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Business Tools Setup & Training

Stop doing the chores. Start running your business.

Slack, Notion and ClickUp, set up properly around the way your team actually works. We do the lifting, train your team in plain English, and turn the daily admin into something that quietly looks after itself.

Business Tools

The right tools, set up properly, with a team that actually uses them

Most small businesses are running on a mix of WhatsApp groups, email chains, spreadsheets and shared drives that no one can find anything in. Work gets repeated, things fall through the cracks, and you end up managing the mess instead of the business.

Slack, Notion and ClickUp solve these problems, but only when they're set up around how you actually work, and when your team understands why they're better. That's the bit most setups skip. It's the bit we do well.

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    Understand which tools your business actually needs
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    Everything set up properly from day one, structured around your workflows
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    Train your team in plain English so adoption sticks
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    Automate the repetitive handoffs between tools so nothing needs to be done twice
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    Free up hours every week that are currently spent on unnecessary admin
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What you walk away with

A business that runs on tools, not chasing

By the time we're done, your team has one clear way of communicating, one place for information, and one place for tasks. The tools talk to each other, so the admin largely looks after itself.

  • One place for all communication, no more lost messages
  • A single source of truth for docs, processes and knowledge
  • Tasks and projects tracked so nothing gets dropped
  • Automations handling the repetitive handoffs between tools
  • Less time in your inbox. More time in your business.
Common Pinch Points

The daily chores that are slowing you down

These are the problems we hear from almost every small business we work with. They feel normal. They don't have to be.

The problem

"Everything is in emails, WhatsApp and someone's head"

Critical information is scattered across inboxes, group chats and people who might not be there tomorrow. Finding anything takes longer than doing it.

How we fix it

We set up Notion as your team's single source of truth. One place for processes, decisions, documents and knowledge that anyone can find in seconds.

The problem

"I don't know what everyone is working on or if it'll get done"

Tasks are agreed in meetings or over messages, then disappear. Following up takes more time than the work itself. Things get dropped without anyone realising.

How we fix it

We set up ClickUp so every task has an owner, a deadline and a status, visible to the whole team at a glance. No more chasing, no more missed deadlines.

The problem

"Our communication is all over the place: email, text, WhatsApp, calls"

Work conversations happen everywhere, which means context gets lost, responses are slow, and the same thing gets said in five different places to five different people.

How we fix it

We set up Slack with the right channels, habits and integrations, so team communication is organised, searchable and keeps work conversations separate from personal ones.

The problem

"We bought the tools but nobody really uses them"

You've tried tools before. They got set up, the team used them for a week, and then everyone quietly went back to doing things the old way.

How we fix it

We train your team in plain English, set up the tools around real workflows rather than generic templates, and build in habits that make adoption stick long term.

The problem

"I spend half my day on admin instead of actually running the business"

Chasing updates, reformatting information, re-explaining things, forwarding emails. It all adds up to hours every week that should be going elsewhere.

How we fix it

We connect your tools together and automate the repetitive handoffs, so information flows where it needs to go without anyone having to move it manually.

The problem

"When someone leaves, we lose everything they knew"

Processes, contacts, supplier details, how things work. It all lives in one person's head. When they go, so does the knowledge, and the next person starts from scratch.

How we fix it

We help you build a proper knowledge base in Notion so the way your business works is documented, findable and doesn't depend on any single person staying forever.

The problem

"I'm manually copying the same information between different tools all day"

A new enquiry comes in, so you copy it into a spreadsheet, create a task, send a Slack message and update a database. Four steps that a computer could do in seconds while you were doing something else.

How we fix it

We build n8n automations that connect your tools and handle the repetitive handoffs automatically, so information flows where it needs to go without anyone having to move it.

The Tools

Three tools that work together, set up for your business

Each one solves a specific problem. Together they give your team a clear, consistent way to communicate, store knowledge and get work done.

Slack
Replace the noise with organised, searchable conversation

Slack is a team messaging platform that replaces the endless back-and-forth of email and WhatsApp for work. Conversations are organised into channels (by team, project or topic) so the right people see the right messages, and nothing important gets buried.

  • Keep work communication out of personal WhatsApp and cluttered inboxes
  • Create channels for teams, clients and projects so conversations stay organised
  • Search your entire conversation history, no more "who said what and when"
  • Connect with other tools so updates flow in automatically
  • Works on desktop and mobile so remote and on-site teams stay aligned
Before & After Slack

Before

WhatsApp group with 200 unread messages
Important update buried in an email thread
"Did anyone see what Mike said about the order?"
Mixing personal and work messages all day

After

Channels for each team and project
Searchable history, find anything in seconds
Pinned messages for important updates
Work conversations separate and organised
Notion
One place for everything your business knows and does

Notion is your team's shared brain. A flexible workspace where you store processes, documents, meeting notes, client information, wikis and anything else that currently lives in scattered Google Docs, shared drives or someone's memory. When it's set up properly, it becomes the first place anyone looks for anything.

  • Build a company wiki so processes and policies are always findable
  • Store client notes, meeting summaries and project docs in one place
  • Create onboarding guides so new starters get up to speed faster
  • Replace scattered Google Docs with a single, well-organised workspace
  • Protect business knowledge so it doesn't leave when people do
Before & After Notion

Before

Process docs no one can find
Onboarding that takes weeks of hand-holding
Key knowledge walks out when staff leave
5 versions of the same document

After

Everything in one searchable place
New starters self-serve from day one
Knowledge stays in the business forever
One source of truth for the whole team
ClickUp
See everything, track everything, drop nothing

ClickUp is a project and task management platform that gives your whole team a shared view of what's being worked on, who's responsible and when things are due. It replaces the spreadsheet to-do lists, sticky notes and verbal agreements that lead to things being forgotten, and replaces the need to chase people for updates.

  • Assign tasks with owners and deadlines so accountability is clear
  • Track projects from start to finish with real-time visibility
  • Eliminate the weekly "what's everyone working on?" meeting
  • Set up recurring tasks so regular admin never gets forgotten
  • View work as a list, board, calendar or Gantt, whatever suits your style
Before & After ClickUp

Before

Tasks agreed verbally, then forgotten
Chasing people for updates every day
No idea what's overdue until it's a problem
Spreadsheet to-do lists no one updates

After

Every task has an owner and a deadline
Status visible to the whole team at a glance
Overdue tasks flagged automatically
Less time in meetings, more time doing
n8n
The automation layer that makes your tools work together

Once your tools are set up, n8n is what connects them. It's a workflow automation platform that moves information between Slack, Notion, ClickUp and hundreds of other apps, automatically, without anyone having to copy, paste or manually update anything. Think of it as the invisible assistant that handles all the repetitive handoffs so your team doesn't have to.

  • New enquiry from your website → ClickUp task created + Slack notification sent
  • ClickUp task marked complete → Notion database updated automatically
  • Invoice paid → team notified in Slack + record updated in Notion
  • New booking or form submission → task created, email sent, log updated
  • Eliminate the copy-paste admin that happens between every tool you use
Before & After n8n

Before

Copying info from emails into Notion manually
Forgetting to update ClickUp after a job's done
Sending Slack updates that should be automatic
Hours a week on data entry a computer could do

After

Information flows between tools automatically
Tasks, records and alerts created without lifting a finger
Your tools update each other in real time
Hours freed up every week for real work
Frequently Asked Questions

Helpful answers before you decide what to do next

Plain-English answers to common questions about getting started with these tools.

Do we need all three tools?

Not necessarily. We start by understanding where the biggest friction is in your business and recommend only what will actually help. Many businesses start with one tool and add others when they're ready.

Will our team actually use them?

That's exactly what we focus on. Setup is the easy part. We train your team in plain English, build habits around real workflows, and make sure adoption sticks long-term, not just for the first week.

How long does setup take?

It depends on the size of your business and which tools you need, but we keep everything practical and phased so your team isn't overwhelmed. Everything is proportionate to your size and pace.

Real Client Work

How we've helped local businesses

A few examples of how we've helped businesses save time, reduce missed opportunities and work smarter.

Trades & Home Services

AI receptionist for a local gas engineer

A self-employed gas engineer was missing calls throughout the day while out on jobs, losing customers with no way to follow up. We built an AI phone agent that handles his incoming calls when he's unavailable, asks the right questions and sends him a clear daily summary of every contact made.

  • What we built: AI voice receptionist that qualifies callers and captures job details
  • The result: no more missed opportunities. He ends every day knowing exactly who called and what they need.
Hospitality & Food Service

Smarter stock and social media for a local café

A local café was over-ordering slow-selling items, struggling to keep up with online reviews, and missing out on social engagement. We built two connected AI tools: a weather-aware stock ordering system and an AI review analyst that drafts ready-to-approve responses.

  • What we built: AI stock ordering with weather forecasting + AI review response drafter
  • The result: less waste, smarter ordering and a significant improvement in social media engagement
Hair & Beauty

Automated social media and appointment reminders for a hair salon

A busy hair salon wanted a more consistent social media presence but didn't have time to manage posts and respond to reviews manually. We set up automated social content, AI-drafted review responses and an appointment reminder system that led to a significant drop in no-shows.

  • What we built: automated social posts, AI review responses and smart appointment reminders
  • The result: a much stronger online presence and a large reduction in missed appointments

Ready to stop managing the mess?

Tell us two things that drain your week in admin and chasing. We'll come back with exactly which tools would fix them and what a practical setup looks like. Twenty minutes on a call, no pitch, no jargon, no sales nonsense.

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