Complete Company System & Automation
The manual steps between your tools, removed — quotes, bookings, invoices, reminders and handovers running without anybody retyping anything.
Most businesses run on a spreadsheet that has quietly become load-bearing, plus four tools that do not talk to each other and a person whose actual job is copying between them. It works right up until that person is on holiday.
We map the process first, on a call, with the people who do it. About half the time the fix is deleting a step rather than automating it — which is free, and which nobody selling automation will tell you. What is left gets built as real workflows with error handling, retries and alerting, so a silent failure at two in the morning is something you hear about rather than something you find out about a fortnight later.
On Essential this is the core system: enquiry to CRM, booking confirmed, reminder sent, invoice raised. On Full Growth it runs end to end, including the internal handovers and the reporting that feeds itself.
What that covers
- Process mapped with the people who run it
- Quote, booking, reminder and invoice flows automated
- Calendars, forms, payments and CRM connected
- Review requests and rebooking sequences
- Error handling, retries and failure alerts
- A runbook, so your team can maintain it
What changes
Work that used to depend on somebody remembering now happens whether they remember or not.
Which packages include it
Common questions
Will this replace one of our staff?
In our experience it does not — it stops the person you already have from spending a third of their week retyping. If a process genuinely should not exist we will say so, but we are not going to promise a headcount saving we cannot measure.
What if an automation breaks?
Every workflow has error handling and alerting on it, and it is monitored as part of the retainer. When something fails you get told; you do not discover it from a customer.
How much can realistically be automated?
Anything rules-based and repetitive. Anything needing judgement should stay with a person, and we will push back if you ask us to automate it anyway — a wrong decision made automatically at scale is worse than a slow correct one.
Works with
CRM Setup & Management
Every enquiry in one place with a stage, an owner and a next action — so nothing sits in an inbox nobody has opened since Friday.
Call Team & Lead Follow-Up
Somebody actually chasing the enquiries — SMS and email within minutes on every tier, and on Full Growth a team picking up the phone.
Monthly Strategy & Reporting
One report you can read in five minutes and one call about what to do next — enquiries, cost per lead and revenue, not a dashboard of impressions.
Want this running by next month?
Every package includes it. The first call works out which one fits.
