Frequently Asked Questions

We deep-dive into your current admin workflows, identify bottlenecks, and show you where automation can save time and reduce errors.

In 30 minutes, we will map 2–3 of your biggest time-wasting workflows, show you exactly which tasks can be automated (and which cannot), calculate how many hours you would reclaim in the first 30 days, and demonstrate one automation so you can see how it actually works.

You will leave with a prioritised action plan — no commitment required.

It is genuinely free. No credit card. No commitment. No catch.

We charge for implementation projects, not for showing you what is possible. The audit exists because we have found that when people see what automation could do for their specific business, they want to move forward. But if you do not, that is completely fine — the action plan is yours to use whenever you are ready.

Exactly 30 minutes. We are focused and efficient. Come with examples of your top admin headaches, and we will make the most of the time. We will not waste it with a pitch.

Think of your top 3 admin pain points before the call. For each one, jot down:

• What the task actually is
• How often you or your team do it
• Roughly how long it takes each time
• Why it frustrates you

That is all you need. We will handle the rest.

Within 2 hours of the call, we send you a written summary of what we discussed, your personalised action plan, and three clear options:

• DIY Route — use our checklist to implement yourself
• Follow-Up Consultation — we go deeper on implementation
• Full Implementation Project — we handle everything end to end

No pressure. No follow-up calls unless you want them. The plan is yours to use on your own timeline.

The free 30-minute Admin Audit costs nothing. If you decide to move forward with an implementation project, our pricing starts at £1,297/month for our Starter package.

• Starter — £1,297/month: Core workflow automations for one key area of your business
• Growth — £1,997/month: Multi-workflow automation across your main business operations
• Full Partner — £2,997/month: Complete admin transformation across all departments

The results depend on how much manual admin your business currently runs on, but typical outcomes include:

• 15+ hours per week reclaimed across your team
• Response times reduced from hours to minutes
• Data entry errors eliminated or near-eliminated
• £20,000–£50,000 in recovered productivity per year

We measure every outcome during our Assess phase and report in plain commercial terms — not technical metrics. You will know exactly what changed and what it is worth.

Most clients see their first automation live within 2–4 weeks of starting a project. The time savings begin immediately — and most clients recover their full investment within 60 to 90 days.

We focus on quick wins first: the automations that save the most time with the least complexity. You will feel the difference in your team's workload within the first month.

Three things set us apart:

• We start with your process, not a tool. Most consultants lead with software. We map your actual workflows first — so the automation fits your business, not the other way around.
• We build for ownership. We do not create black boxes. Every automation we build, we explain in plain English. Your team understands it, can adjust it, and owns it completely.
• We specialise in SMBs across 10 sectors. We are not generalists. We have deep knowledge of how estate agents, recruiters, accountants, law firms, and healthcare practices actually operate — so we know which automations deliver the most value in your industry.

This is covered by our Refine step. We do not hand you a set of workflows and disappear. We monitor, maintain, and adapt your automations as your business changes — including when tools update, staff change, or processes evolve.

We also train your team to understand what they are working with, so minor issues can be resolved internally without waiting for us. For anything more complex, we are available to fix it.

No. We work with the tools you already have wherever possible. Our approach is to connect your existing systems — your CRM, email, calendar, accounting software — so they talk to each other automatically, rather than making you start from scratch.

If a specific tool is creating a genuine bottleneck and a better alternative exists, we will flag it. But we will never recommend switching tools just for the sake of it.

We specialise in 10 sectors across the UK and US:

• Estate Agents
• Recruitment Agencies
• Mortgage Brokers
• Healthcare & Private Clinics
• Accountants & Bookkeepers
• Law Firms
• Insurance Brokers
• Independent Financial Advisers (IFAs)
• Property Management Companies
• Private Training & Coaching Businesses

If you are not on this list but you are an SMB drowning in admin, reach out — we may still be able to help.

Not at all. We handle all the technical setup. The audit is a conversation about your workflows — you just need to know your own business. No tech background required.

Our goal is that by the end of a project, your team understands exactly how the automations work and can manage day-to-day without needing us for basic questions.

Our core stack is built around tools that are reliable, scalable, and easy for your team to understand:

• Zapier — primary workflow automation platform
• Google Sheets / Airtable — data management and tracking
• Email & SMS tools — automated communication workflows
• Sector-specific integrations — CRM, calendar, and industry tools relevant to your business

The same core tools, configured specifically for your industry and workflows.

Yes. We work with SMBs in the UK, US, UAE, and beyond. All audit calls are conducted remotely via Zoom, and we accommodate different time zones. Pricing for US clients is available in USD on request.

Absolutely. Everything discussed in the audit — and throughout any project we work on together — stays strictly between us. We do not record calls, share details with third parties, or use your business information for any purpose other than helping you.

That is completely fine. The audit is designed for businesses at all stages — some book implementation work immediately, others use the action plan as a reference for when the timing is right.

There is no follow-up pressure, no sales sequence, and no obligation. The worst outcome of a free audit is that you leave with a clearer picture of where your business is losing time.

Just click the reschedule link in your confirmation email — you can change your time anytime up to 24 hours before the call. If you need to reschedule with less notice, drop us a message and we will sort it out.