Business Automation Consultant
AI & Automation Discovery Programme
If you want to use AI in your business, but you are not sure what to automate first, start here. This is a paid discovery engagement where I map the workflow, identify the best automation opportunities, and leave you with a clear plan.
You finish with:
– A simple map of how the work should flow (sales, marketing, delivery, ops)
– A prioritised list of automation opportunities (what to do now, what to ignore)
– Clear next steps, and an implementation plan
Choose an option:
AI & Automation Discovery Workshop (4 Week Programme)
– Best when you want a proper roadmap and you want to make decisions quickly.
– Typical outcome: 3 to 5 high-impact automation opportunities, prioritised, with a plan.
Book your session
Discovery Session (1 hour)
– Best when you have one problem to work through, and you want practical advice.
– Typical outcome: clarity on the next step, plus a short plan you can action.
Book your session
Free scoping call (You have an idea in mind)
– Best if you are not sure which option fits.
– Typical outcome: we agree the right engagement, then book it.
Book your session
Business Automation and AI
Business automation consulting that reduces manual work across your sales, marketing, and operations
I’m Chris Wray. I help business owners and team leaders simplify workflows, connect their tools, and reduce the repetitive admin that slows teams down.
If you have a clear workflow you want to automate, I can help you build or improve it. If you are not sure what to automate first, I can help you decide what is worth doing and what to ignore.
What I mean by “business automation”
Business automation is using your existing tools and data to make the important steps happen reliably, without your team having to remember every handover.
That can include:
– Lead capture and follow-up
– Sales pipeline handovers
– Customer onboarding
– Project and task creation
– Internal approvals and notifications
– Reporting that updates without spreadsheets
Common reasons people hire me
– You are copying and pasting between tools every day.
– Leads come in, but follow-up is inconsistent.
– Your team loses time chasing updates.
– You have automations already, but they are fragile and hard to change.
– You want to use AI, but you want it grounded in real processes, not hype.
Book a FREE Call
How I help (three engagement options)
1) Free scoping call (best first step)
We get clear on what you want to improve, what tools you are using, and what a practical next step looks like.
2) Discovery work (when you want a roadmap)
If the right answer is not “build automation”, it is “define the workflow properly first”, I help you map the process and prioritise what to automate.
3) Implementation (build, fix, or improve your automations)
If you already know what you want, I build and test the workflow, then hand it over with clear documentation so it is maintainable.
Tools I work with
I usually build around your existing stack. Common tools include Pipedrive, Asana, Airtable, Notion, Make, Zapier, and AI.
Business Automation Consulting
Automate your business – Save Time, Reduce Errors, Grow Faster
Automation
Why Businesses need Automation
Are you constantly moving data between apps, copy-pasting information, and juggling scenarios that should just work, but don’t? You’re not alone. Many business owners and teams waste valuable hours on processes that could and should be automated. Time that could be spent on growth, customer relationships, or innovation is instead eaten up by inefficiencies.
Are you like so many clients who come to me:
If this sounds familiar, you’re like many of my clients who come to me facing:
• Endless data entry, lead handovers, or manual report generation
• Lost sales and missed opportunities caused by broken or clunky workflows
• A growing list of tools that don’t integrate; your CRM, email platform, finance software, all operating in silos
• Frustration and overwhelm trying to figure out where to even start with automation
I help businesses harness the power of systems and automation to connect their apps, streamline their operations, and free up time to focus on what really matters; serving customers, scaling efficiently, and staying ahead of the competition.
Business Automation Consulting
The Solution, How I Help
How I help:
– Identify the best processes to automate in your business.
– Design and build custom workflows tailored to your needs.
– Optimise and Troubleshoot your existing automations for better efficiency.
– Provide Training so your team can manage automations confidently.
Common Automations I set up:
– Automate lead capture and follow-ups in your CRM.
– Sync data across multiple business tools.
– Automate order processing and invoicing.
– Streamline project management workflows.
Pricing
Pricing (quick guide)
Typical investment
- The pricing page has the full details for:
- Small setup / tidy-up
- Full setup (core workflows + reporting)
- Ongoing support / improvements
What affects pricing
- Team size and number of pipelines
- Data cleanup and migration needs
- Integrations and automations (email, forms, accounting, etc.)
- Reporting and dashboards
- Training requirements (live sessions vs async)
How I price projects
I quote based on scope, not hours. After a short call, I will recommend the simplest next step and provide a fixed-price proposal.
Next step
- Book a FREE Call
- Prefer to read details first? See Automation Consultant Pricing
Testimonials
We’d learnt about Make.com and had a few attempts to link our CRM to our Project Management tool. We just couldn’t get the final steps to work. Chris not only solved the problem, but showed us why it was failing and how we could avoid similar issues on our other workflows..
Chris created a workflow for a task we had being doing manually for months. We must have saved around 8 hours per week by having him automate this for us.
Frequently Asked Questions
How much does Business Automation Consulting cost ?
It depends on scope. The fastest way to get a clear answer is a free scoping call. If you only have one specific issue, a short fixed session can be a better fit than a full project. For more details see the Automation Consultant Pricing page.
HOW DO I KNOW IF YOUR CONSULTING IS RIGHT FOR ME ?
As a business automation consultant, hopefully you’ve understood what I offer but why not take advantage of the free 30 minute call to discuss your exact needs and the outcomes you’re looking for. Click here to schedule a call.
Do I need to be technical?
Is this just about AI?
Lets Automate your business and see how business automation consulting can work for you.
Book a free Consultation and Start Automating
The Finance Layer of a Business Operating System – Part 5/6
Most business owners have a rough sense of their revenue. A rough sense isn’t enough to make good decisions. Layer 4 of the Business OS is about building financial visibility that’s accurate, up to date, and automatic. you always know exactly where the money is.
The Reporting Layer of a Business Operating System – Part 4/6
Most business owners find out something’s gone wrong after it’s gone wrong. A project runs over, a client is frustrated, the numbers are off, and you only hear about it once it’s already a problem. Layer 3 of the Business OS is about seeing everything in real time, without having to pull it all together yourself.
The Delivery Layer of a Business Operating System – Part 3/6
If some clients become raving fans and others just quietly drift away, the difference is almost never the quality of your work. It’s the experience around the work (the communication, the clarity, the consistency). In this video I cover Layer 2 of the Business OS: Delivery. How to build a system that gives every client a consistently excellent experience.