Automations, CRMs and the boring admin, handled.

CRM setup, job tracking, follow-ups, repeat invoicing, AI-assisted workflows. The repeat work that eats your Sundays, off your plate. Priced on the brief once we know what you actually run.

What gets handled

The repeat work, automated. The exceptions, escalated.

Every business has a handful of small jobs that have to happen every day, every week or every month. Automation does them in the background. You only get involved when something needs a real decision.

01 · CRM setup

One place for customers, jobs, quotes, invoices and history. No more spreadsheets, sticky notes, three notebooks and your wife’s phone. We pick the right CRM for your size — HubSpot, Pipedrive, Notion, Airtable, Servoro — and set it up properly.

02 · Lead-to-customer flow

New enquiry → logged contact → qualified → quoted → won → onboarded. All tracked in one timeline. You see where every potential customer is and what needs doing next.

03 · Follow-up sequences

Quotes that stayed quiet get a polite nudge after two days, a check-in after a week, a final message after two. Customers get a follow-up after the job, a request for repeat work, a seasonal reminder if it fits.

04 · Invoicing and chasing

Invoices generated automatically when a job marks complete. Sent to the customer, reminders fire on the schedule you choose (gentle at first, firmer after 30 days). Payments reconcile back to the CRM.

05 · Appointment reminders

Customers get a confirmation when booked, a reminder the day before, a "we’re on our way" message if you want. No-shows drop sharply when the customer has had three touches.

06 · Review requests

After every job, a polite ask for a Google review fires automatically. Reviews drive both local SEO and customer confidence. Most businesses just forget to ask.

07 · AI-assisted workflows

Drafting quotes from a customer brief, summarising long emails, sorting incoming enquiries by urgency, generating job descriptions for staff. AI as an assistant, not a replacement.

08 · Data sync between your tools

Your booking system, accounting software, email marketing, CRM and website forms all talking to each other. No double-entry. No information stranded on one platform.

How it works

Map your business, build the system around it.

  1. 01

    Audit what eats your time

    We sit down with you (and your team if you have one) and find out what actually repeats every week. Where the bottlenecks are. What you procrastinate on. What gets dropped.

  2. 02

    Design the workflows

    A plain document showing each automation: what triggers it, what it does, who gets notified, what the customer sees. You sign it off before we build anything.

  3. 03

    Build and connect

    We connect your existing tools — email, CRM, calendar, accounting, booking, website forms — and build the automations on top. Tested with real data before going live.

  4. 04

    Watch and refine

    After a month we review what is working, what could be better, what is being skipped. We tune the rules and add anything missing.

Case studies

Recent work · Automations

Servoro

Website Build, Brand Foundations

A new facilities management firm launching with a real, professional online presence from day one. Built to win the kind of enquiries the business actually wants.

How To Automate My Business

Web Design, Local SEO

The platform launched as a fully positioned authority in the UK SME automation space, with structured content driving organic visibility and qualified consulting enquiries from day one.

Therapy Hair Body & Nails

Web Design, Local SEO

A complete website rebuild replacing an outdated, poorly performing site — mobile-first, conversion-focused, and structured with dedicated treatment pages to capture local beauty searches.

FAQ

Questions about automations

We focus on automating administrative chokepoints. This includes routing incoming enquiries instantly to the right team member, sending automated follow-up emails, logging leads straight into a CRM, requesting reviews after a job is complete, and syncing contact forms with booking calendars.

Get in touch

What is eating your Sundays?

Tell us the bits of admin you wish you never had to do. We will tell you which ones can be automated and quote it properly.

Get in touch