Business process automation and integrations

I do business process automation and integrations for UK small businesses. In plain words: I connect the tools you already use so information moves between them on its own, and the boring repeat jobs happen without you. Free chat first, then a fixed quote in writing.

If you've ever copied a customer's details from an email into a spreadsheet, then into your accounts, then into a reminder, you already know the problem.

What I can automate

• Bookings into your CRMA new booking or enquiry lands in your CRM, ready to follow up.
• Payments into your accountsMoney in is recorded where your bookkeeping lives.
• InvoicesCreated and sent when a job is done, not when you remember.
• RemindersAppointment and payment reminders that go out on time.
• Review requestsHappy customers get asked for a Google review automatically.
• Website enquiriesForm messages routed to the right person or system.

Those are the common ones. If a job is repetitive and follows the same steps every time, there's a good chance it can be automated.

Who it's for

• Businesses using several tools that don't talk to each other.
• Owners who spend evenings doing admin instead of resting or selling.
• Teams where things fall through the cracks because someone forgot to pass them on.
• Anyone who wants more Google reviews but never gets round to asking.

How it works

1. Free chat. Walk me through a typical job, from first enquiry to getting paid. Where do you retype things? What gets forgotten?
2. I check your tools. I look at what you use now and whether it can be connected.
3. Fixed quote. In writing, with exactly what will be automated.
4. I set it up. I build the connections and test them with real examples.
5. You check it. We run it together until you're happy it does what it should.
6. You get your time back. And if something needs changing, you ring me.

Before and after

For more ideas on what to hand over to a computer, read my guide on how to automate small business admin. And if you want the review side done properly, see how to get more Google reviews.

Pricing

There's no price list, because every setup is different. You get a fixed quote after a free chat, so you know the full cost before anything starts. Nothing gets added later that you didn't agree to.

Integrations or a custom app?

If your tools are mostly fine and just need joining up, integrations are usually the cheaper, quicker answer. If no tool does what you need, or you've got five tools held together with sticky tape, a custom app might be better. Often it's a bit of both. I'll tell you which I think makes sense.

Sales teams that cold call might also want to look at Patchline, which already joins up leads, dialling, pipeline and proposals in one place.

Common worries

"What if it sends the wrong thing to a customer?"

That's why I test with real examples and we check it together before it goes live.

"I don't want to learn a new system."

Good news: integrations are about making your current tools work together, not replacing them.

"Is it worth it for a small business?"

If you're losing hours a week to the same admin, probably. If it's ten minutes a month, probably not, and I'll say so. Start with the free chat and decide then.

How to spot what to automate

Before the chat, it's worth jotting down a few things. Ask yourself:

• What do I type in more than once a week?
• What do I copy from one screen and paste into another?
• What do customers chase me for, like quotes, invoices or confirmations?
• What do I forget when I'm busy?
• Which jobs follow exactly the same steps every single time?

Anything on that list is a candidate. Bring it along and we'll work out which ones are worth automating first. Usually it's the one that happens most often, or the one that costs you money when it's forgotten, like an unsent invoice.

I'll also be honest about the ones that aren't worth it. Some jobs are quicker to keep doing by hand than to automate, and I'd rather tell you that than charge you for it.