Automation

We're experts at automation

and we are passionate about saving you time and money!

Bespoke automation solutions

Bespoke automation solutions saving you time and money so you can leverage your time and grow your business!

Rave Review

“The new automated onboarding process is excellent and has saved us so much time, time we can spend on coaching and training our clients”

Jayne Chudley, Spacious Coaching

Are you ready to have a business that works 24/7, never sleeps and doesn’t break meaning you’ll be more productive than you ever thought possible?

Here’s how we will work together..

01 Consultation

You’ll let us know what you want to achieve and what you think can be automated. If you’ve already tried to set up a zap yourself but it didn’t work, we can review and build on what you’ve already put in place.

02 Map Workflows

We map out the tasks you want to automate and make recommendations based on the tools that will best suit your business. Where possible we connect the apps you already use. If we need input from you I’ll let you know at this stage but it’s usually minimal.

03 Automation Design

Once the scope is agreed we’ll get started and give you progress updates along the way. We’ll also provide you with a visual flow manual of your streamlined tasks. Please note that projects that involve multiple steps will be built in stages.

04 Automation Build

At this stage everything is built in Zapier and ready to go but don’t worry we test first. Any issues are ironed out before the system is switched to live.

05 Test & Go Live!

Made with security in mind, we constantly audit Visual Composer to meet the highest security standards.

Automation is a savvy business owners best friend.  When it’s all set up and working here’s some of the benefits you’ll see …

 

  • Minimal effort and maximum results
  • Fewer repetitive tasks
  • Increases productivity
  • Fewer errors
  • More time on your hands
  • Easily scalable
  • Work less and earn more
  • More time to nurture clients
We’re often asked what can I automate?  It could be just a whole process or a specific tasks such as …

 

  • Client onboarding
  • Scheduling social media
  • Email marketing
  • Accounts
  • Sales automation
  • Customer support using a chatbot
  • Delegation of tasks to your team
  • Get apps and devices talking to each other
Most of the apps you use in your business can be connected together so they can talk to each other and transfer data from one to another. There are over 1500 online platforms that can work together so the world is your oyster!

How long will it take once you start my automation?

Every client/project is different and although we will start work within 48 hours of the final scope being approved, it is difficult to give an accurate cost at this point.  Once we start the work we will have a better idea of how long it will take and will keep you updated.

Who will work on my project?

We will be talking and working with you directly, however we will pull in an expert approved by us to get stuff done if required.

What results can I expect to see and how quickly?

You are extremely likely to see immediate results in the amount of time you are saving which correlates with the amount of money you’ll save too.

PRICING PACKAGES

eBook£25

25 done for you Zapier templates connecting the apps you use in your business

2 Step workflow£175

2 step zap e.g. trigger is a new contact is added to Hubspot. Action – create a Trello Board

3 Step workflow£250

3 step zap one trigger and two actions

e.g. create a client and project in Toggl when a new row is added to a Google sheet.

N.B. This package will require a paid Zapier subscription.

Bespoke Projectsper hour85

Project work for whole workflow automations are priced following agreement of the scope. The price quotes may be subject to change if project specifications are changed or costs for outsourced services i.e. Zapier change before the project is completed.