Clock off. Business stays at work.
Leads captured properly
Follow-up automations
Clear team workflows
Smarter marketing visibility
Turn the chaos into a system.
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.
01Turn 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.
02Back 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.
03You 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.
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
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.
Start building,
your systems
With over 10 years in marketing, I know exactly what's possible when the right systems are in place, and I'd love to show you what that looks like for your business.
Frequently Asked Questions
Still have questions? Take a look at the FAQ or reach out anytime. If you’re feeling ready, go ahead and reach out.
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I help business owners build clarity, flow and reach into their business through simple automations and systems. That means dashboards and reporting so you can see what's happening, streamlined workflows so work moves without getting stuck, and lead generation systems so new work finds you consistently.
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Simple, fill out the contact form and I'll be in touch within 24 hours to book a free discovery call. From there we figure out where to start and what makes the most sense for your business.
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I come from a marketing background, not a tech one. That means I think about your business first and the tools second. I don't overcomplicate things, I build simple systems that actually get used.
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I work with the tools you already have wherever possible, the goal is never to add more complexity. That said, common tools I work with include ClickUp, Zapier, Google Workspace, Mailchimp, Simpro and various CRMs and marketing platforms. If you're starting from scratch I'll recommend the simplest and most cost effective stack for your business.
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We offer flexible pricing based on project type and complexity. After an initial conversation, we’ll provide a transparent quote with no hidden costs.
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It depends on where you're starting from, but most clients notice a difference quickly, even small changes like automating your follow ups or getting a clear view of your pipeline can free up hours in the first week. Bigger systems take longer to build but the impact compounds over time.