Automating Admin in a Small Swindon Business: A Friday Afternoon Back
Invoices, chasers, copying details between two systems, the weekly figures. None of it is hard. All of it is tedious, and it lands on the owner.
To automate admin in a small Swindon business, start with one repeat task, such as raising invoices, chasing late payments, copying details between systems or the weekly report, and have it built in the tools you already use. Dean Keating installs this remotely from Horndean, Hampshire. Free first call: 07418 627304.
What the admin pile is made of
Look at your own week and you will probably find the same handful of chores:
- Raising invoices after jobs or orders.
- Chasing the ones that are late.
- Retyping a customer's details from an email into a spreadsheet or a booking system.
- Sending confirmations and reminders.
- Pulling the week's figures together.
Dean Keating's website lists exactly these under what he builds: raising invoices, chasing late payments, copying details between systems and the weekly report, along with updates, confirmations and reminders.
Choosing the first one
Count how often a task happens and how much it annoys you. The best first candidate is frequent, rule-based and low risk. Copying details between systems is a classic, because the rule is simple and a slip is easy to spot.
Chasing late payments is worth doing carefully. The tone should be polite and firm, and you should decide how many chasers go out before a person gets involved.
An example pattern
A small hospitality or retail business, the sort this directory lists, ends the week with till or booking figures in one place, supplier emails in another and invoices in a third. A weekly report agent can pull the numbers together and email them on a set day. You still decide what to do with them; you simply stop assembling them by hand.
What to prepare
Write down the steps as you do them now. Note the exceptions: the customer who always pays late, the supplier who needs a purchase order. An installer needs those details, and so does a new member of staff.
Limits
Automation copies what you do. If the current process is muddled, tidy it first. Keep a person in the loop for anything involving money you are unsure about.
The process with Dean
Free call, an audit of the work worth automating, build and install in your existing tools, then training and support. One task first. You leave the call with a plan you can use with or without him. The cost is given afterwards and there is no obligation.
Where he is
Horndean, Hampshire, working remotely with Wiltshire firms. His website says he can visit businesses in Hampshire or nearby in person. He has no office in Swindon, so if you want help on site, say so and look at local providers too.
Contact
Call or WhatsApp Dean Keating on 07418 627304, or email dean@deankeating.com. See the Dean Keating profile on Swindon.co. Websites: ai-agent.deankeating.com and deankeating.com.
About this guide
Swindon.co is published by Dean Keating, who also runs the service described here. He is based in Horndean, Hampshire, not in Swindon, and works with Swindon and Wiltshire businesses remotely. If you want someone in the room, say so on the first call and look at Swindon-based providers too. This guide recommends our own service, so compare it with other providers before you decide.
From the publisher of Swindon.co
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Free, no obligation. With Dean Keating, the publisher of Swindon.co. Based in Horndean, Hampshire; works with Swindon and Wiltshire businesses remotely.
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