- Identify
- Budget
- Automate
How we work
Three steps. Countless hours automated.
Identify
Find the repetitive admin costing your team time every week.
Budget
Set the constraint so we can prioritise the most valuable automation.
Automate
Connect the tools and automate work that does not need human judgement.
01 / Identify
Identify the busywork.
Automate it.
We look for repetitive, rules-based admin that costs time every week. The best first automation is easy to define and useful enough to measure.
Automation opportunity scanYour business · current workflow
4 signals- 01Repeat
Repeats often
The task happens every day or every week.
- 02Rules
Follows rules
The next action can be clearly defined.
- 03Handoff
Moves information
Details are copied between people or systems.
- 04Measure
Has a measurable cost
Time, delays or mistakes can be compared.
02 / Budget
Bring us the budget.
We'll bring you the plan.
You give us the constraint. We compare the opportunities we identified and recommend the most valuable automation we can complete within it.
Highest-value buildAutomated lead routingScoped to fit the budget
03 / Automate
Let your website
automate the admin.
Automation means your website handles the repetitive work around each customer—capturing details, moving them between systems, sending follow-ups and keeping the next step moving without someone doing it by hand.
Runs in the backgroundYour website
5 jobs- 01Lead capture & routingAutomated
- 02Customer onboardingAutomated
- 03Booking & remindersAutomated
- 04CRM & system syncAutomated
- 05Invoicing & paymentsAutomated
04 / Examples
What gets copied, chased or checked every week?
01
Lead handling
Capture the product and customer context, route it to the right person and make sure the next action is visible.
- New enquiries arrive with the product, page and customer detail already attached
- Routed to the right person automatically, not whoever opens the inbox first
- A text the moment it lands, not the next time someone checks email
- A reminder if a lead sits untouched for too long
02
Customer onboarding
Every new customer or job kicks off the same first steps, without anyone having to remember them.
- Welcome and next steps sent the moment a deal is marked won
- Forms, documents and deposits requested and chased on their own
- The job created in every system it needs to exist in
- A task list waiting for your team so nothing is missed on day one
03
Bookings
Collect better booking details, send reminders and keep customers informed at the useful moments.
- Booking details collected upfront, not chased afterwards
- Automatic reminders sent before the appointment
- Customers notified the moment something changes
- Synced with the booking system you already run
04
CRM and system sync
Enter information once and let it appear everywhere it is needed, instead of re-keying it between tools.
- A new contact on the website appears in the CRM without retyping
- A status change in one system updates the others
- Sales, accounts and delivery working from the same record
- The gaps between tools that don't officially integrate, filled in
05
Invoicing and payments
Raise, send, chase and reconcile the routine billing that currently waits on someone finding the time.
- Invoices raised from the job or order, not re-keyed from it
- Overdue accounts chased on a schedule, politely and automatically
- Payments matched against the bank feed as they land
- Recurring billing that runs without a monthly reminder
06
Documents and data
Generate, classify, extract or transfer information where people are currently copying and pasting.
- Pull details straight out of a supplier PDF or price list
- Generate paperwork from information already entered once
- Classify incoming documents without opening each one
- Move data between systems that don't otherwise talk to each other
07Built around your business
Custom automation
The repetitive, computer-based task too specific for any off-the-shelf tool. Tell us what eats your week.
05 / Common questions
Business automation questions.
What counts as something worth automating?
Anything copied, chased or checked by hand every week—re-entering data between systems, manual status updates, or repeated follow-ups.
Will this replace the software we already use?
We start with the accounting, CRM, inventory or job-management systems you already run and add the missing workflow or integration. Sometimes, it makes sense to replace your subscriptions whilst we are going if the cost of developing the feature is less than what you pay for the subscription.
How do we know it's actually working?
Every workflow launches with monitoring and documentation, so what it saves is measured, not assumed.
How do we get started?
Describe the process in plain English—we'll help you work out whether it's worth automating before any development begins.
Start with the busywork
What is manual admin actually costing you?
Tell us what gets copied, chased or checked each week. We'll help you find the simplest worthwhile place to begin.