All services

Tools and automation

We choose, set up and connect the software you need, and automate repetitive admin so your team spends its time on customers.

What you get

  • Audit of the tools you use today
  • Set-up of CRM, scheduling, invoicing and reporting
  • Automations for repeat admin tasks

A good fit if

Your team re-types the same information into several places.

Not sure this is your biggest problem? The free intro call will tell you.

How we deliver it

Every service follows the same four stages.

  1. Diagnose

    Weeks 1 to 2

    We listen, review your numbers and map how work flows today.

  2. Design

    Weeks 2 to 3

    We agree priorities and design the fixes together with your team.

  3. Deliver

    Weeks 3 to 8

    We put the changes in place, train your people and set up tracking.

  4. Drive

    Ongoing

    We review results every month and adjust the plan as you grow.

Often paired with

  • Ongoing growth advisory

    An experienced advisor on call, with a regular rhythm of review, decisions and follow-through to keep the business moving.

  • Business process review

    We map how work really moves through your business, from first enquiry to final payment, and find where time and money leak out.

  • Workflow and SOP design

    We turn fixes into simple written ways of working, so the business no longer depends on one person remembering how things are done.

Let’s look at your business together.

Book a free 30-minute call and leave with ideas you can use straight away.