Automate 25+ Hours of Manual Work Per Week
Workflow automations that eliminate the repetitive tasks eating your team's time, from onboarding, to data entry, internal handoffs, and more.
Why Choose Us?
Reduce Manual Work by 50%+
Your team spends time on work that should be automated. Automate so you can focus on what matters.
Reduce Manual Work by 50%+
Your team spends time on work that should be automated. Automate so you can focus on what matters.
Reduce Manual Work by 50%+
Your team spends time on work that should be automated. Automate so you can focus on what matters.
Cut Your Tool Costs by $10K+
We focus on ending redudant processes, and sunsetting tools while consolidating your tech stack.
Cut Your Tool Costs by $10K+
We focus on ending redudant processes, and sunsetting tools while consolidating your tech stack.
Cut Your Tool Costs by $10K+
We focus on ending redudant processes, and sunsetting tools while consolidating your tech stack.
1,000+ Automations in Production
We've built and deployed more than 1,000 production grade automations, across 50+ teams and organizations.
1,000+ Automations in Production
We've built and deployed more than 1,000 production grade automations, across 50+ teams and organizations.
1,000+ Automations in Production
We've built and deployed more than 1,000 production grade automations, across 50+ teams and organizations.
Automation Use Cases
Workflows and systems that we've actually built for clients.
Client Onboarding
Orchestrate multi-step onboarding without manual follow-up: - Welcome sequences - Setup checklists, - Milestone triggers
Client Onboarding
Orchestrate multi-step onboarding without manual follow-up: - Welcome sequences - Setup checklists, - Milestone triggers
Client Onboarding
Orchestrate multi-step onboarding without manual follow-up: - Welcome sequences - Setup checklists, - Milestone triggers
Scheduled Reporting
Automated reports delivered to stakeholders on cadence: - Weekly summaries - Pipeline snapshots - Performance digests.
Scheduled Reporting
Automated reports delivered to stakeholders on cadence: - Weekly summaries - Pipeline snapshots - Performance digests.
Scheduled Reporting
Automated reports delivered to stakeholders on cadence: - Weekly summaries - Pipeline snapshots - Performance digests.
Sales to CS Handoff
Seamless transitions between teams with zero dropped balls: - Deal closed notifications - Account setup, - Kickoff scheduling
Sales to CS Handoff
Seamless transitions between teams with zero dropped balls: - Deal closed notifications - Account setup, - Kickoff scheduling
Sales to CS Handoff
Seamless transitions between teams with zero dropped balls: - Deal closed notifications - Account setup, - Kickoff scheduling
Lead Routing & Enrichment
Automatically qualify, enrich, and assign incoming leads: - Lead scoring - Territory assignment - Data enrichment
Lead Routing & Enrichment
Automatically qualify, enrich, and assign incoming leads: - Lead scoring - Territory assignment - Data enrichment
Lead Routing & Enrichment
Automatically qualify, enrich, and assign incoming leads: - Lead scoring - Territory assignment - Data enrichment
Approval & Request Workflows
Route requests through proper channels automatically: - PTO requests - Budget approvals - Contract reviews
Approval & Request Workflows
Route requests through proper channels automatically: - PTO requests - Budget approvals - Contract reviews
Approval & Request Workflows
Route requests through proper channels automatically: - PTO requests - Budget approvals - Contract reviews
Contract & Document Generation
Auto-generate documents from deal and client data: - Proposals - SOWs & NDAs - Invoices
Contract & Document Generation
Auto-generate documents from deal and client data: - Proposals - SOWs & NDAs - Invoices
Contract & Document Generation
Auto-generate documents from deal and client data: - Proposals - SOWs & NDAs - Invoices
OUR CLIENTS
Case Studies
Case Studies
Case Studies
Simple Systems for Startups and B2B Businesses.
Simple Systems for Startups and B2B Businesses.
Simple Systems for Startups and B2B Businesses.
Ad-Tech Account Management System
A Series B ad-tech with 100+ clients faced service gaps and knowledge loss from fragmented account management. We built a centralized headquarters with dashboards, automated reporting, and standardized playbooks that lead to:
%
Increase in NRR
K
$
Annual Tool Savings
Emily's E-commerce Success
Emily, the CEO of BloomTech, transformed their marketing efforts using AI-powered tools. This shift resulted in a 60% increase in ROI and a 45% improvement in customer personalization, leading to a surge in brand loyalty
%
growth in sales
Hrs
rise in engagement
Sophia's Retail Breakthrough
Sophia, the marketing lead at Trendify, used AI-driven analytics to dive deep into customer behavior. The insights led to a 40% increase in engagement and a 30% rise in repeat purchases, creating long-term customer relationships.
%
gain in retention
K
$
surge in profits
"Retention is so important in our industry and the Fortuna team delivered some strategies that had an immediate & noticeable impact on our clients."
Ad-Tech Account Management System
A Series B ad-tech with 100+ clients faced service gaps and knowledge loss from fragmented account management. We built a centralized headquarters with dashboards, automated reporting, and standardized playbooks that lead to:
%
Increase in NRR
K
$
Annual Tool Savings
Emily's E-commerce Success
Emily, the CEO of BloomTech, transformed their marketing efforts using AI-powered tools. This shift resulted in a 60% increase in ROI and a 45% improvement in customer personalization, leading to a surge in brand loyalty
%
growth in sales
Hrs
rise in engagement
Sophia's Retail Breakthrough
Sophia, the marketing lead at Trendify, used AI-driven analytics to dive deep into customer behavior. The insights led to a 40% increase in engagement and a 30% rise in repeat purchases, creating long-term customer relationships.
%
gain in retention
K
$
surge in profits
"Retention is so important in our industry and the Fortuna team delivered some strategies that had an immediate & noticeable impact on our clients."
Ad-Tech Account Management System
A Series B ad-tech with 100+ clients faced service gaps and knowledge loss from fragmented account management. We built a centralized headquarters with dashboards, automated reporting, and standardized playbooks that lead to:
%
Increase in NRR
K
$
Annual Tool Savings
Automating Marketplace Vendor Onboarding
A Series B freelancer marketplace scaling to thousands of vendors had three fragmented systems creating data silos and bottlenecks. We consolidated everything into one automated operating system.
%
Reduction in Onboarding Time
Hrs
of Manual Work Automated per Week
GTM Automations to Slash Sales Cycles
An ad-tech company had a bloated 12-tool stack dragging their sales cycle to 64 days. We consolidated to 3 tools, built an automated Content Engine, and deployed standardized Client Portals.
%
Reduction in Sales Cycle
K
$
Annual Tool Savings
PROCESS
The Growth Engine
The Growth Engine
The Growth Engine
Audit, Build, Scale.
STEP 1
STEP 2
STEP 3
01
Free Implementation Session
A 30 to 60 Minute call where we help you solve an actual problem your business is facing. We'll uncover a real process, workflow, or automation, and help you implement it for your business right on the call.
STEP 1
STEP 2
STEP 3
01
Free Implementation Session
A 30 to 60 Minute call where we help you solve an actual problem your business is facing. We'll uncover a real process, workflow, or automation, and help you implement it for your business right on the call.
STEP 1
STEP 2
STEP 3
01
Free Implementation Session
A 30 to 60 Minute call where we help you solve an actual problem your business is facing. We'll uncover a real process, workflow, or automation, and help you implement it for your business right on the call.
Fortuna
Ready to Automate Your Growth? Let’s Build Together
team@fortunasystems.co
Fortuna
Ready to Automate Your Growth? Let’s Build Together
team@fortunasystems.co
Fortuna
Ready to Automate Your Growth?
Let’s Build Together
team@fortunasystems.co