Service 04 / Workflows · CRM
The repeat work, handled.
I connect the tools you already use so an enquiry becomes a CRM record and a reply without you copying anything across. Reviews, reminders and invoice chasing can run the same way.
Why it works
01- 01
Less copying and pasting
Details move from the form to your CRM to your inbox on their own, with no retyping.
- 02
Nothing gets forgotten
Follow-ups, review requests and payment reminders go out when they should.
- 03
Built on what you have
I work with the tools you already pay for before suggesting anything new.
How it works
02- 01
Map the routine
I walk through the job with you step by step and mark what is repetitive and what needs a person.
- 02
Build it small
I build the smallest version that removes the most work first, and show it running.
- 03
Test with real cases
You run real examples through it and I fix what does not behave.
- 04
Hand over
You get a plain description of what runs and what to do if a step needs attention.
Four flows
02Example
03Example
One flow, end to end: enquiry to CRM to reply
A worked example of the first flow. It describes what runs, with no client figures, because none of this is client work.
Inputs
- Name and email from the website form
- What the person asked for
- Which service they picked
Steps
- The form is submitted on your site.
- A contact and an enquiry are created in your CRM, tagged with where they came from.
- You get a notification with the details.
- The person gets a reply that confirms receipt and offers a booking link.
- If nobody has followed up, a task appears for you.
Output
One CRM record, one notification and one sent reply for every enquiry, with no retyping.
What the owner sees
A single notification with the enquiry, a record already in the CRM and a task if something is waiting.
Who it suits
04- 01
Businesses that chase invoices by hand
Reminders go out on schedule and stop when the invoice is paid.
- 02
Businesses that collect enquiries from several places
Everything lands in one list with a first reply already sent.
- 03
Businesses that want more reviews
A request goes to happy customers at the right moment.
Price
06Pricing on request
Automations are scoped and quoted per project, because the work depends on the tools involved. I give you a fixed price in writing before anything starts.