Is your business
evolving with the times?
Accelerate your growth in 5 steps
REVIEW
We perform a full audit of your operations and website to establish where we can help.
IDENTIFY
We draw up a full proposal with a defined scope of work detailing recommended platforms and integrations between them. We detail what we can automate that will help save time and money.
IMPROVE
If you choose to implement the audit findings with us we will build or adapt your website as needed and create the architecture for automating as many of your daily operations as possible.
TRAIN
We train your team to use the new systems and remain on call to facilitate the handover process.
ANALYSE
We perform a review after one month to make sure data is being entered properly and automations are working as they should.
What is automation typically used for?
Enquiry handling
Record website enquiries, send acknowledgements and assign them to the right person.
Sales follow up
Prompt the team to contact prospects and flag opportunities that need attention.
Quotes and proposals
Prepare drafts using customer details and agreed pricing for someone to review.
Contract creation
Draft contracts using agreed terms and customer details, review internally and track completion.
Meeting bookings
Arrange appointments, send confirmations and issue reminders.
Client onboarding
Collect information, request signatures and create project records.
Team accountability
Assign tasks, set deadlines and remind people when actions are overdue.
Customer communications
Send progress updates, renewal reminders and feedback requests.
Financial admin
Generate invoices, send payment reminders and record payments.
Data management
Keep customer and project details consistent across connected platforms.
Reporting
Track sales, outstanding work and revenue without manually compiling spreadsheets.
Your website needs to do more than just represent your business
A modern website should actively support sales, workflow automation and management processes. It should attract the right audience, explain your value clearly and capture useful information. Every enquiry can then trigger automated workflows that assess and prioritise the lead, assign responsibility, generate proposals and contracts, create invoices and ensure each prospect receives a fast, appropriate and consistent response.
CUTTING EDGE WEBSITE
CRM
PROJECT MANAGEMENT
COMMS
ACCOUNTING & INVOICING
REPORTING
INTEGRATED DIGITAL ARCHITECTURE
LEAD GENERATION
SALES CONVERSION
CLIENT COMMUNICATION
PROJECT DELIVERY
TEAM ACCOUNTABILITY
FINANCIAL ADMINISTRATION
MANAGEMENT REPORTING
CONTINUED BUSINESS GROWTH
Reson8 is proud to work closely with the following globally recognised platforms
We connect trusted platforms such as DocuSign, HubSpot, ClickUp, Stripe, Xero, SaneBox, Zapier, Google Drive, Intercom Fin and Google Analytics. Working together, they streamline onboarding, CRM, projects, invoicing, payment processing, email, automation, file management, customer support and website insights.
The net result
The net result is a more connected and accountable business with greater revenues, less administration, faster responses and smoother delivery. Your team spends less time on repetitive tasks and more time serving clients, developing opportunities and generating revenue.
We’ve got the answers you’re looking for
How can AI automation help my business?
Is AI automation difficult to integrate?
What industries can benefit from AI automation?
Do I need technical knowledge to use AI automation?
What kind of support do you offer?
Book a call to find out where you are losing time and money.
Book a free 30-minute Operations Review. We'll map the two or three areas of your business costing you the most time, and show you what could be automated first. No pitch. No obligation.