WALKFLOWWALKFLOW
Business Automation & CRM

Less chasing. More getting things done.

An enquiry comes in. Who picks it up? What happens next? We connect your forms, customer records and follow-ups so your team can keep work moving without checking five different places.

Connect the tasks that keep your business moving.

Start with one process that causes delays. We'll work out which steps can run automatically and where your team should stay involved.

CRM setup

Organise contacts, conversation history, deal stages and responsibilities.

Enquiry capture

Collect useful information from your website and other supported channels.

Follow-up workflows

Set up reminders, message sequences and stopping rules when a customer replies.

Bookings and reminders

Connect appointment requests, calendars and staff notifications.

Tool integrations

Move information between the systems your business uses.

AI assistants

Help answer approved questions, collect details and hand conversations to a person.

Built around how your team actually works.

Know who handles what

Assign enquiries and tasks so the next person knows when it's their turn.

Enter information once

Connect supported tools so your team spends less time copying the same details between them.

Follow up without starting over

Set up reminders and agreed messages for enquiries, estimates and proposals that need another conversation.

See what needs attention

Keep track of new leads, open conversations and work waiting on a decision.

Know what you're paying for

Your scope includes the agreed workflows, integrations and any ongoing platform costs.

Keep people in control

Approvals and handoffs stay in place where a task needs human judgement.

How We Work

From a repeated task to a working system.

  1. 01

    Map the process

    Walk us through what happens today, which tools you use and where your team gets stuck.

  2. 02

    Design the workflow

    We map the steps, responsibilities and exceptions, then confirm the scope and cost.

  3. 03

    Build and test

    We connect the agreed tools and test typical requests alongside situations that could go wrong.

  4. 04

    Launch and hand over

    We help your team get started and explain how to monitor the workflow and handle exceptions.

Platforms & Tools

Business Automation Platforms We Work With

  • ChatGPT logoChatGPT
  • Claude logoClaude
  • GoHighLevel logoGoHighLevel
  • Make logoMake
  • n8n logon8n
FAQ

Quick answers

Common starting points include capturing enquiries, assigning leads, sending reminders, following up with prospects and creating internal tasks. We'll help identify repetitive work where automation could make a practical difference.

Which task would you like to stop chasing?

Tell us what your team keeps copying, checking or following up. We'll help you work out a useful place to start.