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ServicesWorkflow automation

Workflow Automation Build

One multi-step workflow that replaces a repetitive admin job — data entry, weekly reports, invoice prep, onboarding checklists and more.

Hours of routine work handed to software that does it the same way every time.

What’s included

  • Workflow designed with you, up to 10 automated steps
  • Up to 4 connected apps (website, CRM, email, sheets, payments)
  • Branching rules for the common exceptions
  • Automatic summary report or dashboard, if useful
  • Error alerts and a run log you can check
  • Hand-over call plus written documentation

What we need from you

  • A walkthrough of how the job is done today
  • Access to the apps involved

After you check out

  1. Kickoff & access — A 30-minute call to confirm the details, plus a checklist of the app access we need.
  2. Build & test — We build inside your own accounts and test with sample data before anything goes live.
  3. Hand-over — A walkthrough video, written notes and 14 days of free fixes after go-live.

Often paired with

All packages

Workflow automation

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Automation Audit

$145 one-time

A 60-minute working session that maps how work moves through your business today and shows exactly what is worth automating first.

  • 60-minute video call walking through your current tools and daily tasks
  • A written workflow map of how leads, bookings and customer data move today
  • Your top five automation opportunities, ranked by hours saved
  • Recommended tools, with any monthly software costs spelled out

Call booked within 3 business days; written report 3 business days after the call.

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App integrations

Per connection

App Integration

$225 per connection

One reliable connection between two of your apps — for example website to CRM, Stripe to QuickBooks, or a booking tool to your email list.

  • One connection between two apps, one direction
  • Field mapping and data clean-up rules agreed with you
  • Error alerts sent to you if a record ever fails
  • Test with real sample records before switch-on

Live in 3–5 business days per connection.

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Customer follow-ups

Customer Follow-up Sequences

$295 one-time

Automatic replies and email sequences that greet new enquiries, welcome new customers and keep in touch after the job is done.

  • Instant enquiry auto-response in your brand voice
  • 3-email welcome sequence for new customers
  • Post-service check-in and review-request email
  • Copy written with you, then loaded into your email tool

Live in 5–7 business days, including one round of copy edits.

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