Automation Consultant · Operational AI · WhatsApp AI

Real systems, shipped.

Operational automation consultant for owner-led businesses. We design, build, and run the systems that handle HR, onboarding, CRM and reporting — so the team stops firefighting admin and starts running the business.

Certified & accredited

Make.com Custom Apps Development Badge Monday.com Certified Partner Badge Xero Connected App Badge BreatheHR Platinum Partner Badge

01 · Services

Six things we build, and run, exceptionally well.

Every engagement starts with a discovery — two days inside the business, mapping where time leaks and what a fix actually looks like. Then we build. No lock-in, no rebadged Zapier templates, no agency theatre.

HR · Onboarding

HR & Onboarding Automation

BreatheHR, Xero Payroll and document workflows wired together so new starters, leavers, and contract changes happen without admin chasing forms.

  • Right-to-work and document collection
  • Payroll handoff with zero re-keying
  • Automated probation, review and offboarding
CRM · Sales

CRM & Sales Automation

Pipedrive, HubSpot or Monday wired to the inbox, calendar and proposal stack so the sales team stops re-keying leads and chasing notes.

  • Inbound lead capture and routing
  • Quote and proposal generation
  • Stage-based follow-ups and SLA alerts
Reporting

Client & Operational Reporting

Live dashboards and scheduled reports that pull from finance, ops and CRM — replacing the Sunday-night spreadsheet shuffle.

  • Labour-cost and margin reporting
  • Multi-site operational rollups
  • Client-facing automated reports
Documents

Proposal & Document Automation

Branded proposals, contracts and statements of work generated from CRM data — no more copy-pasting last week's deck and hoping nobody notices.

  • Templated, on-brand outputs
  • E-signature and tracking
  • Auto-filed against the customer record
AI · Chat

WhatsApp & AI Chatbots

Front-line conversational layers that handle bookings, FAQs and inbound triage — fully scoped, never freelancing on your tone of voice.

  • WhatsApp Business integrations
  • Web chat with human handoff
  • Locked-down brand and policy guardrails
Embedded

Fractional Ops Partner

For founders who need an operations brain in the room a few days a month — sitting across systems, hiring, finance and the difficult conversations.

  • Sitting alongside the team, not above them
  • Direct access, no account managers
  • Strategic and hands-on, not advisory-only
Client Reviews

What operators actually say.

Campbell Consultancy
"Campbell consultancy has incorporated AI automation for our company, it has revolutionised our business, we now can generate very professional quotes by a click of a button, he has built us a CRM system all linked via AI technology, we are actively working with him on new projects to further improve our company. I highly recommend their service, they are very professional and easy to work with. Irfan Fan Rescue ltd"
Irfan Nakip
Director · Fan Rescue Ltd
Google Review
Campbell Consultancy
"Before we started working with Campbell Consultancy a year ago our operations were a mess we really needed an automation consultant. Ops were mainly done through a mix of Whatsapp messages and excel. Ben came in and revamped the entire operation and got our systems working together. We have industry leading proposal & report generation, Whatsapp AI Chatbot which essentially does the work of 3 staff members instantly, Fully functional & automated CRM which requires very little management, internal & client portal protected & new client onboarding process which is seamless. Overall I cannot recommend Ben & the team enough. Thanks mate!"
Sam Matthews
Mergers & Acquisitions · Fan Rescue Ltd
Google Review

02 · Recent Work

Live systems, in the wild.

Named and verified. Every system below is running in production with real users, real volume, and a real business depending on it.

Field Services

Fan Rescue Ltd · Commercial kitchen extraction & HVAC, London

BESA-certified specialist, 20-year operator, 30+ sites under management. Twelve months of full operational rebuild — CRM built from scratch, proposals, automation, outreach, ads and brand.

Monday.comMake.comClaude API XeroWeasyPrintGoogle Ads MailerLiteGoogle Calendar API

From no CRM and cold quotes to £230k+ of active contracts — in twelve months.

The problem: Fan Rescue had no CRM when we started. Proposals ran through a complex manual PDF template — sent by engineers with no tracking, no follow-up automation, and no visibility once they left the inbox. Quotes went cold and were lost. Twenty years of trading history with London's hospitality sector had never been turned into pipeline.

What we built: We started with Zoho to get cleaning contracts structured, then migrated the full operation onto Monday.com once scope expanded to all services and seamless automation became the priority. Make.com now handles quote extraction, follow-up triggers and calendar sync. A three-template proposal system produces branded PDFs in under two minutes. 496 lapsed Xero contacts were segmented and run through targeted outreach. Google Ads was rebuilt from first principles.

Outcomes

£230k+Active cleaning contract value on the board
36Active contracts across 30+ managed sites
<2 minComplex PDF process to branded client-ready proposal
No CRM→MondayFull pipeline visible end-to-end for the first time
See the full case study
Hospitality

Multi-site restaurant group, North West

Twelve sites, eight-figure turnover, payroll and HR running on legacy spreadsheets and email chains.

BreatheHRXero PayrollMake.comMonday

Replaced a four-person admin function with a single ops manager and a connected stack.

The problem: New hires took 12 days to fully onboard. Payroll re-keyed every change manually. Holiday tracking lived in a shared spreadsheet that two people fought over.

What we built: A connected pipeline — inbound right-to-work, contract generation, BreatheHR record creation, Xero Payroll sync, automated probation review triggers — all running off a single intake form.

Outcomes

72%reduction in onboarding time
£48kannual admin headcount saving
0payroll re-keying errors in 9 months
4.2 daysaverage new starter to first shift

03 · Stack

One connected system, not a patchwork.

Every tool we use earns its place. No affiliation, no reseller commission — just the stack that works reliably in production.

Stop firefighting. Start running.

A 30-minute call. We'll tell you straight whether automation is your bottleneck or whether something else is. No pitch deck.

12+
years embedded inside owner-led businesses
40hrs
average admin time clawed back per week
2–6wk
typical engagement to first system live
100%
of work shipped, supported, and owned by you
Free ops checklist