After launch: automation

We automate your follow-ups so fewer leads go cold

We connect your website, CRM and other tools so enquiries reach the right person, reminders go out on time, and your team spends less time moving information by hand.

Book a 15-min call See the work

The problem

Money doesn’t vanish in one day. It leaks out, a little at a time.

1A quote that nobody followed up.
2An inspection reminder that lived in one person’s head.
3A new customer given to someone who was on holiday.

Nobody decided to drop these. There was just no system making sure they happened.

What we automate

The work that depends on someone remembering.

Quote and sales follow-up

Every open quote gets followed up on schedule. At the start of each week, each salesperson gets a short list of customers to call.

Inspection and service reminders

Customers are reminded in steps before a due date, and your team is alerted when nobody responds.

Website to CRM

Each quote request from your site is saved, given to one person, and turned into a task. It does not sit in a shared inbox.

Clean customer data

Missing details get filled in. Double entries get caught. So you can trust your reports.

Passing work along

Work goes to the right person with the notes attached. If it gets stuck, the right person is told.

We work with HubSpot and Attio. We use n8n to connect your tools and automate the work between them.

Example: a quote request that gets followed up

An illustrative workflow, adapted to your team’s process.

Before

A request lands in a shared inbox. Someone copies it into the CRM, assigns it and tries to remember to follow up.

After

The form creates a CRM record, assigns an owner and schedules a reminder. If no one acts, the team lead gets an alert.

How it works

A clear list of work, a fixed price, agreed before we build.

The initial mapping session is free. After it, you get a clear list of work and one fixed price. No hourly billing.

Mapping.
We sit with the people who do the work. We write down each step as it really happens.
Build.
We build inside your CRM, on your accounts. You own it.
Review.
Your team tests it on real records before it goes live.
Go live.
We monitor the workflows for the first two weeks and fix any problems that show up.

Fit and price

A fit if

You already have a process. It works when people remember it. Your customer data is in real software, not in someone’s head. A decision-maker can give us an hour. You want to own what we build.

Not a fit if

Your process is still being decided. Automation makes a clear process faster. It cannot make an unclear one clear.

Automation projects usually run $2,500 to $7,500, scoped after a call.

Fair questions.

What kind of work can you automate?

The follow-ups people forget: chasing open quotes, reminding customers before a due date, assigning new enquiries and flagging duplicate records. If your team does it the same way every week, it can probably run on its own.

Do we need a CRM first?

Automation works best on a CRM you already use, like HubSpot or Attio. If your contacts live in spreadsheets and inboxes, we will tell you on the first call whether to start there.

Will this replace our staff?

No. It handles the reminders, sorting and hand-offs so your people spend their time talking to customers, not tracking who to call.

How do you know what to automate?

We start by mapping how work moves today with the people who do it. Then we automate the few steps that lose the most leads or time, not everything at once.

Who owns the automations?

You do. Everything is built in your own accounts and documented, so another consultant or your own team can pick it up.

What happens if something breaks?

Your team tests every workflow with real data before it goes live. We monitor it for the first two weeks and fix any problems. We agree the scope of any ongoing support in your proposal.

Is our customer data safe?

We only request the access each workflow needs. Before work starts, we confirm which tools will process customer data, where the automation will be hosted and who controls the accounts, so you can keep your privacy policy accurate.

Will our team need training?

We walk your team through each workflow before go-live. Most changes are invisible to them: tasks and reminders simply show up where they already work.

Can our website forms feed into this?

Yes. Each request from your site can be saved to your CRM, assigned to one person and turned into a task, so nothing sits in an inbox.

Tell us which follow-up keeps getting missed.

Book a 15-minute call. Tell us which follow-up keeps getting missed, and we will tell you whether it can be automated.

Book a 15-min call

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