Workflow library
Proven workflows, customised around your systems.
Workflow patterns I've built for clients before. Each one combines integration, automation and AI in a different mix, and gets fitted to your systems, your data and the rules your business actually runs on.
Event registration → CRM
Keep registrations, attendee changes and cancellations synchronised with your CRM and marketing systems.
- Integration
- Automation
- Business rules
Lead capture & routing
Capture enquiries, enrich and qualify them, update your CRM and get each lead to the right person or journey.
- Integration
- AI
- Business rules
Email marketing journeys
Move people into the right lists, segments and journeys based on what they do across your other systems.
- Integration
- Automation
- Business rules
Invoice generation
Turn approved data from your CRM, Airtable or project system into correctly generated invoices automatically.
- Data transformation
- Automation
- Approval
Membership onboarding & renewals
Keep member data, onboarding, renewals, communications and internal systems working together.
- Integration
- Automation
- Business rules
Cross-system reporting
Bring information from multiple systems together so teams can see what is happening without manually rebuilding reports.
- Integration
- Data transformation
Let's figure out what you can systemise and automate.
Tell me a bit about your business and what's eating your time, and we'll work out the best path forward together.
Free discovery call
We start with a 30-minute call to understand your current workflow and where automation can make the biggest difference.
Quick turnaround
Most projects are scoped and delivered within 2–6 weeks. No endless timelines or drawn-out retainers.
You own everything
Every workflow we build is fully documented and handed over to you. No black boxes, no lock-in.
I typically respond within one business day.