A service inside Guided Optimisation

Automation

Lead → qualification → CRM → meeting → proposal → follow-up → reporting. Without a human in between, unless you want one.

Every repetitive process becomes a governed flow with signal-triggered steps: what runs alone, what asks for approval, what gets logged. Connectors to your CRM, calendar, e-commerce, invoicing, Slack, WhatsApp and email. Measured, so you know what the automation actually changed.

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What a session here ships

ONE SESSION · 10h

Lead routing, qualification and follow-up automation
Proposal and document generation
Meeting scheduling and reminders
Reporting automation (Excel, Drive, Slack)
Operational alerts and incident flows
Approval workflows with audit trail

Where it applies

Agencies · Professional services · Clinics · Logistics · Real estate · SaaS

Repetitive work done automatically: no forgotten lead, no hand-copied report.

In short: We connect forms, CRM, email, WhatsApp and reports so data moves on its own.

Example: Form filled → goes into the CRM → the team is notified → the customer gets a reply → a follow-up after 2 days if there is no answer.

How we would start: We map the process and ship the first feasible automation. An example first session, not a guaranteed result.

Try itFollow an automated flow, step by step →
Proof · LiveDaily schedulers and alerts for 12 ad accounts →
Learn firstWhich processes to automate first: the repeat · volume · rules test · 6 min →

Concrete examples

What it looks like in practice

Lead managementForm → CRM → notification → reply → follow-up.Demo, fictional data
Weekly reportAds and GA4 numbers → an email report, Mondays at 9.Live
Tracking alertConversions stop → an alert the same day, not at month end.Live

Proof

Facts, not promises.

Five scheduled automations run the advertising operations of 12 accounts with no manual step
Missed-lead watchdog: a cron every 30 minutes in business hours that flags any lead not handled
Weekly Excel packs generated from live APIs and delivered to Drive folders automatically

Lab · demos

Demos from this area, with fictional data

Related proof

Where it already runs

FAQ

Frequently asked

Which tools can you connect?

Anything with an API: Google Workspace, Slack, WhatsApp Business, HubSpot/Pipedrive-type CRMs, WooCommerce, Shopify, invoicing (e-Factura providers), Google Ads/Meta/TikTok, calendars. Anything without an API gets a browser automation or a form endpoint.

Combines with

No service works alone.

AI agents & systems AI chatbots Google Ads & paid ads Websites & landing pages Apps & software Online stores Generative Visual Systems Video & Creative AI Tracking & analytics SEO & GEO Custom Systems

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See which processes you can automate

4 sessions of 10 hours a month, one active at a time. This service is included, like every other. A large project is split across several sessions.

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Guided Optimisation

One subscription. The whole digital department.

~~standard price €2,000~~€600€2,000/month

4 sessions a month
10 hours / session
Every capability
One active focus at a time

The service price is final, no VAT added; the ad budget and licences you pay directly, at cost. Monthly, 30 days' notice to cancel · annual: 11 payments for 12 months · large builds: 6-month minimumMonthly subscription, with 30 days' notice if you want to stop.

Talk to Florentin