Workflow Automation and System Setup for Growing Businesses
Automation that removes the manual work slowing your business down
Reduce repetitive admin, connect the tools you already use, and build workflows that run more smoothly behind the scenes.
Built for growing service-based businesses who’ve outgrown patchwork processes.
As your client load increases, admin starts to scatter — information lives across emails, spreadsheets and notes, and you’re still the one keeping it all together.
You don’t need complicated software.
You need structure, visibility, and fewer manual follow-ups.
Growing — but still running everything manually?
Systems & Automation Setups
You don’t need more tools — you need your current ones to work together.
Examples of what I can automate
Lead & Enquiry Workflows
Enquiry → response → booking → task creation
Lead follow-up reminders
Client Onboarding
Auto-create folders / docs / tasks
Send Welcome emails
Admin & Internal Operations
Invoice reminders
Recurring task generation
Report generation
Follow-ups
Task automation
Automations with ClickUp
Automation opportunities vary from business to business, which is why we begin by mapping your workflow to identify the most valuable areas for improvement.
Single Workflow Automation
$650 AUD
Perfect if you want to get one key workflow off your plate.
Includes:
Setup of 1 core automation (e.g. lead handling OR onboarding)
Integration with your existing tools
Basic testing + handover
Workflow Automation Build
$1,200 AUD
For businesses ready to streamline properly.
Includes:
Up to 3 automations (lead flow, onboarding, follow-ups)
Tool integration (ClickUp, email, forms, etc.)
Customisation to your workflow
Testing + refinements
Handover walkthrough
Need something more custom? Larger or more complex workflow builds can be scoped separately.
IS THIS FOR YOU?
This is for you if:
You’re managing multiple clients or enquiries
You feel like you’re constantly switching between tools
You forget to follow up or things slip through the cracks
Your current setup feels messy or hard to maintain
You want something simple that actually works day-to-day
HOW IT WORKS
Book a clarity call
We review your current setup
I map out what I’d automate
I build + implement it for you
I provide a Handover so you feel comfortable with your new system
You get your time back
If your business feels messy, manual, or harder than it should be…
this is exactly what I can help with.
OR
Examples of what I can Automate:
Foundational Business Systems
Employee onboarding systems (folders, templates, automated emails)
Lead capture system
Automated client communications & reminders
Invoice follow-ups and routine admin automations
Google Drive organisation & file-saving automations
Workflow design to support growth
Streamlining repetitive admin tasks & data entry
Automate repetitive manual admin tasks (Welcome emails, onboarding new hire, thanks for your enquiry, invoice due, ‘here’s what happens next’)
Operational Clarity Dashboard
Design and build a central admin dashboard (Google Sheets / dashboard-style view)
Pull key data from existing systems (invoices, tasks system, meetings, spreadsheets etc.)
Create a clear overview of:
what’s due
what’s outstanding
what needs attention
A clear fixed quote is provided after an initial chat.
Automation helps you:
save hours every week
reduce missed steps & errors
respond faster to clients
run your business with less mental load
improve client experience
grow without hiring an admin team
Tools I Automate:
I use Make.com to connect tools like Jotform, Calendly, Google Workspace, accounting systems (Stripe, Xero), CRMs, booking tools, cloud storage, and many more.
Industries I Commonly Work With
Coaches & consultants
Creatives (photographers, designers, studios)
Allied health & wellness providers
Tradies
Property & maintenance services
Online educators & course creators
How it works:
The Process
ONE.
Book a Discovery Call with Me.
We start with a conversation to understand your current systems, pain points, manual processes, and the workflows you want automated. This helps me see how your tools connect, where time is being lost, and what automation opportunities will create the biggest impact.
TWO.
Proposal
Based on our discussion, I’ll map out the recommended automation workflow(s) and provide a clear proposal outlining:
• tools to be connected
• steps in the workflow
• expected outcomes
• project scope, timeline, and cost
You’ll know exactly what will be automated and how it will work.
THREE.
Contract & Access Setup
Once you approve the proposal, we formalise the agreement and set up access.
This usually includes shared access to:
• forms or CRM
• calendar or booking tools
• email + Google/Drive
• other relevant apps
I then prepare your automation environment (either in my Make.com account for testing or directly in yours).
FOUR.
Build, Test & Handover
I build your workflow in Make.com, connect your tools, test every step end-to-end, and ensure everything runs smoothly and reliably.
Once complete, you’ll receive:
• a walkthrough of your new automation
• optional transfer into your own Make.com account
• support for any final adjustments
You end with a system that runs automatically — saving you time, reducing errors, and removing repetitive admin from your day.
Why Choose Me?
I genuinely enjoy turning messy processes into simple, organised systems that make day-to-day work easier.
I’ve built and automated an entire service-based business from the ground up, so I understand how everything needs to connect behind the scenes. I’m hands-on, detail-focused, and I enjoy working through the tricky parts to find solutions that actually work, not just in theory, but in real life.
FAQs
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FAQs *
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Enquiry → email → booking → onboarding → reminders
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Enquiry → job details → quote prep → booking → reminders → testimonial request
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Yes. When a job is completed, an automated review request (and optional reminder) is sent to your client, helping you collect more testimonials without any manual work.
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Workflow automation for small businesses typically starts from $349 for a simple “single workflow” setup and ranges upwards depending on how many tools, steps and systems need to be connected.
For example:
Simple workflow (from $349):
Form → CRM → email notificationMedium workflow (from $550):
Booking → calendar → confirmation emails → remindersFull client journey (from $1,000+):
Enquiry → onboarding → booking → reminders → job completion → invoice → testimonial request
The final cost depends on:
• how many systems need to talk to each other
• how many steps or branches are in your workflow
• whether you need custom logic, filters or data routing
• whether you already have clean processes in placeEvery automation project begins with a short call so I can recommend the most cost-effective setup for your business.
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Not right away.
I can build and test your automation inside my own Make.com account first, so you don’t need a subscription during the setup phase.If you decide to keep the automation long-term, you can then choose a Make.com plan that suits your business needs. Most small businesses only need a basic paid plan, which is affordable and designed for light-to-medium workflows.
Once you’re ready, I’ll help you:
• choose the right Make.com plan
• set up your account
• transfer the automation into your workspace
• make sure everything runs smoothlyThis means you only pay for Make.com once you're confident the automation works and delivers value to your business.
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Major changes such as:
• switching to a new booking system
• changing form fields or field names
• updating your CRM structure
• replacing payment tools
• deleting connected folders or integrationscan break existing workflows, because the automation won’t recognise the new structure.