Smart Admin 4U terms and conditions

Below you’ll find my terms, privacy information and website use policies.

Your Downloadable Documents

All documents are provided as PDFs so you can download and keep a copy for your records. If you’re not sure which one applies to you, just get in touch and I’ll point you in the right direction.

Client Terms

Automation and Admin Support Terms of Business (PDF)

These terms apply when you book Smart Admin 4U services, including automation setup, automation management, inbox and diary support, data handling, workflow streamlining and other admin support services. They cover project scope, approvals, turnaround times, fees and payment terms, confidentiality, liability, third-party platforms, human review checkpoints and how changes are handled.

Download Automation and Admin Support Terms of Business (PDF): [INSERT AUTOMATION AND ADMIN SUPPORT TERMS PDF LINK]

Privacy

Data Privacy Policy (PDF)

This explains how personal data is handled when you contact me, work with me or when I process information as part of delivering services. It includes what data is collected, why it’s collected, how it’s stored, how long it’s kept and your rights.

Download Data Privacy Policy (PDF): [INSERT DATA PRIVACY POLICY PDF LINK]

Website Use

Website Acceptable Use Policy (PDF)

This sets out the rules for using this website, including how site content can be used, what you can expect from the information provided and general limitations.

Download Website Acceptable Use Policy (PDF): [INSERT ACCEPTABLE USE PDF LINK]

Quick Notes

  • If you need any document in a different format, email us and we’ll send it across.
  • If you become a client, you’ll be provided with the relevant booking details and the correct Terms of Business for the service you’re purchasing.
  • Where services involve automation or AI-assisted processes, clear approval points and human oversight will be used where appropriate, so important actions are not left running without review.
  • Any third-party software, platforms or subscriptions needed for your service may be subject to separate provider terms and charges.

Name:

Amanda Perkin

Trading name:

Smart Admin 4U

Email:

enquiries@smartadmin4u.com

Address (for formal notices):

First Floor, Swan Buildings, 20 Swan Street, Manchester M4 5JW

Last updated

6 March 2026

Documents

File & Document Automation System

£895 setup

A more reliable way to organise files, handle uploads and keep document processes running consistently.

Standard setup includes
  • Automated folder setup
  • File organisation workflow
  • Upload handling
  • Notification setup
  • Document generation setup
  • Testing and launch support
  • 1 round of amendments
What it helps with

This setup helps businesses organise files and documents in a more reliable and consistent way.

It is ideal for businesses that want fewer manual steps and less reliance on memory when handling documents.

Optional add-ons
PDF generation Approval workflows Extra templates Advanced folder structures Reporting dashboards
Payments

Invoice & Payment Reminder System

£795 setup

A more organised way to track payments, send reminders and reduce the time spent manually chasing invoices.

Standard setup includes
  • Invoice reminder workflow
  • Payment tracking setup
  • Overdue reminder workflow
  • Airtable or spreadsheet logging
  • Automated notifications
  • Testing and launch support
  • 1 round of amendments
What it helps with

This workflow helps businesses reduce manual invoice chasing and keep payment tracking more organised.

Reminders, tracking and notifications can all work together more consistently behind the scenes.

Optional add-ons
Accounting integration Recurring invoices SMS reminders Dashboards Multi-user notifications
Client Onboarding

Client Onboarding System

£1,295 setup

A smoother way to welcome new clients, collect the right information and get everything set up properly from the start.

Standard setup includes
  • Onboarding workflow setup
  • Welcome email automation
  • Intake form automation
  • Google Drive folder setup
  • Task creation workflow
  • Onboarding track
  • Testing and launch support
  • 1 round of amendments
What it helps with

This workflow helps make the process after a client says yes feel more organised, more professional and easier to manage.

It can automatically trigger onboarding tasks, forms, folders, notifications and internal setup actions behind the scenes.

Optional add-ons
Contract automation Invoice integration Advanced logic Dashboard setup Multiple user workflows
Lead Capture

Lead Capture & Follow-Up System

£995 setup

A cleaner way to capture enquiries, send quick acknowledgements and keep follow-ups from slipping through the cracks.

Standard setup includes
  • 1 enquiry source
  • 1 workflow setup
  • Airtable setup
  • Automated acknowledgement email
  • Internal notifications
  • Basic follow-up reminders
  • Testing and launch support
  • 1 round of amendments
What it helps with

This setup helps businesses manage enquiries more efficiently from the moment somebody gets in touch.

Forms, follow-ups, notifications and lead tracking can all be connected together into one smoother workflow.

Optional add-ons
CRM integration SMS reminders Dashboards Extra workflow stages Multiple staff notifications