The same information, entered again.
An accepted proposal or completed job still needs someone to copy the details into another tool.
Workflow automation & HubSpot implementation · Sydney
Fix the manual handoffs between your existing tools.
When a quote becomes a job, then an invoice, details still get retyped between the CRM and accounting. We fix one workflow at a time in the tools you already run, such as HubSpot and Xero: agreed scope, then a documented handover your team can run.
Free 30-minute conversation with Jay. The diagram is an illustration of the method, not a live system.
Diagnose. First we find the manual work.
We look at one workflow as it actually runs today: what happens, who owns each step, and where it stalls between your systems.
Architect. Then we agree one clear path.
Designed around the tools you already run and what they can already do. The smallest useful change, scoped in writing before anything is built.
Build. Then it comes together.
Configured where your tools support it, connected where they do not, with approvals and exceptions handled. Nothing you cannot see or read.
Operate. Then we hand it over.
You keep the accounts, the configuration and the documentation, and your team runs the process without us. Ownership, not dependency.
Scroll to watch the method run ↓
Start with the work that keeps coming back.
The next step, waiting on someone.
A missing document, approval or assigned owner leaves work sitting in an inbox.
A process only one person knows.
The team depends on someone remembering what happens next and checking that it happened.
For Australian service businesses with an existing workflow to improve. Fit depends on the problem, the tools and the people involved.
One workflow. A clear way through.
An illustrative handover from an approved proposal to a project ready for kickoff. Select a step to see what should happen.
Sales owner
Start from what was actually agreed.
Use the approved scope and contact details as the source. A draft proposal does not trigger project setup.
If approval is missing: keep the work on hold and notify the owner.
Illustrative workflow · no client records or live integrations
Find the right fix. Then make it work.
First, when investigation is needed
Workflow Diagnostic
A focused review of one workflow: what happens today, where it gets stuck, and what is worth changing.
- Current workflow map and bottlenecks
- A baseline or measurement plan
- A recommended fix and implementation scope
Then, an agreed implementation
Workflow Implementation
Configure what your tools already support, connect the remaining gaps, and test the result with your team.
- Written scope and acceptance checks
- Approvals and exception handling
- Documentation, training and handover
A small, clear configuration job may go straight to a fixed-scope quote. Price and timing are agreed before paid work begins. Connecting HubSpot, Xero or another tool? See how integrations work.
You should be able to run what we build.
Ownership is practical: access to the system, an explanation of how it works, and a clear plan for looking after it.
Third-party subscriptions and licences still apply. Support can be scoped separately; the handover explains the responsibilities your team takes on.
- Client accounts and admin access
- Under your control
- Workflow rules and documentation
- Included in handover
- Custom code and usage rights
- Defined in your scope
- Subscriptions and maintenance
- Made explicit
Work directly with Jay.
Jay Rowland · Founder
The process comes before the automation.
My background is in banking and revenue operations. Assembly Growth applies that systems perspective to the work between a CRM, an inbox and the people delivering the service.
We start with an actual example of the work. Then we decide whether the answer is better configuration, a clearer process or an integration.
Meet the person doing the workA few practical questions.
What does Assembly Growth do?
Assembly Growth is a Sydney-based practice that designs and implements business workflows for Australian service businesses. We find where work stalls between your CRM, inbox, accounting and delivery tools, then configure and connect one workflow at a time and hand it over with documentation.
Do you work with HubSpot?
Yes. HubSpot and n8n are part of the delivery toolkit, alongside the other tools you already run. Compatibility and access are checked before we commit to a connection.
Where are you based, and who do you work with?
We are based in Sydney and work with Australian service businesses. Common starting points include agencies and consultancies, accounting and bookkeeping practices, trades and commercial services, and medical agencies and healthcare administration.
How much does it cost?
It depends on the workflow, the systems and the evidence available. You receive a written scope with a fee and delivery date before any paid work begins. The first 30-minute workflow call is free.
Bring one workflow. We’ll start there.
Tell us where work gets stuck and which tools are involved. We’ll discuss whether a diagnostic, a small configuration fix or another approach makes sense.
Book a workflow call