Branchlead

Automation

There's automation running that nobody can explain. We map it, switch off what shouldn't be on, and document the rest.

You've got workflows running in the background and nobody's quite sure what they all do, so everyone's scared to touch them. The person who built it left, and nothing's been touched since. We see this most weeks. We map what's actually running, turn off what shouldn't be, simplify the rest, and write it all down so your team knows what it does and can run it themselves.

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Audit firstQuality-first pricingNo lock-inYou own everything we buildSurry Hills, Sydney

You'll recognise some of these.

None of this means you set it up wrong. It means the automation was built for a different version of the business, or handed over without explanation. Here's what we see most often.

  • Workflows are running that nobody can explain, and everyone's scared to turn them off.
  • You fix one automation and it quietly breaks another.
  • Your marketing person spends the day working out what a workflow does instead of doing marketing.
  • Nobody can tell you what happens to a contact after they fill in a form.
  • The same email goes out twice, or doesn't go out at all.
  • People assume things aren't possible, so they've stopped asking for them.
  • The person who built it left, and nobody's touched it since.

How we get it back under control.

Step 1

A free consult

We talk through what you don't trust and what's hurting most. If you don't need us yet, we'll tell you. There's no charge for this part.

Step 2

The map

We go through every workflow that's running and write down what it actually does, in plain English. You'll know exactly what's touching your contacts, what triggers it, and why. The map is yours to keep either way.

Step 3

Switched off, then simplified

We turn off what shouldn't be running, in the right order after we've mapped what depends on what. Then we rebuild the rest simple enough to hand to someone new and have them follow it.

Find out what your automation is actually doing.

Start with a free consult. We'll tell you what the work is and how long it takes, before you commit to anything.

Book a free consult

Common questions.

Will turning workflows off break anything?

Not if we do it right, and we always check first. We map what depends on what before we touch anything. Nothing live goes dark without you knowing first, and we turn things off in the right order.

We don't know what our workflows actually do. Is that a problem?

No, that's the normal starting point. Most people we talk to know something feels off but can't say exactly what. Finding out what's actually running is the first job. You point us at the account and we tell you.

Can our team edit the automations after you're done?

Yes, that's the point. We rebuild it simple enough that your team can change it without ringing us. Everything's written down in plain English so someone new can pick it up.

Other things we do.

HubSpot Audit

Inherited a HubSpot nobody can explain? We get it back to standard.

Reporting & Dashboards

Reports that don't agree with each other.

Integrations

Tools that don't talk to each other.

All services

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HubSpot services

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Contact

info@branchlead.com

(02) 8020 5982

81-83 Campbell St, Surry Hills, New South Wales, 2010

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