Business Automation and integrations
A missed call, an unanswered quote or an enquiry copied between systems can leave you with another manual job. I build connections around those jobs, with the scope agreed first.
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Start with the work to be done
The task comes first. Pleros scopes the systems to connect and the manual work to remove before implementation begins.
- FormEnquiry
- CRMCustomer record
- CalendarBooking
Tools set up for your business
I implement the tools agreed in your scope. You pay the software provider directly.
Connections between your systems
Scoped work connecting CRM, bookings, email and forms, from a first enquiry to a booked job.
Automations built for the task
Automations built where your needs call for them, with the task and implementation scope agreed first.
Receptionist and booking systems
An AI receptionist or booking system can sit within this service where scoped. AI is a tool inside the system I build and run. Nothing reaches you until I've checked it myself.
Start with a real handover
An enquiry form, a CRM record and a booking are different parts of a business task. The scope identifies which systems need connecting and what work the connection should remove.
The task
Identify the manual work you want to address.
The systems
Agree which subscribed tools and connections are involved.
The implementation
Build the automation where the agreed scope calls for it.
I agree the task and the tools with you before building the connection.
Implementation with a person accountable
How it works
I set up the agreed tools and build the connections between them, then review the work before it reaches you.
Strategy and implementation
Digital Strategy recommends priorities within Basic Management. Business Automation is the module that implements the subscribed tools and scoped automations.
An existing booking tool and a new connection between systems need different work. The assessment sets the implementation scope, including any deeper integrations your business needs.
Jobs I can take off your plate
Each job is scoped before I build it. You pay any software subscription directly.
- A text back when you miss a call while on a job.
- A follow-up message when a quote has not been answered in a week.
- A review request after a completed job.
- Website enquiries sent straight to your job software.
- A receptionist system to answer, screen and book calls.
