01 / 05 · New Meta lead
A useful starting point.
Capture the enquiry, contact details and site location. Flag missing information before the job moves forward.
Less chasing.
More moving.
Connect enquiries, bookings and follow-up as demand grows.
Built around the tools your team already uses.
EnquiriesQuotingBookingsFollow-upReporting
A workflow in practice
From new lead
to job complete.
One connected path from enquiry to fulfilment.
Example contractor workflow. Routing, booking and approval rules are tailored to each business.
02 / 05 · Match the contractor
The right person.
Use the site location, job requirements and agreed service areas to identify the right contractor. Send exceptions to your team.
03 / 05 · Book the job
A place in the diary.
Check availability and confirm the booking through the agreed process. Keep the customer and contractor informed.
04 / 05 · Confirm completion
Wait for the work.
Keep the job open until fulfilment is confirmed. Collect the required completion details and flag delays for follow-up.
05 / 05 · Update your system
Everyone up to date.
Return the completion status and job details to your interface, so your team can see what happened and what comes next.
Built around the work
Where automation
can help.
Start with one defined job. These capabilities can connect into a wider workflow.
AI Quoting
Bring customer requirements, product information and pricing rules into a quote your team can review.
Explore AI quoting ↗AI Lead Follow-up
Give each enquiry an owner and a prepared reply or task. A customer reply or opt-out stops the sequence.
Explore AI lead follow-up ↗Back Office Automation
Connect routine administration across operational and finance tools, with mismatches visible to your team.
Explore back office automation ↗Client Onboarding Automation
Carry approved client information from enquiry or sale into the systems your team uses to deliver.
Explore client onboarding automation ↗Need evidence collection and review queues? Explore compliance workflow support ↗
How we work
Start with something useful.
Understand
Map the work.
We learn how your business works, review the tools and agree what success looks like.
Explore the audit ↗Build + test
Build and test.
A defined scope, real-world testing and agreed approval points. Start with a focused pilot where it makes sense.
Explore a pilot ↗Support
Keep it running.
Clear handover and the aftercare agreed in your scope. Ongoing monitoring, support and improvements for named systems are a separate agreement, if you want them.
Explore ongoing support ↗Connected by design
Works with your tools.
Connect your CRM, finance and everyday tools into a more useful whole. Connections depend on available access and integration options.
Microsoft Office
Google Workspace
AWS
Notion
Slack
OpenAI
Claude
Hermes
Zoho
HubSpot
Salesforce
Pipedrive
Xero
MYOB
QuickBooks
Stripe
ServiceM8
Simpro
AroFlo
Tradify
Fergus
Zapier
Make
n8n
Can we use our existing software?
That is where we start. We assess the tools you use, available integrations and access requirements before recommending what to connect or change.
Where should we start?
Start with one recurring workflow and the person responsible for it. A free first conversation looks at the likely route, including whether a built-in feature in your current software already does the job. If the work is understood well enough to price, we can scope a focused pilot with agreed acceptance tests. If material uncertainty remains, a paid audit can map the work first.
Who approves what the AI does?
We agree permissions and review points before building. Actions such as sending messages or changing records need clear rules, testing and an identified owner.
What happens after launch?
Handover and support are agreed as part of the scope. We explain how the system works, who owns each step and how changes or issues will be handled. Ongoing support covers named systems within agreed service hours, and new workflows are scoped separately.
Your next chapter
Melbourne · Working across AustraliaLet’s make
it work.
Less manual follow-up. A clearer path through the work.
Tell us where your team gets stuck.
For businesses looking to scale. Built around your people.Or email Chris