Automation Implementation

Faster responses. Better follow-up. No extra headcount.

You know what needs automating. Maybe it's the follow-up emails that don't get sent. The tickets that sit in a queue too long. The manual tasks your team does over and over, every single day. You've probably even tried to fix it yourself. Built a few Zaps. Set up some rules. But it didn't quite stick or it broke the moment something changed. Automation Implementation is for when you're ready to do it properly. We build the automation flows, set up the routing and alerts, roll it out to your team, and stick around for 30 days to make sure it actually works in the real world.

What You Get at the End

+64 (20) 410-12773

Chaos before automations with tasks taking a long timeBusiness Automations speed up your business and cashflow

Move your business into the future.

Who This Is For

Automation Implementation is for teams that have already done the thinking. You know where the manual work is. You know what’s slowing you down. You just need someone to build it properly and make sure it sticks.

You’re a good fit if:

  • You’ve already identified what needs automating
  • You’ve tried DIY automation but it didn’t hold
  • You want faster throughput without hiring more people
  • Your systems (CRM, helpdesk, email) can talk to each other, you just need someone to wire them up
  • You want it done right, with training and a bedding-in period
The four step framework we use to implement business automations

How it works

Our method, in four steps.

Four to six weeks. We design it, build it, roll it out, and optimise it until it runs smoothly.

Phase 1: Design (Week 1)

We map out what you need automated: the triggers, the logic, the actions. We check your systems, confirm what's possible, and design flows that fit how your team actually works. No theoretical blueprints. Just practical automation.

Phase 2: Build (Weeks 2–3)

We build the automation. This includes routing rules, tagging logic, follow-up sequences, internal alerts, and any integrations needed between your systems. Everything gets tested before it touches real data.

Phase 3: Rollout & Training (Week 4)

We go live. Your team gets trained on how the automation works, what to watch for, and how to troubleshoot common issues. No black boxes! Your people will understand what's happening under the hood.

Phase 4: Optimisation (Weeks 5–6)

We monitor, tweak, and refine. Real-world usage always surfaces edge cases. We stick around for 30 days to catch them and adjust the automation until it runs clean.

What's Included

Your new operating system

Automation Flows

Custom workflows that trigger, route, and act based on your specific business rules

Routing & Tagging

Automatic categorisation and assignment so work lands in the right place

Follow-Up Sequences

Timed email or task sequences that run automatically after key events

Internal Alerts

Notifications to the right people when something needs attention

Team Training

Hands-on training so your team understands and can maintain the system

30-Day Optimisation

Ongoing refinement after go-live to catch edge cases and fine-tune performance

Timeline & Investment

Duration: 4–6 weeks (including 30-day optimisation)

Engagement: Fixed scope, clear deliverables, hands-on implementation

Pricing: Quoted based on number of flows and system complexity. We’ll scope it on a call

This isn’t set-and-forget. We stay until it’s working properly and your team knows how to keep it running.

Ready to Automate?

Book a call and tell me what you want to automate. If it’s not the right fit or if there’s a simpler way, I’ll tell you.

Related

Case Study:

Quote generation cut from 8 minutes to 28 seconds

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Case Study:

Customer response times improved by 86%

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Service:

Triage (1–2 weeks) When you need fast stabilisation

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Service:

90-Day Business Reset.
The full operations overhaul

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