Workflow and email automation
Less admin. Fewer things slipping through.
We automate the repetitive parts of running a business, like following up quotes, replying to enquiries and sending reminders, so you can spend your time on the work itself.
What we can help with
- Automatic follow-ups on quotes that have not been answered
- Instant replies to new enquiries, so no lead waits overnight
- Booking confirmations and job or appointment reminders
- Invoice reminders
- Getting enquiries from email, forms and messages into one place
- Connecting the tools you already use, so you stop copying data between them
How it works
Short chat
You walk us through how work comes in and where time gets lost.
Map it
We map your current process and point out the steps that can run on their own.
Build and test
We set up the automation using the tools you already have where possible, and test it with you.
You approve
It only goes live once you are happy, and you stay in control of what gets sent.
Common questions
What is workflow automation?
It means letting software handle repeat steps in your day, such as sending a follow-up email when a quote has not been answered, or adding a new enquiry to your job list. You set the rules once, and it runs every time.
Do I need to change the software I already use?
Usually not. Where possible we connect the tools you already have, such as your email, calendar and accounting software.
Will automated emails sound robotic?
No. Messages are written in your voice and you approve the wording before anything is sent.
How much does automation cost?
It depends on what you want to automate, so we give you a clear quote after a short chat.
Let's talk about your business.
Not sure where to start? A short chat is the easiest first step. No pressure, no jargon.