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Workflow review
How enquiries, admin, follow-up, and internal handoffs run today — and where the friction sits.
Free · 30 minutes · No obligation
Bring us your worst process. We'll tell you what to automate first.
No slide deck, no discovery theatre. We look at how enquiries, admin, and handoffs run today and hand you a prioritised plan you can act on with or without us.
What we cover
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Opportunity mapping
The two or three highest-impact automations for your business, ranked by time saved and revenue at risk.
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Clear next steps
A written action plan you can execute with or without us. No vague recommendations.
Good fit if…
- You have 2–50 staff and enquiries arrive most days.
- Someone on your team retypes the same data into more than one system.
- Follow-up depends on whoever remembers.
Before you book
- Is this just a sales call?
- No. You get a workflow review and a written list of the highest-impact automations for your business. Plenty of people take the plan and implement it themselves — that's a fine outcome.
- Do I need to be technical?
- Not at all. You describe how the work happens today in plain language. We handle the mapping, the tooling, and the build.
- What kinds of businesses is this best for?
- Australian service businesses with 2–50 staff where enquiries arrive daily and admin is handled by people who should be doing higher-value work: trades, clinics and NDIS providers, hospitality, and professional services.
- What if I already use a CRM or booking tool?
- Better. We automate around what you already pay for — ServiceM8, simPRO, Xero, HubSpot, Cliniko, Halaxy, Google Workspace, Microsoft 365 and similar — rather than migrating you onto new software.