Remote workflow support for US service businesses losing time to admin, messy handoffs, poor follow-up and founder bottlenecks.
Workflow Reboot helps small, founder-led businesses find where work is getting stuck, what it is costing them, and what to fix first before spending more money on tools, AI automation or another hire.
Remote sessions available for US businesses. Focused Diagnostic starts at $350.
Most service businesses do not break because of one big operational failure.
They get dragged down by small workflow leaks:
• enquiries that sit too long
• follow-up that depends on memory
• admin repeated across different tools
• decisions stuck in the owner’s head
• handoffs that are unclear
• client delivery that relies too much on habit
• AI and automation ideas with no clear starting point
If the business is busy but still feels heavy, the workflow probably needs attention before you add another tool or hire.
A lot of small businesses are being pushed towards AI, automation and software before anyone has looked properly at how the work actually happens.
Sometimes automation is the right answer.
Often, the better first move is to simplify the process, make ownership clearer, remove unnecessary steps, document the handoff, or fix the follow-up.
Workflow Reboot starts with the workflow underneath the tools.
The aim is not to add more systems. The aim is to find the right friction, fix it properly, and only automate where it makes sense.
"Before you automate the task, make sure the task still needs to exist"
Workflow Reboot is best suited to small service businesses where the founder or owner is still too involved in day-to-day work.
This usually includes consultants, agencies, coaches, training businesses, creative businesses and small professional service firms.
You do not need a corporate transformation project. You need a clear diagnosis of what is slowing the business down, followed by practical repair work where it will actually make a difference.
This is a good fit if you:
This is probably not the right fit if you want:
The work is deliberately simple: diagnose the problem, decide what matters most, repair the workflow, then support the business if needed.
$350
A focused remote session looking at one main workflow problem or pressure point.
This is the best starting point if you know something is slowing the business down, but you are not sure whether the answer is better process, clearer ownership, AI, automation, delegation or simply removing unnecessary steps.
You receive a short written summary with the main findings, what is getting stuck, why it matters, and what to fix first.
from $1,250
A deeper look at how work moves through your business.
This can include admin, communication, client delivery, handoffs, tools, follow-up, decision-making and founder dependency.
You receive a practical diagnosis of the main issues, a priority order for what to fix, and clear recommendations on what should be simplified, documented, delegated or automated.
from $2,500
Focused support to fix one priority workflow or system issue.
This could include enquiry handling, client onboarding, lead follow-up, internal admin, reporting, documentation, delivery steps or a simple automation using the tools you already have.
The focus is practical repair, not unnecessary complexity.
from $300/month
Light-touch monthly support to keep improving workflows, review new bottlenecks and stop systems drifting back into mess.
This is usually most useful after a Focused Diagnostic, Full Diagnostic or Workflow Repair project.
You do not need to fix everything at once. The process is designed to find the highest-value workflow problem first, then repair that before adding more complexity.
We look at how the work actually moves through the business, not just which tools you use.
You get a practical priority order, so you are not trying to fix everything at once.
Where useful, I help you simplify, document, delegate or automate the priority issue.
The aim is a business that is easier to run, not a system that needs constant maintenance.
AI and automation can be useful. They can speed up admin, improve follow-up, reduce repeated work and help small teams do more with limited capacity.
But they can also make a messy process faster, louder and harder to control.
Workflow Reboot helps you decide where AI or automation genuinely belongs, and where the better answer is a simpler process, clearer responsibility or better follow-up.
This can include:
• identifying repeated admin that could be automated
• reviewing where AI could support emails, documents or decisions
• spotting where automation would create more confusion
• improving handoffs before connecting more tools
• helping you use existing software more sensibly
• keeping the solution simple enough to maintain
Workflow Reboot has been developed through practical work with small businesses, paid workflow review work and live workshops for business communities.
The approach is grounded in how businesses actually operate day to day: inboxes, calendars, client work, admin, follow-up, internal communication, tools and decisions.
The goal is not to impress you with a complicated framework. The goal is to help you see what is slowing the business down and what to do about it.
• Practical workflow and AI workshops delivered for business communities
• Paid workflow review work with a service business
• Background in communication, change, systems and business operations
• Remote delivery available for US clients
• Focused on small, founder-led businesses rather than corporate transformation
"Thanks to Rob for reviewing my business. He was very thorough in the interview asking very probing questions which ultimately led to a very detailed report. The review covered a lot of ground and helped me see both the strengths and weaknesses in the way I run my business and suggesting a path to follow to improve it, highly recommended!"
Mark Jackson
MKJ Photography
Got any questions? Let's see if we can answer them for you.
Workflow Reboot helps founder-led service businesses find where work is getting stuck across admin, handoffs, communication, follow-up, tools and decision-making. The aim is to diagnose the real bottleneck first, then fix the simplest thing that will make the biggest difference.
Yes. I work remotely with US-based businesses by Zoom. Pricing on this page is in USD and applies to remote work with US clients.
Partly, but not only. AI and automation can help, but only when the workflow underneath is clear enough. I start by looking at how the work actually moves through the business, then decide what should be simplified, documented, delegated or automated.
A Focused Diagnosis is a paid remote session looking at one main workflow problem or pressure point. You receive a short written summary of what is getting stuck, why it matters, and what to fix first.
Focused Diagnosis looks at one main issue or workflow. Full Diagnosis goes deeper across the business or a larger area of operations, including admin, communication, handoffs, tools, follow-up and founder dependency.
You may have enough to act on yourself. If not, the next step is usually Workflow Repair, where I help fix one priority workflow, process or system issue. Ongoing Support is available after that if you want continued help.
If your business is busy but still feels heavier than it should, start with a Focused Diagnosis.
We will look at where work is getting stuck, what it is costing you, and what should be fixed first.