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herdtech.io

Automation & AI for recruitment, sales & admin teams

Automation & AI systems for recruitment, sales and admin-heavy teams.

I build practical workflows, integrations and AI-assisted tools that cut manual admin, improve follow-up and help teams move faster — across recruitment, sales, lead generation, compliance and marketing.

The tools I build with

I work across the platforms you already use — and the ones worth adding.

Automation

  • n8n
  • Make
  • Zapier
  • Power Automate
  • Google Apps Script

AI & build

  • OpenAI / GPT
  • Claude
  • Claude Code
  • Replit
  • GitHub

CRMs & systems

  • Bullhorn
  • Vincere
  • JobAdder
  • HubSpot
  • Apollo
  • Slack

Forms, docs & admin

  • Cognito Forms
  • DocuSign
  • Google Workspace
  • Microsoft 365
  • Airtable

Data & integrations

  • APIs
  • Webhooks
  • RPA
  • Spreadsheets
  • Responsible web scraping

About

Commercial instinct, genuinely technical delivery.

I'm a commercial operator with 13+ years in B2B sales, partnerships, recruitment and operations — and I've spent the last few years becoming genuinely technical, designing and shipping real automation and AI systems rather than just using them.

Because I've lived these workflows, I know where the time goes: messy handovers, repetitive admin loops and follow-ups that slip through the cracks. I run discovery, map the process, build it across tools like n8n, HubSpot, Cognito Forms and APIs, add AI carefully where it genuinely helps, then test and iterate until it works in production. I build, not just advise.

  • 13+ years commercial experience
  • Discovery to production, end to end
  • Recruitment, sales, admin & marketing workflows

Services

Six ways I take work off your plate.

Outcome-led builds grounded in real delivery — not demos that never make it to production.

Workflow automation

Connect your tools and kill the copy-paste.

  • Move data between forms, CRMs, sheets, inboxes and docs
  • Route enquiries and approvals to the right person
  • Trigger reminders, tasks and follow-ups automatically
  • Turn a website enquiry into a CRM record and a next step

AI-assisted admin

Put AI to work on real tasks — with a human in the loop.

  • Summarise, classify and route inbound messages
  • Extract and structure data from documents and PDFs
  • Draft replies and reports for a person to approve
  • Keep the judgement calls with your team, not the model

Recruitment automation

Take the admin out of hiring, keep the decisions human.

  • Candidate registration, onboarding and document collection
  • AI-assisted CV review that structures the key details
  • Decision-support summaries for recruiters to act on
  • Never auto-hires or auto-rejects — a human always approves

Sales, CRM & lead generation

A follow-up machine that never forgets.

  • Lead capture, follow-up reminders and deal stages
  • CRM hygiene, enrichment and Slack/email alerts
  • Prospect lists with enrichment, segmentation and de-dup
  • Outreach prep from approved sources and APIs

Data collection & enrichment

Clean, usable data from sources you're allowed to use.

  • Pull data via APIs and approved sources, handled responsibly
  • Clean, de-duplicate and enrich messy records
  • Sync between systems and surface it on dashboards
  • Error alerts so you know when something needs a look

Admin & compliance

Checklists, approvals and audit trails that run themselves.

  • Online forms, documents and e-signatures with approval steps
  • Automated checklists, QA and missing-info flags
  • Reminders and audit trails for peace of mind
  • Onboarding and offboarding steps that don't get skipped

Who it's for

Built around real team workflows.

I focus on the teams where manual admin and missed follow-up quietly cost the most.

Recruitment

Registration, onboarding, document chasing and AI-assisted review — with recruiters making the calls.

Sales

Lead capture, CRM hygiene, follow-up reminders and clean handovers so nothing goes cold.

Lead generation

Targeted prospect lists, enrichment, segmentation and de-dup from approved sources.

Admin & operations

Repetitive back-office tasks, approvals and reminders turned into reliable workflows.

Marketing & website

Landing pages, forms, enquiry routing and lead capture wired straight into your CRM.

Data-heavy teams

Cleaning, syncing, enrichment and integrations across the tools you already run.

Example workflows

Real problems, working systems.

A few representative builds. No invented client names, no fake metrics — just the shape of the work.

Candidate registration & onboarding

Problem
New candidates onboarded by hand — forms, chasing documents and re-keying details into the system.
What I built
Online form → candidate record created → document checklist + DocuSign → details synced to the CRM/ATS → quick QA check → recruiter notified.
Result
Onboarding runs on rails, documents stop going missing, and recruiters pick up a clean, complete record.

AI-assisted application review

Problem
Hundreds of CVs to read before anyone can decide who to talk to.
What I built
CV submitted → AI extracts skills, experience, location and availability → a structured summary for the recruiter → human reviews before any next step.
Result
Faster shortlisting with the decision firmly with the recruiter — it never auto-hires or auto-rejects.

Sales lead capture → CRM

Problem
Leads arriving from different places and slipping through before anyone follows up.
What I built
New lead → duplicate check → enrichment → CRM record → task assigned to the right rep → Slack/email alert → follow-up reminder if it goes quiet.
Result
Every lead lands in one place with an owner and a next step, so follow-up actually happens.

Lead generation research

Problem
Building prospect lists by hand, then cleaning them by hand again.
What I built
Pull from approved sources and APIs → clean and de-duplicate → enrich → segment → export ready for outreach.
Result
A repeatable list-building process that frees the team to focus on the actual conversations.

Compliance & QA

Problem
Manual checks and missing information slowing approvals and creating risk.
What I built
Submission received → checks generated → missing or inconsistent info flagged → reminders sent → approval step → everything logged for the audit trail.
Result
Fewer gaps, faster sign-off and a clear record of who approved what and when.

Website enquiry → workflow

Problem
Website enquiries landing in an inbox and waiting for someone to notice.
What I built
Form submitted → enquiry classified → contact created/updated in the CRM → team notified → follow-up task created → confirmation sent to the enquirer.
Result
Enquiries are acknowledged quickly and routed to the right person automatically.

How it works

A clear path from problem to production.

Six steps, no mystery. You see progress early, keep approval where it matters, and own it at the end.

  1. 01

    Discover

    Understand the team, the workflow and where the time and follow-up actually go.

  2. 02

    Map

    Document current vs proposed workflow in plain English — including approvals and where a human stays in the loop — before building.

  3. 03

    Build

    The simplest reliable version, using the right tools, with AI added carefully only where it earns its place.

  4. 04

    Test

    Edge cases, data checks, permissions and safe failure — so it fails quietly and predictably, never loudly in production.

  5. 05

    Handover

    Docs, a walkthrough, completion checks and clear ownership so the team can run it confidently.

  6. 06

    Improve

    Monitoring, fixes and expansion into the next highest-value process as you grow.

Pricing

Clear scopes, honest pricing.

Fixed-scope projects with a retainer for ongoing work. Every engagement starts with understanding the problem.

Automation Audit

£500–£1,000

Discovery, process review, a workflow map and a prioritised quick-win plan for your team.

For example: reviewing a recruitment team's hiring process and handing back a workflow map, tool recommendations and a prioritised plan that's yours to keep.

Get started

Quick-Win Build

£1,000–£2,500

One focused workflow — tested, with handover notes and basic training.

For example: new candidates added to your CRM automatically, with a templated intro email and a Slack alert to the consultant.

Get started
Most popular

Core Project

£3,000–£12,000

A multi-tool, multi-team system with integrations, testing, docs and handover.

For example: a full recruitment or sales/CRM & lead-gen system across several tools — intake, AI-assisted admin and integrations. Bigger = more workflows, tools and edge cases.

Get started

Ongoing Partner

£500–£6,000+/mo

Monitoring, fixes, improvements and new automation ideas across your workflows as you grow.

For example: from light monitoring and fixes for a couple of flows, up to a strategic partner proactively building new automations each month.

Get started

Running costs — AI tokens (e.g. OpenAI), n8n and any third-party subscriptions — are billed to you directly by those providers. I help you choose, set up and connect everything, and build flows to keep those costs sensible.

Every project is scoped to your situation — these are starting points, not ceilings.

FAQ

Questions, answered honestly.

Do you only work with recruitment?

No. Recruitment is a specialism, but I also build for sales, lead generation, admin and operations, compliance and marketing teams. The common thread is repetitive, admin-heavy work with a lot of follow-up.

Can you automate candidate screening?

I automate the admin around it — collecting applications and documents, and using AI to extract and structure the key details into a summary a recruiter can act on. The hiring decision always stays with a person; nothing auto-hires or auto-rejects.

Do you do lead generation?

Yes — targeted prospect lists with enrichment, segmentation and de-duplication, built from approved sources and APIs and handled responsibly, ready for your team's outreach.

Can you connect my website to my workflows?

Yes. A website form or enquiry can flow straight into your CRM, notify the right person, create a follow-up task and send a confirmation — no copy-pasting from an inbox.

Will you work with the tools I already have?

Almost always. I build around your existing stack — CRM, forms, email, spreadsheets and so on — and only suggest adding something when it clearly pays off.

Do you build it, or just advise?

I build it. I can run the discovery and mapping, but the point is working systems in production — designed, built, tested and handed over, not a slide deck.

What happens in an automation audit?

A discovery call, a review of your current processes and systems, a plain-English map of the workflow, and a prioritised list of quick wins and bigger opportunities.

How long does a build take?

Quick wins often land in days to a couple of weeks. Larger multi-tool projects run longer and are delivered in phases so you see progress early.

Is my data handled safely?

Yes. Workflows are built with GDPR, access control and sensible data retention in mind, with data processing agreements where appropriate.

What if I'm not sure automation is worth it?

Start with a low-cost audit. You get a clear plan, and the numbers either stack up or they don't — no pressure.

Get in touch

Got a repetitive, admin-heavy process? Let's fix it.

Tell me about your team and what's eating the time. I'll reply with whether automation is worth it — and where I'd start.

  • A quick, honest take on whether automation is worth it
  • No obligation and no hard sell
  • Plain English, not jargon

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