Sound familiar?
You don't need to know what to automate. Just tell me what you're tired of doing.
A new enquiry gets typed into your job system by hand.
What can change: It can arrive there with the details already filled in.
A job sheet or order gets typed again onto the invoice.
What can change: Type it once, and the invoice can pick it up.
Overdue invoices still get chased by hand.
What can change: A reminder can go out in your name without you writing it.
A quote is ready in one tool, but it's needed in another.
What can change: It can be passed across when it's ready.
You keep asking customers for the same paperwork.
What can change: The request can go out in your name at the right step of the job.
The job's done, but the office system still says it isn't.
What can change: Mark it done once, and the other system can follow.
These are examples, not packages. What can change depends on the tools you already use.
One enquiry, typed once
Now
- An enquiry arrives by email.
- You copy the details into your job system.
- You check you haven't missed anything.
Joined
It's already in your job system.Ready to quote. Nobody copies it.
An example. The right setup depends on your tools.
What I do
I'm Garry, a business process and automation expert in Bury. I join two systems you already use, so the details are typed once.
- Tell me what gets typed twice.
- Honest answer: if the saving is too small, I'll say so.
- Written down: what gets joined, and the price.
- Built. One task, price agreed up front, handed over working.
From £150, price agreed before I start.
From £150: one small automation, a single workflow joining two systems you already use. No VAT added. I'll say if it isn't worth doing.
If it stops working
For 30 days after handover, if it stops doing what we agreed, I fix it free. If it's caused by a change on your side or in one of your tools, or it's after 30 days, I'll give you a price to put it right before I do anything. You don't have to use me. The details are in my Terms.
Who you're dealing with
- Garry McEwen, Greenmount, Bury. Every message comes to me.
- Registered with the Information Commissioner's Office (ICO), number ZC267464.
- You keep your logins and your data.
“I keep having to…”
Finish that sentence on WhatsApp. That's enough to start.
WhatsApp me what you type twiceOr call 07356 274625
I usually reply within 10 minutes.