Operations

Automated workflows to free your time.

Every business runs on a dozen small jobs that repeat every week: the calendar, the prices, the messages that go out, the report someone is waiting for. We build the systems that do them, wired to the tools you already run, and we run the same systems on our own business first.

What is included

  1. 01

    The calendar

    The calendar, prices, and channels kept in step from one place.

  2. 02

    The messages

    Customer communication written once and sent at the right moments.

  3. 03

    The follow-up

    Every enquiry answered within minutes on WhatsApp, reminded before the appointment and asked for a review after it; every quote out carries its next step and its date, so nothing waits on memory.

  4. 04

    The inbox

    Your WhatsApp read alongside you from our desk, on your own number and phone and under a signed data processing agreement, so no enquiry waits and every one is counted by where it came from.

  5. 05

    The statement

    Monthly statements produced from your own data, as a PDF the reader can actually use.

  6. 06

    The invoices

    Invoices issued from the booking or the job, numbered, sent and filed as they are made.

  7. 07

    The books

    Every invoice your business receives logged the moment it arrives and filed in its quarter, income and expenses alike, so the accounts are kept by nobody.

  8. 08

    The dashboard

    A dashboard for whoever needs the numbers: this month, the year, the detail, the documents.

  9. 09

    The rota

    Cleaning and staff schedules built from the calendar: who goes where and when, told the day before, and settled at the end of the month.

  10. 010

    The live figure

    One number from your own systems on your site, refreshed every week: bookings, posts or orders, whatever proves you are open and busy.

  11. 011

    The jobs

    The weekly and monthly jobs scheduled, logged, and watched.

What an engagement looks like

Monthly

  1. 01

    One audit.

    A short audit of what you run today and what it costs you in hours.

  2. 02

    One month.

    The first system built and running within a month, usually the one that costs the most hours.

  3. 03

    Every month.

    Then monthly: the systems run, watched, and extended, with a person to call when something is odd.

Where this was done

  • Crossa Homes · Boutique international rental management, from Marbella to Vienna
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