Streamline Your Business
Automate your processes, increase efficiency, and focus on growth with tailored automation solutions.
Custom automations can transform your business operations by reducing manual effort and increasing efficiency. My Automated Workflow Wizard service helps you implement effective automation solutions using Make or Zapier.
Save time and reduce manual effort
Minimize errors and enhance accuracy
Easily scale your operations
Free up time to focus on strategic tasks
What to Expect
Discovery & Assessment
Initial consulation to understand your current workflow and goals. I will review your existing workflows, systems and tools to find opportunities for automation.
Workflow Design
I will map out a tailored automation workflow based on your specific needs. I will only recommend/use tools that integrate seamlessly with your existing setup.
Implementation
I will build the workflow as designed. Example tasks that could be automated: client onboarding, lead nurturing, task delegation, or appointment scheduling. I will connect the tools you are already using like your CRM, email marketing, project management apps and payment processors so they are working cohesively.
Training and Documentation
Depending on your preference, I will provide a live session or a recorded Loom video showing how to manage and tweak the automations.
Testing and Optimization
I will test each workflow to ensure it runs smoothly and address any bugs. I will also set up tracking for key metrics to measure the impact of the automation (this can be things like time saved or lead conversation rates).
Ongoing Support (Optional Add-On)
Monthly retainer option for continued optimization and adjustments as the business evolves. With this add-on, I will ensure all tools and ingretations stay up to date.
How It Works
Consultation
I start with a consultation to understand you and your current workflow. We can do this consultation through Zoom or I can provide a questionnaire for you to answer.
Strategy Development
Once I have a thorough understanding of your business and payment is complete, I create a custom automation plan and workflow maps.
Implementation & Testing
I set up and configure automations in Make or Zapier. Then I conduct thorough testing and make improvements as needed.
Training & (Optional) Ongoing Maintenance and Support
I provide training and documentation for you and your staff regarding the automations or you can choose to keep me on for ongoing monitoring, updates, and support. This requires a retainer payment, which can be made monthly or quarterly.
FAQs
How much does it cost?
There are three levels of pricing for this package:
Base Package: £2,000
- Includes discovery, workflow design, implementation for up to 3 workflows, and training/documentation.
Mid-Tier Package: £4,000
- Includes everything in the base package plus:
- Up to 7 total workflows.
- 30 days of post-implementation support.
Premium Package: £6,000
- Includes everything in the mid-tier package plus:
- Up to 10 total workflows.
- Ongoing retainer for 3 months
- More complex automation setups (e.g., multi-step workflows involving CRMs, payment systems, project management tools).
Optional Add-Ons:
Additional Workflows: £500-£1000 each, depending on the complexity
Monthly Retainer: £500/month for ongoing support
How long does the process take?
Typically, this package takes 2–4 weeks from start to finish, depending on the complexity of the workflows and the systems involved. I’ll keep you updated at every stage to ensure we stay on track!
What kind of businesses can benefit from this package?
The Automated Workflow Wizard package can benefit a wide range of businesses, especially those looking to save time, streamline operations, and scale efficiently. Here’s a list of workflows that I could potentially automate for you (this is not an exhaustive list):
- Abandoned cart emails
- Appointment scheduling
- Client onboarding
- Course delivery
- Customer follow-ups
- Email sequences
- Event registrations
- Follow-up processes to maintain a professional, hands-off experience
- Inventory updates
- Lead nurturing
- Lead tracking
- Membership management
- Payment processing
- Payment follow-ups
- Progress updates
- Project management
- Project tracking
- Property updates
- Post-event follow-ups
- Registrations
- Reminder emails
- Session scheduling
- Task delegation
- Volunteer communications
Have More Questions?
St Albans, England
rachel@virtualrani.com
