Smart Admin 4U
Services

Workflow Automation Services

Clear setup options for lead capture, client onboarding, invoice reminders and document handling, designed to reduce repetitive admin and help your systems work together more smoothly.

Workflow Automation

Smarter systems for the repetitive parts of business

Smart Admin 4U offers workflow automation setups designed to reduce repetitive admin, connect your systems together more smoothly and make day-to-day business feel less manual.

Whether you want to improve enquiries, onboarding, reminders, document handling or internal processes, the aim is to create workflows that feel practical, organised and genuinely useful behind the scenes.

Where possible, workflows can usually be built around the systems you already use, rather than forcing you into completely new platforms unnecessarily.

Lead Capture

Lead Capture & Follow-Up System

£995 setup
Client Onboarding

Client Onboarding System

£1,295 setup
Payments

Invoice & Payment Reminder System

£795 setup
Documents

File & Document Automation System

£895 setup
Monthly Automation Care Plans

Ongoing support after launch

Once your workflow is live, you can choose to keep everything running smoothly with an optional monthly care plan.

Essential Care

£79 per month

Workflow monitoring, failed-run checks, reconnecting integrations and minor fixes.

Growth Care

£129 per month

Everything in Essential Care, plus small updates, optimisation support and workflow improvements.

Advanced Care

£249 per month

Priority support, advanced troubleshooting, optimisation reviews and ongoing multi-workflow support.

Need something a bit different?

Not every business needs the exact same setup

The standard packages are there to give you a clear starting point, but workflows can usually be tailored depending on what your business needs.

You might need extra stages, more advanced logic, additional integrations or support across multiple systems. Equally, you might need something simpler and more focused.

The best approach is usually to send over a quick outline of what currently feels repetitive, clunky or time-consuming, along with the systems you already use.

From there, Smart Admin 4U can look at the best fit for your business and provide a tailored quote where needed.

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Important notes

Pricing is based on standard small business setups using supported platforms and integrations.

Where possible, workflows can usually be built around the systems you already use rather than forcing a completely new setup.

Client accounts for Make.com, Airtable and connected software are required separately where those platforms form part of the agreed workflow.

Standard setup includes one round of amendments after testing.

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