Basic Automation
Automating simple, repetitive tasks such as sending confirmations, collecting form responses or updating a spreadsheet.
Who it's for
Small businesses taking their first step away from manual admin.
Problems it solves
- Copying information from one place to another
- Forgetting to send confirmations
- Hours lost on routine tasks
What's included
- Review of the task you want automated
- Setup of the automation
- Testing and handover
- Simple instructions
Exact inclusions are confirmed in your quote.
Benefits
- Fewer missed bookings, follow-ups and payments
- Less time spent on repetitive admin
- All customer information in one place
- Clearer reports for better decisions
How it works
Discover
We learn about your business, customers and goals through a short questionnaire and conversation.
Plan
We agree what will be done, the timeline and the price before any work starts.
Design
We create the look and structure, and you give feedback.
Build
We build, set up and test everything.
Launch
We go live and show you how everything works.
Grow
We support, improve and help you get more from your investment.
Example use cases
- A salon sending automatic appointment reminders
- A logistics company tracking jobs and drivers
- A training provider managing registrations
- A sales team tracking every lead until it closes
Questions
What does automation actually mean?
It means setting up a system to do a task automatically, such as sending a reminder when a booking is made, instead of someone doing it by hand every time.
What is a CRM?
A customer management system that helps you keep track of customers, enquiries, follow-ups and important customer information in one place.
Will my staff be able to use it?
Yes. We design for the people who will use it and include training. If a system is too complicated to use, it is not a good system.
Can it work with what we already use?
Often, yes. Tell us what you use today, such as Excel, WhatsApp or accounting software, and we will advise what can connect.
Related services
Automated Workflows
Connecting several steps into one automatic process, for example: new enquiry, notify the team, add to CRM, send a follow-up.
Customer Management / CRM
A customer management system that helps you keep track of customers, enquiries, follow-ups and important customer information.
Ready to get started with basic automation?
Tell us what you need. We'll reply with clear next steps and a starting quote.