at the right time.
Payments, member areas and email marketing work hand in hand.
Invoices, receipts and data automatically end up in the right place.
Key figures from several tools, merged automatically.
Tools we work with
n8n
Make
Zapier
Brevo
monday.com
Digistore24
Ablefy
+ any tool with an API
Examples from practice
An enquiry via your website lands in your CRM automatically. You get a notification, the prospect instantly receives a personal confirmation with a booking link.
Quotes are created from templates, sent and tracked. If there's no reply, the system reminds you – or sends a friendly follow-up itself.
After a project wraps up, a workflow automatically asks your clients for a review. More social proof without you having to think about it.
Example: 30 enquiries a month, 10 minutes each for manual entry and replies – that's 5 hours a month and around 60 hours a year you get back.
Process
We look at your processes and find the tasks that cost the most time. You get a clear assessment of what's worth it – and what isn't. Think first, then automate.
We connect your tools, build the workflows and test them with real data. Data protection and GDPR are part of the plan from day one.
You get clear documentation and a walkthrough. If you like, we monitor the workflows and adapt them as your business grows.
After 90 days, we look together at how much time the workflows really save, and where the next step pays off.
AI, used realistically
AI isn't an end in itself. We use it where it reliably saves time and pays off – and tell you honestly when a simple rule or a human is the better solution.
Pre-sorting and summarizing enquiries
Preparing reply drafts – a human makes the final call
Extracting data from emails and documents
Preparing content for newsletters and social media
Only services that meet your data protection requirements
Our principle: Not everything that's possible with AI is worth it. Sometimes a human is simply cheaper – we work that out honestly upfront.
From practice
Development & automation · since 2021
The client: Anna Schaub is a life coach and trainer with more than 15 years of experience – over 30,000 people have already benefited from her work.
Delivered: member area, interactive coaches map, coaching magazine and a GDPR-compliant lead-gen quiz connected to Brevo.
Automated: website, email marketing and payment providers work together – including via Zapier with Digistore24, Ablefy and monday.com.
The dock7 team is reliable, professional and fast! Whatever our requirements, they always find a good solution and implement it promptly – including an extensive membership area with comprehensive automations for our payment provider, email marketing and CRM system. They make even complex technical challenges easy for us, so we can manage everything ourselves.
Life coaching and training
Almost all common ones: website forms, CRM systems, email marketing, calendars, project management, payment providers and spreadsheets – e.g. with n8n, Make, Zapier, Brevo or monday.com. Where needed, we build custom integrations.
Often from just a few hours of routine work per week. What matters is the ratio of effort to savings – we work that out honestly upfront. Sometimes the simpler solution is the better one, and we'll tell you.
It depends on the scope. Individual workflows can often be built on a modest budget, extensive process chains cost accordingly more. After the potential analysis you receive a fixed price – and an estimate of when the investment pays off.
Data protection is part of our planning. We prefer GDPR-compliant services with servers in the EU, make sure the required data processing agreements are in place and only process the data that's actually needed.
Yes – where it makes sense and pays off. AI is well suited to pre-sorting enquiries, summarizing texts or preparing replies. Not everything that's possible with AI is worth it: sometimes a human is simply cheaper. We check that honestly upfront.
In a free 30-minute discovery call, we clarify where you stand and whether we’re a good fit. Just pick a time.
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