Business Automation Services
Done-for-you automation for UK businesses. Sales follow-ups, client onboarding, everyday workflows, AI assistants and after-sales processes, set up so the repetitive work runs without you having to remember it.
Is Your Business Ready for Automation?
Most businesses don't need more software. They need the tools they already pay for to work together, and the jobs that happen every week to happen without someone chasing them. If a few of these sound familiar, automation is likely to help.
- You answer the same enquiry questions by hand, again and again.
- Leads go cold because follow-up depends on you remembering.
- Onboarding a new client means a dozen small manual steps.
- Information lives in your inbox, a spreadsheet and your head, and none of them agree.
- You have tried automation tools before, but the setup never got finished.
- You know AI could help but are not sure where it is safe or useful to use it.
Automation Services
Automation is built around five parts of the customer journey, from the first enquiry to the client who comes back. You can start with one area or join several up.
Sales automation
Capture every enquiry in one place, send a prompt first reply, and set up follow-ups so warm leads are not forgotten when you get busy. Pipelines, reminders and simple lead scoring, built around the way you actually sell.
Client onboarding automation
Once someone says yes, the next steps run on their own: contract and invoice sent, welcome email out, intake form collected, project set up and kick-off booked. Clients get a smooth start and you stop repeating the same admin for every new job.
Workflow and admin automation
Connect the tools you already use so information moves between them without copying and pasting. Bookings, forms, spreadsheets, inboxes and calendars that update each other, with clear rules for what happens next.
AI agents and assistants
Custom AI assistants that draft replies, sort and summarise enquiries, answer common questions or prepare information for you to check. Set up with clear limits on what they can do and where a person needs to approve.
After-sales and retention
The work after delivery matters too. Automated check-ins, review requests, renewal reminders and rebooking prompts help you keep in touch with past clients without adding another job to your list.
When off-the-shelf tools can't do what you need, the answer may be a small custom system instead, such as a CRM, booking system or client portal. See custom app builds and custom AI agents for more on that side of the work.
Process First, Then Automation
soKate Studio is run by Katie Brown, who has spent around fifteen years building and running her own businesses, so the starting point is how a small business actually works day to day rather than a list of tools.
Automating a messy process just makes the mess faster. That is why the work looks at the process first, tidies it where needed, and only then decides what to automate. It sits naturally alongside fractional operations management when the bigger issue is how the business runs.
You'll get working systems rather than a report, and an explanation of how they work so you are not dependent on anyone to understand your own business.
How It Works
A clear four-step process, agreed with you before anything is built.
Understand the process
We start with how the work happens now: where enquiries arrive, what happens next, who does what and where things get stuck. Automation only helps once the process underneath it is clear.
Agree what to automate
Not everything should be automated. We pick the tasks where automation saves real time or improves the client experience, choose the simplest tools that will do the job, and agree it before anything is built.
Build and test
The workflows, integrations or custom tools are built and tested with real scenarios, including what should happen when something goes wrong, so you are not left with an automation you cannot trust.
Handover and support
You get a plain-English explanation of how everything works and what to do if you need to change it. Ongoing support is available if you would rather not look after it yourself.
Frequently Asked Questions
Tell Us What Is Taking Up Your Week
Share the tasks you repeat most and the tools you use now. You'll get an honest view of what is worth automating and what it would involve.
Get in Touch
Ready to talk? Fill in the form below and we'll get back to you within 48 hours.