Every firm has work that repeats: chasing the proposal you sent Tuesday, reminding tomorrow's appointments, asking clients for a review, copying details between systems. It's the work that gets dropped first when the team is busy - and dropped work is lost revenue. We set up software to handle those repeatable jobs automatically, on the systems you already run, with you in control of anything a customer sees.
- Runs
- By itself, daily
- Built on
- Tools you already use
- You keep
- Full ownership
- Customer-facing
- Always your sign-off
We pin down the repetitive jobs costing you time or losing you work - the ones a person keeps doing by hand.
We build the automation on the tools you already have, with a human-approval step on anything a customer would see.
It runs on its own, you get plain-English notes on how it works, and we tune it for 30 days after launch.
Businesses where enquiries, follow-ups, reminders, reviews, reporting or onboarding are still done by hand - and things fall through the cracks when everyone's busy.
One enquiry, handled end to end.
When a website enquiry lands, the workflow fires on its own - the right person is alerted, the follow-up goes out, a review request is queued, and everything is logged. Nobody has to remember a thing.
- 1Alert the right person
Notified in seconds - not whenever the inbox gets checked
- 2Send the follow-up
A prompt, on-brand reply goes out automatically
- 3Queue a review request
Scheduled to fire when the job or matter closes
- 4Log to your CRM
Contact and details written to your system, no re-typing
Nothing dropped · every enquiry actioned · zero manual steps
In the box.
- Instant enquiry alerts - a new lead pings the right person straight away, not whenever someone checks the inbox
- Lead follow-up that happens on its own - a friendly email or text goes out before the lead goes cold
- Quote chasing - the polite 'just following up on that quote' nudge that nobody remembers to send
- Review requests after every completed job - more 5-star reviews without you chasing them
- Booking and appointment reminders - far fewer no-shows, zero late-night texting
- The boring data jobs - details copied between your website, CRM and spreadsheets automatically
- Your weekly numbers built once, then emailed to you on their own - no spreadsheet wrestling
- A private AI assistant for your team - drafts replies, summarises, finds answers - kept in-house, not pointed at customers
The process.
- 1
Use case
We pick the jobs worth automating first - where manual work is genuinely costing time or losing leads, not just busywork.
- 2
Design
We map exactly what triggers each step and what it does, with a human-approval rule on anything a customer receives.
- 3
Build
Set up on the tools you already pay for wherever possible. You keep ownership and can see everything it does.
- 4
Handover
Plain-English documentation, a 30-day tuning window, and optional ongoing monitoring so it keeps working.
- Tangled connections between lots of systems beyond the jobs we agreed to automate
- Mass cold-outreach or spam tools - we won't build them
- Unsupervised AI messages sent to your customers without a rule you've approved
Automation is the engine behind the AI Assistant & Website Chatbot - the chatbot catches the enquiry, automation does the follow-up, reminders and reviews. It often follows a website build or fix, and feeds into monitoring.
All services →What we set up for firms like yours
- Lead Follow-Up Flow: every website enquiry routed to the right person and chased until it's answered - no lead goes cold
- Review Capture Flow: a review request after a job or matter closes, so your reputation builds without anyone chasing it
- Reminder Flow: appointment, deadline and renewal reminders that go out on their own - far fewer no-shows and missed dates
- Intake Flow: new-client or new-patient details collected once and filed into your systems automatically, no re-typing
- Reporting Flow: the weekly or monthly numbers built once, then emailed to leadership on schedule - no spreadsheet wrangling
- Private AI assistant: an in-house assistant your team can ask for drafts, summaries and answers - never pointed at customers
Hands-on, not theoretical.
We automate the unglamorous work that actually moves money - the follow-up, the reminders, the reviews - and we keep a human in charge of anything your customers see. No risky AI fired at your clients unsupervised.
- Built on the tools you already pay for - no new platform to learn or get locked into
- A human-approval rule on everything customer-facing, by default
- Plain-English handover and full ownership, with optional monitoring so it keeps running
answered.
Share a few details about your business and we'll come back with the next step - no obligation.