Small Business Automation

Step 1

Automation Strategy Call

Brainstorm your ideas

Have a free call with an Agility Automation Expert

Choose your focus

Imagine what your business would be like if it was automated - decide on what you’d like to focus on in our call.

Unpacking goals

We’ll unpack your goals and problems together and decide on some solutions and actions.

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Step 2

Map Workflows

Unpack your business workflows

Conceptualise your automated processes

The Now

Look at the reality of how things are now in your business.

Goals

Decide on your goals for automation and how you’ll measure them.

Roadblocks

Discuss any roadblocks you might face in changing or creating your systems.

Imagine

How things could be if nothing got in the way.

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Step 3

Your Tech Stack

Decide on your business apps

Choose what works for your goals

No code needed

We build your automations with beautiful, modern applications.

Collaborative applications

Collaborate with your team and clients.

Customer experience automation

Automate the journey from lead to client

Process management

Simplify and streamline your business processes

Integrate with thousands of apps

Link your new apps with thousands of others using powerful integration tools

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Step 4

Build and Implement

We construct your automations

Switch on autopilot for your business

Our team will hand-craft your business automations using a unique combination of automation apps.

At the end of it, you’ll have an amazing, ready-to-go automation system. We’ll keep you up to date through the whole process, so you know when you’ll be able start using your new automations.

Step 5

Train Your Team

Show you how it works

Getting to know your shiny new automations

Learn how your new systems work with personalised training with your team. We’ll get you up to speed so you can start using your new automations straight away.

We can also develop in-depth documentation and flowcharts for you and the team to refer to and onboard new staff into your systems.