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Business Automation

Connect the systems you already pay for and remove manual repeat work.

Overview

Business Automation built around real operating friction

Business Automation is the layer between the software you already own and the manual tasks your team still performs because those tools do not speak to each other.

We map the process, connect the right systems, add error handling, and document the logic so your business can trust what runs without human copying, checking, or chasing.

What we solve

What we solve and what changes

Each engagement focuses on where leads, conversations, approvals, or handoffs are getting lost today, then replaces that with a cleaner system your team can actually run.

  1. API Integrations

    What we solve

    Two systems you pay for hold the same data and have no way of speaking to each other.

    What changes

    A tested connection moves data between them automatically, with error handling when something breaks.

  2. CRM Integrations

    What we solve

    Someone re-types every website enquiry into the CRM, and a share of them get missed.

    What changes

    Website, forms, and messaging feed the CRM directly with no copy-paste, no gaps, and no delay.

  3. WhatsApp Integrations

    What we solve

    WhatsApp conversations live on one person's phone and never reach business systems.

    What changes

    Messages, templates, and events tie into your workflows and CRM, with the full history retained.

  4. Payment Integrations

    What we solve

    Payments land in the gateway and somebody reconciles them against orders by hand.

    What changes

    Checkout, webhooks, and order status are connected, so paid means updated everywhere at once.

  5. Email Automation

    What we solve

    Every customer email is written from scratch, including the ones sent a hundred times before.

    What changes

    Triggered templates and sequences handle the repeatable messages and log themselves.

  6. Webhook Automation

    What we solve

    Work waits for someone to notice an event happened and start the next step by hand.

    What changes

    The event itself triggers the action instantly, every time, with nobody watching for it.

  7. Data Synchronization

    What we solve

    The same customer exists three times across your systems with three different phone numbers.

    What changes

    Mapped sync rules keep one accurate record wherever it is looked up.

  8. Document Automation

    What we solve

    Quotes, invoices, and contracts are rebuilt by hand, and the wrong version reaches the client.

    What changes

    Documents generate from live data on approved templates and deliver themselves.

  9. Reporting Automation

    What we solve

    The monthly report costs two days of someone's time and is out of date by the time it lands.

    What changes

    Data consolidates on a schedule and the report arrives current, consistent, and unattended.

Scoping

How we scope

Use these packages as scoping anchors. Final scope and fee are confirmed in writing before build begins.

  1. Starter

    One system connected to another, fully tested and documented.

  2. Full system

    Multi-system integrations with sync, notifications, and exception handling.

  3. Monitoring

    Ongoing checks, fixes, and small workflow updates after go-live.

Final scope and fee are confirmed in writing before work begins.

Fit

Who this fits

Businesses running three or more disconnected systems, or where staff re-key the same information more than once, including trading, contracting, logistics, clinics, and advisory practices.

How we work

How we work

Every service follows the same engagement model so you know what happens before build, how approvals work, and what support looks like after go-live.

  1. Blueprint

    Credited to the build

    2 weeks. We map the process, audit your systems, and return a fixed-price proposal credited in full against the build.

  2. Build

    Fixed price

    Milestones, 50% to start, and two review cycles included on every deliverable.

  3. Go-live

    Delivered and tested

    Deployed, tested, and your team trained on it with a 30-day defect warranty.

  4. Support

    Optional after launch

    Optional monitoring, updates, tuning, and a monthly report after launch.

Included

Included in every engagement

  1. Fixed price

    Agreed in writing before any work starts.

  2. Two review cycles

    Included on every deliverable.

  3. 30-day warranty

    Defect fixes after go-live.

  4. Client-owned accounts

    Third-party accounts kept in your name.

  5. Clean handover

    Documentation and training for your team.

Next step

Book a free 30-minute scoping call and we will tell you which one or two moves are most likely to improve your numbers first, whether or not you decide to buy anything.