Automation
Automation engineered as operational plumbing, not a patchwork of shortcuts that break.
Most automation is a pile of one-off shortcuts, wired by whoever had the login, breaking the moment something changes. We engineer the repeatable work of your business (follow-up, nurture, routing, enrichment and reporting) into reliable plumbing that runs whether or not the founder is watching. Platform-specific automation inside Klaviyo or HubSpot lives on those pages; this service covers the operational plumbing that connects the tools you use outside them.
The problem
Why manual work quietly caps your growth
Manual work rarely stops the business. It just caps it. Everything runs at the speed of whoever remembers, and the things that slip are the ones no one saw slip.
Follow-up depends on someone remembering
Leads get chased when there's a spare moment, not when interest is hot.
The cost · Demand you paid for goes cold.
The founder is the integration
The business runs because one person moves work between tools.
The cost · The whole operation runs at the speed of one overloaded person.
Copy-paste between tools
Data gets rekeyed by hand from form to CRM to sheet.
The cost · Skilled people do work a system should.
Leads routed by luck
Enquiries land in a shared inbox, picked up at random.
The cost · Your best opportunities wait unwatched.
Reporting rebuilt by hand every week
Export, paste, reformat, repeat.
The cost · Hours vanish into assembling data instead of acting on it.
Automations no one can see
A few shortcuts wired by someone since departed.
The cost · Work stops and no one knows why until a customer complains.
Our methodology
How we engineer automation
Not a pile of shortcuts, reliable plumbing. We map the repeatable work, decide what should run itself, and build flows that fail loudly rather than drop work in silence.
Trigger
Something happens
Enrich
Context added
Handoff
Tool to tool
Action
The work done
Report
Visible, not buried
Trigger
Something happens
Enrich
Context added
Handoff
Tool to tool
Action
The work done
Report
Visible, not buried
Map the repeatable work
Find the ritualsDocument the manual routines that eat time.
Decide what should run itself
Not everything shouldAutomate the rule-based; design clean handoffs to human judgement.
Design the workflows
Plumbing, not patchesTriggers, conditions and owners defined before building.
Build with enrichment and routing
Right thing, right placeData enriched as it moves; every item routed by rule.
Instrument and alert
Fail loudly, not silentlyMonitored, logged, alerting a human the moment something breaks.
Document and hand over
No black boxesYour team can see what runs, why, and how to change it.
Deliverables
What you get
Concrete artefacts, not a slide deck. Everything is documented and handed over cleanly, nothing is locked to us.
Workflow map
The repeatable work documented, with what should run itself marked.
Follow-up & nurture flows
Leads chased when interest is hot, not when someone remembers.
Lead routing
Every enquiry sent to the right person by rule, not by luck.
Data enrichment & sync
Records completed and kept in step across your tools, no rekeying.
Automated reporting
The read assembled on schedule, so hours aren't lost to it.
Monitoring & alerts
Workflows that fail loudly and tell a human the moment they break.
Not sure this is your highest-leverage move?
A Growth Audit shows you where the biggest opportunity actually is, whether it's this or something else entirely.
The process
How we work together
Sequenced so the highest-cost manual work is automated first, and you always know what's next and why.
Growth Audit
Week 0We map the manual work that eats the most time and agree what should run itself.
Blueprint
Weeks 1–2Triggers, conditions and owners defined and signed off before we build.
Build
Weeks 2–6Reliable flows with enrichment and routing, engineered on your existing tools.
Instrument & launch
LaunchMonitoring and alerts stood up so failures surface loudly, never silently.
Tune
OngoingWe extend and refine the plumbing as the business changes, on an agreed cadence.
Is this for you
Where this is the right call, and where it isn't.
We'd rather tell you it's not the right time than sell you the wrong thing.
A strong fit if
- The same manual tasks eat time every week
- Leads slip because follow-up depends on memory
- The founder is the glue holding tools together
- You want reliable operations to grow into
Probably not yet if
- You want a clever one-off hack
- Your processes change so constantly there's nothing stable to automate
- You want AI decision-making rather than dependable workflows
- You can't grant access to your tools
FAQ
Questions, answered.
Zaps are a tool; reliable operations are the goal. The work is deciding what should run itself, designing flows that don't break, and monitoring them so failures surface loudly.
Automation inside those platforms lives on their own pages, because it is built around their native events. This service covers the operational plumbing that connects the tools you use outside them, the follow-up, routing, enrichment and reporting that no single platform owns.
It tells you. Every workflow is monitored and alerts a human rather than dropping work silently.
Usually. We're tool-agnostic and build on your CRM, inboxes and platforms.
Done well, the opposite: it handles timing and plumbing so follow-up actually happens, freeing your team for the moments that need a person.
See where automation fits your growth system.
Start with a Growth Audit. We'll show you whether this is your highest-leverage move, or where the bigger opportunity actually is.