Automation Consultation
Already have a team? This is for you.
If you've got people handling the work but things still depend on manual tracking, memory, and chasing, the problem isn't your team. It's the systems around them.
We assess your workflows, build the automation, train your people, and hand it over. You manage it from there.
One-off fee. Full documentation. No ongoing dependency.
Your team is great. It’s your systems that aren't keeping up.
The real challenge isn't finding good people. It's giving them systems that actually support the work.
Without proper automation, your team ends up doing manual transfers between tools, chasing follow-ups that should trigger themselves, and holding processes together with memory instead of structure.
That's not a people problem. That's a setup problem.
WHAT AN AUTOMATION CONSULTATION LOOKS LIKE
We start by understanding how your business actually runs day to day. Where the manual work is. Where things slip when it gets busy. Where your team is spending time on tasks that should happen automatically.
From there, we build. Payment reminders, quote follow-ups, document routing, onboarding sequences, status updates, tool integrations. Whatever removes the most friction from how your business operates.
Your team gets full training and documentation so they can manage the systems independently. Nothing depends on us once the handover is done.
The Process
1. Understanding where the manual work is costing you.
Full workflow review across your current tools and processes
Identifying where automation replaces manual tracking
Prioritising what to build first based on impact
Mapping how your tools should connect and share data
2. Proper setup with automation configured to fit how your business works.
Workflow automation built around your existing tools
System integrations so data flows automatically between platforms
Data migration with validation and error checking
Workflow testing to make sure triggers fire reliably
3. Your team takes over with confidence.
Full documentation of every automation and workflow
Training sessions tailored to your team
Troubleshooting guide for common scenarios
Clear process for maintaining and updating systems
TYPES OF SYSTEMS WE WORK WITH
Email, calendar, and document storage with automated syncing
Job management software with status update automation
Task and project management with notification workflows
Bookkeeping and receipt management with automatic data flow
Password management system setup
Process documentation
WHO THIS IS FOR
Businesses that already have a team but need better systems around the work.
Teams doing manual work that software should be handling.
Owners who want things running reliably in the background without signing up for ongoing services.
WANT ONGOING SUPPORT INSTEAD?
If you'd rather have a VA or bookkeeper who builds and manages the automation for you on an ongoing basis, that's our core service.
Want to know what it'll cost?
See how a structured consultation delivers better value than traditional consultants, and what's included in the one-off fee.
