Automations - DFY
You know you should be automating things…
But let’s be real—you’ve got better things to do than try and figure out a new skill, let alone the time to actually implement it.
That’s where we come in.
We set up the automations that save you time, energy, and sanity.
You stay focused on running the business.
This is for you if:
You’re sick of repeating the same tasks every week
Leads are slipping through the cracks
You bought the software but haven’t touched it since
You’ve got “set up automation” sitting on your to-do list… again
Hey growing business owner...
Too Busy to Set Up Automations? We’ll Do It For You.
We build the automations. You get smoother systems—without touching a thing.
What We Can Sort:
Leads & Sales
Lead capture forms that feed straight into your CRM
Instant email replies when someone enquires or downloads something
Auto-tagging and segmenting leads based on interest
Abandoned cart or follow-up email sequences
Sales pipeline automation—move leads through stages without touching them
Operations & Team
Task handovers to your VA or team when a form is submitted
Weekly recurring task automation for repeatable processes
Auto-reminders for overdue tasks or approvals
Project board updates from email or form triggers
Internal notifications when someone books, buys or signs
Client Onboarding
Welcome emails and intro sequences for new clients
Auto-send contracts, invoices, and T&Cs
New client form submissions that trigger setup tasks
Calendar bookings with reminders and prep questions
Slack/Teams/WhatsApp notifications when a new client signs up
Admin & Follow-up
Invoice follow-ups and overdue payment reminders
Re-engagement emails for leads who ghosted
Review request automations post-service
Social media DM auto-replies and lead routing
Birthday or milestone email sequences (because personal touches count)
Ready to Get It Off Your Plate?
Investment:
Starts from $750 – $2,500
Pricing depends on how many automations you need and what they are.
Book a free 30-minute discovery call.
We’ll chat about what’s slowing you down—and what we can automate to fix it.
Got Questions?
Good. You should.
Here’s what most people ask before we dive in and start fixing the chaos.
If you’re still unsure, book a free discovery call—we’ll talk it out.
1. What kind of automations can you set up?
Anything that’s eating your time.
Think: lead capture, client onboarding, emails, task handovers, follow-ups, reminders—basically the stuff you shouldn’t be doing manually. There is a great list above that will help get the ideas flowing.
2. Do I need to have the tools already?
Nope. If you’re starting from scratch, we’ll recommend tools that suit your setup and budget. If you’ve already got them but haven’t touched them in months—we’ll clean them up and get them working.
3. What platforms do you work with?
Most of them. Ivorey, ClickUp, ActiveCampaign, Google Workspace, Calendly, Dubsado, Airtable, Zapier, Odoo, Zoho, Mailchimp… you name it. If it integrates, we can sort it.
4. How long does it take?
Most builds are done within 1–2 weeks after our kickoff session. If it’s more complex or you’re ghosting us on approvals, it might take longer.
5. Will I know how to use everything after?
Yes. We’ll record a walkthrough video showing you exactly what’s been set up, how it works, and how to tweak it if needed. Plus, you get 30 days of support after the build to fix anything that’s not quite right.
Still spinning your wheels?
Let’s make it easy.
Book a free 30-minute call and we’ll figure out exactly what to automate first.