Enquiry capture
Turn website, email and referral enquiries into a clear intake process.
Practical systems for busy small businesses
Stop losing enquiries to messy admin.
Bourne Automation sets up practical AI-assisted workflows across Gmail, Google Calendar, HubSpot and your existing tools so leads are captured, follow-ups happen on time, and repetitive admin becomes easier to manage.
Less chasing
Follow-ups are prompted before leads go quiet.
Cleaner tools
Gmail, Calendar and HubSpot work around one process.
More control
AI can draft, but you approve what customers see.
The usual problem
Good leads should not depend on memory and inbox luck.
Most small businesses do not need a huge automation project. They need a clearer way to catch enquiries, track the next step and make routine admin easier.
Enquiries sitting in inboxes without a clear next step
Follow-ups being forgotten after a quote or first conversation
Calendars getting messy across jobs, meetings and reminders
No simple CRM process for tracking leads from first enquiry to won work
Too much manual copy/paste admin between tools
The owner still being the person who has to remember everything
What we set up
Practical workflows across the tools you already use.
The goal is not to replace your team or rebuild your business. It is to make the daily admin and follow-up process easier to run.
Gmail and inbox workflows
Labels, templates, reminders and handoffs that keep the inbox moving.
HubSpot CRM setup
A simple pipeline that matches how your business actually sells.
Google Calendar workflows
Cleaner scheduling, appointment visibility and timely task prompts.
Follow-up reminders
Prompts for calls, emails and quote checks before leads go cold.
AI-assisted draft replies
Draft-only responses for common enquiries, questions and next steps.
Quote chasing
Light-touch follow-up sequences that help you stay on top of open quotes.
Simple reporting dashboards
A practical view of new enquiries, open quotes and follow-up activity.
How it works
A straightforward setup process, built around how you already work.
We start with the actual admin flow, then add structure and AI assistance only where it makes the process clearer.
1
Map your current process
We look at how enquiries arrive, who responds, what gets missed, and which tools already matter.
2
Build the workflow
Bourne Automation sets up the CRM, inbox rules, reminders, calendar links and draft assistance around your real day-to-day work.
3
Train you and your team
You get a walkthrough, simple operating notes and a cleaner way to handle enquiries without overcomplicating it.
4
Improve it over time
Once the system is live, we refine what is useful, remove friction and add small improvements where they pay off.
Packages
Clear starting points for different levels of mess.
Each setup is scoped after a discovery call so the workflow matches your tools, team and customer journey.
Starter AI Admin Setup
from £995
For small teams that need a cleaner inbox, calendar and basic follow-up process.
- Gmail workflow cleanup
- Calendar and reminder setup
- AI-assisted draft templates
Lead Follow-Up System
from £2,500
For businesses that want enquiries captured, tracked and followed up properly.
- HubSpot pipeline setup
- Lead capture and quote stages
- Follow-up reminders and reporting
Ongoing Support
from £395/month
For teams that want help improving the system as the business changes.
- Monthly workflow improvements
- Team support and training
- Light reporting and optimisation
Secure access, clear control, no password sharing.
Workflow setup should make your business calmer, not create new risks. Access is kept practical, limited and transparent.
Passwords are not required for setup.
You stay in control of your accounts.
Access is granted through user permissions or secure integrations.
Customer-facing AI messages can be set to draft-only for approval.
Who this is for
Small businesses that need a cleaner system for enquiries and repeat admin.
Local service businesses
Trades and landscapers
Estate agents and clinics
Consultants and agencies
Start with a call
Book a free discovery call.
We will look at where leads arrive, what happens next, and whether a practical AI-assisted workflow would save time or improve follow-up.