Good2Know / Systems and automation

Fix 03 of 04

See where the work gets stuck, then fix it.

Leads that go missing, follow-ups that never go out, details typed into two systems. We look at how the work actually runs, find where it costs you, and fix it with what fits. Anything that goes out to a customer waits for your OK.

Book the audit

01 / Where we start

6 questions

We start with plain questions.

They look simple, and the answers open up your marketing and sales as well as your admin. Nothing here needs a technical answer.

  • How does a lead get captured?

    A form, a call, a DM, a chat at an event. We check where each one lands, who picks it up and whether any of them can go missing.

  • How does an enquiry become a sale?

    Who replies, how fast, who chases the quote, and what happens when nobody does.

  • What gets typed twice?

    Orders, leads or bookings retyped from one tool into another. We look at the time it takes and the mistakes it causes.

  • Which tools do you pay for, and who uses them?

    Subscriptions that overlap, seats for people who have left, a customer database nobody opens.

  • What depends on one person’s memory?

    What stops if you are away for two weeks, and where anyone can see how a job stands.

  • What runs without anyone watching?

    Old automations can fail quietly, so leads and orders vanish while everyone believes it works.

02 / The right tool

What fits, not what’s new.

Sometimes the fix is a setting or a simpler process. Sometimes it’s new technology, including AI. We recommend what fits.

We simplify first, because automating a muddled process only makes the mistakes quicker. Nobody on your team learns a new app unless it earns its place, and the accounts and data stay yours.

03 / How we work

4 steps

From the first call to work that runs.

  1. 01

    Look at how the work runs

    A short call, then we follow one customer from the first enquiry to the final invoice.

  2. 02

    Find the efficiencies

    A short list in plain language, biggest gaps first: what we saw, what it costs in time or money, and the fix. If we can’t show the cost, we say so.

  3. 03

    Choose the right tool

    A setting, a simpler process, the tools you already pay for or something new. We simplify first, then automate what is left.

  4. 04

    Set it up and keep it working

    We test it on real work before it goes live and show your team how to use it. We watch it, and fix it when a tool changes. You keep the same contact throughout.

Every project starts with an audit: a short list of the gaps, biggest first. The list is yours whether or not you hire us. Quoted after a short call.