Everyone says they build automation. Ask them to show their work.
You have heard the pitch: connect your apps, add AI, save hours. Before you trust someone with the process your business depends on, ask for more than a screen full of connected logos.
Key takeaways
- Look for a clear explanation of actual project work.
- Check responsibilities and recovery before agreeing to scope.
- Choose tools around your business process.
Ask for a project they can explain
A useful example tells you what the business needed, what the developer actually built and where people still had to make decisions. Ask them to walk through the handoff, including what happens if it fails.
IXM's Surety Bonds LLC work includes Salesforce flows, form routing, calendar integrations and follow-up nudges. Our Spartan Home Pros project includes Odoo modules, Zapier workflows, dashboards and documentation. Those are specific areas you can inspect in the portfolio below.
International work is context, not a trophy
Our 21 Property Group recruiting scheduler work connects Workable and Google Calendar using Python. It gives us another concrete example to discuss when a buyer asks about scheduling across tools.
Experience with US companies matters when it helps us ask better questions about your operation. A client's size or location alone does not tell you whether a proposed solution fits.
Compare the answers, not the tool list
Ask who owns the accounts, how failed runs are surfaced and what is included after launch. Ask which part should stay manual for now. A clear explanation should make your decision easier.
IXM works across CRM and work-management platforms including Airtable, monday.com, Pipedrive, HubSpot, GoHighLevel, Salesforce and Odoo. For a business in Trinidad and Tobago, the right starting point is your process, not our favourite platform.
Quick audit
- Can the provider explain their specific contribution?
- Can they show a relevant workflow and its exceptions?
- Are ownership, support and handover included?