Workflow Review

Find out where your time is going.

A free 30-minute review of your day. Enquiries, admin, follow-ups, the tools you're already using. Out the other end: a clear picture of where automation can realistically save you time, and what to leave alone.

You'll leave with

  • The biggest bottlenecks in your week
  • Quick wins worth doing this month
  • Automation opportunities that pay for themselves
  • What not to automate (just as important)
  • A simple suggested plan, no twelve-tab spreadsheet
Book a workflow review

Free, no obligation. 30 minutes. No pressure, no sales script — just a practical chat about where your time is going.

How it works

Start with the workflow, not the tool.

Before recommending tools, the workflow comes first. Where do enquiries come from? Where do they get missed? What gets typed twice? What keeps landing back on your plate? Then it becomes clear what's actually worth automating.

  1. 01

    Map

    Map the real workflow, end to end. For one trader, that was 11 touchpoints and 12 days between Sarah's Saturday enquiry and her Thursday booking.

  2. 02

    Spot

    Spot the repeats and bottlenecks. The same quote retyped in three places. Weekend enquiries quietly dying in the inbox. Site visits clashing because two diaries weren't talking.

  3. 03

    Build

    Build practical automation, AI assistants or website systems that handle the bits worth handing off. So Sarah's reply lands in two minutes, and her visit is on the diary before Monday.

  4. 04

    Improve

    Review what's working, simplify what isn't. If a flow stops being useful, it goes. If a step keeps causing friction, it gets sharpened. Quietly, month after month.

Book a workflow review
  • Enquiry arrivesSarah, Saturday 9:47pm
  • Sorted manuallySpotted in inbox Monday 8am
  • Reply writtenSame details, typed again
  • Quote builtMaterials priced by hand
  • Visit slotted inWednesday afternoon
  • Chasing the customerFollow-up sent day 5
  • Job bookedThursday, 12 days later

The real flow. 12 days from enquiry to booking.

  • Enquiry arrivesSaturday 9:47pm
  • Sorted manuallyMonday 8am, after coffee
  • Reply written8 minutes, four times a day
  • Quote builtPriced by hand
  • Visit slotted inTwo site visits clash
  • Chasing the customerThree follow-ups before reply
  • Job booked12 days later

Three bottlenecks. Quietly eating evenings.

  • Enquiry arrivesSarah, Saturday 9:47pm
  • AutomatedReplied, qualified, visit booked in 2 minutes
  • Job bookedSame day she asked

Six steps become one. 12 days become 2 minutes.

  • Enquiry arrivesWhenever, whichever channel
  • AutomatedTuned monthly, sharpened by use
  • Job bookedQuietly, in the background

Quietly tuned, month after month.

What changes

Before, everything depends on you.After, the system carries the boring parts.

Before

Everything waits for you.

  • Enquiries buried in messages
  • Manual replies typed out by hand
  • Quote details copied twice
  • Follow-ups forgotten
  • Website does nothing after the form
  • Evening admin pile-up
After

The boring parts keep moving.

  • Enquiries captured cleanly
  • Common replies handled instantly
  • Details summarised automatically
  • Follow-ups triggered on time
  • Website routes leads properly
  • You only deal with what needs you

FAQ

Common questions about the review.

Is it really free?

Yes. No invoice, no credit card, no upsell at the end. If something useful comes out of it and you'd like me to build it, that's a separate conversation.

Do I need to prepare anything?

No. A rough idea of what's eating your time is enough. If you've got recent enquiry emails or a typical week's admin in mind, even better.

What happens after the call?

You get a one-page written summary: bottlenecks I spotted, quick wins, automation worth pursuing, and what to leave alone. No follow-up sales pressure.

Will I be sold to?

No script, no pitch deck. If something in the review obviously calls for a tool I can build, I'll mention it. Otherwise the summary is yours to act on however you want.

What tools do I need?

Whatever you already use. The review works around your existing setup, email, spreadsheets, accounting tool, whatever, not the other way around.

Phone, video, or in person?

Whichever suits. Phone is often quicker if you don't want to share a screen. Video if you want to walk me through how something looks. And if you're nearby, I'm happy to meet over a coffee.

Worth a 30-minute conversation?

A few small workflow changes can often save hours every week. Worth a chat about where yours are going.

Book a workflow review