Workflow & Systems Setup
I help founders like you design workflows and automations that create structure, save time, and reduce stress.
Create streamlined, automated systems that give you time, clarity, and calm
Your business is thriving — but behind the scenes, things feel messy.
You’re managing projects across too many tools, repeating manual tasks, and spending more time on admin than growth.
Using platforms like Asana, HubSpot, and Zapier, I’ll bring everything together into one cohesive system that works for you, not against you.
What’s Included
Workflow design and process mapping
Asana setup, automations, and templates
HubSpot CRM setup and optimisation
Zapier automations across tools
SOP creation and documentation
System training (optional)
Who It’s For
Are ready to get out of the weeds and work more strategically
Have outgrown manual admin processes
Feel their tools are disconnected or underutilised
Want to future-proof their business systems for scale
The Experience
We’ll begin with a systems audit to understand your current setup and identify areas for improvement.
Then, I’ll design a connected ecosystem that automates repetitive tasks and gives you visibility across every project.
We’ll implement in phases to avoid overwhelm, and you’ll receive optional documentation or team training if you’d like ongoing independence.
The Transformation
You’ll finally feel organised, efficient, and in control.
Your systems will feel intuitive and effortless — freeing up hours each week and giving you the structure to focus on growth and creativity.
Common Questions
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Yes — building systems from the ground up is one of my specialties. I’ll design your workflows, dashboards, and automations to match how you and your team actually work.
From blank canvas to a fully functional, easy-to-use system, I’ll ensure every process has a clear purpose and outcome.
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Not at all. Whether you’re starting from scratch or using multiple platforms, I’ll help you choose and configure the best systems for your business needs.
If you’re completely new to these tools, I’ll guide you through setup and show you exactly how to use them confidently.
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Absolutely. I’ll integrate your tools using Zapier or native connections so your processes work seamlessly together — no more manual data entry or repetitive admin.
Automations are implemented thoughtfully to simplify, not complicate, your operations.
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This can absolutely be included if you’d find it valuable. I can create SOPs, short Loom walkthroughs, or host a live training session for your team.
My goal is to ensure your systems are intuitive, empowering, and easy to maintain long after setup.
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Yes — I can provide ongoing system maintenance or periodic reviews to keep everything running smoothly as your business evolves.
That might include updating automations, adding new workflows, or refining dashboards so your systems always support your current priorities.
