Process & AI automation

You do the work. The system does the chasing.

Missed calls, follow-ups, reminders, invoices, the same details retyped into three different tools. That is work a system should be doing while you are on the job. I design the automation, wire it into the tools you already run, and hand it over documented, working and yours.

20 minutes. You leave with a clear view of what to build first, whether you hire me or not.

The catalogue

Twenty-one patterns. Three bands.

These are patterns I’ve built before, not products off a shelf. Each one gets rebuilt around your workflow, your tools and your data.

The order below is deliberate. Operations comes first, because retyped records and lost hours quietly cost more than a slow reply ever did. Intelligence comes second: two builds that only exist because your business has history. Front of house comes last. It matters, but it polishes the front door rather than fixing the week.

Band 01 · Operations

Where the hours actually go.

The unglamorous middle of the business: records, onboarding, tickets, invoices. Automate this layer and the week gets quieter without a single new lead coming in.

01

Internal admin automation

Repetitive admin steals hours from every week.

One event sets off everything that should follow it. A client books, pays or completes a stage, and the record updates, the team gets told, the invoice generates, the folder appears. Nothing waits on someone remembering.

Fewer errors, fewer chase-ups, and hours of your week back.

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02

CRM and spreadsheet sync

Retyping lead data is slow, error-prone, and mostly it just doesn’t happen.

Every lead, booking and form submission lands in one accurate record the moment it arrives, fields mapped exactly. Syncs to the CRM you already use, or I build you the one you actually need.

One live record of every lead and client. Zero manual entry.

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03

Client onboarding automation

A messy first week undoes the trust that won you the job.

The moment a client signs, the sequence runs: welcome email, intake form, information requests, kickoff scheduling. The right order, every time, with no one pushing it along.

Every client gets the same organised start, on your busiest week or your quietest.

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04

Support ticket triage

Requests get lost or misrouted when nothing is catching them.

Incoming requests are read, categorised and prioritised the moment they land. Urgent issues get flagged straight to a person; routine ones are queued and assigned without anyone touching them.

Faster responses, and nothing falls through the cracks.

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05

Lead source tracking

If you don’t know where leads come from, you can’t back the channel that’s working.

Every lead is tagged at the door: search, social, referral, form, WhatsApp. The data lands in a dashboard or sheet in real time, so marketing spend finally answers to evidence.

Decisions built on what is actually working, not on what feels busy.

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06

Invoice reminder automation

Chasing overdue invoices is awkward, so it gets put off.

Polite reminders go out on a schedule you set, before the due date and after it, by email or SMS. Consistent, professional, never confrontational, and never forgotten.

Paid faster, without a single awkward phone call.

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Band 02 · Intelligence

Your history already knows the answer.

Quotes, job sheets, emails, spreadsheets. Years of decisions are sitting in your files. These two builds put that history to work. They are not installed; they are built, around your data and nobody else’s.

07

A custom AI agent on your own documents and data

The answer exists. It is in a quote from two years ago, a job sheet, or the head of whoever has been there longest.

I build an assistant trained on your material: past quotes, specs, policies, job notes, the paperwork nobody wants to dig through. Your team asks in plain English and gets the answer with its source attached. It runs in your accounts, on your data, private to you.

The knowledge stops living in one person’s head, and stops leaving when they do.

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08

AI-assisted quoting and triage, trained on your historic jobs

Quoting eats your evenings, and every estimate depends on who wrote it.

Your past jobs already show what was quoted, what the work actually took, and which enquiries turned into money. I build a system on that record: it drafts the next quote and flags the enquiries worth moving on first. You review and send. Nothing leaves without you.

Quotes out in minutes, grounded in your own numbers rather than gut feel.

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Band 03 · Front of house

The leads you already paid to attract.

Missed calls, slow replies, forgotten follow-ups. These thirteen catch what your marketing already brought in. Quick to add, worth having, and last on this page on purpose. Each row expands to the detail.

Every missed call is a lead about to dial your competitor.

The moment a call goes unanswered, the caller gets a text within seconds: it acknowledges the call, promises a response, and gives them a way to book or reply. The lead is logged before you are off the job.

Missed calls stop meaning missed work.

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Enquiries get lost when nothing catches and directs them.

Every form submission, email and chat message is captured, tagged by source and type, and routed to the right person or system. Nothing sits unseen in an inbox.

Every lead seen, categorised and actioned within seconds of arriving.

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You spend time on tyre-kickers before you know who is serious.

When an enquiry arrives, a model reads it and scores intent, urgency and fit. You see the score and a one-line summary before you open the message, and serious enquiries jump the queue automatically.

Your attention goes to the leads most likely to become work.

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Someone asks for a quote, hears nothing for a day, and moves on.

Every quote request gets an immediate, personalised acknowledgement with a realistic timeframe and a link to book a call. A follow-up sequence then runs over the next two days until you have responded properly.

Every request answered professionally, including the ones that land at two in the morning.

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A booking with no confirmation feels uncertain, and uncertain clients cancel.

Every new booking instantly sends a confirmation to the client and to you: date, time, location, and anything they need to prepare before they arrive.

Clients turn up confident. No confusion, no forgotten appointments.

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Most no-shows are not rude. They just forgot.

Three reminders before every appointment: the day before, a couple of hours out, and just before. Each carries a one-tap reschedule or cancel, so a change of plan becomes a filled slot instead of a gap.

Fewer empty slots, and cancellations you can actually refill.

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Most work is lost because nobody followed up a second or third time.

When a lead goes quiet after an enquiry or a quote, a timed sequence takes over, personalised with their name and the last thing you discussed. It runs for a week, then pauses rather than pestering.

The second and third touches happen every time, without you diarising them.

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Leads that went silent are not dead. They need the right nudge.

When someone has not replied within a window you set, a warm, brief message goes out with one clear next step. Email, SMS or WhatsApp, whichever they used first.

A pipeline that revives itself instead of quietly expiring.

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Happy customers rarely leave reviews unless you ask at the right moment.

Shortly after a job closes, the client gets a warm, personal request with direct links to Google and Trustpilot, timed for when the goodwill is highest.

Reviews accumulate on their own, job after job.

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Unanswered DMs go cold while you are doing the actual work.

Messages and story replies get an instant response that qualifies the enquiry, captures a name, an email and what they are after, then routes the conversation to you for a human reply.

Social enquiries captured around the clock, not when you next open the app.

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One email gets ignored. A sequence builds trust.

A qualifying action, a form fill, a quote request or a new enquiry triggers a timed series of emails, each one written to move things a step forward, none of them sent by hand.

Consistent, professional follow-up with zero manual sending.

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Some leads will never fill in a form. They will answer a WhatsApp.

When a chat or a form reaches a qualifying stage, the lead is invited into WhatsApp automatically and the conversation carries on where they actually reply.

Conversations close faster on the channel the client prefers.

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A bot that hits its limit and goes quiet loses the exact leads worth having.

When a conversation shows a serious buying signal or a question beyond the bot, a person is flagged immediately and the visitor is held with an honest message while the handoff happens.

Hot conversations reach a human while they are still hot.

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Next step

Not sure which of these you need?

Good. Nobody buys automation off a list. Tell me what your week actually looks like and I’ll tell you which of these would earn its keep first, and which to skip.

20 minutes. You leave with a clear view of what to build first, whether you hire me or not.

Rather start in writing? The free operations teardown maps how an enquiry travels through your business today and shows where it leaks.

I reply to every enquiry personally within one working day. If I can’t help, I’ll say so and point you at someone who can.

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