Not sure what to automate first? Start with a consultation.
A focused call about your process. You leave with a plan, the tools you need and an honest view of what to automate first.
A focused video call about how your team works today. I ask questions, look at the process with you and suggest what to automate first, with the licences and tools it needs. You get written notes after the call.
Who is it for?
Small business owners and managers who know something is slow but are not sure what Microsoft 365 can do about it.
What the consultation covers
A look at your process
We walk through how the work is done today.
A written plan
What to automate, in what order, and what it needs.
Honest advice
If it is not worth automating, I will say so.
From first message to handover
-
Tell me the problem
A few lines about what takes too long today. I reply within one business day with questions or a plan.
-
Fixed quote
Scope, timeline and price in writing before any work starts.
-
Built and tested
I build it in your Microsoft 365 and test it with real examples. Nothing goes live without your OK.
-
Walkthrough and handover
A recorded walkthrough, written notes, and a week of fixes if anything needs a tweak.
Consultation FAQs
How long is a consultation?
Usually 45 to 60 minutes on Zoom or Teams.
What happens after?
You get written notes. If you want me to build it, the consultation fee comes off the project.
Tell me a little about your process.
I reply within one business day with a few times for a call.
Other services
Custom Power Automate flows
A flow built for your process: forms, approvals, reminders, reports and document generation, on the licence you already have.
Fixed quoteApproval & request systems
Leave requests, purchase approvals and sign-offs with Microsoft Forms, Excel and Outlook. Tracked, reminded and logged.
Fixed quoteOutlook & Microsoft 365 setup
Business email on your domain, DKIM, shared mailboxes and calendars, signatures, rules and templates, set up properly.
Fixed quote