This is a one-hour automation consultation to help you virtually with your problem or issue. I have run an automation agency for 10+ years called
That Automation Agency, and we are Zapier Certified Experts, among other certifications!
This hour can be used for anything you like related to automation, such as:
- Troubleshooting a specific problem you have in Zapier or another tool
- Working with you to build an automation one-on-one
- Brainstorming and strategising how an automation could function
- Creating a roadmap for your end goal, enabling you to step out of your business or reduce the time you spend in your business
- Chatting about random automations and other productivity tools
I am a certified Zapier Expert, Certified Microsoft Power Platform professional, and have saved clients millions of minutes through our automations. I am also an Operating Partner with experience running a business, so my expertise extends beyond just automation to include sales, marketing, strategy, technology, data/AI/insights, implementation, and change management. You can look me up on
LinkedIn to learn more about my background and the kinds of things I have done.
I am experienced with thousands of apps and have built thousands of workflows for several hundred clients. The tools I use day in and day out include:
- Zapier, PowerAutomate
- Typeform, Gravity Forms
- WordPress, WooCommerce, Shopify
- Gmail, Google Sheets & Docs, Slides
- Office 365, Microsoft Dynamics, Excel, Word, PowerBI
- Mailchimp, HubSpot, MailerLite
- Airtable, Xero, Stripe
- OpenAI/ChatGPT
- ToDoIst, Trello, Asana, Monday.com
- Plus many more specific to industries and sectors
FAQ
Can you fix my issue in 1 hour? Most of the time, I can get pretty close. If not, I can usually point you in the right direction to solve it yourself or at least come up with a plan on how to diagnose it.
What if I need you to fix it? If we can't get it done in the hour I can send you a quote for a fixed price. As the expert I should be able to quote you a fixed price so you get clarity on how much it will cost. If you have already paid for an hour and I wasn't able to completely fix your issue, I will discount the quote by the amount you have already paid.
What if I need more than an hour? You can book up to 5 1-hour bookings at a time. They can be on the same day, week, or month—whenever you need. If you need more time, just book the hours as close together as you can. This is also useful if you want to regularly book one hour per week with me to work through a larger problem or if you want some coaching or on going support at a specific time.
It is really urgent. Can you help ASAP? I am in Australia, so depending on where you are, I might be asleep! However, book the earliest time you can and in the notes write it is urgent. When I see it, I will get in touch and see if we can go as early as possible. If that is too slow, send me an email, and I will refund the amount you paid.
I need someone ongoing or more often than just ad hoc hour bookings. Can you help? Yes, I offer fractional Chief Operations Officer (or whatever you want to call it) services with a few different pricing models. Should have enough options to cater to most situations but reach out to discuss.
- Retainer: Set number of hours per month on an ongoing basis (3+ months)
- Hourly Pack: Prepaid hours to use whenever you need them
- Fractional: A set number of days per week for a day rate rather than hourly