Custom Workflow Automation: From Planning to Implementation

pro

Shorya

(0)

Starting at

1,850

/mo

About this service

Summary

This service offers a complete workflow automation solution, starting with an initial consultation to understand your needs and challenges. I’ll conduct a detailed analysis of your processes, develop a tailored automation strategy, and design workflows using tools like Whimsical and Make.

Once the solution is built and tested for seamless integration, I’ll provide training to ensure you or your team can use the system effectively. Ongoing support and maintenance are also included to keep your workflows running smoothly and aligned with your evolving business needs.

Process

1. Discovery Call: I’ll start with a call to understand your business, current workflows, and the challenges you want to solve.

2. Planning: I’ll analyze your processes and create a straightforward automation plan tailored to your needs.

3. Implementation: I’ll set up and test the automation to make sure everything runs smoothly.

4. Training and Support: I’ll train you or your team to use the new system and provide ongoing support if needed.

FAQs

What types of businesses do you work with?
I work with all kinds of businesses because automation solutions are flexible and can be adapted to fit any industry or workflow.
What tools do you use for automation?
I use tools like Zapier, Make (formerly Integromat), and custom APIs to create simple and effective automation solutions. I prefer using make.com as it is quiet cheaper for the client compared to Zapier.
Do you offer ongoing support?
Yes, I provide support to ensure the automation runs smoothly and can also make adjustments if your needs change.
Will I have to pay for the tool?
No, I cover the cost of the automation tools. You only need to pay for building the systems and ongoing maintenance.
How long does the process take?
The time depends on your requirements, but most projects are completed within 4–6 weeks.
Can we start with a smaller project before committing to a larger one?
Yes, we can start with a small, two-week project to help you get comfortable with how I work and the value automation can bring to your business.

What's included

Initial Consultation (Discovery Call)
• Understand your business needs, current workflows, and specific challenges to address. • Discuss goals and potential areas where automation can bring value.
Process Analysis and Planning
• Detailed evaluation of your existing workflows and systems. • Develop a customized automation strategy with clear objectives and deliverables.
Solution Design
• Design automation workflows using the tools whimsical and make.com
Implementation and Testing
• Build and deploy the automation systems as per the plan. • Perform comprehensive testing to ensure the solution runs seamlessly without disruptions.
Training and Onboarding
• Conduct training sessions for you or your team to effectively use the new system.
Ongoing Support and Maintenance
• Provide post-deployment support to ensure the systems function as expected. • Offer periodic reviews and updates to keep the workflows aligned with your evolving business needs.

Example projects