Business automation for St. Louis companies, from a St. Louis agency.
Trailheadbiz is based in the St. Louis area. We help local businesses replace repetitive manual work with automation: lead follow-up, CRM updates, onboarding, reporting, and AI-assisted workflows.
Is there a business automation agency in St. Louis?
Yes. Trailheadbiz is a business automation agency based in the St. Louis, Missouri area. We build workflow automation, CRM automation, and AI automation on the tools you already use, at a flat rate for one focused workflow, with 48-hour delivery available.
What we build for St. Louis businesses
- Lead follow-upEvery inquiry answered in minutes and followed up until it books.
- CRM automationHubSpot and other CRMs that capture, route, and update on their own.
- Customer onboardingWelcome emails, tasks, and access set up the moment a deal closes.
- ReportingDashboards and scheduled summaries instead of manual spreadsheets.
- AI automationAI steps that read, sort, and draft, with a person approving the important steps.
Who we are a fit for
We are a good fit for owner-led and growing companies across the St. Louis region, including St. Charles and the Metro East: professional services, clinics and med spas, and home services.
We also take on clients across the United States. Everything we build is delivered remotely, on Central Time, with calls scheduled around your day.
How an engagement works
- Discovery and auditA free call to map your workflows and find the highest-value place to start.
- Design and scopeA clear plan with deliverables and a fixed price.
- Build and deployBuilt, tested end to end, and launched with documentation.
- Optimize and scaleOngoing support and new builds if you want them.
A fixed quote on a free call, before you commit.
48-Hour Pipeline
Flat rate
One focused automation, scoped, built, tested, and deployed. 48-hour delivery is available after scope approval and access.
Automation Buildout
Fixed scope
Up to 5 workflows with an audit, implementation, documentation, and team training.
Automation Retainer
Monthly
Ongoing builds, monitoring, and optimization with priority response.
Full details are on the packages section. Software subscriptions are billed separately by their providers.
Common questions
Where is Trailheadbiz located?
Trailheadbiz is based in the St. Louis, Missouri area and serves businesses throughout the region and across the United States.
How much does business automation cost in St. Louis?
With Trailheadbiz, one focused automation is a flat rate. Buildouts of up to 5 workflows and monthly retainers are also available. Every project gets a fixed quote on a free discovery call, so you know the exact price before any work begins.
Do you offer marketing automation in St. Louis?
Yes. Marketing automation is a large part of what we build for St. Louis businesses: capturing leads from your website and ads, replying in minutes, following up by email and text until the lead books, and keeping every contact and deal up to date in your CRM. We connect it to the tools you already use, such as HubSpot, so your team works from one place.
Do you only work with St. Louis companies?
No. We are based in the St. Louis area and work with clients nationwide. All work is delivered remotely.
What tools do you build with?
We start from the tools you already use: HubSpot and other CRMs, your scheduling, email, and payment tools, and ChatGPT or Claude for AI steps. We pick the automation platform that fits your stack.
Not sure where to start?
Take the free 2-minute scorecard to see your automation score and the 3 builds to start with, or book a call and we will map it out together.