Automated Dreams

Streamline Your Operations

Achieve Scale. Drive Efficiency. Differentiate Your CX.

We help B2B companies streamline high-touch, complex sales processes and deliver exceptional customer experiences through Business Process Automation.

Looking to enhance efficiency, cut costs, and enhance customer experience?

Whether you're expanding for growth or streamlining business processes for efficiency, achieving the desired outcomes can pose a formidable challenge.

Digital B2C natives like Amazon, Warby Parker, and Uber are setting the expectations for B2B customer experiences. Unfortunately, this presents a unique challenge for B2B companies. B2B customer journeys are inherently more intricate, less linear, demand increased education, and are shaped by human interaction.

As your business expands, processes inevitably grow more intricate, lose standardization, and succumb to inefficiencies. Manual and disjointed procedures foster miscommunications, bottlenecks, and errors. Outdated, inadequate, or misapplied technologies hinder scalability, becoming convoluted or outright unsuitable. If you are constrained by limited resources and expertise, you’ll grapple with identifying inefficiencies and opportunities for improvement.

We believe there is a better approach...

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Build Scalable and Sustainable B2B Customer Experiences

We specialize in helping B2B companies with high-touch, complex sales processes become more efficient and cost-effective while delivering enhanced customer experiences.

Make Your Customer Experience:

Consistent and Reliable

• Predictable Service Delivery
• Higher Availability
• Reduced Human Error

Efficient and Scalable

• Time and Cost Saving
• Scalability of Operations
• Faster Response Times

Engaging and Rewarding

• Personalization
• Proactive Engagement
• Upselling Opportunities

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Is your firm ready to take advantage of Business Process Automation?

Yes, but every organization will find itself in a unique place given its business model, processes, tech stack, and culture. Learn where your organization is and what it will take to get to the next level.
Download The 5 Stages of Automation Maturity Readiness
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Case study

Mortgage Company Reduces Listing Entry Time From 25 Minutes to 55 Seconds

Learn how we helped Fairway Independent Mortgage Corporation, go beyond just finding the best rates to faster turnaround times and personalized guidance throughout the loan process.
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Empowering innovative brands

Partnerships That Drive Transformation

We work with B2B organizations across many sectors. Whatever industry you’re in, we’ll help you thrive.
Sonia Villarreal
May 15, 2024

The Automated Dreams team is a pleasure to work with. They’re proactive, highly responsive, and understood our project needs. Most importantly, they made the process incredibly smooth start to finish. We highly recommend their services.

Larissa Hare
February 28, 2024

I’ve worked on several development projects over the years. None have been as seamless as our experience with Automated Dreams. We’ve worked on two large projects with them and both were completed on time and on budget. Most importantly, I felt like I always knew what was going on in a timely matter. Their team is incredibly talented, responsive, and can easily translate non-technical language into a coherent project plan. My team and I can’t wait to work with them again.

Cecilia De La Rosa
October 6, 2023

Great team…extremely knowledgeable and easy to work with.

Nancy Lew
August 11, 2023

Automated Dreams is a true dream team. They are an excellent partner in providing recommendations, best practices, as well as the behind the scenes work of building an automated sales team. Not only are they a delight to work with (some of us on our team may or may not have talked about wanting to put them in our pocket and carry them around with us), their care makes them feel like a true part of our company’s team.

Maggie Yu
August 4, 2023

Have worked with them for near 5 years now. Kissed a lot of frogs before. They know ontraport, they know automation, they also have great account management, communication and help with other aspects like webpage design and support. I like how they have a team of people and have access to other services that help solve the technical challenges we face as a company. Responsiveness is a 10, knowledgeable 10, communication 10. I have never had that experience with any of the previous automation people we’ve worked with. This is a team and they provide a wide variety of services that helps me solve our ever evolving automation issues and beyond. Hit me up if you need more detailed feedback but I absolutely love this company and their team.

Ammanuel Selameab
April 17, 2023

Fantastic team to work with for marketing automation! Highly recommend.

John Bingham
April 3, 2023

From our initial scoping meetings through final deliverables, it has been a pleasure working with the team at Automated Dreams. They took the time to understand our requirements, provided practical recommendations, and delivered on time and on budget. Our project required them to implement a technically challenging series of integrations along with a visually appealing site design. By involving the right team members as needed for different areas of expertise, they were able to deliver. We will definitely work with AD again and highly recommend them.

Agustí Dosaiguas
March 23, 2023

We’ve been collaborating with the Automated Dreams dream team for more than 5 years already and I can assure you they are the best out there. Their team knows exactly what they are doing and you can trust them 100%.

Daniel McHarness
March 21, 2023

Automated Dreams has been an amazing team to work with. They have helped us immensely with setting up a complex CRM environment, and working with us as needs and requirements change with our organization. Absolutely recommend Automated Dreams.

Tom Evans
March 20, 2023

Automated Dreams has been a solid and dedicated partner in our initiatives over the past year. They’ve brought the flexibility and insight we needed and helped us evolve in our business practices. Their staff has worked diligently to understand the complexities of our business, and rolled with the punches when we have made sharp turns. Would recommend the AD team to anyone.

AD has a strong knowledge of the many platforms to help automate business process. There were instrumental in helping to improve our contract and lead process for our business. They also assisted with optimizing landing pages and Google Ads. I would recommend.

Craig Brummell
March 31, 2022

Love this team. Luca, Ger, Lis and Trisha were fabulous. Clear scope, tracked time, brought knowledge to accelerate the work. Delivered what was asked very well.

Jeremy Steinman
March 3, 2022

The team at Automated Dreams helped our outdoor activities company restructure our digital marketing funnel and redesign our eCommerce website. Their no-nonsense approach to creative and digital services is expressed through very organized processes and clear communication. From strategy through execution, Automated Dreams is a pleasure to work with. You always know where you’re at in the project. The team is approachable and rational when there is need to pivot. In an industry that tends to be filled with fluff, Automated Dreams is reliable, focused, flexible and engaged. I’d recommend Automated Dreams for any company looking to take their marketing and automation needs to the next level.

February 5, 2022

It was an absolute pleasure working with the Automated Dreams team for several months on a complex project for my website! They went above and beyond my expectations, and played a key role in helping me scale my business to the next level! (They helped automate my website’s checkout process, designed template shop pages, integrated Ontraport and LearnDash, created lesson templates in LearnDash, improved the overall layout and appearance of my website, and automated various aspects of our marketing strategy.) The Automated Dreams team was always very responsive, always met deadlines, communicated effectively, and even provided additional suggestions on how to automate other aspects of the marketing and operations. I would highly recommend them to anyone who is looking to automate their website’s marketing and operation processes! It has been a life-saver for me! Thank you Lis, Julian, and Luca for all of your hard work!

Tane Cabe
January 20, 2022

I came to Automated Dreams as a repeat client. That should say it all. I enjoy working with the team. They are all very responsive and professional and get the job done. I would highly recommend them.

Claire Timmerman
December 30, 2021

Great, professional team and perfect end result!

Chris Costanzo
December 10, 2021

Vince is the man! He came to the rescue and solved the problem very quickly! I had created a Landing page on Ontraport that contained a questionnaire for customers to fill out but could not figure out why the data was not transferring to the Contact record. It only took Vince a few minutes to determine what the issue was and he explained it in a screen share so that I could make the adjustments. It probably took less than 20 minutes for him to solve a problem that I had been working on for days. He took the initiative and made it happen! This world needs more people like Vince!

Marlene Morris
November 13, 2021

We can’t say enough good things about the team at Automated Dreams. They do amazing work and we highly recommend them for anyone who is looking for a professional, knowledgeable and responsive company to handle their automation needs.

mike alexander
November 12, 2021

I have worked with Vince and Automated dream for the past few years. They are great to work with and very professional. They have helped our business grow and would recommend them.

Aja Davis
October 4, 2021

Working with Automated Dreams has been incredible. They are able to help us map out a vision and then bring it to life. They care about our business as if it were their own. Highly recommend working with them

Cassie Harden
September 29, 2021

AMAZING team of humans here! I can’t say enough about the organization, the professionalism, the quality and speed of outcomes – Automated Dreams is a dream team. So much so, I’ve hired them at every organization with whom I work right now as a consultant! I’ve had the pleasure of working with Luca and Dylan on 3 projects now, and we have plans to work with them on everything in the pipeline! 1000% recommend if you need people who can innovate and create based on a vision, and adjust or advise plans as you need!

humberto arguello
August 25, 2021

The best experience that I ever had with any other company of this matter, tres went above anbeyond my expectations, realy, really satisfied

Stéph Schafeitel
August 14, 2021

When working with automation and technology experts, I think it’s super important that tasks and processes are explained simply so a layperson can easily understand them. Working with Automated Dreams has been a true blessing. Already after working with them for only 2 months, our automations are getting streamlined, cleaned up, and becoming the efficient engine we need for success! We strongly recommend Automated Dreams to anyone looking to improve their business results. Thank you, Vince, Dylan, Luca, and the rest of the Dream Team at Automated Dreams. We appreciate you so much!

We’ve worked with several Marketing teams in the past and Automated Dreams has been the most responsive and professional in getting the job completed – even when hitting roadblocks and requiring a change in direction. We required very customized implementation with Ontraport and our payment processing systems and Automated Dreams was able to break down the tasks and get the projects completed.

Fast and accurate, but what stood out was that they really got what I wanted, after many others just didn’t. Way ahead of me, they are like guides, coaches and advisors, then they carry it out. Amazing. Lovely people, quick responses and excellent work. Love and highly recommend.

Joseph Ochoa
October 25, 2019

They guys know what they are doing and have a fantastic view of how to market to customers. This separates them from the rest. They also very responsive and deliver on time. I highly recommend the Automated Dreams team.


Business Process Automation solutions unify your company with streamlined processes and technology that place customers at the core.

Build cross-functional workflows to minimize customer effort at every stage. Break silos, collaborate for an enhanced customer experience from first touch to post-purchase.


We analyze and design streamlined, efficient, scalable processes that meet your business goals and requirements.

Optimize and standardize business processes to streamline operations, reduce inefficiencies, and ensure consistent quality as the business scales.


We implement the new process using the latest Business Process Automation tools and technologies and provide training and support to your team.

Implement the correct technology solutions that can scale alongside the business and adapt to the growing demands and complexities of the business.

Process Monitoring
& Optimization

We continuously monitor and measure the performance of your process, identify areas for optimization, and make adjustments as needed.

Create a culture of continuous improvement to analyze and improve processes that ensure that the business remains agile and responsive to changes and reduces risk as it scales.

Insights & Intelligence

Explore insightful content that keeps you ahead of the curve and connected to the pulse of what’s happening.

Streamline your business processes and place your customers at the core.