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How Cortel helps
Four capabilities, one practical outcome
Workflow diagnostics
We map how your business runs, enquiry to invoice, and find where time leaks between tools and teams.
System integration
We connect the tools you already use so information stops being copied by hand.
Automation build
We build tested, documented flows that run without your attention.
Practical handover
You get working systems your team owns — no dependency on us.
Who it's for
Owner-led UK businesses
Example findings
What an audit typically uncovers
Building contractor
Job admin between WhatsApp, spreadsheet, and invoicing
An 8-person firm was copying job details by hand across three tools on every new job. One Make.com scenario eliminated the manual step entirely.
3.5 hrs/week → 20 min
170 hrs/year recovered
Physiotherapy clinic
No-show chasing by phone every morning
Reception spent 45 minutes each morning calling ahead on likely no-shows. SMS reminders went live in a day and paid for the audit in week one.
22% → 9% no-show rate
£400+/month in lost slots recovered
Based on illustrative examples of findings from a typical audit.
The report you receive
A plain-English report with prioritised systems, the time each saves, and a sensible order to build them. A sample is below.
Prepared by Joe Armstrong, Cortel
Executive summary
6 hours a week lost to repetitive admin
The main operational drag is time lost to manual quoting, invoice follow-up and re-keying jobs between tools, an estimated 6 hours per week between Pete and Sarah. The highest-value system to build first is a quote-to-job pipeline that removes manual re-entry between jobs. With automated invoice reminders and scheduling pulled straight from WhatsApp, that recovers around 6 hours per week within the first couple of months.
Proposed systems
| Priority | System | Saving | Effort |
|---|---|---|---|
| Start here | Quote-to-job pipeline | 3 hrs/wk | Low |
| Month 1 | Overdue invoice reminders | 2 hrs/wk | Low |
| Month 2 | Job scheduling from WhatsApp | 1 hr/wk | Medium |
Report continues, typically 8 to 12 pages covering every system in full
Find out exactly where you're losing time. In two weeks.
Start with a free 20-minute call. No pitch, no obligation.