In one hour I'll get an automation running for you, and you'll have the blueprint to add more.
For business owners and leaders buried in admin. We pick one piece of it, I set it up while you watch, and you keep the blueprint.
Most of the admin that eats your week is the same few things on repeat. The reply to every new enquiry. The quote nobody chased. The follow-up that slipped because you were busy.
In one hour we set one of those up and get it running, with you in the room. You leave with a working automation and the blueprint to add more.
Two examples of what this looks like:
- Quote follow-up. Quotes that go quiet get chased without you having to remember.
- Monday briefing. One email that tells you what actually needs you this week.
The same approach runs my own outreach, so it’s tested on me before it’s set up for you.
What it looks like once it’s running
Quote follow-up
An Auckland building company sends its quotes out of a quoting app. Each one goes out marked “awaiting reply”, and until now chasing it depended on the owner remembering to.
Now the automation watches that status. If a quote is still awaiting reply after 48 hours, a follow-up email goes out from the owner’s own business mail, in wording we drafted together. Five days later, if nothing has changed, it prompts him to pick up the phone. Seven days after that, one more email asks if anything further can be done with the quote.
The moment the status changes to accepted, closed or cold, the follow-ups stop. Set it up once and it runs the same way for every quote.
Monday briefing
A solo business owner’s week lived in four places: email, WhatsApp, calendar and a notes system. Follow-ups slipped, invoices got missed, and “what actually needs me today?” took an hour to answer every Monday.
Now one email arrives before they sit down. It’s built read-only from about 90 email threads, 21 WhatsApp chats, the week’s calendar and their own client and finance notes. It drops the newsletters, flags anything that’s sat 48 hours without a reply with a nudge already drafted, and checks invoices against the books.
The first one caught a client project blocked on a missing email address, a networking event the next morning that wasn’t in the calendar, a promised deliverable that never went out, and an invoice past its due date.
It doesn’t send, pay or file anything. It reads, the owner decides, and the email takes under three minutes to read.
How it works
You book one hour. We pick the one piece of admin that’s costing you most, and I set it up while you watch. You leave with it running.
First Win
One hour. One automation set up and running, and you leave with the blueprint to add more.
AI Setup
2 to 3 weeks setting up one bigger workflow end to end, when you’d rather I do it than learn it.
AI Ops
Monthly retainer to run, monitor and extend what’s set up as your business changes.
Why a person, not an app
AI apps can now do a lot of this for a monthly fee. What they don’t know is how your business actually runs: where enquiries come in, how you quote, what your customers expect to hear from you.
I pick the tool that fits, set it up around that, and make sure you can change it yourself when things shift.
If you’d rather try it yourself first, these two posts show how I prompt Claude and ChatGPT and how I get across a new topic fast with Gemini Notebook.
Why work with me
- You work with me, not an account manager.
- You keep the blueprint. You leave able to add more yourself.
- One hour, one result. Low risk to try.
- Set up properly and kept running, not handed over and forgotten.