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Workflow systems
Clean operating systems for client work, projects, approvals, SOPs, content, reporting and handovers.
Overview
Best fit
Agencies, consultants, small B2B teams, creator-led businesses, marketing teams and service businesses with messy client workflows
Service focus
Workflow systems, operations design, workflow automation, AI-assisted processes, Notion workspaces and lightweight product UX
Outcome
Less chasing, clearer handovers, cleaner operations and better client experience
Most growing teams do not have a productivity problem. They have a systems problem.
Client updates live in messages. Files sit in different folders. Approvals get lost. Content plans drift. Follow-ups are manual. Internal knowledge depends on one person remembering where everything is.
I map the workflow first, then build the right setup around it — from client operations and content systems to dashboards, automations, AI-assisted processes and lightweight tools.
What I help with
Three ways I turn messy work into clear systems.
The tool comes after the workflow. I start by understanding what needs to happen, where it should live, who owns it, what repeats, and what can be automated, systemised or turned into a better digital experience.
Workflow Systems & Operations Design
Client portals, project dashboards, CRMs, SOP hubs, content calendars, approval trackers, team workspaces and internal operating systems — built in the right setup for your team, including Notion where it fits.
Useful for
Agencies, consultants, small teams and creator-led businesses that need one clear way to manage clients, projects, content and operations.
Workflow Automation & AI Agents
Intake flows, repeat admin, reminders, client updates, reporting, database automations, AI-assisted workflows and lightweight internal agents.
Useful for
Teams losing time to manual updates, copy-paste admin, scattered forms, missed follow-ups and repeat processes.
Product UX & Internal Tool Builds
MVP planning, SaaS dashboards, internal tools, client portals, product audits, forms and UX flows for founders and small teams.
Useful for
Founders and businesses that need a polished digital experience, internal tool, client-facing workflow, product prototype or custom system beyond templates.
Problems I solve
The messy parts I help clean up.
The work usually starts where the team already feels friction: scattered information, unclear ownership, manual reminders, repeated questions, and tools that exist but do not quite hold the process together.
Client work scattered across emails, messages, docs and spreadsheets.
No clear approval, request, feedback or handover process.
Messy content planning, campaign tracking and delivery visibility.
Manual follow-ups, repeated admin and copy-paste updates.
No single source of truth for projects, clients, SOPs or decisions.
Teams outgrowing basic templates and needing proper systems.
Founders relying on memory instead of repeatable workflows.
Tools that exist, but nobody on the team actually uses properly.
How I work
A clear build process before anything becomes overcomplicated.
The goal is not to throw another tool at the business. It is to understand the real workflow, shape the structure, build around how the team actually works, then make the system easy to use and maintain.
Audit
I review your workflow, tools, bottlenecks, team structure and business goals.
Map
I map the messy process into a clear system structure before anything is built.
Build
I build the workflow system, automation flow, dashboard, client portal, Notion setup or lightweight tool around the way your business works.
Handover
I hand over walkthroughs, documentation and optional support so the system is easy to use and maintain.
Ways to work together
Starting investment for practical systems work.
These are starting points, not fixed menu packages. Each project is scoped around the current workflow, the people involved, the tools you already use, and whether the system needs automation, AI, Notion, dashboards, portals or custom product UX.
From £350
Find the bottlenecks
A focused review of your current workflow, tools and bottlenecks with a clear action plan for what to fix, simplify or rebuild.
From £1,500
Build the system
A custom workflow system for managing clients, projects, content, SOPs, tasks, approvals or operations — built in Notion or another setup that fits your team.
From £3,500
Connect the moving parts
A deeper build combining workflow design, automation, AI-assisted processes, dashboards, forms, reminders, tool setup and handover documentation.
From £500/month
Keep improving
Ongoing support for improving, maintaining and expanding your systems, workflows and automations as your business grows.
Why work with me
Founder-builder thinking, not template installation.
I build my own SaaS products and digital tools, so I understand systems from both a user and founder perspective. That changes how I approach client work: the system has to be clear, usable, maintainable and tied to a business outcome.
Built from real product work
I understand client-facing workflows, approvals, content systems, operations and repeat admin because those problems show up across my own products too.
Systems, automation and UX together
I combine workflow design, automation, AI, Notion and product UX instead of treating each one as a separate disconnected service.
Practical before pretty
I focus on systems teams can actually use, not overbuilt dashboards that look good but sit untouched.
Outcome first
The priority is less chasing, clearer handovers, cleaner operations and a better client experience.
Selected work
Selected work that shapes how I build.
My services are shaped by building real products: client workflow SaaS, AI agents, creator tools, subscription apps, onboarding flows, dashboards and launch-ready digital experiences.
Chasepad
Client request, file collection, approvals and workflow system thinking.
View case study →Vistrel
Trend-led content workflow, brief generation and structured creative direction.
View case study →Cortex Lantern & Vegan Protein Planner
Product UX, onboarding, dashboards, subscription flows and clean mobile app experiences.
View selected work →Notion AI Agents
Published Notion agents built around UGC delivery, client request planning and repeatable business outputs.
View case study →Start here
Bring me the messy workflow. I'll help turn it into a clean system.
Whether you need a workflow system, client portal, automation flow, AI-assisted process, Notion setup or lightweight digital tool, I can help you shape the system around the way your team actually works.