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.
-
You manually move data between tools because they don't talk to each other
-
Your onboarding process is a mix of copy-paste, memory, and luck
-
You set up a Zap once and genuinely have no idea if it's still running
-
Every team member does the same task a slightly different way
-
You know automation would help, but you don't have time to figure out how
-
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.
-
Pre-session questionnaire sent 48 hours before
-
90-minute live screen-share session
-
Written report delivered within 5 business days
-
Current state map and recommended automations ranked by impact
-
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.
-
Scoping call to agree deliverables
-
Full automation build in your agreed tool
-
Testing phase: every scenario, including failure states
-
Written documentation for each workflow
-
Loom walkthrough video
-
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.
-
Monitoring of live automations
-
New builds within your monthly hours
-
Quarterly workflow review
-
Priority response: you jump the queue
-
Monthly summary: what ran, what changed, what's next
-
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
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