Business automations
Quoting, CRM and invoicing workflows that take the busywork off your plate.
Most small businesses lose hours each week to copy-and-paste: retyping enquiries, chasing quotes, sending the same follow-up email. We connect the tools you already use so that work happens on its own.
We map how a job moves through your business, from first enquiry to paid invoice, then automate the steps that do not need a person. Enquiries land in your CRM, quotes go out from a template, reminders send themselves, and invoices raise when the job is done.
What's included
- Enquiry to CRM, with instant follow-up emails or SMS
- Quote templates that fill themselves from a form
- Invoicing and payment reminders
- Booking, deposit and reminder flows
- Connections between your site, inbox, calendar and accounting
- Documentation and a walkthrough for your team
- Automation projects
- Custom quote
Automations questions.
What tools do you automate?
Whatever you already run on: Gmail or Outlook, Google Sheets, HubSpot and other CRMs, Xero, Square, Stripe and Calendly, plus your website forms. If it has an API, we can usually connect it.
Do I need a new website to get automations?
No. Automations can be built around your existing site and tools. If we build your site too, the enquiry form can feed straight into the workflow from day one.
How are automation projects priced?
Each one is scoped and quoted up front, since it depends on how many steps and tools are involved. Tell us what you would like to stop doing by hand and we will come back with a fixed quote.
More from the studio
Let's talk about your website.
Book a free consultation about your business, your customers and what your site needs to do. You get a fixed quote before we start.