Workflow Automation Consultant

Workflow Automation Consultant

Free up your time. Connect your systems. Grow without the chaos.

If you’re firefighting every day, drowning in admin, or patching together a bunch of tools that don’t talk to each other—this is for you. Most businesses hit a point where the cracks start to show. The work increases. The systems don’t keep up. And everything slows down. That’s where automation steps in. When done right, it smooths the rough edges, reduces mistakes, and gives your team room to breathe.

Here’s how it works.

1. Tired of Repetitive Tasks Eating Up Time?

This is usually the first sign things aren’t working.
If your team are:

– Copying info between tools
– Repeating the same emails
– Manually updating spreadsheets

Then yes, you’re wasting time. Automation can handle all that:

– A new client signs up → CRM updates → Project gets created
– Weekly reports sent out automatically
– Reminders, follow-ups and approvals triggered in the background

You’re not just saving time, you’re freeing up brainpower for the work that really matters.

2. Using Too Many Tools That Don’t Talk?

Most fast-growing businesses end up with a messy stack of tools. A CRM here. A spreadsheet there. Something else for tasks.
Then suddenly:

– You’re double entering data
– Team members are out of sync
– Nobody knows which version is the right one

Automation solves this by joining things up:

– A new lead comes in → CRM updates → Slack alert → Assigned to sales
– Contract signed → Tasks created → Client folder made in Google Drive

Now your systems talk to each other. So your team can focus on the work, not the admin.

3. Need to Grow Without Hiring?

Growth is great—until it piles more admin onto your team. Then it becomes a problem. Hiring more people isn’t always the answer. It’s expensive. It takes time. And often, it doesn’t fix the real issue. Automation helps you grow without adding headcount:

– Follow-ups sent automatically
– Onboarding triggered by signed contracts
– Internal tasks, reminders and file sharing handled in real time

You can take on more clients without burning out the team. And without hiring just to “keep up”.

4. Dropping the Ball on Leads or Tasks?

You know that sinking feeling when:

– You forget to follow up
– A deadline gets missed
– A task just vanishes

These aren’t just slip-ups. They cost money. And damage your reputation. The issue? No system. Automation builds one:

– Every lead gets a follow-up
– Tasks and deadlines created automatically
– Alerts if something’s overdue or stuck

It’s not about micromanaging. It’s about nothing slipping through the cracks.

5. Drowning in Automation Tools?

Zapier, Make, Notion, ClickUp, Airtable…
It’s easy to get lost in all the options.

Maybe you’ve already tried a few. Set up some Zaps. Then things got messy. Something broke. You forgot what connects to what. That’s where I come in.

I help you:

– Pick the right tools (for your business, not the latest trend)
– Build workflows that are simple and don’t fall over
– Document everything so the team knows what’s what

No more guesswork. No more tangled mess. Just systems that work, and keep working.

6. Want Something Built Around Your Business?

Templates are fine. Until they’re not.
Most templates assume every business works the same way. Yours doesn’t.

– Your team has its own flow
– Your delivery process is different
– Your clients have unique needs

So we start with how you actually work. Then:

– Find the slow bits
– Spot what repeats
– Identify what needs a human
– Automate the rest

The end result is a system built for you. One your team will actually use.

Let’s Simplify Your Business

If your team’s doing too much manual work, or your tools aren’t playing nicely together, it’s time to change that. I work with founders and teams who want to:

– Automate onboarding
– Sync their CRM and task tools
– Cut out the admin
– Build systems that actually fit their workflow

Sound like you?

This isn’t about replacing people. It’s about giving your team better tools. Better systems. More time for the work that matters.
If you’re ready to stop firefighting and start scaling properly: Book a free call. Let’s build a business that runs smoother, faster, and without all the faff.