Automation agency · for teams of 5 to 200
1
2
3
4
Built in the tools you already pay for
Zapier
n8n
HubSpot
Slack
Google Sheets
Microsoft 365
OpenAI
Anthropic
Airtable
Notion
Salesforce
Stripe
01 · The problem
Leads · by hand
6 h
a week retyping web-form enquiries into the CRM
Follow-ups · by hand
14
replies a week that slip because they live in a notebook
Invoices · by hand
4 h
a week re-checking totals before anything goes out
Reporting · by hand
3 h
every Monday pasting numbers into the same deck
02 · Hours calculator
What would you get back?
03 · What we automate
Six jobs we take off your team’s plate.
Sales
→
Lead capture and follow-up
Every enquiry lands in your CRM, gets a personal reply within minutes and a reminder if nobody follows up.
1
Form, email or call comes in
2
Lead enriched and scored
3
Reply sent, owner pinged
6 h
a week back, typical
Finance
→
Invoicing and payment chasing
Invoices go out the day a job closes, payments get matched to them, and late ones get a polite, escalating chase.
1
Job marked as done
2
Invoice drafted and sent
3
Payment matched or chased
4 h
a week back, typical
Service
→
Support inbox triage
Customer questions are sorted, answered from your own help docs where possible, and only the hard ones reach a person.
1
Message arrives
2
Topic and urgency tagged
3
Draft answer or hand-off
9 h
a week back, typical
Operations
→
Reporting that builds itself
Your Monday numbers, pulled from every tool overnight, checked for gaps and waiting in Slack before you sit down.
1
Data pulled at 6 a.m.
2
Checked and charted
3
Summary posted to the team
3 h
every Monday, typical
Operations
→
Client and staff onboarding
Contracts, accounts, folders, welcome emails and first tasks, all set off by one signed form.
1
Contract signed
2
Accounts and folders created
3
Welcome sequence starts
5 h
per new client, typical
Knowledge
→
Internal AI assistants
A private assistant that answers from your handbook, past jobs and price lists, inside the tools your team already uses.
1
Question asked in Slack
2
Answer found in your own docs
3
Reply with the source linked
7 h
a week back, typical
04 · One workflow, start to finish
Watch one enquiry go from inbox to booked job.
Lantern Street Plumbing · live
0 hands
01
Web form
Typeform
Done
02
Read and enrich
Make + OpenAI
Done
03
Create and score lead
HubSpot
Done
04
Reply with slots
Gmail + Calendly
Done
05
Brief the engineer
Slack
Done
Total time in a person’s hands
0 min
05 · Results
Before, after, and the tools in between.
[
31
→
4
h a week
]
office time spent on enquiries
Lantern Street Plumbing
·
Trades
Typeform · HubSpot · Twilio · Slack
Read the case study →
[
5
→
1
days to close
]
time to send month-end packs
Ledger Lane Accounting
·
Accounting
Xero · Google Sheets · Make · Slack
Read the case study →
[
18%
→
12%
]
missed appointments
Slow Hill Physio
·
Clinics
Cliniko · Twilio · OpenAI · Gmail
Read the case study →
Hours back for clients · this quarter
Running now
37
client workflows, checked every hour
Median payback
6 weeks
from go-live to the build paying for itself
“The month-end packs used to eat our first week. Now the team checks them instead of building them.”
Priya Raman
Managing partner, Ledger Lane Accounting
Client rating
4.9 / 5
★★★★★ from 62 project reviews
Not sure where to start?
Get a one-week automation audit for a fixed $1,500 →
06 · How we work
From first call to running in about five weeks.
Week 1
01
Audit
We sit with the people doing the work, time every step, and rank what to automate by hours saved.
You get
A written audit with costs and a build plan
Weeks 2–4
02
Build
We build in your accounts, test with real data, and show you something working every Friday.
You get
Working automations and test results
Week 5
03
Launch
We switch on, watch every run for a week, and train the people who will live with it.
You get
A one-page note per workflow and a handover call
Every month
04
Run and improve
We monitor, fix anything that breaks within a working day, and add the next workflow.
You get
A monthly report of hours back and fixes
07 · Who we work with
Small teams with big piles of admin.
Clinics and practices
Dental, physio, vet and private medical practices that run on bookings and reminders.
Two-way appointment reminders
Waitlist that fills cancelled slots
Intake forms straight into your system
−33%
no-shows at Slow Hill Physio
Trades and home services
Plumbers, electricians and builders who live on call-backs and quotes.
Missed-call text-back
Quotes sent from site photos
Invoices the day a job closes
9 min
median call-back at Lantern Street
Accounting firms
Small practices with month-end work for dozens of clients.
Month-end packs built overnight
Document chasing for missing receipts
Client onboarding from one form
1 day
to close at Ledger Lane
Online shops
Independent brands with a busy inbox and a small team.
Order-status replies from live data
Returns logged in one place
Low-stock alerts in Slack
64%
emails answered at Long Table
Agencies and studios
Creative and marketing teams who onboard clients every month.
Client setup from an accepted proposal
Timesheets that fill themselves
Weekly client reports
20 min
client setup at Margin Notes
Property and lettings
Letting agents and property managers with rent, repairs and renewals to track.
Rent matching and reminders
Repair requests triaged by urgency
Renewal letters on time
−78%
overdue rent at Elm Row
08 · Compared
Us, a new hire, or doing it yourself.
Errand
A new ops hire
DIY with Zapier
First-year cost
$1,500 audit + from $1,800 a month
$55,000+ salary and on-costs
Tool fees plus your evenings
First result
About 5 weeks
3 to 6 months
Depends who has time
Skills on hand
Automation, APIs, AI, data
One person’s strengths
Whatever you can learn
Who fixes it
Us, within one working day
Your hire, when they’re free
You
If someone leaves
Every workflow is documented
Knowledge leaves with them
Nobody knows how it works
09 · Pricing
Start with an audit. Keep what works.
Automation audit
$1,500
one-off
One week. We time your processes and hand you a costed plan.
+
Interviews with the people doing the work
+
Every manual step timed
+
Ranked list of what to automate
+
Build plan with fixed prices
+
Yours to keep, even if you build elsewhere
Starter
$1,800
a month
One workflow live and looked after.
+
1 workflow built and running
+
Fixes within one working day
+
Monthly hours-back report
+
Email support
Growth
Most chosen
$3,200
a month
For teams automating across departments.
+
Up to 4 workflows running
+
AI steps with logging
+
Fixes within four hours
+
Monthly planning call
+
Slack support channel
Operator
$5,600
a month
A part-time automation team.
+
Unlimited small requests
+
Dedicated automation lead
+
Weekly call and roadmap
+
Same-day fixes
10 · Ownership and security
Your accounts. Your data. Your workflows.
01
Built in your accounts
Every workflow runs under your logins, in your Zapier, Make, n8n or cloud account.
02
Access is logged
We use named accounts with the least access needed, and remove them when a project ends.
03
AI that doesn’t train on you
AI steps run through business accounts that don’t train on your data, and only see what they need.
04
Written down
Each workflow ships with a one-page note: trigger, steps, owner, and what to do if it stops.
11 · The team
Six people who like boring problems.
Mai Tran
Founder
Tom Hollis
Automation lead
Arjun Mehta
Integrations engineer
Kwame Asante
Client lead
12 · Insights
Notes from the work.
Method
·
6 min
How we map a workflow before we build anything
The one-page map we draw in every audit, and why it saves more time than the build.
Tools
·
7 min
Zapier, Make or n8n? How we choose
Three good tools, three different jobs. The questions we ask before picking one.
Trades
·
4 min
Missed calls are your most expensive leak
For trades businesses, the cheapest new customer is the one who already rang.
13 · Questions
Things people ask on the first call.
Anything else, ask us. We answer every message within one working day.
Who owns the automations when you’re done?
Which tools do you work with?
How long does a first project take?
What does it cost?
Do you replace our software?
Is our data safe with AI steps?
What happens if an automation breaks?
Can our team change things later?
14 · While you sleep
Your business, still working at 2 a.m.
Invoices go out, leads get answers and reports build themselves overnight. You wake up to a summary, not a backlog.
312
tasks run since 6 p.m.
41 h
of work nobody had to do
All clients