Business and workflow automation
Business automation that runs the follow-up, onboarding, reminders, invoicing and reporting your team does by hand today. It is built around how you already work, so turnover stops leaking through busy weeks and the same team can carry more.
- Lead follow-up
- Quote chasing
- Appointment reminders
- No-show rebooking
- Client onboarding
- Document collection
- Invoice reminders
- Review requests
- Renewal reminders
- Task assignment
- Internal alerts
- Weekly reporting
Your process runs on memory, and memory does not scale
The business grew on the effort of a few people. Now turnover has flattened, because every extra enquiry, booking and quote needs someone to remember the next step. Business automation turns those steps into rules the platform runs on time, with a record on the contact that shows each one happened.
Hiring more people to chase, remind and re-key adds cost without fixing the cause. Automating the routine work lets the same team handle more, shows you exactly where contacts drop out, and moves new hires onto work that needs a person.
Lead follow-up stops when the week gets busy
Enquiries and quotes go quiet exactly when the team is most stretched.
SOPs that nobody follows
The process is written down in a document, but in practice it depends on who is in that day.
Data copied between tools
Details are re-keyed from forms to CRM to invoices, and mistakes travel with them.
Growth means more hiring
Every step up in volume needs another person, so scaling eats the margin it was meant to create.
Audit, plan, build, run
Business automation fails when it automates a process nobody agreed on. So it starts with the process as it really runs, then decides what a system should do and what a person should keep.
Audit
We trace what happens after an enquiry, a booking, a quote and a sale, and where each one waits for someone. Your own figures show which delay costs the most.
Plan
A written plan: which processes become workflows, in what order, what each replaces, where a person takes over, what it costs and how it is measured.
Build
Your SOPs become workflows, set up with you and tested on test contacts before any client sees them. Your data comes across and your team learns it on live work.
Run
Your team runs it, with a check-in 30 days after launch. New workflows are scoped and priced before they start.
Follow-up that runs whether anyone remembers or not
The journey most businesses automate first: contacts who are not ready yet stay warm, and the ones who come back to life go straight to their owner.
Long-term nurture and reactivation
- Trigger
Not ready yet
Or gone quiet
Placed on the right track
Buyers, owners, renters or clients each get content that fits what they asked about.
InstantUseful content on a rhythm
A newsletter or short update that is worth opening, not a sales message.
Every 2 weeksEngagement watched
Opens, clicks and replies are recorded, so the system knows who is warming up.
Ongoing- EngagedOpened, clicked or replied
Warm contacts flagged
When someone engages again, the owner is told and the conversation restarts.
Same dayCall-back booked
On the owner's calendar
- Done
- Quiet for 90 daysNo engagement
Dormant list reactivated
Contacts who have been silent for months get a direct, personal check-in.
QuarterlyReplies routed to the owner
With the history attached
- End
- EngagedOpened, clicked or replied
What manual follow-up costs you now
Most teams underestimate the hours spent chasing, reminding and re-keying. Put your own figures in.
Based on the figures you entered
This is your own arithmetic on the figures you entered, not a result levelpartner.ai has produced for anyone.
How this is calculated
weekly hours = people × hours each
annual cost = weekly hours × loaded hourly cost × 52
value returned = annual cost × the share you estimate could be automated
Every input is yours. The automatable share is an estimate, which is why the result is a range.
Worked example. Three people spending six hours a week each at a loaded 35 an hour: 18 hours and about 32,760 a year. If 40 to 70 in 100 of those hours can be automated, that is 7 to 13 hours a week back, worth roughly 13,100 to 22,930 a year.
Business process automation for the work that repeats every week
Workflow automation runs on the same contact record as your CRM, calendar, inbox and payments, so every rule sees the whole customer and nothing has to be synced between tools.
Automated lead follow-up
An automated lead follow-up system replies at once on the channel the enquiry came from, waits for an answer, follows up by email, SMS or WhatsApp, and tasks the owner when a person should call. A reply or a booking stops the sequence.
SOPs become workflows
Each step in a written procedure becomes a rule: when this happens, do that, then check. Branches handle the exceptions, and the steps that need judgement become a task for a named person at the right moment.
Booking, reminders and no-shows
Meetings are booked from live calendars, reminders go out by email and text before the appointment, and a missed appointment starts a rebooking sequence instead of a note on someone's list.
Onboarding, documents and invoicing
A won deal sends the welcome, books the kick-off, asks for the documents you need, raises the invoice and chases payment. Nobody copies a name or an amount from one tool to another.
Routing and assignment
Enquiries reach the right person by service, value, area or workload, with a mobile alert and the full history attached. Internal notes and tasks keep the hand-over inside the record, not in a side chat.
Reporting without a spreadsheet
Source, pipeline and revenue figures come from the same record the team works in, and stalled deals are flagged every week. You see where each process loses people without exporting anything.
- When a deal is marked won
- Then send the welcome and the kick-off link
- Then raise the first invoice
- If unpaid after seven days, send a reminder
- Else task the account owner to call
Six rules that keep automation from going wrong
Most automation that annoys customers was built without one of these. Each takes minutes to decide and saves weeks of clean-up.
Automate the process you agreed, not the one you have
If two people would handle the same enquiry differently, settle that first. A workflow runs exactly what it is given, every time, so a disputed process just goes wrong faster.
One trigger, one goal
Each workflow starts from one clear event and ends at one outcome, such as a booked meeting or a paid invoice. Small workflows are easier to read and to fix.
Write the stop conditions
Decide what takes a contact out: a reply, a booking, a payment. Without them, people get chased for things they have already done.
Name where a person takes over
Pricing questions, complaints and large deals go to someone by name, with a task and the history attached.
Test on a test contact
Run every new workflow on a test record before it is published, and check the timing, the sender and the wording.
Measure one number each
Reply time, show rate or days to payment. Pick it before you build, so you know whether the workflow earned its place.
Two more journeys that run on the same record
Follow-up is one journey. A missed meeting and a pipeline nobody trusts are two more places where automation stops turnover leaking.
No-show recovery
- Trigger
Meeting missed
Marked as no-show
Missed meeting detected
The appointment is marked as a no-show and the recovery starts on its own.
InstantFriendly rebooking message
A short message with no blame and a link to pick a new time.
Within 15 minutesWait for a reply
1 day
- RebookedNew time chosen
Reminders restarted
Day before and on the day
Owner told
New time on their calendar
- Done
- No replyStill quiet
Follow-up by email
If there is no reply, an email repeats the offer with the agenda attached.
Next dayWait
2 days
Owner prompted to call
If the prospect still has not rebooked, the owner gets a task to call.
Day 3Moved to nurture
Anyone who does not rebook moves to the long-term nurture list instead of being lost.
Day 7- End
- RebookedNew time chosen
Pipeline hygiene and reporting
- Trigger
Deal changed
Stage, value or owner
- Trigger
Contact changed
New, merged or imported
Values kept in step
Deal value, source and referral partner are copied onto the contact automatically.
InstantDuplicates and imports cleaned
Imported or duplicate records are merged or removed by rule, not by hand.
Daily- Deal movingActivity this week
Source to revenue tracked
Every won deal traces back to the channel and campaign that produced it.
OngoingWeekly report delivered
Leadership gets the same numbers every week, without anyone building a spreadsheet.
Weekly- Done
- No activity 14 daysDeal has stalled
Stalled deals flagged
Deals with no activity for too long are flagged to their owner with a task.
DailyOwner asked for the next step
Reply updates the deal
- End
- Deal movingActivity this week
How to scale business operations without scaling headcount
Run by people remembering
- Follow-up happens when someone has time
- More volume means another hire
- Details re-keyed between tools
- Nobody knows which step is failing
Run by the platform
- Every next step fires on time, with a record
- The same team handles more work
- One record, written once, used everywhere
- Each workflow shows where contacts drop out
Scaling business operations is not more effort from the team. It is the same process, run by a system that does not get busy.
Where business automation connects
Automation is only as good as the record it acts on and the conversations it starts. These are the pages it sits with.
Built for four kinds of business, equally
The same automation, with steps written in each industry's own terms.
Agencies
Agencies automate proposal follow-up, client approvals and monthly reports, so account managers stop chasing by hand.
Consultants
Consultants move won clients into onboarding and invoicing, and keep every proposal follow-up on its schedule.
Mortgage brokers
Brokers chase missing documents automatically and remind each client well before their current product expires.
Real estate
Agents follow up every viewing and valuation, and keep buyers and sellers warm until they are ready to move.
One licence, no tiers
Every feature is available on one licence, with no tiers to climb and no per-seat fees. Usage is billed as used, including WhatsApp, premium workflow steps, local listings sync and AI; implementation and custom work are priced separately and agreed before any work starts.
levelpartner.ai
€7,512
a year, the platform licence
- Every feature is available on one licence, with no tiers
- Unlimited users and unlimited contacts, no per-seat fee
- 30 hours of onboarding included, plus a 30-day check-in after launch
- Implementation beyond the included hours at €85 an hour, scoped and approved first
- Custom builds quoted to scope
- Usage billed as used: email, SMS, calls, WhatsApp, AI, premium workflow steps and local listings sync, at published rates
What clients say
Great service that has significantly increased efficiency across our B2B portfolio.
This is something new and riveting. Focus is on the user and not the technology. This solution is future-proof and it will only get better with time. Highly recommend.
Guides worth reading first
Business process automation software: how it works and how to set it up
Judge business process automation software by its exceptions: mid-sequence replies, missing data and repeat entries, and the settings that handle each.
SOP workflow: how it works and how to set it up
Convert a written SOP into a workflow by sorting every step into an action, a task or a check, then keep the document and the automation in step.
AI follow up: how it works and how to set it up
AI follow up pairs a stale-deal workflow with an agent that answers replies, so quiet leads get a specific next message and your team steps in only on intent.
Questions buyers ask
How do I automate my business?
Map one process as it really runs, find where it waits for a person, and automate the predictable steps first: replies to enquiries, quote follow-up, reminders and moving won deals into onboarding. Measure each workflow against one number before adding the next.
How do I automate lead follow-up?
Set a workflow to reply as soon as an enquiry arrives, wait for an answer, follow up on a second channel and task the owner to call if there is still no reply. Switch on stop on response so a reply ends the sequence, and keep sends inside office hours.
Can our existing SOPs become workflows?
Yes, and that is the usual starting point. Each step in the document becomes a rule the platform runs, and the steps that need judgement stay with a person who gets a task at the right moment. Gaps in the SOP show up quickly, which is useful in itself.
What should we not automate?
Anything the team has not agreed on, anything that happens a handful of times a year, and conversations where the customer is upset or the deal is unusual. Those stay with a person. Automation is for the predictable steps around them.
How do we scale business operations without hiring?
Take the routine work off people: replies, reminders, data entry, invoice chasing and reports. The same team then handles more enquiries and clients, and new hires go to work that needs a person.
How long does it take, and who maintains it?
Most clients go live in two to four weeks. Your team owns the workflows afterwards: each one reads as plain steps, every run is recorded on the contact, and failed steps are listed for review, so small changes do not need outside help.
What does business automation cost?
Workflow automation is included in the €7,512 a year platform licence, with 30 hours of onboarding. Work beyond those hours is €85 an hour, agreed before it starts, and messages a workflow sends are billed as used at the published rates.
See which process to automate first
Bring one process that runs on memory today and the number from the calculator. We map it on the call and tell you honestly whether it is worth automating.
Book a strategy call
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