Ongoing Partnership

I build the systems that give you your time back.

Your diagnostic told you where the waste is. Now I turn those findings into working automations — admin that handles itself, reports that build themselves, follow-ups that don't fall through the cracks.

$1,000–$3,000/month

From simple rules to full orchestration.

Simple Automations

Email rules, data entry between systems, file organisation, notification routing. The repetitive tasks that eat 30 minutes here, 20 minutes there.

Process Systems

Multi-step workflows with approvals, handoffs, and conditions. New client onboarding, purchase order processing, employee leave requests — end to end.

Reporting & Dashboards

Reports that compile themselves from your existing data. Weekly summaries, project status, financial snapshots. No more chasing people for numbers.

Client Communication

Follow-up sequences, proposal tracking, meeting scheduling, satisfaction check-ins. Nothing falls through the cracks because the system remembers what you don't.

Financial Operations

Invoice chasing, expense categorisation, Xero reconciliation, payment reminders. The admin your bookkeeper shouldn't be spending time on.

Full Business Orchestration

Multiple systems working together. A new sale triggers invoicing, project setup, team assignment, and client onboarding — automatically. This is where month 3+ gets interesting.

I build progressively, not all at once.

Every business is different. I start with quick wins and layer complexity as your team gets comfortable. Nothing gets built that nobody uses.

Month 1

Simple automations

I pick the 3-5 highest-impact, lowest-risk processes from the diagnostic findings. Email rules, data entry, notification routing. Things that save time immediately with near-zero chance of breaking anything.

Month 2

Process systems

Multi-step workflows with handoffs and conditions. Onboarding sequences, approval chains, report generation. I wire your tools together so information flows without someone manually copying it between systems.

Month 3+

Orchestrations

Full end-to-end business processes. A single trigger sets off a chain of actions across multiple systems. Each new automation makes the next one easier to build.

Ongoing

Refinement and expansion

Your business changes. New tools, new team members, new processes. I keep everything running, fix what breaks, and build the next thing when you're ready for it.

Who this is for.

Businesses that have done the diagnostic (or already know where their inefficiencies are) and want someone to systematically fix them. You've tried hiring for this — maybe an ops manager, maybe a VA — and the problems keep coming back because the underlying processes haven't changed.

Typically: 15-200 employees, $5-50M revenue. Multiple tools that don't talk to each other. A team that spends too much time on admin and not enough on the work they were hired to do.

Not a fit: Businesses that need custom software development (I automate existing tools, not build new ones), businesses without stable processes to automate (do the diagnostic first), or anyone looking for a one-off project. This is an ongoing partnership.

Transparent and flexible.

Retainer pricing scales with complexity. Start small, expand as you see results. No lock-in contracts — month-to-month.

Foundation

$1,000/mo
  • 5-8 simple automations
  • Email rules and routing
  • Basic data entry automation
  • Monthly review and refinement
  • Email support

Growth

$2,000/mo
  • Everything in Foundation
  • Multi-step workflows
  • Reporting and dashboards
  • Xero / financial integrations
  • Fortnightly review calls

Orchestration

$3,000/mo
  • Everything in Growth
  • Full end-to-end process automation
  • Cross-system orchestration
  • Priority support
  • Weekly review calls

ROI framing: The $2,000/month tier typically targets 15-25 hours per week of recovered staff time within the first quarter. That's a full-time employee's worth of capacity — without hiring anyone.

Straight answers.

Whatever wastes the most time. Usually that's data entry between systems, report generation, or follow-up sequences. The diagnostic identifies these — I start with the highest-impact, lowest-risk processes and build from there.
First automations are live within Month 1. Simple things like email rules and data entry happen in the first two weeks. Multi-step workflows take 3-4 weeks. By Month 3, you should have a measurable reduction in admin hours.
Automations are built around your processes, not locked to specific software. If you switch from Xero to MYOB, or Gmail to Outlook, I reconfigure. That's part of the retainer — keeping things working as your business evolves.
Yes. Month-to-month, no lock-in contracts. If you pause, your automations keep running — you just don't get new builds or refinements until you resume. Everything I build stays yours.