Business automation
I build automations that let the client get a reply right away, not the next day. Enquiries from the form and email land in one list, and you get an alert on your phone when something is urgent.
Value
My approach
A client looking for a contractor often writes to several companies at once and talks to whichever one gets back to them first. If your reply arrives the next day, the conversation may already have taken place without you.
I build automations that take this race off your plate: the client gets a confirmation right away, you get an alert on your phone, and enquiries don't get lost across several mailboxes. I start with how you actually work today and automate only what makes sense - without adding tools for their own sake.
- A reply to the client right away, not the next day
- All enquiries in one list
- An alert on your phone when something is urgent
The same enquiry, two routes
What happens after the form is submitted
Without automation
- A client submits the form at 20:00.
- The message lands in the mailbox, between invoices and ads.
- The client doesn't know whether anyone got it, so they write to another company.
- In the morning you read your email and call back.
- The client has already booked someone else.
Nobody is to blame here. The first reply simply came too late.
With automation
- A client submits the form at 20:00.
- A moment later they get a confirmation that the enquiry has arrived, and they know when you will get back to them.
- On your phone you get their name, number and what they are asking about.
- The enquiry lands on the list, marked as urgent or not.
- You call back while the client still remembers what they asked about.
From the first minute the client knows someone is taking care of them, and has fewer reasons to keep looking.
Scope
What I automate
I tailor each automation to a specific business. Most often we start with enquiry handling, because that is where the effect shows fastest:
- Confirmation for the client : after submitting a form or sending an email, the client immediately gets a reply saying the enquiry has arrived, and knows what to expect
- A notification on your phone : instead of waiting until you check your email, you get a short message with the key details and a number to call back
- One list of enquiries : enquiries from the form and email land in one place, showing where they came from and whether anyone has already replied
- A reminder when nobody has replied : if an enquiry sits unanswered for longer than we agree, the system reminds you or another person in the company about it
- Messenger and Instagram after hours : an instant reply to the first message and answers to the most common questions, also in the evening and at the weekend
- Repetitive tasks in the company : retyping data between programs, reports, organising documents - everything you do by hand every day following the same pattern
Overview
How I implement automation
- 1
Conversation and enquiry map
I check where your enquiries come from today, who answers them and how long it takes. Often this step alone shows where clients are slipping away.
- 2
Rules and content
We agree what the client gets, what you get and what counts as urgent. You approve the wording of the messages before anything is switched on.
- 3
Build and testing
I assemble the automation and run test enquiries through it until every path works the way we agreed.
- 4
Launch and measurement
I switch the automation on and compare the time to first reply before and after. Then I stay on for fixes, because rules are best refined on real enquiries.
Honestly
What automation won't do for you
The automation will reply within a minute, but it won't call back or prepare a quote. It buys you time and keeps things in order, but the conversation with the client is still handled by a person. That is why we write the client confirmation so that it only makes promises you will actually keep.
An extensive system isn't worth it for every business, either. With a few enquiries a month, a simple fix is often enough: a visible phone number on the website, a confirmation after the form and a notification on your phone. If that is the case for you, I will say so plainly instead of selling you more than you need.
Frequently asked questions
What do you build automations on?
Most often on n8n - a tool that connects programs and services and can be run on your own server, instead of paying for every operation on an external platform. Where a feature built into a program you already use is enough (for example automatic replies in Messenger), I use it and don't add anything beyond what is needed.
Do I need to change my website or phone number?
Usually not. The form on your current website can be connected to the automation, and your phone number stays the same. If you have a NEO Website, form submissions already go to the panel together with information on where the client came from - the automation adds the rest.
What about calls I can't pick up in time?
That can be handled: after a missed call, the caller gets an SMS saying you will call back, and you can see who called. However, this requires routing calls through a virtual switchboard with your phone provider, so before I suggest it, we check whether you are actually missing calls. I show the provider's charges separately.
Will the automation send ads to my clients?
Not without their consent. A confirmation that the enquiry has arrived counts as handling the client's message, not as advertising. I only send marketing messages, for example reminders about an offer, to people who have consented to them - which is why we set up the right consents in the form from the start.
What about my clients' data?
Before launch, we sign a data processing agreement and decide where the automation runs and how long it stores data. The automation only gets what it needs to do its job.
How much does it cost?
It depends on the number of channels and rules, which is why I prepare a quote after a short conversation about how you handle enquiries today. I show external costs, for example SMS messages, separately before we launch anything - so there are no surprises on the invoice.
Let's check where your enquiries are slipping away
Tell me where your enquiries come from today and who answers them. I'll say what is worth automating and what to leave as it is.
