Let's build...
Automation that compliments your business.
(without overpowering it)
I work with businesses to cut down on repetitive admin, connect disconnected systems, and create custom tools that streamline day-to-day operations, helping you save time and reduce errors.
How I make your business run smoother
Building solutions that solve today's and tomorrow's problems.
Chasing overdue invoices
Following up on late invoices is frustrating and eats into valuable time. I put systems in place that automatically send polite reminders to clients when payments are overdue, and even apply late fees where appropriate. That way, you maintain professionalism, protect your cash flow, and avoid those uncomfortable phone calls. Instead of you being the “bad guy,” the system does the chasing for you.
Onboarding new clients
Let’s onboard clients, automating the boring stuff, while you still can manage the in person experiences. I design and build automated onboarding workflows that guide your clients from the very first step, sending a welcome message, collecting key details, generating contracts, and setting up accounts. This ensures that every client has the same smooth, professional experience while freeing up your team to focus on building the relationship rather than wrestling with admin.
Responding outside of hours
Clients expect answers fast, but you can’t always be available. I set up AI-powered systems that step in when you’re unavailable, providing thoughtful, accurate responses to common questions at any time of day or night. This keeps leads warm, shows customers you care, and gives you breathing room to respond personally when it matters most. It’s like having an assistant who never sleeps.
Converting forms into action
When someone fills in a form on your website, that enquiry is often just the start of a long manual process. Instead of letting it sit in your inbox, I can turn it into an instant SMS alert so you don’t miss new opportunities. From there, the system can kick off follow-ups, log details into your CRM, and even notify the right team member. It’s about making sure every lead is actioned quickly, giving you the best chance of converting them into paying clients.
Turning submissions into invoices
Manually converting form submissions into invoices is time-consuming and prone to errors. I create systems where, for example, a Jotform submission automatically generates an invoice and adds a new customer to your CRM. No copy-paste, no double handling, just a smooth process that ensures billing happens quickly and accurately. This speeds up your cash flow and reduces mistakes that can cost you time and credibility.
Smarter email routing
Shared inboxes often become a black hole for important messages. I set up rules and automations that route emails to the right department or person as soon as they arrive. That means customer enquiries reach sales, invoices go to accounts, and support requests go straight to the help desk. It cuts down on delays, prevents missed messages, and ensures your clients feel looked after without anyone needing to manually sort emails all day long.
CRM & accounting sync
One of the biggest time wasters in business is entering the same customer data into multiple systems. I can connect your CRM with your accounting software so new clients, invoices, and updates flow automatically between the two. This not only saves hours of manual entry but also ensures data accuracy across platforms.
Competitor price monitoring
Manually checking competitor websites for price changes can take forever, and it’s easy to miss critical updates. I set up monitoring tools that automatically scan competitor sites and alert you when changes happen. This gives you real-time insights and helps you stay competitive without dedicating staff hours to research. It’s like having an always-on analyst who keeps you informed so you can adjust your strategy with confidence.
Legacy system modernisation
Many businesses rely on older systems that don’t easily connect to modern platforms. Replacing them outright can be risky and expensive, but leaving them isolated creates inefficiency. I bridge the gap by integrating legacy software with modern APIs, ensuring that critical data flows smoothly across your systems. This allows you to modernise without disruption, making your existing investments more valuable while preparing you for future growth.
Marketing & sales alignment
Disconnected marketing and sales tools often mean leads slip through the cracks. I create integrations that align your e-commerce platforms, CRMs, and marketing tools so every action is connected. For example, a new purchase can automatically trigger an email campaign, update the sales pipeline, and notify your team.
Third-party API connections
Most modern tools offer APIs, but making them work together isn’t always straightforward. I specialise in integrating third-party APIs from Stripe and PayPal for payments, to cloud services like AWS and Google, to niche industry platforms. These connections extend the power of your existing software and unlock new possibilities, helping you get the most from the tools you already rely on.
Data accuracy across platforms
Data errors multiply fast when different systems aren’t in sync. I build integrations that keep your data accurate and up to date everywhere, from customer records to financial reporting. This prevents double entries, ensures your team is always working with the same information, and builds trust in your systems. With reliable data, you can make decisions confidently instead of second-guessing the numbers.
Spreadsheets into databases
Running a business off Excel might work at first, but as you grow, it becomes a headache. I transform those spreadsheets into proper databases with secure access, clear reporting, and the ability to scale. This reduces errors, makes collaboration easier, and ensures your data can be accessed and updated by the right people without the version-control chaos of shared files.
Custom eSignature documents
Getting contracts signed shouldn’t mean sending PDFs back and forth. I build automated eSignature workflows that pull in client data directly, generating personalised contracts or agreements ready to sign in seconds. This makes the process seamless for your clients, keeps records organised, and helps you close deals faster. It’s professional, efficient, and far more reliable than manual document handling.
Tailored workflows
No two businesses run the same way, and off-the-shelf tools often don’t fit how you actually work. I design custom workflows that match your processes, whether it’s managing projects, tracking compliance, or streamlining customer service. These systems adapt to your business instead of forcing you to adapt to them, improving efficiency without creating extra work.
Scalable architecture
As your business grows, the systems that worked when you were small can quickly start to creak under pressure. I design scalable platforms that can handle bigger teams, more clients, and larger volumes of data without breaking down. This means you can grow with confidence, knowing your tech won’t hold you back.
Technical consulting
Sometimes you just need a guide to make sense of your options. I offer consulting services that help you identify pain points, evaluate software choices, and plan upgrades. With over a decade of experience, I can help you avoid costly mistakes and make sure your systems are aligned with your long-term goals.
Future-proof systems
Technology changes fast, and businesses that don’t keep up often get stuck starting over. I focus on building solutions that are flexible and adaptable, so they continue to serve you as new tools and requirements emerge. This future-proofing approach saves you money and frustration by ensuring your systems stay relevant and effective for years to come.
Interested in pricing and process information?
Services FAQ's
I'm here to answer your questions. Here's a few top ones to get you started.
Which parts of my business can be automated?
Many business owners aren’t sure where to start, that’s normal. During our first conversation, I’ll review your current workflows and identify areas where automation can save time or reduce errors. Even small steps, like invoice reminders or form-to-CRM connections, can create big wins.
Does automation replace my team?
It’s up to you. Some people use automation to replace staff (especially in high turnover roles), while others use automation to expand existing capabilities and accuracy while improving morale and customer satisfaction. For example, instead of chasing late invoices, staff can focus on client relationships or strategy. It’s a support system, not a replacement.
We can discuss your specific needs during your onboarding and project design to make sure what I’m building meets your needs.
Can you use the tools we already have?
In most cases, yes, I can connect and improve the tools you already use, whether that’s your CRM, accounting system, or project management platform. If your current tools are too limited, I might need recommend alternatives, but my first approach is always to maximise your existing setup.
There are some times where the specifics of your setup might be outside of my area of expertise. In these scenarios, I’ll catch these as early as I can to ensure you’re not heading in the wrong direction.
What if an automation stops working?
I design systems to be reliable and easy to maintain, however, problems can still arise. If an issue ever pops up, I’ll either build in self-checks and alerts so you know immediately, or I can provide support to quickly troubleshoot. You won’t be left guessing, I make sure you know what’s happening behind the scenes.
Is my data safe when systems are connected?
No system is 100% safe (note the thousands of companies that get compromised every year), however, I do take security and data redundancy very seriously, and will do everything I can do ensure your data safe.
I’ll also walk you through how data is handled so you feel confident everything is protected, and ask any questions you have.
Which industries do you work with?
I work with businesses in many fields including accounting, healthcare, e-commerce, professional services, and trades. My solutions are tailored to your processes, so no matter the industry, I can simplify and automate the way you work.
