THE PROBLEM
You're doing the work. And then redoing it in a different tool.
You built a business to do the work you're good at. Somewhere along the way, a significant chunk of your day became copying things between tabs, chasing tasks through a trail of emails, and wondering whether the automations you set up six months ago are still working.
It's not a willpower problem or a productivity problem. It's a systems problem. And it has a solution.
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You manually move data between tools because they don't talk to each other
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Your onboarding process is a mix of copy-paste, memory, and luck
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You set up a Zap once and genuinely have no idea if it's still running
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Every team member does the same task a slightly different way
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You know automation would help, but you don't have time to figure out how
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When something breaks, it breaks quietly, and you find out from a client
WHAT I OFFER
Three ways to work together
Most clients start with the Audit. It pays for itself, and it gives both of us a clear picture of exactly what to build.
01
ENTRY POINT
The Automation Audit
A paid, structured deep dive into your current tools and workflows. I map what you have, identify what's costing you time, and deliver a written report with a prioritised list of automations to build.
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Pre-session questionnaire sent 48 hours before
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90-minute live screen-share session
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Written report delivered within 5 business days
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Current state map and recommended automations ranked by impact
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15-minute follow-up call to walk through the report
02
PROJECT WORK
The Setup Package
Done-for-you build of the automations identified in your Audit. I scope it carefully, build it properly, test every scenario, and hand it over with documentation and a walkthrough video so you always know how it works.
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Scoping call to agree deliverables
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Full automation build in your agreed tool
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Testing phase: every scenario, including failure states
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Written documentation for each workflow
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Loom walkthrough video
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30-day check-in included
03
ONGOING SUPPORT
Monthly Retainer
Your automations need maintenance as your business changes. I stay on to monitor live workflows, catch errors before you do, build new automations as you grow, and keep everything documented and running cleanly.
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Monitoring of live automations
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New builds within your monthly hours
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Quarterly workflow review
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Priority response: you jump the queue
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Monthly summary: what ran, what changed, what's next
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Flexible tiers to match your stage of growth
From chaos to running systems, in four steps
HOW IT WORKS
1
DISCOVERY CALL
A free 30-minute conversation about your business, your tools, and where you're losing time. No pitch, no prep required. We figure out together whether working together makes sense.
2
AUTOMATION AUDIT
A structured 90-minute deep dive into your tech stack. You get a written report with a clear, prioritised list of exactly what to automate and why.
3
BUILD AND TESTING
I build the agreed automations, test every scenario including the ones that might break, document everything, and hand over a walkthrough video. Nothing goes live until it works properly.
4
ONGOING RETAINER
Once your systems are live, I stay on to maintain them, catch anything that drifts, and build new workflows as your business grows. You focus on the work. I keep the systems running.
If it's in your stack, I've probably worked with it
TOOLS I WORK WITH
Not sure if I can work with your specific setup? Book a Discovery Call.
There's a good chance the answer is yes.
Automation Platforms
Make
Zapier
n8n
Project Management and Databases
Notion
Airtable
ClickUp
Notion logo — workspace and documentation tool
Airtable logo — database and CRM tool
CRM and Email Marketing
Hubspot
Mailerlite
Mailchimp
Communication and Productivity
Slack
Gmail
Forms, Scheduling and Intake
Typeform
Calendly
Jotform
TidyCal
AI Tools
Claude
ChatGPT
Gemini