Practical automation for small businesses
I help small-business owners figure out what's worth automating, then handle the setup. You get a plain-English explanation of what I'd change, what it costs, and what still needs your attention.
Illustrative example: one less thing to remember
Show me the work you keep repeating. I'll help you sort out what could be easier and what's probably best left alone.
Start hereIf a tool is half-set-up or an automation keeps breaking, we'll look at whether it needs fixing, simplifying, or replacing.
Start hereWe'll agree on the job, the cost, and what a working result looks like before the build starts.
Start hereYou don't have to overhaul your business. We can look at one piece of work and decide whether changing it makes sense.
An inquiry comes in. Its details get copied between your inbox, spreadsheet, and customer records. You have to remember the next step.
Record the details once, prepare a reply, and put the next action in front of the right person.
Approve messages where needed and handle the conversation that requires you.
A new client needs to send documents. You check the folder and chase whatever is missing.
Keep a checklist, show what's arrived, and prepare reminders for the missing items.
Review the documents and decide whether they're sufficient.
Every week, you gather the same figures from a few places and put them into a report.
Bring the agreed information into one draft report and flag missing data for review.
Check the exceptions and add the judgment the numbers can't provide.
Illustrative examples. Available connections, data quality, permissions, and review needs affect what's practical.
Walk me through the last time you did the task. I'll ask what takes time, what gets missed, and what you've already tried.
You'll get a recommendation, a clear scope, and a quote. If a simpler process or a feature you already pay for is enough, I'll say so.
I build and test the agreed setup, then explain what happens next. If you want ongoing help, we'll agree on what's monitored, maintained, and included.
Sometimes the answer is a better template, a clearer checklist, or a setting in a tool you already use.
Before adding software, we'll look at the work it removes and the checking it leaves behind. The goal is to make your week easier without giving you another system to babysit.
AutoTasks set up weekly seller leads from public records, sent straight into the team's CRM, and a daily brief of who to call first. Sellers who said yes but haven't been called in three days get flagged.
Mayek reports its biggest month ever after starting, with the most deals closed. That's their account of the whole business; the team's own work and the market played a part too.
Read the Mayek case studyI'm Josh, the founder of AutoTasks.
You know your business. My job is to understand the work, explain the options, and take care of the agreed setup.
You don't need to arrive with a list of tools. Start with something you keep doing manually or a setup you're tired of fixing.
More about JoshWe'll start with a free call to understand what you need. Then I'll quote the agreed implementation and explain any software costs separately.
If the setup needs ongoing attention, you can add monthly support. You'll know what's included, what remains your responsibility, and what counts as additional work.
Talk through a taskNo. Tell me what you keep repeating, putting off, or fixing. We can start with the work rather than the tools.
Yes, we can look at an existing setup. I'll tell you whether I think it's worth repairing and what I'd need to check before quoting the work.
We start by looking at what you already use. Some tools connect well; others have limits. I'll explain the trade-offs before recommending a change.
Only where it makes sense. Some jobs need a straightforward automation or a better process. AI is one option, not a requirement.
If you choose monthly support, I monitor and fix what we've agreed. Without it, we'll settle the handover before work begins, and any later fixes are quoted separately.
We agree on those boundaries before setup. Some tasks can run automatically; others should prepare a draft or ask for approval. Important decisions stay with you.
Every job is quoted. The cost depends on the scope and the tools involved, and the first call is free. You'll get a quote before paid work starts, with any ongoing costs explained separately.
Don't put customer records, passwords, or sensitive business details in the initial form. We can discuss the systems, access, and safeguards a project would need before you share them.
Tell me a little about your business and a task you'd like off your plate. If you've tried fixing it already, tell me where you got stuck.
Rather talk it through? Book a free initial call