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How this service works (two phases)
Phase 1: Workflow Plan (required)
We identify:
what’s happening now (steps, bottlenecks, repeats)
what you want instead (outcome + “when X happens, do Y” logic)
tool constraints (Squarespace/newsletter platforms/payment rules)
the cleanest solution that fits your comfort level
Confirm tool constraints and any paid feature requirements
Output: a written workflow plan (and recommendations) you can implement yourself if you’re already tool-savvy, or use as the blueprint for Phase 2.
Phase 2: Implementation (optional)
If you want me to build it, I’ll implement the plan in your existing platforms and document what I set up.
Output: working automation/workflow + handover notes.
What this is good for
Auto-sorting and responding to common inquiries (so only edge cases hit your inbox)
Newsletter automations (tags, segments, welcome flows, sequences)
Intake pipelines (form → folder → task list → confirmation email)
Launch workflows (reusable templates, checklists, timelines, SOPs)
Notion systems (dashboards, content calendars, asset libraries)
Purchase-triggered workflows (within Squarespace/platform limits)
Example outcomes
Inbox relief (fewer repeats): You keep getting the same questions (“Where do I start?”, “Do you offer signed copies?”, “How do I book you?”). We set up a simple sorting + response system so common inquiries get a helpful reply automatically—while anything truly specific still reaches you.
Cleaner signups and follow-ups: A reader (or client) signs up, but nothing happens consistently. We build a flow that tags people properly, sends the right welcome message, and routes them to the next step (book/series starter, freebie, booking link, or product page).
Launch / promotion workflow you can reuse: Every launch or promotion feels like rebuilding the wheel. We turn it into a repeatable workflow with templates, a checklist, and automations so the right emails and tasks happen at the right time—with less manual effort.
Purchases that trigger the next step: Someone buys a product or joins a membership and you still have to manually confirm, deliver, and update your records. We set up a purchase-triggered workflow so delivery, tagging, and follow-up happen automatically (within your platform’s limits).
Smarter booking + fewer no-shows
A non-fiction author was offering 30/60/90-minute coaching sessions and people kept booking the wrong thing. We set up a purchase-triggered flow so clients only saw the correct booking option for what they bought, with automated reminders leading up to the session.
Result: less confusion, smoother scheduling, and more completed bookings.
How prepaid hours work
These services are sold by the hour, so you can choose what fits your budget and move a project forward in steps.
Most work takes more than one hour to complete end-to-end. In many cases, one hour covers a meaningful milestone (setup, first draft, first pass, or one key improvement), not the entire finished project.
I’ll work in clear milestones and confirm what can realistically be done within the hours you’ve purchased.
Focus rule (one project at a time)
To keep results clear and progress visible, each order is applied to one primary project/focus at a time (one website, one book, one workflow, or one defined deliverable). If you have multiple projects, we’ll tackle them in order, milestone by milestone.
What I need from you
Links to the tools involved (website, newsletter platform, Notion, etc.)
A short description of your current process (what happens now)
Your ideal outcome (what you want to happen automatically)
Access note:
For implementation, you may need to provide an admin login or add me as a collaborator where possible. For security reasons, I won’t ask for or store sensitive banking details. Some steps (e.g., creating payment accounts or linking to a bank) must be done by you.
Important note
I prioritise systems that are stable and easy to maintain. If a “quick fix” will create future bookkeeping or admin pain, I’ll tell you and recommend a cleaner setup. You always choose the final approach, but I won’t silently implement something I believe will cause avoidable problems later.
Tools & platform costs
Some workflows require paid features, upgrades, or third-party tools. If your current setup can’t support what you want (for example: advanced email automation, scheduling rules, or purchase-triggered actions), I’ll recommend the simplest option and explain any extra costs before we proceed. You always choose whether to upgrade. No surprise fees.
How I choose tools
I’ll default to what you already use if it can do the job reliably. If it can’t, I’ll recommend the simplest upgrade or add-on that solves the problem.
Not included
Creating or linking financial accounts on your behalf (banking/identity verification steps)
Custom backend development (APIs, PHP, SQL) or bespoke software builds
Anything that requires credentials you can’t securely provide
If your request needs deeper engineering or a larger build, use the Project Request option.
Availability & scheduling
I offer a limited number of paid hours each month. When you purchase, you’re reserving time in my work queue.
Queue varies: most requests are started within 2–4 weeks, but during busy periods it can be up to 12 weeks.
If you have a target date, add it to your notes at checkout. I’ll confirm what’s realistic once I review your request.
If this month’s hours are sold out, you can join the Priority Openings List to get first access when new hours are released.
After purchase, I’ll email you within 1 business day to confirm your place in the queue and confirm what tools/access are needed for Phase 1.
Rush deadlines
Rush deadlines are handled through Project Requests only.