What does an automation consultant do?

An automation consultant designs, builds and runs operational systems that replace manual admin work. At Campbell Consultancy this covers HR onboarding, CRM, client reporting, proposal generation and WhatsApp AI — built on tools like Make.com, BreatheHR and Monday.com.

How long does it take to build an automation system?

Most systems go live within 2–6 weeks. We start with a discovery phase to map the problem then build in focused sprints. The first system is typically running in production within a month.

What businesses do you work with?

We work primarily with owner-led businesses — multi-site hospitality operators, field service companies, letting agencies, recruitment firms and digital agencies. Typically 5–50 staff where the owner is still too involved in day-to-day admin.

Do you work with businesses outside hospitality?

Yes. While hospitality is our primary vertical we work across field services, letting agencies, recruitment and digital agencies. The automation problems — manual onboarding, disconnected CRM, slow reporting — are consistent across all of them.

What tools do you use?

Make.com for automation workflows, BreatheHR and Xero Payroll for HR and payroll, Monday.com and Go High Level for CRM, and Claude and Gemini for AI layers. No affiliation — these are the tools that work reliably in production.

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.

Book a discovery call See how we work

Certified & accredited

01 · How We Work

Four steps. No surprises.

From "we have a problem" to "it's handled" — nothing lost in between.

Discovery Call

A quick chat. We figure out if we’re a fit.

No obligation

Free Audit

Short form, then we map your systems and find where automation pays off.

Always free

Your Price

Built from the audit, not a price list. Simple jobs cost less.

Case by case

We Build

Direct access. Real updates. No account managers.

You’re never in the dark

02 · 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.

Swipe to see all services →

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 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

★★★★★

"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

03 · 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

Castaway Kitchen · Festival street food & private catering, Gloucestershire

Festival catering operator, 2 units, up to 16 peak-season staff. A decade-old website costing a fortune to host. No system for enquiries, stock management, or seasonal staff onboarding.

AstroCloudflare PagesMake.com Claude APIWhatsApp BusinessGitHub

A festival-ready website in 6 days — and an AI agent handling bookings, stock takes, and staff onboarding via WhatsApp.

The problem: Scott at Castaway Kitchen had a website — but it was a decade out of date and costing an absurd amount in hosting fees for something he was embarrassed to share. Enquiries from festival organisers and private clients came into a personal phone with no triage and no follow-up. Staff onboarding for a rotating seasonal crew was entirely manual. Stock takes at festivals ran on memory.

What we built: A full Astro site on Cloudflare Pages — live in 6 days, zero monthly hosting cost, 99 desktop PageSpeed on launch. A WhatsApp AI agent powered by Claude and Make.com is in delivery: handling inbound festival and private hire enquiries, qualifying leads before they reach Scott, logging voice note stock takes to a structured sheet, and capturing staff onboarding data automatically — no chasing forms.