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Clock off. Business stays at work.

Automate my business
Automate my business

Leads captured properly

Follow-up automations

Clear team workflows

Smarter marketing visibility

Turn the chaos into a system.

Person standing on rooftop with palm trees in background, talking on a cell phone, wearing a hat, sunglasses, shirt, and shorts. Caption: "Started a business... accidentally opened a call centre."

After years of watching teams juggle enquiries, quotes, jobs, and marketing in their heads, we started OpenBase Consulting as a hands‑on service. Our approach is all about clear systems, calm workflows, and automations that quietly keep things moving in the background.

The way we work ❊

Find what’s worth fixing first
We start by finding one part of your business that already brings a lot of value but is still firing and causing friction, anything from enquiries, quotes, or handovers. Together, we zoom in on where it’s breaking down and what “good” would look like.

01

Turn it into a clear system
Next, we map out the steps, who does what, and when it needs to happen. We turn that messy, in‑your‑head process into a simple workflow that anyone on the team can follow.

02

Back it with automation
Finally, we plug in the right tools and automations so the system runs in the background, sending reminders, moving work along, and keeping you in the loop without you having to chase it.

03

You know there’s 

a better way to run things

You can’t systemise what you can’t see

We break down your Visibility, Flow, and Reach so you can see how enquiries, jobs, and communication move through your business, and what to tune for more control and consistency.

Illustration of two people analyzing data on a large monitor, with charts, graphs, and checklists, one person using a magnifying glass and the other pointing at the screen.

Visibility

How clearly you can see what’s happening in your business day to day, enquiries, jobs, money owed, and what’s waiting on you or the team.

  • Dashboards: live view of enquiries, jobs, revenue, team tasks.

  • Automated reports: weekly/monthly summaries sent straight to your inbox.

  • CRM pipelines: see every lead and client at a glance, nothing falls through.

  • Notification systems: alerts when something needs your attention

Flow

How smoothly work moves from enquiry to quote to job, without getting stuck in someone’s head, a notebook, or a forgotten tab.

  • Automated follow-ups: quotes, confirmations, reminders sent without lifting a finger.

  • Quote/proposal workflows: templated and triggered so nothing sits waiting.

  • Booking & scheduling systems: clients self-book, calendar syncs, no phone tag.

  • Document generation: contracts, job sheets, invoices created automatically

Illustration of two people working on laptops connected to a circuit board with another person manipulating the board.

Reach

How consistently new work is finding you, from Google, Facebook, referrals, and other channels, and how clearly you can see which ones are actually paying off.

  • Lead magnets: valuable freebies that capture interested prospects automatically.

  • Lead capture forms: embedded on their site, connected to their CRM instantly.

  • Ad performance dashboards: all channels in one place so you stop guessing.

  • Email nurture sequences: automated follow-up that keeps leads warm over time.

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Start building,
your systems

Book a trial session to talk through your goals and see if we're a good fit. Need something beyond my standard plans? Let's build something that works for you.