Essentials Pack
✅ Optimise Your Business with Automation + AI
We help you streamline operations, eliminate repetitive tasks, and improve efficiency with smart automation solutions. Free up time and focus on what truly matters—growing your business.
What do I get?
📌 Business Process Automation
✔ CRM & Data Sync – Keep customer & lead information updated across platforms automatically.
✔ Task & Workflow Automation – Auto-assign tasks, send internal notifications, and set reminders.
✔ Client Onboarding System – Automate new customer intake, document collection, and initial communication.
📊 Finance & Operations Automation
✔ Invoice & Payment Processing – Automatically generate invoices, send payment reminders, and track payments.
✔ Expense & Financial Tracking – Sync expense data, categorize spending, and automate financial reporting.
✔ Order & Service Processing – Automate order confirmations, service scheduling, and client updates.
📢 Internal Communication & Notifications
✔ Automated Internal Alerts – Keep teams informed about project updates, sales, or overdue tasks.
✔ Auto-Generated Reports – Get weekly/monthly reports on business performance & key insights.
✔ Email & SMS Reminders – Send automated appointment reminders & follow-ups.
📈 Performance Tracking & Ongoing Support
✔ Simple Dashboards & Reports – Track essential business data effortlessly.
✔ Basic Monthly Refinements – Get 1-2 automation tweaks per month to improve workflows.
✔ Email Support & Troubleshooting – Assistance to keep automations running smoothly.
➕ PLUS ONGOING OPTIMIsATION & SUPPORT
✔ Regular Automation Monitoring – Ensuring everything runs smoothly.
✔ Performance Reviews – Identify and improve inefficiencies in workflows.
✔ Scalability Planning – Helping you prepare for future automation upgrades.