Frequently Asked Questions

Still wondering how this works? We’ve got you covered.

General

We build custom systems that help businesses work better — turning your daily workflow into tools that save time, organize teams, and fuel growth.

Clinics, schools, law firms, nonprofits, coaches, agencies, service providers, and more — anyone ready to scale with smart systems.

Book a free discovery call. We’ll ask smart questions and show you what’s possible — no pressure, no fluff.

Not at all. We help startups, small teams, and large organizations alike.

That’s totally fine. We’ll help you clarify it during the discovery call. Just tell us how you work — we’ll take it from there.

Services & Offers

Software systems, automation, dashboards, SOPs, client portals, internal tools, offer flows, and full team training — all custom to how you operate.

  • Done-for-You – We build everything

  • Coaching – We guide your team to build it

  • Consulting – We assess, plan, and support your growth strategy

Yes. If you can explain the idea, we can design and build the system.

Never. Every build is custom-fit to your workflows.

Yes. We offer audits and can repair, rebuild, or optimize existing systems.

Industries & Specialties

Yes — we build tools for IOP, PHP, outpatient, billing, notes, scheduling, compliance, and more.

Absolutely — including IEP trackers, LMS, behavior tools, secure parent dashboards, and real-time reporting.

Yes — with a deep understanding of compliance, reporting, grants, and funder requirements.

Yes — we build case management, docketing, document automation, and billing tools.

Yes — from inventory and supply chain to customer funnels, 3D product tools, and dashboards.

Technology & Features

A mix of no-code, low-code, and secure cloud platforms — always fast, scalable, and stable.

Yes. You’re involved throughout the build — no surprises, full transparency.

Yes. We provide training videos, walkthroughs, and onboarding guides.

Nope. Your system runs without needing a dev team — and you’ll be able to edit or expand easily.

Yes. Ask us about our white-label and licensing models for reselling.

Ongoing Support & Delivery

Most builds take 2–6 weeks depending on scope. We go fast — but never sacrifice quality.

We offer continuous support, updates, and optimization to match your growth.

Yes — we include monetization tools, offer design, and packaging strategies inside many builds.

Yes — you’ll get weekly updates or calls depending on your package.

You’ll always have input. We build in phases and adjust as we go — you’re never stuck.

Custom Automations & Systems – FAQs

Automation means something gets done without you doing it manually.
Instead of sending reminders, copying info, or moving files — a system does it for you.
Think of it like an invisible assistant that never forgets, never gets tired, and follows your instructions perfectly.

A system is a group of steps or tools that work together to complete a task.
A good system:

  • Saves time

  • Removes errors

  • Keeps everything organized

  • Can run without you watching over it

We can automate:

  • New client or student intake

  • Appointment reminders

  • Billing and payment collection

  • Internal alerts for missed steps

  • Staff handoffs (e.g., from intake to service)

  • Progress notes or session documentation

  • Compliance tracking

  • Email or text follow-ups

  • Outcome reports for funders or admin

  • Learning module releases

  • Supply chain and inventory updates

  • Offer sales and upsell flows

  • Dashboards and visual reports

  • Client or customer feedback loops

  • User permissions and role logins

Here are 10 system pillars we commonly build with automation:

PillarExample Automation
Client IntakeAuto-send forms, assign to staff, create file
SchedulingBookings by role, reminders by text/email
Billing & PaymentsAuto-invoice, payment plans, overdue alerts
Staff ManagementShift tracking, task assignments, onboarding
Progress TrackingDaily check-ins, session logs, outcomes
Compliance LogsAuto-track reports, flag gaps
Offer DeliveryAccess flows for programs, trainings, or LMS
Performance DashboardsPull real-time metrics into one view
Document ManagementOrganize & tag uploads by client or service
Follow-Up SystemsSend check-ins or re-engagement messages

We help automate systems for:

  • Mental health programs – reduce paperwork, improve documentation

  • Schools & learning platforms – automate student flows, parent comms

  • Government programs – track outcomes, simplify reporting

  • Law firms – automate intake, case tracking, and follow-ups

  • Group homes – log meds, meals, chores, and staff notes

  • Clinics – send reminders, automate insurance workflows

  • Coaching & courses – unlock content, track learner progress

  • E-commerce – update inventory, manage orders

  • Transportation/logistics – route tracking, dispatch

  • Nonprofits – donor flows, volunteer scheduling, case management

Zapier and Make are great — and we use them when it makes sense.
But custom automation means:

  • We map your exact workflow

  • Build tools around your process

  • Connect data across teams

  • Ensure it runs securely and smoothly

Your process. Your way. No messy workarounds.

Yes — a well-built system can eliminate 20–60% of repetitive tasks.
That means:

  • Less burnout

  • Fewer mistakes

  • More time for high-value work

You don’t need more people. You need smarter systems.

Absolutely. All systems are built for growth.
You can add steps, change flows, or upgrade at any time.
Clients on retainers also get ongoing optimization support.

No — it supports them.
Instead of doing repetitive admin work, your team focuses on what matters most: helping people, solving problems, and doing meaningful work.

It depends on your business — but a great first question is:
“What takes up the most time and causes the most stress?”
That’s your best starting point.
We’ll help identify it in your AI Readiness Assessment during your discovery call.

Still Have Questions?

Let’s walk through it together.
Tell us how your team works — and we’ll show you exactly what we can automate and how it’ll help.

Or email us at:support@macrogrowth.ai

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