Automation Services
Automation services designed for growing businesses — without the cost or complexity of big software.
Workflow Automation and System Setup for Growing Businesses
Streamline your processes. Reduce admin. Let your business run automatically.
I help growing service-based businesses set up clear, efficient systems that bring structure and control to their operations — saving you time, reducing errors, and giving you back headspace.
Just started a business — and it’s growing fast?
At first, managing enquiries, files, follow-ups and admin is easy enough.
But as things pick up, it quickly becomes messy — information lives in emails, spreadsheets, notes, and inboxes, and you’re doing more manual work than you should be.
You know you need systems in place now — but expensive, all-in-one software feels overwhelming, costly, and hard to set up properly.
You don’t want to overcomplicate things.
You just want something that works, makes life easier, and can grow with you.
A simpler, more affordable way to set up your systems
I help growing service-based businesses set up practical systems using tools you’re likely already using — or simple, cost-effective ones that don’t require a huge monthly commitment.
Instead of locking you into expensive platforms you may not need yet, I build systems that:
Are easy to use day-to-day
Fit how you actually work
Reduce admin and manual follow-ups
Can scale as your business grows
The result is clarity, control, and systems that support growth — without the stress, overwhelm, or unnecessary software costs.
Core Systems I can Set Up
Here’s how that looks in practice — some of the core systems I can set up to get you organised and saving time. If you’re not sure what you need, or your situation is a little different, feel free to reach out for a tailored solution.
Lead Capture System
A streamlined lead capture and follow-up system that ensures no enquiry is missed.
You’ll receive a simple, central place to view, track, and prioritise all new enquiries.
Includes:
1 lead capture form (your existing form or we build a simple one)
1 Google Sheet or Airtable “Lead Tracker” (CRM-lite) with:
Client details
Lead source
Urgency (auto calculated from preferred date)
Instant new lead notification emailed to you
1 follow-up reminder rule (e.g., 2 hour follow up if not responded)
Basic business-hours logic (e.g. Mon–Fri/ hours of choice)
Simple Lead Dashboard - A clear overview of total leads, un-responded enquiries, and lead priority at a glance.
This service automates lead capture, internal notifications, lead tracking and follow-up reminders to you. It does not send automated replies to your customers unless requested as a separate add-on and approved in writing.
Optional Add-Ons
AI lead scoring (Hot/Warm/Cold + 1-line reason, for internal prioritisation only)
“Lead priority” view inside the Sheets
Duplicate highlighting (conditional formatting)
Additional follow-up rules (beyond the core reminder)
For businesses already using a CRM, we can connect your lead intake system so new enquiries appear inside your CRM without manual data entry.
SMS Alerts
Booking link integration
For clients who use Notion as their main workspace, we can automatically sync new leads into an existing Notion database so they can be linked to projects, tasks, or clients — without manual copy-pasting.
“We work with your existing tools”
WHAT THIS SOLVES
Most small business owners:
jump between emails, bookings, and accounting software
forget to follow up invoices or check upcoming commitments
feel constantly behind, even when things are mostly under control
The Action and Visibility Control Panel removes that mental load by giving you:
one place to see what matters with links straight to the action
one summary instead of constant checking
Action & Visibility Control Panel
A calm, central view of your business admin — with links to action.
I connect the tools you already use into one clear control panel — so you always know what needs attention and what’s coming up, without checking five different systems.
Built in Google Sheets — simple, familiar, and easy to maintain
Control Panel Set up Includes:
A custom Google Sheets dashboard built for your business
Example of Overview showing:
Invoices needing attention
Upcoming bookings (next 7 days)
Tasks requiring attention (via ClickUp etc)
Upcoming Meetings
Custom headings per your business needs
Visual charts for quick insight (invoices & bookings)
System Connections
Connection to your existing:
Accounting software (e.g. Xero / MYOB)
Booking system
Calendar
Other software upon discussion
Automatic syncing via secure automation
Documentation
Simple explanation of how your dashboard works
Clear boundaries on what the system does (and doesn’t do)
WHAT IT DOES
✔ Brings your tools into one clean overview
✔ Highlights anything that needs attention (without noise)
✔ Works with the tools you already use — no new systems to learn
✔ Built in Sheets for a simple familiar feel.
This is not a CRM.
It’s clarity.
WHO THIS IS PERFECT FOR:
This is ideal if you:
run a service-based business
already use tools like Xero, ClickUp, Google calendar, Sheets or an online booking system
feel like admin is scattered across too many places
want clarity without adding another platform
value systems that feel calm and intentional
PRICING
Set up starting from $650 (one-off)
Final price depends on:
number of systems connected
complexity of setup
Optional Ongoing Support - quoted separately
system monitoring
minor adjustments
ongoing automation support
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’)
Admin Dashboard Setup
Design and build a central admin dashboard (Google Sheets / dashboard-style view) with internal reminders (emailed)
Pull key data from existing systems (leads, invoices, tasks, onboarding status, 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
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.
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.