Automation Services
Workflow Automation and System Setup for Small Business
Streamline your processes. Reduce admin. Let your business run automatically.
I help small service-based business owners (coaches, tradies, allied health, creatives) streamline their systems using smart, practical automation.
Using Make.com, I connect your forms, CRM, calendar, email, and finance tools so information flows automatically — saving you time, reducing errors, and giving you back headspace.
Possibilities of Automation
Connecting forms, calendars, CRMs & email systems
Automating enquiry → onboarding → booking workflows
Setting up automated client communications & reminders
Integrating payment tools (Stripe, Xero, Square)
Streamlining repetitive admin tasks & data entry
Creating organised Google Drive + file-saving automations
Syncing contacts & information between your tools
Simple task creation & internal notifications
Designing efficient workflows ready for growth
Starts from $349 which typically covers one core workflow (for example: New enquiry → CRM → automatic email response).
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 Work With
• Coaches & consultants
• Creatives (photographers, designers, studios)
• Allied health & wellness
• Trades & home services
• Social media managers & VAs
• Service-based small businesses
• Online educators & course creators
Why Choose Me?
I’ve automated an entire service-based business (Life in Voices), building multi-system workflows using Make.com, Google Sheets logic, forms, email, Drive, templates, dynamic links, and scheduling—mapping everything end-to-end and troubleshooting every automation along the way.
I genuinely enjoy automation and cleaning up messy processes, and I bring hands-on experience mapping full workflows end-to-end and troubleshooting real system challenges.
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.
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.