Lead routing
Forms, CRM, ownership, alerts and next-action monitoring.
Marketing Automation / From CAD 500
Automate repetitive work without losing control.
I design and connect operational workflows across forms, CRM, Google Sheets, email, booking, calendars and alerts: with stop rules, error handling and clear ownership.
PRIMARYProject orderSECONDARY30 min · CAD 150EXITAll 25 solutions
BEFORE AUTOMATION
An enquiry arrives, but the next action depends on memory.
AFTERThe lead is recorded, assigned and the right person is alerted.With error handling and a human fallback where it matters.
Page journeyOverview
The operating difference
First remove unnecessary manual steps. Then automate only what should happen consistently.
New enquiryInbox…
Who owns it?Chat…
Copy to sheetManual…
Remember tomorrowMemory…
Manual handoffs create delay, inconsistent response and invisible leakage.
Practical use cases
Automation should remove delay, copy-paste and missed next actions.
Booking & reminders
Confirmations, calendars, reminders, statuses and no-show follow-up.
Follow-up
Permissioned messages by status, timers, stop rules and human handoff.
Sheets & CRM
Move only the fields you need without constant copy-paste between tools.
Team alerts
Signals for new leads, failures, payments, missed steps or response SLAs.
Reporting
Scheduled collection of agreed data and concise operational summaries.
What gets engineered
Not just “connect two apps”, but make the workflow maintainable and testable.
Workflow map
What starts the process, what follows and where a human still owns the decision.
Trigger / action logic
Conditions, branches, timers, stop rules, retries and exceptions.
Integrations
Forms, CRM, Sheets, email, booking, calendars and alerts as required.
QA & failure paths
Duplicates, API failures, missing data, retries and manual fallback.
Handover
Documentation, process ownership and what changes when a tool changes.
Monitoring option
Ongoing monitoring and optimization can be scoped separately after launch.
COMMON CONNECTIONSWebsite formsCRMGoogle SheetsEmailBookingGoogle CalendarNotificationsAnalytics
Guardrails
Some processes should not be automated yet.
If the process changes every week, has no owner or the team has not agreed what a completed step means.
High-accountability decisions, exceptions, complex conversations and actions that need approval before sending or spending.
Unconsented marketing messages, unnecessary sensitive-data collection or a workflow that cannot be maintained safely.
Choose the next step
If the workflow is clear, start the project. If you are unsure, use a focused 30-minute consultation.
Start Automation
Describe the current manual process, the tools you use and the result you want. I’ll reply with the proposed scope, dependencies and price.
from CAD 500Start project inquiry ↗Automation consultation
A paid session for one focused question: what is worth automating, which tools fit and where to start.
CAD 150 · 30 minBook consultation ↗Choose something else
If automation is not the main issue, explore the other solutions or use the guided selector.
25 solutionsExplore all solutionsHelp me choose →Project inquiry
Show me what is manual now and what should happen automatically.
Final pricing depends on the number of workflows, integrations, branches, QA requirements and support needs. Simple, well-defined automations start from CAD 500.
Still deciding?
Do not buy automation blindly.
Use the CAD 150 consultation to validate the workflow first, or return to all solutions if the bottleneck is elsewhere.