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Workflow Automation

Stop Repeating Yourself.

Every time you copy-paste, send a reminder manually, or chase a follow-up — that's time you'll never get back. Automation handles the repetitive stuff so you can focus on the work that actually matters.

10+ Hours saved per week
80% Fewer missed follow-ups
24/7 Working while you sleep
0 Leads falling through cracks
What We Automate

If It's Repetitive, We Can Fix It

These are the most common areas where businesses waste hours every week.

Lead Capture

Forms, chatbots, and landing pages that capture leads and add them straight to your CRM. No copy-pasting.

Appointment Booking

Self-service calendars with automatic reminders. Reduce no-shows by 80%.

Follow-Up Sequences

Emails, SMS, and WhatsApp messages that go out automatically based on triggers.

Review Requests

Automatically ask happy customers for reviews at the perfect moment.

Invoicing & Payments

Send invoices, chase payments, and reconcile — without lifting a finger.

Customer Onboarding

Welcome sequences, document collection, and setup tasks that run themselves.

How It Works

From Manual to Automatic

1

We Audit Your Processes

We dig into how your business actually runs. Where do you spend time? What falls through the cracks? What makes you say "I wish this just happened automatically"?

2

We Build Your Workflows

Using your CRM's automation engine, we create workflows that trigger based on real events — form submissions, stage changes, dates, tags, and more.

3

We Test & Refine

Every automation gets tested with real scenarios. We refine timing, messaging, and logic until it runs smoothly without your input.

4

You Get Your Time Back

The boring stuff happens in the background. You get notifications when something needs your attention — otherwise, it just works.

Real Example

New Lead Comes In at 11pm

11:00pm Lead fills out your contact form
11:01pm Added to CRM, tagged, assigned to you
11:02pm Personalised email sent automatically
9:00am Follow-up SMS: "Did you get my email?"
9:15am They book a call via your calendar link

You did nothing. You woke up to a qualified lead with a meeting already booked.

Testimonials

What Our Clients Say

Real feedback from real businesses

A
Aditi Bilakhia Founder, CDI Collective
“The next day it was all about our new fancy and veryyy efficient CRM handover, NotLuck with the wonderful Bertie, Lee-ann & Oliver in Nottingham. The CRM has made my life as an Operations and Business Development Manager and our life as a Property Management company so much smoother and I am here for it! Automations, kanban boards, pipelines, an absolute dream and not clunky at all. I've worked with a few CRMs in previous roles and not being biased or anything but it's the best one I've ever worked with. Highly recommend for a smooth personalised Operations software system.”
T
Tamily Cookson Strategic Leader, COLLECTIVE.
“I've worked with NotLuck for the last 6 months on the COLLECTIVE. website rebuild, backend systems and automation, and they've been a genuinely great partner to work with. They're a small, family-run Nottingham business and that really comes through in how they operate. They listen, take time to understand how things work in the real world, and then build systems that make sense. The website, CRM and automations they've put in place have made a HUGE difference to how we run things day to day and have taken a lot of manual admin off our plate. What I've especially appreciated is that they don't overcomplicate things or push shiny tech for the sake of it. Everything they've built for COLLECTIVE. has been practical, well thought through and delivered quickly. If you want smart systems built by decent people who care about doing things properly, I'd happily recommend NotLuck.”
Christopher Challoner
Christopher Challoner Managing Director, C J Challoner Cleaning
“We had so many bottlenecks and issues I didn't even realise were issues until I met Bertie and the NotLuck team. They've revolutionised my business with the CRM and automation they've created for us. We've now got more time to focus on growing the business instead of mundane admin tasks. If you run any kind of business, I would 100% recommend just having a conversation with Bertie, I can guarantee he'll figure out a way to make your life easier!”

Ready to Stop Repeating Yourself?

Book a call and we'll show you exactly what can be automated in your business.

Book Your Automation Audit