Webinar Recording: Automation & Efficiency Series

This webinar series provides a straightforward starting point to streamline and reduce day-to-day tasks, through automation and efficiency, across all areas of your business.

You’ll learn how project management tools keep tasks and deadlines organised, and how platforms like Microsoft 365 and Google Workspace simplify document sharing, email management, and information storage. The series also introduces tools like Xero to streamline bookkeeping and invoicing, along with CRM options such as HubSpot and Zoho to help manage leads, track conversations, and keep customer information in one place.

As the sessions progress, you’ll explore simple no-code automations that remove repetitive admin, practical AI tools that can sort emails and support everyday processes, and advanced CRM segmentation techniques for more effective customer targeting. The series wraps up with guidance on connecting data across your systems so information becomes easier to access and ready to support better decision-making.

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