Tradies
Quote request → job card → follow up text → review request
Automation
Automation for small businesses. Less admin, fewer dropped balls.
Forms, follow ups, quotes, invoices and reminders that run on their own, using the tools you already have.
01 / The problem
You know automation would help. Nobody has time to own it.
- Copying data between appsThe same details typed into your inbox, a spreadsheet and your accounting software.
- Chasing peopleReminders for documents, replies and payments that someone has to remember to send.
- Things slipping throughWhen it gets busy, enquiries wait and follow ups get forgotten.
02 / What I do
From audit to looking after it.
Think of it as having someone who owns automation in your business, without hiring for it.
- Step 1AuditI map how work moves through your business and where the time goes.
- Step 2PlanWe pick the few wins worth building first, with a fixed quote.
- Step 3BuildI connect the tools you already use and test with real examples.
- Step 4Look afterYour team gets a short guide, and I keep it running if you'd like.
03 / Examples of what I can build
The jobs a computer should be doing.
A few common examples. Every business is a bit different, so we start from how your work runs today.
Bookkeepers and accountants
Document chasing, receipt collection and month end reminders
Professional services
Enquiry → intake form → booking → onboarding emails
Any small business
Website form → CRM → email reply, plus invoices and reminders
04 / Tools I work with
Built on what you already use.
- Google Workspace
- Microsoft 365
- Xero
- HubSpot
- Calendly
- AI steps (OpenAI / Claude)
05 / Two ways to work together
One project, or ongoing help.
Start with a single workflow, or have me look after and keep improving your automations each month.
Automation
Automation project
from$990
after a free 30 minute call
- One workflow, built and tested
- Works with the tools you already use
- Handover and training
Automation
Ongoing automation
Ask me
a small monthly plan
- I look after your automations
- Fixes when one of your tools changes
- New improvements as your business grows
06 / Questions
Automation questions.
Do I need new software?
Usually not. I start with the tools you already pay for, like Google Workspace, Microsoft 365, Xero, HubSpot or Calendly, and connect them so they work together.
What if something breaks?
Tools change their settings from time to time. On the ongoing plan I keep an eye on things and fix them. After a one off project you get a short guide, and you can call me if anything stops working.
Is my data safe?
Your data stays in your own accounts. Automations only get the access they need, and every login is handed over to you at the end.
How long does it take?
It depends on the workflow and the tools involved. After the free call you get a timeline in writing, along with the fixed quote.
Do I need to be techy?
No. You tell me how the work gets done today, in plain words. I handle the technical side and show your team how it works when it's done.
Contact
Book a free 30 minute call.
Tell me which jobs eat your week. I'll tell you honestly what's worth automating. I usually reply within a day.
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