Vertex Strategies is a Vancouver-based business automation agency that designs, builds and runs workflow automation and AI systems for growing businesses.
Why we exist
Good businesses lose clients in the gaps.
A call rings out while you're with a client, and the caller tries someone else.
A web inquiry arrives on a busy afternoon. By the time anyone replies, the person has moved on.
A quote was due a follow-up on Thursday. Thursday filled up.
A client forgets their booking, and the hour you held for them earns nothing.
None of this comes from carelessness. In a growing business, the same few people serve clients, answer the phone and keep the paperwork moving. When the day fills up, the small jobs slip first.
Each slip has a cost, and it comes back every week, whether anyone sees it or not.
We exist to close those gaps: not with another app for your team to learn, but with automations we build, run and stay accountable for.
At a glance
- 2–4 weeks
from kickoff to your first live workflow, for most builds
Source: Our standard build plan
- 30 min
free diagnostic before you commit to anything
Source: How every engagement starts
- 8
business functions we automate, from marketing to people & HR
Source: Our services
- $2,500
setup for Ignite, our starting package, in Canadian dollars
Source: Our published pricing
- 55%
of small and mid-sized business owners surveyed in the United States said they plan to increase their tech spending in 2026
Source: Clutch survey of 405 small and mid-sized U.S. business owners, November 2025
- 36%
of the same owners said they plan to increase spending on AI tools and automation
Our principles
What we hold ourselves to
Five rules that shape how we design, price and run the work.
Outcomes over tools
You're buying a result: inquiries answered, reminders sent, invoices out on time. Choosing the software behind it, and keeping it working, is our job.
Plain language, always
No jargon in our calls, our documents or our prices. If we can't explain something plainly, we haven't explained it well enough.
Never sell what we can't deliver
If a job isn't a good fit for automation, we'll tell you, even when that means a smaller project. Your diagnostic is honest advice first.
You own what we build
Every workflow is yours, with full written documentation. Without a monthly plan we build it in your own accounts; with one, it runs in ours so we can watch over it, and it moves to yours if you cancel.
Measured by results
Every automation has to earn its keep, in hours handed back or clients kept. We judge each one by what it saves you, not by how clever it is.
How we work
Design. Build. Run.
Most first workflows are live 2–4 weeks after we start.
Design
We map how the work runs today and choose with you what to automate first.
You getA clear plan in plain words, and what it will take.
Build
We build and test each workflow inside the tools you already use.
You getWorking automations, with full written documentation.
Run
We switch it on and keep an eye on it while it settles in.
You getAn alert by email or text if anything gets stuck. With a monthly plan, we fix and improve it for you.
Who we serve
Built for growing businesses
Agencies, clinics, brokerages, accounting firms and law firms are good examples, not limits. Every business runs on the same eight functions, and each one has repetitive work worth handing to software.
- MarketingCampaign tracking, lead scoring, and reporting across your stack.
- SalesLead routing, follow-ups, and CRM updates so your team closes more.
- OperationsApprovals, data sync, and the daily processes that keep work moving.
- Customer ExperienceOnboarding, support routing, and follow-ups without added headcount.
- FinanceInvoicing, payment reminders, and reporting across your tools.
- Information TechnologyProvisioning, access requests, alerts, and IT workflows.
- People & HROnboarding, offer letters, time-off, and HR data syncing.
- Workplace ProductivityRouting, scheduling, task creation, the busywork, automated.
Looking for your industry? See Real Estate & Mortgage, Healthcare & Telemedicine, Legal, Recruitment & Staffing, E-commerce, Property Management and Home Services & Trades.
Your first step: a free 30-minute diagnostic.
Send a few details, and our AI assistant will ring to ask about your business. Then, if you choose, walk us through a typical week and we'll point out the tasks worth automating first.