Enquiry management
One place for every enquiry
Enquiries arriving through several channels are routed into a single CRM, using Zapier and AI tools.
Designed so fewer enquiries get missed.
BUSINESS SYSTEMS & AUTOMATION
Less friction.
More business.
Your tools, set up properly. Your admin, cut down.
Built around your business, not a shiny new tool
- Keep the tools you have
- Practical before complicated
- Human approval where it matters
Who I help
Owner-run service businesses of one to five people, where the owner is still doing the admin.
Trades
Quotes, jobs and invoicing handoffs.
Small travel operators
Bookings, enquiries and guest comms.
Event and hospitality
Caterers, food vans and small venues.
Not sure if your business fits? If a process repeats, involves handovers or makes you copy information between tools, it’s worth a conversation.
Sound like you?
If you’re thinking any of these, we should talk.
- “I’m doing quotes at the kitchen table every night.”
- “We paid for that software but never set it up.”
- “Orders come in by text, email and notebook, and things get missed.”
- “I keep chasing people who haven’t paid or haven’t replied.”
How it works
Three steps, in order. You can stop after the chat or the roadmap, and the roadmap is yours to keep.
Free scoping chat
A short 30-minute chat about the tools you use and whether we’re a good fit. It starts with one question: “Tell me the job you hate doing every week.”
Written roadmap
A 1-hour mapping session, then your written roadmap within 5 business days: how work flows through your business, where time leaks, and the changes in priority order. Yours to keep. Use it with me or without me.
Build
The changes themselves, scoped from the roadmap, one thing at a time, starting with the safe back-office wins. Anything a client will see, or that can’t be undone, is checked by a person first.
Pricing
Clear prices, agreed up front.
Each step leads to the next, and you can stop after any of them. You know what is included and what it costs before any work begins.
Step 1
Free 30-minute scoping chat
Free
Step 2
Written roadmap
$300 fixed fee
A written plan of what to change first.
See what’s included in Written roadmap
Included
- A 1-hour mapping session
- A clear map of how work flows through your business
- Where time leaks or work gets done twice
- The changes in priority order
- Yours to keep. Use it with me or without me.
Paid when you book. Your written roadmap is delivered within 5 business days of the mapping session.
Step 3
Build
From $500
Larger builds are quoted to size.
See what’s included in Build
The changes themselves, scoped from the roadmap.
Included
- Scoped from your roadmap (every build starts with one)
- One thing at a time
- Starting with the safe back-office wins
- The accounts stay yours
- Anything a client will see, or that can’t be undone, is checked by a person first
- A handover with a short walkthrough video
- One 30-minute check-in two weeks after handover
- Anything that doesn’t work as built is put right at no charge
Fixed quote and written scope before work begins.
Optional, after handover
Ongoing support
From $160 a month
For systems that need a regular check.
See what’s included in Ongoing support
Happy to work with the tools you already use. If something can’t be supported, you’ll know at the scoping chat. Changes made by others on top of a Mantis Methods build are looked at case by case.
| 1 hour a month | $160 |
|---|---|
| 2 hours a month | $300 |
| 5 hours a month | $700 |
Response times: a reply within 2 business days on the 1-hour and 2-hour plans. Priority, with a reply within 1 business day, on the 5-hour plan.
No package? Ad hoc help is available, quoted per job.
Included each month
- A monthly check-in and health check of your automations and connections, counted within your hours
- Help when something stops working, within your monthly hours
- Small changes and improvements, within your monthly hours
3-month minimum, then extend for another 3 months at package prices, or go month to month with 30 days’ notice. Remote support in business hours only, billed monthly in advance. Unused hours don’t roll over. Extra work beyond your plan hours is billed in 30-minute blocks, with your approval. Plans include refresher videos and adoption help. New features, rebuilds, new integrations and out-of-scope work are quoted separately.
Roadmaps and builds are fixed-price. Support is a monthly package. GST not applicable. Full terms supplied with your quote.
Examples of the work
Small changes that make the whole day run better.
These are examples of the kinds of systems I build. The right solution depends on your process, existing tools and priorities.
Team coordination
Team tasks in one dashboard
Asana set up and connected to Google Workspace (Gmail and Google Chat), so every task lives in one place.
Designed so team requests get prompt follow-up.
Small tools
Small web apps for specific problems
Custom tools that collect data or turn handwritten information into usable records.
Designed to make information easier to find and use.
What I build, and how I work
Every setup is tailored to what your business needs.
Get the tools you already pay for working properly
Software you bought but never set up, configured to fit how you work. The accounts stay yours.
Connect your tools
Your systems talk to each other, so finishing one job starts the next.
Task and team systems
Shared task tracking, so nothing drops between staff.
Team training and adoption
Your team shown how to use the new system, with a check-in two weeks after handover.
One job, end to end
I follow one job from start to finish, enquiry through to done and paid, and show you exactly where the time goes.
Homework first
I research the tools you already use before we sit down. Most of the time you keep what you’ve got.
Your clients stay with a human
I automate the back-office work, not your client relationships. Anything a client will see, or that can’t be undone, is checked by a person first.
AI where it fits. You’ll get an honest answer on whether AI is the right tool. If a simple automation does the job, that’s cheaper and safer. We start on free tools where we can, and you only pay for more when the business needs it.
What I don’t do, I know someone who does:
Compliance, bookkeeping, paid ads, websites, full social media management, heavy design and large custom software go to trusted partners who specialise in them.
About Navin
I build the operations and systems that let people get on with their work. For more than fifteen years I’ve done that behind people and programs: leading school departments and budgets, running grant-funded community health programs, and training and mentoring teams.
I’ve also worked inside small businesses, in real estate, photography and the travel industry. Across every role, I’ve made systems simpler and automated the repetitive work, so jobs get done accurately and on time.
I hold a Cert IV in Entrepreneurship and New Business (Small Business Solutions, TAFE Queensland) and sit on my BNI chapter’s Membership Committee.
Let’s find your time back.
Book your free scoping chat- Location
- Based in Brisbane, Australia. Working remotely across Australia and internationally.