The platform
One connected system for the whole business.
WellBusi brings customers, money, marketing, people, compliance and operations into one place, then tells you what matters most today. Use only what you need now and add more as the business grows.
The platform
Start with what you need. Add the rest as you grow.
Sales and CRM
Leads, quotes, follow-ups, pipeline and customer records.
Finance
Invoicing, payments, dashboards, budgeting and forecasting.
Bookings
Calendars, appointments, classes, jobs and recurring services.
Marketing
Social snapshots, SEO insights, reviews, email and SMS.
People
Recruitment, onboarding, HR, reviews and training.
Compliance
Licences, tickets, safety, incidents and policies.
Operations
Jobs, scheduling, assets, fleet and standards.
Owner support
Coaching, priorities, decisions and growth planning.
Some capabilities are live today and others are planned and clearly marked as such during your audit and setup. We do not show a feature as available before it is.
Daily Business Briefing
You should not need to know what to ask.
WellBusi pushes useful recommendations to owners and team members based on their permissions and responsibilities.
Good morning, Matt.
Here are the five things that matter most today.
- 1Follow up four quotes worth $64,000.
- 2One apprentice licence expires in nine days.
- 3A customer enquiry has had no response for 18 hours.
- 4Your gross margin is down 3% this month.
- 5You personally completed 62% of last week's billable work.
Today's biggest opportunity
Delegate two site visits and follow up the three highest-value quotes.
- $42,000
- potential revenue
- 7 hours
- owner time recovered
- +2
- Freedom Score
WellBusi does not wait for a busy owner to think of the right question. It identifies opportunities, risks and actions, then pushes the right prompt to the right person.
Owner dashboard
See the whole business without living inside every detail.
Sales and revenue
- Revenue this month
- Sales target
- Quote pipeline
- Conversion rate
- Average job value
- Jobs won and lost
- Outstanding follow-ups
Money
- Unpaid invoices
- Debtor days
- Gross margin
- Profit margin
- Cash position
- Forecast
- Recurring revenue
Demand and reputation
- Bookings
- Utilisation
- Customer retention
- Reviews
- Social engagement
- Website leads
People and risk
- Staff performance
- Compliance status
- Incidents
- Open actions
- Upcoming risks
- Recommended actions
Owner reality
- Owner hours
- Owner dependence
- Time off taken
- Work only you can do
Every view answers
- What is happening?
- Why?
- What should we do next?
- Who should do it?
- What is the likely impact?
Specialist support
Specialist business intelligence, applied to your business.
Finance and CFO support
Margins, cashflow, forecasting, pricing and the numbers behind every decision.
Sales support
Pipeline discipline, follow-up, conversion and consistent revenue.
Marketing and SEO support
What is working, what to publish next and where enquiries actually come from.
HR and recruitment support
Hiring, onboarding, performance, development and retention.
Compliance and safety support
Licences, tickets, inductions, incidents, policies and expiry reminders.
Operations support
Scheduling, capacity, standards, checklists and workflow.
Customer experience support
Response times, reviews, retention, rebooking and referrals.
Business coaching and owner support
Priorities, decisions, accountability and protecting your own capacity.
A well business requires a well owner.
CRM, bookings and payments
From first enquiry to repeat customer, without leads falling through the cracks.
The same journey adapts to trade jobs, treatments, consulting engagements, classes, appointments, recurring services, projects and contracts.
Marketing snapshot
Know what your marketing is doing and what to do next.
Connected channels
Channels appear once they are actually connected and permissions are granted.
This week's recommendations
- Your highest-performing post was about before-and-after projects. Create another this week.
- Seven Google reviews need replies.
- Website enquiries are up 14%, but quote follow-up is down.
- Your Newcastle service page has dropped in search visibility.
- Re-engage 42 past customers who have not booked in six months.
- Your competitor is promoting a service you already provide but rarely mention.
Solo operator example
When your body, time or expertise is the product.
Massage therapist snapshot
- 26
- Treatments this week
- 91%
- Physical capacity used
- $118
- Average revenue per treatment
- 7%
- Cancellation rate
- 64%
- Rebooking rate
- $2,940
- Membership revenue
- $860
- Gift voucher sales
- 51
- Owner hours
- $0
- Income if you take one week off
Recommendations
You do not have to stop doing the work you love. You simply should not be financially trapped into doing it forever.
Trade business example
From doing every job to building a crew that can carry the business.
Matt runs a building business with two apprentices. The work is there. The bottleneck is him.
Where the work sits
Needs attention
- Nine quotes require follow-up
- Two invoices overdue
- One apprentice needs training
- Response time slipping
- Capacity full — hiring may be needed
Recommended plan
Workforce and compliance
Your people, records and obligations in one controlled place.
Records and capability
- Employee records
- Licences and tickets
- Competencies and qualifications
- Inductions
- Training matrix
- Expiry reminders
Performance and development
- Performance reviews
- Probation tracking
- Goals
- Recognition
- One-to-ones
- Corrective action plans
Safety and assets
- Safety and incidents
- Risk registers
- Policies
- Assets and fleet
- Audits
- Restricted records
Role-based access
A worker sees only what they are authorised to see. A manager sees their team. An administrator sees the areas assigned to their role. Sensitive information is separated and tightly controlled.
Growth, expansion and exit
Build the next chapter before it becomes urgent.
Whether you want to grow, hold, hand over or sell, the work is the same: strong numbers, documented systems, a capable team and less dependence on you.
WellBusi supports planning and readiness only. Legal, tax, accounting, valuation and transaction matters should always be confirmed with your qualified professional advisers. Scenario modelling is indicative, not advice.
Security and privacy
Your business data deserves serious protection.
Hosting location, backup arrangements and security controls will be documented for each deployment. WellBusi will not claim Australian data residency unless the selected database, storage and connected services are confirmed to meet it.
Sensitive health and medical records should not be made available through general conversational access.
WellBusi does not claim ISO, SOC 2 or government certification. Any certification will only be stated once it has been formally achieved.
Integrations
Works with the tools your business already runs on.
Integrations depend on the client's selected setup, available APIs and permissions. An integration is only shown as live in your account once it is actually connected.
Ready to see this shaped around your business?
Book Your Business Freedom AuditBuild a Well Business. Live a Well Life.