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.
Book a 20-minute call →
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.
Book a 20-minute call →
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.
Book a 20-minute call →
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.
Book a 20-minute call →
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.
Book a 20-minute call →
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.
Book a 20-minute call →