Services That Fix

What's Broken

Your team is drowning in operational chaos. Spreadsheets everywhere, broken processes, wasted hours. We fix the problems first, then build systems around how you actually work.

Service

CRM Creation & Integration

Stop losing customers in the chaos. We build custom CRM systems that centralize your customer data, automate follow-ups, and add AI chatbots that work 24/7 - all tailored to how your business actually operates.

AI Chatbot + Customer Tracking

Automated customer engagement that learns and improves over time

Track Every Customer Interaction

Stop losing information in emails and spreadsheets. Every conversation, sale, and follow-up tracked in one place your entire team can access.

Automate Follow-Ups

Set up automated email sequences, SMS reminders, and task assignments. Your team never misses a follow-up or lets a lead go cold.

24/7 AI Chatbots

Add intelligent chatbots that answer customer questions, qualify leads, and book appointments automatically - even while you sleep.

Built For Your Business

Not forced into generic software. We build CRM systems around your sales process, your customer journey, your actual workflow.

Case Study

Winery & Events Venue

We built a custom CRM for a Southwest WA winery handling wedding bookings and wine club memberships. Their AI chatbot now handles 95% of initial inquiries automatically - answering availability questions, sending pricing, and booking calendar slots. The venue saved $1,000/month in software subscriptions and eliminated hours of back-and-forth emails every week.

95%booking conversion
$1,000/mosaved
Service

Custom Platform Development

Generic software forces you into their workflow. We design and build software platforms specific to your industry problems - giving you tools that create competitive advantages, not just another dashboard.

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Custom Business Logic

Build exactly what you need, not what generic software allows

Industry-Specific Solutions

Built for your industry problems - not generic templates. Whether it is compliance tracking, event management, or supplier coordination, we create tools that solve your specific challenges.

Complete Privacy Control

Need to keep sensitive data private? We can build systems that run entirely on your computers with zero cloud dependency - perfect for legal, medical, or confidential operations.

Competitive Advantage

Custom platforms give you capabilities your competitors cannot buy off the shelf. Unique workflows, specialized automation, and processes that match exactly how you want to operate.

Full System Integration

Connect your new platform to existing tools and databases. Everything talks to everything else - no manual data entry, no duplicate work, no information silos.

Case Study

Construction Compliance Platform

Construction companies from Western Australia needed Worksafe compliance but every generic solution was too complex or did not fit Australian requirements. We built a custom platform: scan any compliance card (White Cards, high-risk licenses) straight into the system, QR code worker check-ins, automated expiration alerts. Everything needed for Worksafe audits without drowning in paperwork. Now being deployed to construction companies across Australia.

100%Worksafe compliant
Instantaudit reports
Service

Business Consulting

Using the WAVE Framework, we analyze your operations to identify where time is wasted, processes are broken, and opportunities are hiding. Then develop strategies that boost efficiency, reduce costs, and support smarter growth without adding headcount.

Process Analysis & Optimization

Data-driven insights that show exactly where to improve

Find Hidden Waste

We map where your team actually spends time versus where they should spend time. Identify the bottlenecks, manual workarounds, and broken handoffs that are costing you hours every week.

Strategic Roadmap

Not just a list of problems - a prioritized plan for what to fix first, what to automate, and what to rebuild. Clear steps with measurable outcomes at every stage.

Cost Reduction Strategy

Identify where you are overspending on software subscriptions, unnecessary labor, or inefficient processes. Find savings that fund the improvements.

Growth Without Hiring

Design operational systems that scale with volume, not headcount. Handle 30-40% more work without adding staff by fixing the processes holding you back.

Our Approach

The WAVE Framework

Every consulting engagement follows our proven 4-step methodology: Workflow Audit (identify problems), Architect Solutions (design fixes), Validate & Implement (build and test), Evolve & Optimise (ongoing improvement). You see progress at every stage with clear metrics tracking time saved, costs reduced, and capacity increased.

15-20 hourssaved per week
30-40%more capacity
Service

Workflow Automation

Connect your systems so data flows automatically between tools. Eliminate manual copying, duplicate work, and human errors. Your team stops doing the same work twice and focuses on what actually moves the business forward.

System Integration Flow

Data moves automatically between all your business tools

Connect Your Tools

Link Xero, Shopify, QuickBooks, email providers, calendars, and CRMs. Data flows automatically between systems - no manual copying, no duplicate entry, no version conflicts.

Eliminate Repetitive Work

Stop doing the same task twice. Automate invoice generation, customer onboarding, data syncing, report creation, and status updates. Your team focuses on work that actually matters.

Error-Free Processing

Human errors from manual data entry disappear. Automated workflows run the same way every time with perfect accuracy - no typos, no missed steps, no inconsistencies.

Complex Automation

Handle sophisticated business logic: conditional routing, multi-step approvals, parallel processing, scheduled tasks. Build workflows as complex as your business requires.

Case Study

Food & Beverage Importer Tax Automation

Australian importers selling wine, spirits, and food face a tax nightmare: WET on wine (29%), GST on spirits (10%), GST-free food items - all on the same invoice. One importer was spending 4 hours daily manually categorizing products in Xero. We built automation that reads Shopify sales, categorizes products automatically, calculates correct tax rates, and updates Xero invoices with proper ATO compliance. Eliminated the manual nightmare entirely.

4 hours/daysaved
100%ATO compliant
Service

Operational Systems

Build complete operational infrastructure that keeps your business running smoothly. Task tracking, team coordination, customer management, and everything in between - integrated systems that work together so your business runs even when you're not watching.

Integrated Task & Team Management

Complete visibility and control over all operations

Complete Infrastructure

Task tracking, team coordination, customer management, inventory control, compliance documentation - everything your business needs to run smoothly in one integrated system.

Real-Time Visibility

Know exactly what is happening at every moment. See task status, team workload, customer pipeline, and operational metrics in real-time dashboards built for your business.

Team Coordination

Stop relying on tribal knowledge and verbal handoffs. Clear processes, automated task assignment, progress tracking, and accountability built into the system.

Runs Without You

Systems handle the chaos even when you are not watching. Automated workflows, clear procedures, and self-service tools mean your business operates smoothly without constant oversight.

Our Philosophy

Software vs Systems

Most businesses buy software and hope it fixes their problems. We build systems - integrated operational infrastructure where task management talks to customer tracking, which connects to inventory control, which feeds reporting dashboards. Everything works together because it was designed together. Your team gets one cohesive system instead of 10 disconnected tools they have to manually sync.

One systemnot 10 tools
Built togetherworks together
Framework

The WAVE Framework™

A systematic approach to operational transformation. Not ad-hoc consulting: structured, repeatable, proven.

1.
Analytics
Database
Settings
Processing
Analytics
Database
Settings
Processing
Analytics
Database
Settings
Processing
Analytics
Database
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Processing

Workflow Audit

Identify pain points, broken processes, and operational chaos. Map where time is spent, who's involved, and what information is needed.

2.
{
"action": "analyzeIntent",
"input": "lead_message",
"priority": "high",
}
{
"action": "autoRespond",
"delay": "3s",
"template": "greeting",
}
{
"action": "assignToTeam",
"criteria": "intent",
"notify": true,
}
{
"action": "trackMetrics",
"metrics": ["response_time"],
}

Architect Solutions

Design optimised processes and systems that address root causes, not just symptoms. Focus on the bigger picture beyond individual tools.

3.

Validate & Implement

Build and deploy AI systems and process improvements. Test, refine, and ensure solutions work in real-world conditions.

4.

Evolve & Optimise

Measure results, track KPIs and ROIs, and continuously improve. Ongoing partnership to ensure sustained transformation.

Most clients save 15-20 hours per week and handle 30-40% more volume without hiring.

Projects

Automation That Delivers Real Impact

We've built custom AI automation solutions that drive measurable results.

Modern law office with confidential documents

Australian Law Firm

Confidential AI Research Without Privacy Risk

This law firm wanted AI's speed but couldn't risk uploading confidential client documents to ChatGPT or cloud services. We built them a completely private AI system that runs on their own computers - never connects to the internet, never sends data anywhere. They can now instantly search through case files, contracts, and legal documents using AI, with zero privacy risk and full compliance with legal professional privilege.

100%

Private - data never leaves their office

Instant

Answers from thousands of pages

Expectations

Is This a Good Fit?

Being upfront about who I can help (and who I can't) saves everyone time.

You're a Good Fit If:

Running a team of 5-50 people drowning in operational chaos
Spending hours on tasks that feel like they should take minutes
Information scattered across emails, spreadsheets, and Slack
Team constantly asking the same questions
Ready to invest in fixing broken processes
Want to scale without hiring more people

Probably Not a Fit If:

Just need a website built
Looking for the cheapest option
Not willing to change how things work
Solo operator with no team coordination issues
Want someone to just build what you tell them
Expect overnight miracles

Not sure if you fit? Book a call anyway. Worst case, we'll point you in the right direction.

FAQs

Frequently Asked Questions

Answers to common questions about our services and process.

Most projects take 4-8 weeks from audit to deployment. Simple automations can be live in 2 weeks. Complex CRM builds take 8-12 weeks. Timeline depends on scope, not our speed - we move fast but will not rush a half-done solution.

No. We build systems that work for your team, not systems that require a developer to maintain. You will get training on how to use what we build, but you will not need to code anything or understand the technical details.

That is exactly why we build custom solutions. Generic software forces you into their workflow. We build around how you actually operate. I have worked with law firms handling confidential documents, construction companies tracking compliance, wineries managing bookings, and importers dealing with complex tax rules. Unique is what we do.

Projects typically range from $5,000-$25,000 depending on scope and complexity. Small automation projects start around $5,000. Full CRM builds with integrations range $15,000-$25,000. The Process Audit is free - we will give you a clear quote after understanding your needs. No hidden costs, no surprise fees.

We use the WAVE Framework specifically to prevent this. We audit first, architect solutions based on your actual problems, validate with you before building, and test in real conditions. You see progress at every step. If something is not working, we fix it before moving forward - not after deployment.

Yes. After launch, you get 30 days of included support for bugs and adjustments. After that, ongoing support is available monthly. Most clients keep us on retainer because systems need updates as businesses evolve. We are not build-and-leave - we partner long-term.

Yes. We connect systems so data flows automatically. Common integrations: Xero, Shopify, QuickBooks, email providers, calendars, CRMs. If your tools have an API or webhook, we can connect them. If they do not, we find workarounds or build alternatives.

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Join hundreds of teams already automating their processes with Coastal Programs.