Workflow optimisation

Streamline your systems, reclaim your time

I'll help you fix the clunky, manual, time-wasting parts of your workflow and replace them with smoother, smarter systems.

It's ideal if you:

  • Spend too much time on admin or copy-paste work
  • Are managing projects in messy spreadsheets or across too many tools
  • Want to automate repetitive tasks but don't know where to start
  • Are scaling and need systems that don't break under pressure
  • Feel like your digital setup is running you, not the other way around.

How it works

Discovery call

We have a call where you show me how things currently work. Walk me through your day-to-day tools, processes and the things that are slowing you down.

Review & recommendations

I'll go away, research better tools or automations and put together a simple plan for improvements. This could mean switching tools, setting up new workflows or simplifying what you already use.

Implementation

Once you're happy with the plan, I'll set it all up for you. That includes configuring tools, creating automations, testing and making sure you know how to use everything going forward.

What you get

  • A faster, smoother day-to-day workflow
  • Clear documentation of your new processes (not just a mystery system)
  • More headspace and fewer repetitive tasks
  • Better tools, working together seamlessly
  • A direct line to me if anything breaks or needs tweaking later.

Pricing

Prices start from £500.

My pricing depends on the size and complexity of your workflows. You will always get a clear quote before work starts.

Ready to work smarter?

Let's clear the clutter and set you up with tools that work for you, not against you.

Optional extras

Want more support or a few upgrades?

Tool migration

Moving from one platform to another (e.g. Trello → ClickUp, Mailchimp → ConvertKit, Google Workspace → Microsoft 365). Includes data transfer, setup and training.

Team training

A live training session (recorded for future use) to walk your team through the new setup and answer questions.

Ongoing support

Priority support for tweaks, fixes, or help as your needs evolve.

Frequently asked questions

What kind of business tasks can you automate?

Common examples include: client onboarding, payment reminders, scheduling, proposals and email sequences. If it's repetitive, I can usually automate it.

Do I need expensive software to automate my business?

Not at all. Most small businesses only need simple, affordable tools. I'll recommend the best options for your budget and goals.

What tools do you work with?

I work with a wide range of platforms including HubSpot, Salesforce, ClickUp, Zapier, Make, Google Workspace, Microsoft 365 and many others. If you already use it, I can likely integrate it or improve it.

How long does a typical workflow project take?

It depends on the scope. Simple automations might take 1 to 2 weeks, whilst bigger system overhauls usually take 3 to 6 weeks. I'll give you a realistic timeline before work begins.

What if I'm not technical?

You don't need to be. I handle all the technical setup and testing. My job is to make things simpler for you, not more complicated.

Ready to work smarter, not harder?

Stop wasting time on repetitive admin and get your systems working for you.