Description

Somewhere in your business, someone is doing the same manual task today that they did yesterday and will do again tomorrow — retyping the same information between a form, an inbox and a spreadsheet, or answering the same handful of customer questions by hand, one at a time. It rarely feels urgent enough to fix on its own. Each instance takes a few minutes, not hours, which is exactly why it survives untouched while the business grows up around it, and why it’s still there months later when someone finally adds up how much time it’s actually costing.

It’s also the kind of task that’s easy to underestimate, because it’s spread across a day rather than concentrated in one place. Five minutes copying a lead into the CRM here, ten minutes answering the same question by email there — none of it shows up as a line item anywhere, so it never quite gets prioritised against work that’s more visibly urgent, even when it adds up to hours a week that could be spent on something only a person can actually do.

The reason it doesn’t get automated on its own usually isn’t a lack of willingness — it’s that nobody has sat down and mapped the process end to end, matched it to a tool that actually fits how the business already runs, and built and tested the thing properly. Ad hoc automation attempts that skip that step tend to break the first time a form field changes or a customer phrases a request slightly differently than expected, which often ends up worse than doing the task by hand in the first place, because now someone has to notice it broke before they can fix it.

The Automation Starter Build turns up to three of those repetitive jobs into automations that run on their own: a lead that lands in your CRM the moment it comes in rather than sitting in an inbox, a chatbot or auto-reply that handles the first response to a common question, an order that triggers its own confirmation without anyone watching a dashboard to make sure it happened. We work with tools like Zapier, Make and direct API integrations, choosing whichever fits your existing systems rather than forcing everything onto one platform because it happens to be the one we prefer working in.

What makes this a build rather than a script bolted onto your website is that we map your current manual process end to end before writing anything, so the automation matches how the work actually happens rather than how it’s assumed to happen on a whiteboard. Everything gets tested against real scenarios and documented before handover, so it doesn’t depend on anyone remembering exactly how it was built six months from now, and it keeps working even if the person who requested it has moved on to something else.

That distinction matters most for the growing-team case: a chunk of admin handled by automation doesn’t need onboarding, doesn’t need covering when someone’s on leave, and doesn’t need a manager checking in on how it’s going. It either runs correctly, in which case it keeps running, or it hits an edge case, in which case the documentation and support window exist specifically to fix it.

How it works

1. Process mapping. Before any tool gets touched, we map the manual process end to end — where the information currently comes from, who handles it today, and what “done correctly” actually looks like in practice — so the automation gets built around how work really happens, not a simplified version of it.
2. Workflow design. We choose the right tool for each of the up to three workflows — Zapier, Make, a direct API integration, or a mix of them — based on what your business already runs on, rather than forcing everything through whichever platform is most convenient for us.
3. Build. The workflows get built out, which might include an AI chatbot or auto-reply setup, a CRM, email or spreadsheet integration, or both, depending on what came out of the mapping step and which jobs were worth automating.
4. Testing & documentation. Every workflow gets tested against real scenarios, not just the happy path where everything goes exactly to plan, and documented clearly so you or a future hire can see how it works without needing us in the room to explain it.
5. Handover & support. Once it’s live, you get 30 days of support to make sure everything holds up under real use — the edge cases real customers and real orders throw up that no amount of testing catches in advance.

None of this happens as a single handoff at the end of the project. You see the workflow design before anything gets built, so you can flag if a tool choice doesn’t fit, and you’re shown the workflows running against real (or realistic) data before handover, rather than being told they work and finding out otherwise the first time a real customer hits one.

Who this is for: This fits businesses that already know roughly what they want automated and are ready to have it built, rather than needing a full audit first to figure that out. It also fits growing teams weighing up whether the next hire should be someone to handle admin, when a meaningful chunk of that admin could instead be automated for a fraction of a salary. Either way, you come in with a rough idea of the pain point and leave with something running.

What’s included

• ✓Up to 3 automated workflows
• ✓AI chatbot or auto-reply setup
• ✓CRM, email or spreadsheet integration
• ✓Testing & documentation
• ✓30 days of support after handover

The AI chatbot or auto-reply setup and the CRM, email or spreadsheet integration are usually the two pieces that save the most time day to day, since they replace the manual re-typing and repeated replies that eat into someone’s morning every single day without ever showing up as a single big cost. Testing and documentation matter just as much as the build itself — it’s the difference between an automation that quietly breaks the first time something upstream changes and one that keeps running, or is easy enough for anyone to fix, long after the 30 days of included support have ended.

We start by mapping the current manual process end to end before writing a single automation, so what gets built matches how work actually happens in your business rather than how it’s assumed to happen. That mapping step is also where we confirm exactly which of your existing tools — your CRM, your inbox, your spreadsheets — the automation needs to plug into, so nothing gets built in isolation from what you already use every day.

A starter build is typically live two to three weeks after approval, and you get 30 days of support once it hands over, so the first month of real use — including whatever it turns up that testing didn’t catch — is covered. The build itself is a one-time payment. The tools it runs on, like Zapier, Make or your CRM, carry their own subscription that you pay directly, with no markup added by us on top of what those platforms already charge.

Once the 30 days of support end, the automation keeps running on the tools you’re already paying for directly — there’s no ongoing fee to us for it to keep working, and the documentation you receive means any future changes don’t have to come through us specifically. If you’re not yet sure which three workflows are worth automating first, the Automation Audit is the better starting point — it turns that uncertainty into a ranked list before you commit to a build.

After you order, the first conversation is about which three workflows to prioritise if you haven’t already settled on them, followed by the process mapping call. From there the build, testing and documentation happen on our side, with the workflow design shared with you before anything goes live, so the two to three week timeline is spent building and testing rather than waiting on back-and-forth about direction.

How long does a starter build take? Typically two to three weeks after approval, depending on how many systems the three workflows need to connect to and how much testing each one needs before it starts handling real customer or order data.

What if an automation breaks after handover? That’s what the 30 days of support after handover are for — if something doesn’t hold up under real use, or a workflow needs adjusting once you see it running against live data, it gets fixed inside that window at no extra cost to you.

What if I’m not sure which three workflows to automate first? Then this probably isn’t the right starting point yet — the Automation Audit maps your business and hands you a ranked list of what’s worth automating and why, so when you do come here, you’re building the three that matter most instead of guessing.

Do I need to already have a CRM or the right subscriptions in place? No — part of the process mapping step is figuring out which tools the workflows actually need to run on, whether that’s a system you already use or a new one worth adding. Whatever gets recommended is billed to you directly by that provider, not marked up by us.

One-time build. Thirty days of support included, no ongoing retainer required. You pay once for the build itself, and the tools it runs on are billed to you directly with no markup added by us. Secure checkout — payments processed via Stripe, bank transfer, or crypto (Mercuryo). Questions before ordering? Talk to us first.