The first step is to analyze your current business processes to identify inefficiencies that can be improved with digital tools:

• Process Review: I review one key business process (e.g., lead generation, customer support, order processing) to identify opportunities for improvement.
• Current Tools Assessment: Evaluating the current tools and technologies you're using to see where digital transformation can provide value.
• Opportunities for Improvement: I outline where **No-code solutions** like Zapier, Make, or built-in automation tools (Jira, Trello, Asana) can simplify and automate your workflows.

Timeframe: This phase typically takes 1 week for small teams. I provide you with a report of identified inefficiencies and recommended solutions.

I assist with selecting and setting up simple, cost-effective digital solutions to automate and optimize your processes. My focus will be on **No-code tools** that require minimal technical expertise:

• Tool Selection: I recommend tools such as **Zapier**, **Make** (Integromat), **Jira**, **Asana**, or **Trello** to automate processes like task management, customer communications, and reporting.
• Setup & Integration: I set up and integrate selected tools to automate workflows. This includes connecting systems like your CRM or task management tools (Work with standard API-supported tools or popular cloud-based platforms).
• Simple Automation: Automating key tasks like email follow-ups, task assignments, notifications, and data transfers between apps (e.g., automatically create tasks in **Asana** based on form submissions or emails).
• Limit of 3 Automations: Setup of up to **3 automated workflows** (zaps/scenarios) within one business process (e.g., lead generation or order processing).

Timeframe: This phase typically takes 1–2 weeks for small teams. I will have your key processes automated and optimized using **No-code tools**.

Important Note: The cost of software subscriptions (e.g., Zapier, Jira, Asana) is **not included** in my service fee. You will need to cover the cost of any tools or platforms required for automation.