Stop doing manually what a system can do for you.
AUTOMATIONTailored business and marketing automations that save your team time and nurture leads automatically. We design smart workflows, automated email sequences, and CRM integrations that keep your pipeline moving 24/7.
The problem
Manual follow-ups get forgotten. Leads go cold. Reports take hours to compile. When your processes depend on someone remembering to do something, they're fragile. A business that scales needs systems that run without constant intervention.
The result
A business that nurtures and converts leads even when you're not watching: automated workflows that eliminate the admin, reduce response times, and keep your pipeline full.
What's included
Everything you need. Nothing you don't.
Business Process Audit & Workflow Mapping
We map every step of your current processes (from lead capture to follow-up to invoicing), identifying the manual steps, bottlenecks, and failure points. This audit is the foundation of every automation we build.
CRM Setup & Pipeline Configuration
We set up and configure your CRM with deal stages, custom fields, and pipeline views that match how your business actually sells. A properly configured CRM is the engine that makes all your automations work.
Automated Lead Capture & Follow-Up
When a new lead comes in (from your website, social ads, or a referral), an automated sequence kicks off immediately: a confirmation email, a CRM entry, a task assigned to your team, and a follow-up scheduled. No lead goes cold.
Email & SMS Nurture Automation
Multi-step nurture sequences that engage leads over days or weeks (educational content, social proof, and timely offers), sent automatically based on where the lead is in your pipeline and how they've engaged.
Form & Booking System Integrations
We connect your website forms, booking systems, and intake questionnaires to your CRM and email platform, so every new enquiry or booking is captured, recorded, and actioned automatically.
Reporting Dashboard Setup
A live dashboard (typically in Looker Studio or your CRM) that gives you an at-a-glance view of your pipeline, lead sources, conversion rates, and revenue. Built once, updated automatically.
Team Training & SOP Documentation
We train your team on the new systems and document every workflow in a clear SOP so new team members can onboard without relying on institutional knowledge or tribal memory.
Ongoing Monitoring & Optimisation
Automation workflows need ongoing attention as your business evolves. We monitor performance, fix broken steps, and continuously improve sequences based on open rates, response times, and conversion data.
Go deeper into a specific engagement
Each of the following is a focused extension of our Business Process Automation service, available as a standalone engagement or as part of a broader strategy.
See the work
Not just talk: browse the case studies.
FAQ
Common questions about Business Process Automation.
What tools do you use for automation?+
We primarily build with HubSpot, ActiveCampaign, Zapier, and Make (formerly Integromat), depending on your existing stack and requirements. We're not tied to one platform: we recommend what fits your business, not what we prefer to work with.
Do I need a CRM before we can start?+
Not necessarily. If you don't have a CRM, we'll recommend and set one up as part of the project. If you already have one, we'll work within it. The most common platforms we configure are HubSpot, ActiveCampaign, and Pipedrive.
Can you automate existing workflows or do I need to start from scratch?+
We can automate existing workflows. We start with an audit of what you're currently doing manually and build automations around your existing process, improving and systematising it rather than replacing it entirely.
How do we know the automations are working after you're done?+
We set up monitoring, logging, and testing protocols before handover. Your reporting dashboard will show automation activity in real time. We also provide a post-launch support period and recommend an ongoing retainer for mission-critical workflows.
Start your project.
CONTACTTell us about your business and what you're trying to achieve. No obligation, just a conversation to see if we're the right fit.
// We work with a small number of clients at a time. Every enquiry gets a considered response, not a template.