Simon Schubert

Operations & workflow automation for small businesses

I help small businesses streamline operations and unlock the full potential of their tools.

If your team relies on multiple tools, repeats the same tasks over and over, or struggles with handovers between sales, ops, and onboarding — I’ll help you fix that.

Who this is for

I do my best work with:

  • Service businesses with 5 - 100 people
  • Companies that want less chaos, fewer manual steps, and clearer processes
  • Founders and operators who value pragmatic solutions over overengineering

Whether you’re just starting with HubSpot, want to create an automated onboarding process or looking to simplify your tech stack, I’ll help you make it happen.

How I help

🧭 Identify high-impact automation opportunities

Get clarity on where automation actually saves time and reduces errors — before building anything.

  • Review your current tools and business processes
  • Uncover bottlenecks, manual steps, and error-prone processes
  • Deliver concrete suggestions for high-impact automations

⚙️ HubSpot setup & optimization

Turn HubSpot into a reliable system your team actually trusts and uses.

  • Clean CRM setup (pipelines, fields, permissions)
  • Sales & lead nurturing automation
  • Pipeline optimization and reporting
  • Email deliverability & system health
  • Safe data migration and cleanup
  • Design and implement automation that supports your sales team and engages leads at the right time

🔁 Workflow & process automation

Reduce busywork, make handovers predictable, and ensure nothing falls through the cracks.

  • Automate repetitive tasks across tools
  • Reliable lead routing and onboarding flows
  • Clear handovers between teams
  • Notifications, file handling, and status updates

🧰 Tech stack simplification

Reduce tool sprawl so your stack is easier to manage, explain, and maintain.

  • Reduce tool sprawl
  • Connect the right tools properly
  • Make your stack easier to understand and maintain

How we work

This is not a traditional project.

Think of me as a lightweight operations & automation partner you can pull in whenever something should work better.

  • Async-first (no unnecessary meetings)
  • One task at a time → focused, high-quality execution
  • Transparent task board (Notion or similar)
  • Continuous suggestions for improvement

Engagement & pricing

By default we work together on a monthly support basis.

Investment: From ~500 € to ~2.000 € per month (net, plus VAT), depending on scope and urgency.

Instead of forcing you into a predefined plan, we’ll:

  1. Discuss your situation in a short call
  2. Identify where automation will help most
  3. Decide together if and how a collaboration makes sense

No long-term contracts. You can pause or stop anytime.

Frequently asked questions

Small fixes and automations are often delivered within days. Larger workflows depend on complexity and feedback speed. If you have a time-sensitive project, let's clarify the timeline and priorities.
Due to the high-quality, time-based nature of this service, I don't offer refunds.
No. That’s part of my job. We’ll start with exploration and improve things step by step.
No custom software development, app building, design work, IT security, or general IT support.

Let's see if we're a good fit

If you're curious whether this could help your business, let's talk.

No sales pressure — just a short call to understand your situation and see what's possible.

Book a free intro call