How It Works

1. Understand the work you repeat

We begin by mapping the tasks you handle every day.

• Routing calls

• Answering the same questions

• Giving order updates

• Booking appointments or events

• Processing invoices

• Logging notes

• Sending reminders

• Passing tasks between staff

If you repeat it, we capture it.

2. Identify what’s not being done — but should be

Then we look at the tasks that aren’t happening.

• Out-of-hours call handling

• Following up on quotes

• Checking in with customers

• Responding to inbound enquiries quickly

• Sending marketing emails

• Chasing payments

• Keeping records up to date

These tasks often produce the biggest returns when automated.

3. Put a cost to every task

4. Compare it to the cost of automation

We calculate the real cost of each job:

• Time spent

• Time lost

• Missed revenue

• Delays caused

• Customer impact

This makes it clear where your time and money are going — and what’s worth fixing first.

We look at the cost of continuing the status quo versus the benefit of automating:

• What each automation would save

• What it would produce

• What it would prevent

• And the break-even point

If something won’t deliver a strong return, we won’t recommend it.

5. Prioritise the highest-value tasks

6. We implement the automations

We then line up the tasks that give:

• The biggest time savings

• The biggest revenue impact

• The biggest improvement in responsiveness

• The biggest reduction in stress

This becomes your automation roadmap.

We set everything up so it works reliably, every day, without you needing to touch it.

• Automatic follow-ups

• Customer reminders

• Call and enquiry routing

• Booking flows

• Email replies

• Logging and note-taking

• Payment and invoice nudges

• Task handovers

• Out-of-hours response systems

All built around your real workflow.

7. Evaluate, refine and improve

8. Move on to the next opportunity

Once the automations are running, we monitor:

• What’s working

• What needs adjusting

• What’s saving the most time

• What could be expanded

Small tweaks often create major gains.

Automation is not a one-time project — it’s a continuous improvement cycle.

We repeat the process:

• Identify the next bottleneck

• Assess the value

• Automate it

• Refine

• Move to the next

Your business becomes smoother, faster, and more consistent every month.

The result?

• Less admin

• Faster responses

• Fewer mistakes

• More time back

• Better customer experience

• Higher profit per hour worked

All without hiring more people or adding more stress to your week.