AI automation built for professional services

Stop Losing Hours to Admin.
Start Growing Your Practice.

You didn't start your practice to spend your days on proposals, invoicing, and chasing clients for responses. We automate the admin so you can focus on delivering value.

Free 30-min call. No obligation. No tech jargon.

Sound familiar?

Spending hours writing proposals and client reports instead of doing billable work

Following up on overdue invoices instead of serving clients

Clients missing meetings or rescheduling at the last minute

Happy clients who never get around to leaving a review or testimonial

New enquiries going cold because you're in client sessions all day

Losing repeat business because no one follows up between engagements

You know there must be a better way. But who has time to figure out the tech?

That's where we come in. We set it all up for you.

Here's what we'd automate for your practice

Real tools that plug into the software you already use. Not vague “AI solutions” — specific automations you can see working from day one.

Invoice Reminders

Automatic reminders go out before and after the due date. No more awkward “just following up” emails. The system handles it so you don't have to.

70-80% less time chasing payments

Xero / MYOB + Zapier + Email/SMS

Proposal Follow-Ups

Sent a proposal and heard nothing? Automated follow-ups go out at 2, 5, and 10 days. Friendly, professional, and hands-free.

20-30% more proposals accepted

Email + Zapier + CRM

Appointment Reminders

Clients get a reminder the day before and the morning of their appointment. No more wasted time waiting for no-shows.

~70% fewer no-shows

SMS / Email + Google Calendar / Calendly

Google Review Requests

After every completed engagement, clients get a friendly email with a direct link to leave a Google review. No manual chasing required.

3-5x more reviews within 2 months

Email + Google Business Profile

Google Profile Optimisation

We optimise your Google Business Profile — photos, services, hours, service areas. So when someone searches “consultant near me”, you show up.

Higher local search ranking

Google Business Profile

A Website You Can Actually Edit

A professional site you can update yourself in plain English. No developer needed. Add testimonials, change services, update your bio — done in minutes.

No ongoing developer costs

AI website builder

Instant Enquiry Response

When a new lead emails or fills out your website form, they get an instant, professional reply — even if you're in client sessions. First to respond usually wins the work.

Respond in seconds, not hours

Email + Zapier + AI auto-reply

Client Re-Engagement

Automated check-ins, quarterly reviews, and re-engagement campaigns with past clients. Turns one-off projects into long-term relationships.

Recurring revenue on autopilot

CRM + Email/SMS + Zapier

Social Media Content Posts

Share insights, tips, and updates automatically across your social channels. Stay visible and build authority without the effort.

Stay visible without the effort

Email/SMS + Zapier + Meta Business

Not sure which automations fit your practice?

Find Out in a Free 30-Min Chat
8+
hours/week saved
70%
fewer no-shows
3-5x
more Google reviews
20-30%
more proposals accepted

How it works — 3 simple steps

1

Free Chat

We ask about your day-to-day, what tools you use (CRM, calendar, accounting software), and where you're losing time.

30 minutes, no obligation

2

We Set It All Up

We connect everything to your existing software. No disruption to your work. Done in 1-2 weeks.

Hands-off for you

3

You're Sorted

We walk you through everything and stick around for 30 days to make sure it all runs smoothly.

Training + 30 days support

Simple pricing. No surprises.

One-off setup fee. You own everything. No lock-in contracts.

STARTER

AI Quick Win

$1,500 one-time

Pick your biggest headache — we fix it first

  • 1 automation (e.g. proposal follow-ups)
  • Connected to your existing software
  • Training walkthrough
  • 30 days of support
  • Live in 5-7 days
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MOST POPULAR
THE LOT

Full Setup

$5,000 one-time

All 9 automations — your practice on autopilot

  • All 9 automations above
  • Full integration with your software
  • Google Business Profile optimisation
  • Professional website you can edit
  • Hands-on training
  • 30 days of priority support
  • Done in 2-3 weeks
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30-day money-back guarantee on all packages

Questions professionals ask us

I'm not tech-savvy at all. Will I cope?

Absolutely. We set everything up and walk you through it step by step. Once it's running, it's automatic — you don't need to touch it. If you can send a text, you can use this.

Does it work with my existing tools?

Yes. We integrate with the CRM, project management, and accounting tools professional services firms use — HubSpot, Xero, MYOB, Calendly, Google Workspace, the lot. If your software has an API or connects to Zapier, we can work with it.

What are the monthly running costs?

Most automations run on tools like Zapier ($20-50/month) plus any SMS costs (a few cents per message). We'll go through the exact costs during your free assessment — no surprises.

What if it doesn't work?

Every package comes with a 30-day money-back guarantee. If the automations don't save you measurable time, you get a full refund. We wouldn't offer that if we weren't confident it works.

I'm a solo consultant — is it worth it?

Especially then. Solo practitioners feel the admin burden the most. Even one automation — like proposal follow-ups — can win you work you'd otherwise lose. That's time you can spend on clients or growing your practice.

How long does it take to set up?

A single automation (Quick Win) is live in 5-7 days. The full setup takes 2-3 weeks. We work around your schedule — no downtime, no disruption to your jobs.

Ready to get your time back?

Book a free 30-minute chat. We'll look at how your practice runs, what software you use, and show you exactly what we can automate.

Only taking on a few new professional services clients this month.

Get in Touch

No obligation. No tech jargon. Just a straight-up conversation about your business.