AI & automation for local SMEs in Havant & Nearby

We help with the practical AI and automation jobs that save time for Havant SMEs. Typical requests include lead capture to CRM, instant quotes and invoices, booking confirmations, review requests, WhatsApp and email templates, call transcription and summaries, FAQ chatbots, and simple dashboards that show today’s numbers.

Typical setup steps include mapping your process, choosing the right tool, and connecting apps. We build flows in Zapier or Make, or Power Automate if you prefer Microsoft. We add webhooks, link Stripe, calendars and email, sync WordPress or WooCommerce, design safe prompts for AI replies, and test for edge cases.

On arrival we check account access, permissions and data fields, confirm GDPR needs, and review API limits and webhook delivery. For AI we verify sources, set guardrails, add human handoff, and log every action. We add alerts for failures and create a simple rollback so nothing breaks your day.

Every business is different, so we tailor the solution to your services and budget. That might be faster quotes for trades, automated appointment reminders, lead routing to the right person, stock or slot alerts, abandoned cart nudges, or helpdesk triage that files clean tickets. We only suggest paid tools if they earn their keep.

You get clear prices before work starts and proof after. We provide test runs, acceptance checks, a change log, and short how-to notes or videos. We share the key prompts, show where data lives, and leave a simple plan for keeping things tidy as you grow.

Serving Havant, Bedhampton, Leigh Park, Langstone, Emsworth, Hayling Island, Waterlooville and Cowplain, plus nearby. Ready to get set up? Message us on WhatsApp 07543 450 130 or use the contact form. We will confirm the earliest slot.

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ASAP, 2–4 weeks, 1–3 months. Under £500, £500–£1.5k, £1.5k–£3k, £3k+.
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Websites • Local SEO • AI

Results-focused web & AI in:
Havant • Waterlooville • Emsworth • Hayling Island • Cosham • Drayton • Bedhampton • Leigh Park • Rowlands Castle • Denmead • Horndean • Cowplain • Clanfield

We design fast WordPress websites, improve local SEO, add online booking and Stripe, fix site speed and Core Web Vitals, and set up practical AI to save time. Clear pricing, local support, and plain-English advice.

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Discovery call, project quote or monthly care plan.

Our AI & Automation Setup Services

Lead capture to CRM & auto-replies

We capture form, chat and call leads into your CRM, trigger instant email or SMS replies, and assign follow-ups so nothing gets missed.

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Quotes, invoices & payment links

We generate quotes and invoices from simple forms, send Stripe or Square payment links, and update status in your CRM automatically.

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Booking confirmations & reminders

We connect your booking tool, send branded confirmations, calendar invites and timed reminders, and reduce no-shows with smart nudges.

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Reviews & reputation requests

We send review requests after jobs, create QR cards, route unhappy feedback to your inbox, and post wins to Google Business Profile.

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WhatsApp and email templates

We build canned replies with variables for names, dates and prices, add routing rules, and log conversations back to your CRM.

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Call transcription & CRM notes

We transcribe calls, summarise key actions, file notes on the contact record, and create tasks so your team knows the next step.

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FAQ chatbot with human handoff

We add a website chatbot that answers common questions, collects details, hands off to a person when needed, and tracks enquiries.

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Dashboards & daily KPIs

We build a simple dashboard showing today’s leads, bookings and revenue, with email summaries that land in your inbox each morning.

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Stock, slots & job alerts

We send alerts when stock runs low, calendars have gaps or deadlines approach, and auto-create jobs or tickets for the right person.

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Shopify or WooCommerce flows

We set abandoned cart nudges, order updates, repeat-buy prompts and NPS requests, and sync customers to your email lists.

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FAQ

Frequently Asked Questions

Got a question? Here are quick answers to the things our customers ask us most often.

What can you automate for my small business?

Lead capture to CRM, instant quotes/invoices, booking confirmations and reminders, review requests, WhatsApp/email templates, call transcription and summaries, simple dashboards, and routine admin. We build in Zapier/Make/Power Automate and connect WordPress/WooCommerce/Shopify, Stripe, Gmail/Outlook and your CRM.

How long does setup take and what does it cost?

Single-flow automations can go live in a day once we have access. Multi-step or multi-tool builds usually take a few days. After a quick audit you get a fixed price, clear scope, and proof of results.

Can you integrate with our tools and CRM?

Yes. We connect HubSpot, Pipedrive, Zoho, Mailchimp, Klaviyo, Calendly/Amelia/Bookly, Stripe/Square/PayPal, Google Workspace/Microsoft 365, Twilio/WhatsApp, Google Sheets/Airtable and more via APIs/webhooks. We’ll advise the simplest, most reliable route.

Is AI safe, accurate and GDPR-compliant?

We keep data in your accounts, minimise personal data, add consent and retention rules, restrict access by role, and log every action. AI responses use approved prompts and sources with human handoff for edge cases. You stay in control.

Can you add a website or WhatsApp chatbot without it going off-script?

Yes. We use a curated knowledge base, brand tone, strict guardrails and fallback to a human. Chats are tagged with UTMs, logged to your CRM, and we review transcripts to improve answers.

Do we need Zapier/Make licences or custom code?

We prefer no-code first to keep costs low. Where needed, we add light custom steps (serverless functions) for reliability or speed. We’ll recommend the most cost-effective mix for your volume.

What happens if an automation fails?

You get alerts, retries and safe fallbacks. We include an audit log and a simple rollback plan, plus optional monitoring/support so flows stay healthy as you grow.

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Local – Proof of results – Clear pricing – No jargon

Diagnose – Set up – Prove

  • Diagnose: We map your workflow and data, confirm GDPR and access, review CRM, calendar and payment tools, check API and webhook limits, and agree the outcomes and guardrails.
  • Set up: We build automations in Zapier or Make, or Power Automate if you prefer, connect forms, CRM, calendars, Stripe and email, write safe prompts, add approvals, and log every action.
  • Prove: We run test jobs with sample data, show saved admin time, send test emails and SMS, verify CRM updates and payments, and leave a short change log and rollback plan.

We design practical AI and automation for local SMEs across Havant and nearby. Friendly, plain-English advice.

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