We look at the work before we change any of it.
Most disappointing technology projects start the same way: a tool gets bought before anyone watches how the job actually gets done. We do that part first, on purpose.
Discover
We walk through a normal week with you, and where it helps, with the people doing the work.
At the end of this step: A written picture of how the work happens today, in your words, not ours.
Your partAbout an hour of your time
Simplify
We look for steps that exist because of a decision nobody remembers making.
At the end of this step: A shorter process. A step you delete never breaks and never needs maintaining.
Your partA quick review
Automate
The sending, tracking, reminding and copying between places comes off people’s plates.
At the end of this step: Work that happens on a schedule or when something else happens, with exceptions raised to a person.
Your partAlmost none
Connect
Where two tools hold the same information, we get them talking so it’s entered once.
At the end of this step: Your accounts, in your name, with the connections documented.
Your partGrant access
Hand over
The part most people skip.
At the end of this step: Documentation, process maps, training, admin access and a handover conversation.
Your partA training session
What we don’t do
Usually the thing owners are actually worried about.
We don’t sell you a system
There’s no AutomateSmall product to subscribe to and no seats to count.
We don’t rip out what works
If your scheduling tool is fine, it stays. We connect to it.
We don’t run open-ended projects
Scope and price agreed in writing before we start.
We don’t hold the keys
Accounts are in your name. Our access can be removed without breaking anything.
How working with us works
Clear steps. A written quote before any work starts. No long contracts, and you can stop after any of them.
Step 1
Free walkthrough
You show us a normal week. We tell you honestly whether we can help.
Step 2
Operations assessment
We map how work flows today and give you 3–5 fixes ranked by time saved. Yours to keep.
Step 3
First fix
One meaningful problem, solved completely.
Step 4 — optional
Care plan
We keep things running when your tools change.
We build it. We teach you. You run it.
- Plain-English documentation
- Training for you and your team
- Maps of how each process works
- Accounts and admin access in your name
- A handover session
If you’d rather not look after it yourself, the care plan covers that. Your choice, never a requirement.
Stop checking five places to understand one business.
Your accounting, scheduling, staff and customer tools keep doing what they do best. We bring the information that matters together, and tell you what needs you.
Where the information lives now
What you would see instead
Needs your decision 1
Needs your attention 4
Already handled 12
Today
6 appointments
Staff
2 actions
Receivables
$4,850
Good morning, Sarah.
One thing needs your decision: approve Friday’s schedule change.
Four need your attention:
- 2 invoices overdue, $1,340 total
- 2 staff certifications expire within 14 days
Twelve things were handled overnight, including 3 payment reminders sent, new hire paperwork received, and 4 customer follow-ups scheduled.
Today: 6 appointments, 2 staff actions, $4,850 receivables outstanding.
6:30am
Example. Yours is built around the tools you already use.
Show us a normal week.
Thirty minutes, free. If we don’t think we can help, we’ll say so on the call.
No technology pitch. We reply within one business day.