Zixly Business Automation Services

Version: 3.0
Last Updated: 2025-10-25
Owner: Marketing
Status: Client-Facing Material


Service Overview

Zixly provides business automation services for Brisbane and South East Queensland SMEs. We connect your business systems (Xero, HubSpot, Shopify, Asana, etc.) so they work together automatically, eliminating repetitive data entry and saving 10-20 hours per week on admin work.

Why Automate Your Business Systems?


Service Offerings

1. Business Automation Starter

Investment: $3,000 - $5,000 (one-time)
Timeline: 1-2 weeks
Best For: Small businesses (5-15 employees) needing quick wins

What’s Included:

Example Workflows:

For Professional Services (Law, Accounting, Consulting):

For Construction & Trades (Builders, Electricians, Plumbers):

For E-commerce & Retail:

Success Metrics:

What You Get:


2. Complete Business Automation

Investment: $8,000 - $15,000 (one-time)
Timeline: 4-6 weeks
Best For: Growing businesses (15-50 employees) with multiple systems

What’s Included:

Advanced Workflows (5-10 automated workflows):

More Systems Connected (5-8 integrations):

Business Intelligence Dashboard:

Custom Reporting:

Team Training (8 hours):

60-Day Support and Optimization:

Real Example: Architecture Firm (22 employees)

Before:

After (6 weeks implementation):

Investment: $12,000
Time Saved: 7 hours per week = $36,400/year (at $100/hour)
ROI: 3:1 in first year, Payback: 16 weeks


3. Enterprise Business Suite

Investment: $20,000 - $40,000 (one-time)
Timeline: 8-12 weeks
Best For: Established businesses (40-100 employees) ready for digital transformation

What’s Included:

Industry-Specific Customization:

Construction:

Professional Services:

E-commerce:

Manufacturing:

Advanced Analytics:

Multi-Location Support:

Compliance & Security:

Comprehensive Training (12+ hours):

90-Day Full Support:

Real Example: Retail Chain (5 stores, 35 employees)

Before:

After (10 weeks implementation):

Investment: $35,000
Value: 7.5 hours/week saved + 65% stockout reduction = $67,000/year value
ROI: 2:1 in first year, Payback: 26 weeks


4. Monthly Management & Optimization

Investment: $500 - $2,000/month (recurring)
Commitment: Month-to-month (3-month minimum to start)
Best For: Businesses wanting ongoing optimization and support

Service Tiers:


Basic Management ($500/month)

Included:

Best For: Businesses with IT staff who can handle day-to-day issues, want expert backup


Professional Management ($1,200/month)

Everything in Basic Management, PLUS:

Best For: Growing businesses wanting continuous improvement without hiring full-time automation staff


Enterprise Management ($2,000/month)

Everything in Professional Management, PLUS:

Best For: Established businesses with mission-critical workflows that can’t afford downtime


Why Choose Monthly Management?

Without Management (Self-Managed):

With Management:

Real Example: Client with 8 workflows, no management vs managed

Without Management (First Year):

With Management ($1,200/month = $14,400/year):

Net Value: $14,400 cost - $13,000 value = Managed service pays for itself PLUS adds $8,000 value


Service Delivery Process

Step 1: Free Business Automation Assessment (30-60 Minutes)

What to Expect:

How It Works:

What You’ll Learn:

How to Book: Email hello@zixly.dev or call 0412 345 678 (Cole)


Step 2: Business Process Review ($500, Credited to Project)

When: After free assessment, if we both think there’s a good fit

Duration: 2-4 hours (can be split across multiple sessions)

Activities:

Deliverables:

What Happens Next:


Step 3: Proposal & Agreement (1 Week)

What You’ll Receive:

Review Process:

Payment Terms:


Step 4: Implementation (1-12 Weeks)

Phase 1: Setup (Week 1)

Phase 2: Development (Weeks 2-N)

Phase 3: Training & Handover (Final 1-2 Weeks)

Communication:


Step 5: Post-Launch Support

What’s Included:

During Support Period:

After Support Period:


Why Choose Zixly Business Automation?

✅ Brisbane-Based and Local


✅ We Speak Business, Not Tech


✅ Transparent, Fixed Pricing


✅ We Use It to Run Our Business


✅ You Own Everything, No Lock-In


Client Success Stories

Professional Services: Law Firm (18 employees)

Challenge:

Solution: Complete Business Automation ($11,500)

Results:

ROI:

Quote: “We thought billing was just painful, we didn’t know it could be this easy. The trust accounting automation alone was worth it - no more late nights reconciling.” - Managing Partner


Construction: Electrical Contractor (12 employees)

Challenge:

Solution: Complete Business Automation ($13,000)

Results:

ROI:

Quote: “We were losing money on jobs and didn’t know until it was too late. Now we can see if a job’s going south while there’s still time to fix it.” - Operations Manager


E-commerce: Online Homewares Store (8 employees)

Challenge:

Solution: Complete Business Automation ($14,500)

Results:

ROI:

Quote: “We were drowning in manual order processing. Now orders just flow through automatically and we can focus on growing the business.” - Owner


Frequently Asked Questions

How is this different from doing it myself with Zapier or Make?

DIY Platforms (Zapier, Make):

Zixly Service:

Best Fit:

Many clients try DIY first, then come to us when they realize it’s harder than expected or they don’t have time


Do I need technical knowledge?

No. We handle all the technical work.

You need to know:

We’ll handle:

After implementation, using the automation is as simple as using any other software. If you can use Xero or HubSpot, you can use our automation.


What systems can you integrate?

Accounting: Xero, MYOB, QuickBooks, Reckon

CRM: HubSpot, Pipedrive, Salesforce, Zoho CRM

Project Management: Asana, Monday.com, Trello, ClickUp

E-commerce: Shopify, WooCommerce, Magento, BigCommerce

Communication: Email (Gmail, Outlook), Slack, Microsoft Teams

File Storage: Dropbox, Google Drive, OneDrive

HR/Payroll: Employment Hero, KeyPay, Deputy

Other: Stripe, PayPal, Mailchimp, Typeform, QuickBooks Time, and 100+ others

Can’t Find Your System? Most systems with an API can be integrated. Ask us!


Is my data secure?

Yes. Your data is as secure as your existing systems.

How It Works:

You Control Access:

Compliance:


What happens if you’re hit by a bus? (The “bus factor”)

You own everything, so you’re not locked in:

What You’ll Have:

Your Options:

  1. Hire another automation provider - Give them our documentation
  2. Bring it in-house - Hire someone to manage it
  3. Revert to manual - Turn off automation if needed

Most clients add monthly management ($500-$2K/month) to avoid this risk. We monitor, maintain, and have backup team members.


How long until I see return on investment?

Typical Payback Periods:

Factors Affecting ROI:

Real Example:


Can I start small and add more later?

Yes! This is the recommended approach.

Typical Growth Path:

  1. Month 1-2: Start with Starter package ($3K-$5K)
    • Prove value with 2-3 key workflows
    • Build confidence in automation
    • Get team comfortable with changes
  2. Month 3-4: Add Basic Management ($500/month)
    • Keep workflows running smoothly
    • Add 1 new workflow per month
    • Identify next opportunities
  3. Month 6-12: Upgrade to Complete ($8K-$15K additional)
    • More systems connected
    • Complex workflows automated
    • Full business visibility
  4. Year 2+: Enterprise level or multiple locations
    • Industry-specific customization
    • Advanced analytics
    • Multi-location coordination

Why This Works:


What if I want to cancel monthly management?

Flexible Terms:

If You Cancel:

What Most Clients Do:

No Hard Feelings: We’d rather you get value on your terms than feel locked in.


Do you work outside Brisbane?

Primary Service Area: Brisbane and South East Queensland

We Can Help If You’re:

All Services Available Remotely: 90% of our work is virtual anyway (video calls, screen sharing). In-person is nice but not required.

We Prefer Local Because:


What industries do you work with?

Primary Focus (75% of clients):

  1. Professional Services (Law, Accounting, Consulting, Architecture)
  2. Construction & Trades (Builders, Electricians, Plumbers)
  3. E-commerce & Retail (Online stores, retail chains)
  4. Manufacturing (Small to medium production businesses)

Also Work With:

Industries We Don’t Serve:

Best Fit: 10-50 employees, using 3+ business systems, spending 10+ hours/week on repetitive admin


Getting Started

Step 1: Free Business Automation Assessment

What We’ll Discuss:

No Obligation: This is a conversation, not a sales pitch. We’ll tell you if automation isn’t right for you (sometimes it’s not!).

How to Book:


Step 2: Business Process Review ($500)

If we both think there’s a good fit, we’ll do a deeper dive:

$500 credited to project if you proceed


Step 3: Implementation

Timeline: 1-12 weeks depending on tier


Contact & Resources

Get in Touch

Resources


Ready to stop wasting time on repetitive admin work?

Book Free Assessment Calculate ROI See Case Studies

Document Version: 3.0
Last Updated: 2025-10-25
Owner: Zixly Marketing
Review Cycle: Quarterly Next Review: 2026-01-25

Previous Versions: