Coreframe Digital
Workflow Automation

Stop doing the same things manually

Connect your tools. Automate your admin. Get hours back every week. Set it up once and it runs in the background forever.

Sound familiar?

Most small businesses run on WhatsApp, spreadsheets, and hope. Every new job means updating three things manually. Every follow-up reminder is mental load. Every invoice is a task that could have been triggered automatically two days ago.

We map your existing workflows, find the repetitive parts, and automate them. So you spend your time on the work that actually needs you.

What we can automate

These are the automations we build most often. If your problem isn't on this list, it probably still has a solution. Tell us about it.

๐Ÿ“ฅ

Enquiry & Lead Capture

Never miss an enquiry. Every new lead captured, logged, and acknowledged automatically.

Instant SMS + email alert when a new enquiry comes in
Auto-acknowledgement to the customer within seconds
New enquiry auto-added to your lead tracker spreadsheet
Follow-up task created automatically so nothing gets forgotten
Enquiries from website, Facebook, and Google all in one place
Auto-reply to WhatsApp Business messages when you're on-site
๐Ÿ’ฌ

Quoting & Proposals

Follow up on every quote without lifting a finger. Win more jobs from the same number of enquiries.

Automatic follow-up if a quote hasn't been responded to in 5 days
Second follow-up at day 10, then stops automatically
Alert when a customer accepts your quote
New job created automatically when a quote is accepted
Quote expiry reminder sent to the customer before it expires
๐Ÿ—“๏ธ

Scheduling & Job Management

Eliminate no-shows and reduce back-and-forth with customers about appointment times.

Booking confirmation sent to customer the moment a job is scheduled
24-hour reminder the day before, with your contact details
Morning-of reminder so they don't forget on the day
Two-way confirmation: customer replies YES or NO, you're notified
Auto-notification to customers if a job is rescheduled
Daily job summary sent to you each morning at 7am
Subcontractors notified automatically when a job is assigned to them
๐Ÿ’ณ

Invoicing & Payments

Get paid faster without the awkward chasing. Automated reminders that stop the moment payment lands.

Invoice chaser at 7 days overdue (friendly, professional tone)
Firmer follow-up at 14 days
Final notice at 30 days
Entire chase sequence stops automatically when payment is received
Payment confirmation sent to customer when they pay
Deposit reminder before work begins
Monthly revenue summary: invoiced, paid, outstanding
โญ

Reviews & Reputation

Build your Google reviews consistently, without remembering to ask every time.

Review request sent via SMS 2โ€“4 hours after job completion
Direct link to your Google review page (one tap for the customer)
One follow-up 48 hours later if no review received
Testimonial request by email for customers who prefer not to use Google
Monthly report showing your total reviews and star rating
๐Ÿ”

Customer Re-engagement

Turn your back book of past customers into repeat business, without lifting a finger.

Annual maintenance reminder sent 12 months after their last job
Seasonal campaign to relevant customers before your busiest periods
Post-job upsell follow-up a few weeks after completion
Referral ask sent to customers who left a 5-star review
Re-engagement message to customers not seen in 18+ months
๐Ÿ“‹

Admin & Reporting

The paperwork that builds up after every job, handled automatically.

Subcontractor timesheet collection via simple mobile form
Weekly cost-vs-budget alert if a job is running over
Weekly job summary: jobs done, revenue invoiced, jobs pending
Mileage logging prompt with auto-totalling for tax purposes
Receipt photo โ†’ auto-logged to expenses sheet with date and job
End-of-week checklist of outstanding quotes, invoices, and follow-ups
๐Ÿ“„

Documents & Compliance

Generate professional job records, certificates, and compliance documents without the manual effort.

Job completion report: tradesperson fills a quick form, branded PDF generated and emailed to customer
Compliance document expiry alerts (insurance, Gas Safe, CSCS) at 30 and 7 days before
Terms & conditions sent automatically when a quote is accepted
Signed documents stored in Google Drive automatically
Site safety checklists submitted via mobile and stored by job
๐Ÿ“ธ

Content & Social Media

Turn your finished jobs into marketing content without the extra effort.

Before/after photo upload โ†’ branded social post draft created automatically
AI-written caption based on job type, location, and description
One-tap approve before posting to Facebook or Instagram
Auto-post to Google Business Profile on job completion
Monthly round-up of completed jobs for a "this month's work" post
๐Ÿค–

AI-Powered (Premium)

AI handling enquiries, writing responses, and qualifying leads while you get on with the job.

AI enquiry handler: responds to new enquiries 24/7, asks qualifying questions, alerts you with a summary
Out-of-hours AI assistant on your website or WhatsApp Business
AI-drafted responses to Google reviews (you approve in one click)
AI quote assistant: describe the job by voice or text, AI drafts the quote
AI caption writer for social posts based on your photos
Packages

Ready-made automation bundles

Not sure which automations to start with? These packages cover the most common workflows, scoped, priced, and ready to go. Bundle two or more and we'll discount the total.

๐ŸŽ Bundle discount: combine any two packages and get 15% off the total setup fee. Combine three or more and get 25% off.

Starter

Get the basics running

The three automations every trade business should have. Low effort to set up, immediate impact.

  • Instant enquiry notification + auto-acknowledgement to customer
  • New enquiry auto-logged to your lead tracker
  • Post-job Google review request via SMS
Enquire about Starter
Most popular
Growth

Cover the full job cycle

Everything in Starter, plus scheduling, quoting, and invoice follow-ups. Covers every stage from first enquiry to getting paid.

  • Everything in Starter
  • Appointment confirmation + 24-hour reminder + morning-of reminder
  • Quote follow-up sequence (day 5 and day 10)
  • Overdue invoice chaser: 3-step sequence, stops on payment
Enquire about Growth
Full Stack

Your business, fully automated

Everything in Growth, plus re-engagement campaigns, reporting, and job documentation. The complete back-office on autopilot.

  • Everything in Growth
  • Seasonal callback campaign to past customers
  • Lost quote follow-up sequence
  • Job completion report generator (PDF, branded)
  • Monthly revenue summary: invoiced, paid, outstanding
  • End-of-week admin checklist
Enquire about Full Stack
AI Add-On

Add AI to any package

Layer AI on top of any package above. Handles enquiries 24/7, drafts responses, qualifies leads while you get on with the job.

  • AI enquiry handler: responds, qualifies, and alerts you with a summary
  • Out-of-hours AI assistant (website or WhatsApp Business)
  • AI-drafted Google review responses (one-click approve)
  • AI caption writer for social media posts
Enquire about AI Add-On

Not sure which package fits? Tell us about your businessand we'll recommend a starting point.

How it works

01

Discovery call

We talk through how your business currently runs: what tools you use, what you do manually, and where time gets lost.

02

Fixed-price quote

We scope the automations, agree the price upfront, and get started. No hourly rate surprises, no open-ended billing.

03

Build & hand over

We build, test, and hand over with a walkthrough so you know what's running and why. Then it runs in the background, indefinitely.

Who it's for

Any business that does the same admin task more than twice a week. If you're copying and pasting, manually triggering follow-ups, or updating multiple places when one thing changes, there's a better way.

Not sure where to start?

Tell us one thing your business does manually every week. We'll tell you whether we can automate it and what it would take.

Project intake open

Ready to get hours back every week?

Tell us what you need. We'll come back to you within one working day with an honest view of what we'd build and what it would cost.

01 / Reply within one working day02 / Fixed, transparent pricing03 / No obligation or sales pressure