Business Process Automation for Small Agencies
We design and implement automated workflows that eliminate repetitive admin tasks and save 10–20 hours per week.
Common Workflow Problems We Fix
Manual Lead Management
Leads arrive through forms, email, or social media but are not organized in one place.
Repetitive Admin Work
Teams spend hours copying data between spreadsheets, CRM tools, and emails.
Slow Client Onboarding
New clients require manual document creation, email chains, and task assignment.
Poor Reporting
Managers waste hours building weekly reports manually.
Lost Opportunities
Without automation, leads go cold because no one follows up in time.
What We Automate ?
Lead Capture Automation
Automatically capture and organize leads from:
- website forms
- Facebook ads
- landing pages
- email inquiries
Automation will:
✔ add leads to CRM
✔ notify sales team
✔ trigger follow-up em
CRM Workflow Automation
We automate CRM operations such as:
- pipeline stage updates
- lead assignment
- reminder notifications
- automatic tagging
Result:
Sales teams spend less time updating CRM and more time closing deals.
Client Onboarding Automation
When a new client signs up:
Automation can:
✔ send welcome emails
✔ generate onboarding forms
✔ create internal tasks
✔ schedule kickoff meetings
This reduces onboarding time dramatically.
Email Follow-UP Automation
Most businesses lose leads because they forget to follow up.
Automation ensures:
- instant response emails
- scheduled follow-ups
- lead nurturing sequences
Reporting Automation
We build automated dashboards for:
- sales performance
- lead conversion
- campaign tracking
Instead of building reports manually each week.
Tools & Platforms We Work With
Automation can be built using tools such as:
- Zapier
- Make (Integromat)
- Airtable
- HubSpot
- Google Sheets
- Notion
- Custom APIs
Our Automation Setup Process
Step 1 — Workflow Audit
We analyze your current processes and identify repetitive tasks.
Step 2 — Automation Design
We design an optimized workflow structure and automation architecture.
Step 3 — Implementation
Automation systems are configured and integrated with your existing tools.
Step 4 — Testing & Deployment
Workflows are tested and deployed to ensure reliability.
Step 5 — Training
Your team is trained to use the new automated system.
What’s Included in the £400–£700 Package
✔ workflow analysis
✔ 2–3 automation workflows
✔ CRM integration
✔ email automation
✔ testing and deployment
✔ documentation
✔ 14-day support
Expected Results
After automation clients typically see:
- 10–20 hours saved weekly
- faster lead response
- improved pipeline visibility
- fewer manual errors
Who This Service Is For?
Best suited for:
- small marketing agencies
- real estate agencies
- consultants
- service businesses
Not suitable for:
- large enterprise systems
- complex enterprise software