Do I need to know how Zapier or Make works?

No. We design, build, and maintain all automations. We will show you how to monitor them, but you do not need to touch the underlying logic.

We already have a CRM, can you work with it?

Yes. We work with HubSpot, Salesforce, Pipedrive, and others. We will only recommend a migration to GoHighLevel if it genuinely fits better.

What if an automation breaks?

All automations built by our team are monitored and included in our support SLA. If something breaks, we fix it at no extra charge.

How do you document our SOPs?

We use Notion by default, it is free and powerful. We can also document in Confluence, Google Docs, Microsoft OneNote, or any tool your team already uses.

Operations & Automation

A business that runs on systems.

Workflow design, Zapier and Make integrations, GoHighLevel CRM setup, and SOP documentation, we build the operating system that lets your business run without you in every room.

8+ hrs

Saved per week

30 days

First automation live

3×

Faster onboarding

◆ What's Included

Everything in the Operations & Automation pillar.

Workflow Design

End-to-end process mapping and documentation
Bottleneck identification and elimination
Approval workflow design and implementation
Cross-department handoff optimisation

Automation & Integrations

Zapier and Make (Integromat) workflow builds
CRM, invoicing, and comms tool integrations
Trigger-based automations across your stack
Full automation audit, finding what can be automated

CRM & Pipeline

GoHighLevel CRM setup and customisation
Sales pipeline design and lead management
Automated follow-up sequences
Team training and onboarding to new systems

SOPs & Documentation

Standard operating procedure creation
Process documentation in Notion or your preferred tool
Staff onboarding playbooks
Quarterly SOP review and updates

◆ Tools & Platforms

The stack we use to deliver it.

ZapierMake (Integromat)GoHighLevelNotionMonday.comSlackHubSpotActiveCampaign

◆ Outcomes

What you can expect.

8+ hrs

Saved per week

Average time reclaimed after automation implementation.

100%

Run on systems

Every client leaves with documented, repeatable processes.

30 days

First automation live

From briefing to your first automated workflow running.

3×

Faster onboarding

Average improvement in new staff time-to-productivity.

◆ How We Deliver It

The process, step by step.

Map

We document every key workflow in your business, what happens, who does it, what tools are involved, and where it breaks.

Design

We redesign for efficiency and automation-readiness, then get your sign-off before building anything.

Build

Automations, CRM, and integrations are built and tested. Staff are trained before go-live.

Document

Every workflow is documented as a SOP. Your business does not depend on any one person's memory, including ours.

◆ FAQ

Questions about Operations & Automation.

◆ The Full Stack

Explore the other pillars.

Each service is stronger when the others run alongside it.