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Let's Chat

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.

Book a Free Strategy Session

Book a Free Strategy Session

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.

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.

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

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

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

Contract & Document Generation

Auto-generate documents from deal and client data: - Proposals - SOWs & NDAs - Invoices

OUR CLIENTS

Case Studies

Case Studies

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:

0

%

Increase in NRR

0

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

0

%

growth in sales

0

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.

0

%

gain in retention

0

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:

0

%

Increase in NRR

0

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

0

%

growth in sales

0

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.

0

%

gain in retention

0

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:

0

%

Increase in NRR

0

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.

0

%

Reduction in Onboarding Time

0

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.

0

%

Reduction in Sales Cycle

0

K

$

Annual Tool Savings

PROCESS

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.

Fortuna

Ready to Automate Your Growth? Let’s Build Together

Book a Free Strategy Session

team@fortunasystems.co

Fortuna

Ready to Automate Your Growth? Let’s Build Together

Book a Free Strategy Session

team@fortunasystems.co

Fortuna

Ready to Automate Your Growth?
Let’s Build Together

Book a Free Strategy Session

team@fortunasystems.co