Workflow automation consultant
Workflow automation for the handoffs that keep slipping.
I help owner-led businesses find the manual steps that cost time, create errors, or let revenue slip. Then we build the smallest automation that fixes the problem.
Good fit
Where the work usually leaks
- Leads are getting missed or followed up too late.
- Your team copies the same details between email, spreadsheets, CRM, QuickBooks, Shopify, or Airtable.
- Reporting takes too long and still does not answer what the owner needs to know.
- A Zapier-style setup helped for a while but is now brittle or hard to trust.
Approach
How I start without overbuilding
- Map how the work moves today, including exceptions and handoffs.
- Pick one measurable workflow instead of automating a vague process.
- Build the smallest useful version with human review where the risk is high.
- Measure what changed, then decide whether to expand it.
Example
A typical first build
Lead intake is often the right first project. Capture the inquiry, write clean fields to the CRM, create the follow-up task, send a simple acknowledgement, and flag warm leads for a person to handle.
What I would measure first
- Average first-response time
- Percent of leads followed up within the target window
- Manual data-entry time
- Missed or stale follow-up count
Start with a workflow audit
If the workflow is still fuzzy, I start by mapping it. The audit gives you the bottleneck, the build options, and the measurement plan before anybody chooses tools.
Start with a workflow audit