Finance and mortgage brokers
Chasing client documents
Automated reminders and checklist tracking.
Your time, back.
We find the tasks eating your week, fix the process, then automate it, with you or for you. You see exactly what it saves.
Book a free 15-minute consultNo payment, no newsletter.
One useful fix, even if we never speak again.
Sound familiar?
Busy all week, and the important work still waits.
Working in the business, not on it
Admin fills the day before you get to the work that grows it.
Three or four tasks eat most of the week
The same manual jobs, over and over.
AI tried, then abandoned
Nobody fixed the process first, so the tool made a mess faster.
How it works
Observe. Optimise. Automate.
1
Observe
We watch how the task is done today, step by step.
2
Optimise
We cut the steps that don't need to exist.
3
Automate
We build it and track the hours it saves.
Automating a broken process just makes it break faster.
Two ways to work with us
With you or for you. Same result: the task is handled.
Done with you
We build it together, live on your screen.
Best if you want your team to understand and adapt it.
Done for you
We build it, run it and maintain it. You approve anything client-facing before it goes out.
Best if you just want the task gone.
Either way, you get a regular report showing hours saved and what was built.
Who we help
Businesses of 2 to 20 people, in any sector.
Trades and home services
Slow replies to new enquiries
Every lead answered in minutes.
Clinics and allied health
Inbox and booking admin
Front desk gets hours back each week.
Professional services (accountants, agencies, consultants)
Proposals and follow-ups
Drafts ready for review, not from scratch.
Not on the list? If you have a task you do five times a week and hate, we can probably help.
What working together looks like
Three steps. Stop at any of them.
1Free
Free 15-minute consult
One bottleneck, with one fix recommended.
2$900
Paid assessment
45-minute deep dive. 3 to 7 prioritised fixes. Written report with an effort vs impact matrix.
3
Start with the free consult
Ongoing partnership to deliver results
We build the automation and keep tailoring it to save you more time. Messaging support between calls, and a shared hub logging everything built and the time it saves.
$990 implementation$500/month
Why Poletio
Automations you can understand and measure.
Course
Effort: high, you do the homework
See how it works: if you finish it
Measured: no
Process fixed first: up to you
Typical agency
Effort: low
See how it works: often a black box
Measured: sometimes
Process fixed first: rarely
Poletio
Effort: your choice, with you or for you
See how it works: yes, everything is logged
Measured: yes, regular hours-saved report
Process fixed first: always
We work with a small number of businesses at a time so every client gets real attention.
Questions
Do I need to be technical?
No. If you can use email and a spreadsheet, you can follow everything we do. Done with you, we explain each step in plain English as we build it. Done for you, you don't need to touch it at all.
Can you just build it for me?
Yes. That's done for you. We build it, run it and maintain it. You approve anything client-facing before it goes out, and you still get the report showing what was built and the hours it saves.
How do you measure time saved?
Before we change anything, we time the task as it runs today: how often it happens, how long it takes and who does it. After the automation is live, we measure it again. The difference goes into your shared hub and your regular report, task by task.
What tools do you use?
Off-the-shelf tools first, starting with the ones you already pay for: your email, calendar, CRM and accounting software. We connect them with AI tools such as Claude and standard automation tools. No custom software you'd be locked into, and nothing new is added without your say-so.
Is my data safe?
Everything runs in your own accounts, with access you grant and can remove at any time. We only connect what a task needs, we use business plans of AI tools that don't train on your data, and nothing client-facing goes out without your approval.
What happens if I stop?
You keep everything. It's built in your accounts and documented, so your team can keep running it. If we've been running it for you, we hand it over properly so nothing breaks when we step back.
Fifteen minutes. One useful fix.
Book a free 15-minute consult
Prefer to talk? Call George on 0472 823 398 or email george@poletio.com.au.