automation and systems

Automations and systems that run your business in the background.

We automate the busywork, from enquiry replies and booking reminders to invoices and follow-ups, and set up the systems behind it, so you can focus on the work that grows your business.

systems

The systems we set up and run.

Not sure what you need? That's normal. We look at how your business runs today and recommend the systems that will save you the most time.

01

Enquiries and leads

Every enquiry captured, answered and tracked in one place, so no lead goes cold.

02

Bookings and scheduling

Online booking with automatic confirmations, reminders and rebooking messages.

03

Client records and CRM

One place for your customers, conversations and jobs, kept up to date without copying and pasting.

04

Payments and invoicing

Invoices sent on time and polite reminders for late payments, so you're not the one chasing.

05

AI assistants and reporting

AI-drafted replies to common questions, plus simple reports that show what's working.

automation

The automations we set up and run.

The repetitive jobs that eat into your week, handled automatically in the background. Here are some of the automations we set up most.

01

Never miss an enquiry

Every enquiry gets an instant reply and lands in your CRM, so nobody waits and nothing gets lost in your inbox.

02

Follow-ups that send themselves

Quotes, proposals and missed calls followed up on a schedule, until the lead books or says no.

03

Fewer no-shows

Booking confirmations and reminders go out automatically, with easy rescheduling links.

04

Stop chasing invoices

Invoices raised when a job is done and polite reminders sent until they're paid.

05

More five-star reviews

Happy customers get a review request at the right moment, without you having to remember.

06

Smooth client onboarding

Welcome emails, forms and documents sent the moment someone signs up.

07

AI that drafts the replies

AI sorts incoming messages and drafts replies to common questions, ready for you to check and send.

08

Reports without the spreadsheets

Leads, bookings and revenue pulled into one weekly summary, so you always know where things stand.

Our Process

How we work

Clear terms from day one, so you always know what you're getting and what happens next.

01

Everything agreed in writing

Before we start, you get a written list of the systems and automations we'll set up, so there are no surprises.

02

Changes approved before they're built

Want something new or different? We'll scope it and confirm it with you first, then build it.

03

No setup fee, no long lock-in

Plans have a 6-month minimum to cover the build, then run month to month. Stay because it's working, not because you're tied in.

04

Your accounts, your data

Everything is set up in your own accounts. Your data, workflows and tools stay yours, whatever happens.

05

Looked after every month

If a tool changes or something breaks, we fix it. We also keep improving your setup as your business grows.

monthly plans

Choose your plan

One monthly plan covers the setup, the running and the improvements, with no setup fee. Every plan is tailored on a free call, where we'll confirm exactly what's included and the price.

Getting started

Essentials

Monthly plan
6-month minimum

Enquiries captured in a CRM with instant auto-replies, follow-up emails, and a booking link with confirmations and reminders. Plus a monthly check-in.

Best for: sole traders and small teams still handling enquiries and bookings by hand.

Fully run for you

Complete

Monthly plan
6-month minimum

Everything in Growth, plus an AI assistant for enquiries, client onboarding flows, custom integrations between your tools, a live dashboard and priority support.

Best for: growing teams, consultancies and multi-service businesses that want their admin handled end to end.

Larger projects

Custom

Scoped to you
Quoted on a call

Bespoke systems and automations for larger or multi-location businesses, including complex integrations and builds beyond our standard plans.

Best for: multi-location businesses, larger teams and anything with specific requirements.

Add-ons

Extras you can add to any plan. We'll talk through what you need and price it on your call.

AI chat or email assistant

Answers common questions and drafts replies around the clock.

SMS or WhatsApp reminders

Reach customers where they actually read their messages.

Data migration

Move contacts and records from an old CRM or spreadsheet.

Extra workflows

Automate more of your processes beyond what your plan includes.

Reporting dashboard

Your key numbers live in one place, updated automatically.

Team training

A walkthrough so your team knows how everything works.

Need something specific? Tell us what you have in mind and we'll scope it on a call.

faqs

Automation and systems questions.

What's the difference between automations and systems?

Systems are the tools your business runs on, like your CRM, booking calendar, invoicing and client portal. Automations are the workflows that connect them and handle the repetitive jobs, like replying to enquiries, sending reminders and chasing payments. We set up both so they work together.

What tools do you work with?

We work with the tools most small businesses already use, such as Google Workspace, Microsoft 365, HubSpot, Calendly, Stripe, Xero, Shopify and Webflow, connected with platforms like Make and Zapier. If you use something else, we'll check it can connect before we start.

Do I have to change the tools I already use?

Usually not. We build around the tools you already have wherever we can. If something is slowing you down or can't connect, we'll recommend an alternative and explain why before anything changes.

How long does it take to set up?

It depends on what you need. Setup takes a minimum of 2 weeks, and larger systems take longer. Once we've scoped everything on a call, you'll get a timeline in writing before we start.

What does a monthly plan include?

Your plan covers setting up the automations and systems we agree on, keeping an eye on them, fixing anything that breaks, small changes and a regular check-in on what to improve next. Everything included is agreed in writing before we start.

Is there a minimum term?

Plans have a 6-month minimum so there's time to set things up properly and see results. After that, they run month to month. There's no setup fee and no long lock-in.

Who owns the automations and my data?

You do. Everything is set up in your own accounts, so your workflows, customer data and records stay yours. If you ever stop working with us, it all keeps running in your name.

Is my data kept secure?

Yes. We use each tool's official connections, only access what a workflow needs, and work inside your accounts rather than copying data elsewhere. You can remove our access at any time.

Can AI reply to my customers?

Yes. An AI assistant can answer common questions by email or chat using your own business information. You choose whether it replies on its own or drafts replies for you to check and send.

What happens if something stops working?

We monitor your workflows and get alerted when one fails, so most issues are fixed before you notice. Fixes are part of your monthly plan, not an extra charge.

Do I need a website from you to use these services?

No. We can connect automations to the website and tools you already have. If your website is holding you back, we can redesign it alongside your systems.

Let's Work Together

Ready to start your next chapter?

Book a free call to talk through your business, what you need from your website or the systems needed to keep your business running smoothly, and whether we’re the right fit.

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