Automation
Business automation for the work behind every inquiry
Every inquiry starts a chain of small tasks: logging it, replying, following up, booking. We connect the tools you already use so more of that happens on its own, and less time goes into copying details between them.
What is included
What we do
We map how an inquiry moves through your business today, then automate one step at a time, starting with the one that costs you the most time. Each automation can be paused or changed, so you stay in control.
Lead capture
Form submissions, call-back requests and quote requests collected in one place, with an alert to you as they arrive.
Follow-up
Confirmations, reminders on unanswered quotes and check-ins after a job, on a schedule you choose.
Connected tools
Your forms, CRM, spreadsheets, email and invoicing share the same details, so they are entered once.
Online booking
Customers choose from the times you make available, with confirmations and reminders.
How it works
Four simple steps
You get a written plan and price before any work begins.
- 01
Tell us what you need
Fill in the short form and describe the problem in your own words. We ask the technical questions.
- 02
We talk it through
We reply with questions and ideas. If it makes sense to go ahead, you get a written plan with the work, price and timing.
- 03
We build it
Work is done in stages with a preview link, so you see progress and give feedback as we go.
- 04
Launch and support
We go live, test the forms and automations we built on the real site, and hand over notes.
Questions
Common questions
More answers about pricing, timing and ownership are in our main FAQ.
Which tools can you connect?
Many common email, calendar, spreadsheet, CRM, form and invoicing tools can be connected, depending on what each one allows. We check yours before agreeing the plan.
Do I need to replace my current software?
Usually not. We start with what you already use, and suggest a new tool only when it clearly saves time or money.
What happens if an automation stops working?
We test each automation before handover and leave notes on how it works. Monitoring and fixes can be part of a support plan if you want one.
Related services
Get in touch
Tell us about your project
Describe what is happening and what you would like instead. We will reply with questions, ideas and a sensible next step.
- Replies usually within one business day
- Written scope first
- Based in Canada