Turn one messy manual process into a clear, buildable automation plan.

I will review one workflow, such as enquiry intake, quoting, lead tracking, spreadsheet handoffs or customer follow-up, and document the simplest reliable way to improve it.

You will receive:

A current-state workflow map

Bottlenecks, duplicated work and failure points

A recommended future-state flow

Trigger, field and handoff requirements

A prioritised implementation plan

A practical test checklist

This service covers one workflow. It does not include the full automation build, paid software or third-party subscription costs. If you decide to continue, I can quote the implementation separately after the scope is clear.

Delivery is designed for asynchronous collaboration. You can provide the process details in writing or by Loom, and I will return a concise, actionable plan.