Our Consulting Process how does it work?

Our Excel Consulting Process uses a structured approach to ensure every client is looked after in a professional manner.
Our 7 step Process:
  1. Tell us what you need ! Simply click on the Contact Us form on our website to give us a brief idea about the type of help you require. Are you after a solution to a problem with an existing spreadsheet or areas to automate and improve. Or do you have an idea for a completely new custom spreadsheet for your business? You can include attachments of spreadsheets and sample data for further explanation if you like.
  2. We review this and contact you within 24hrs to clarify any questions. 
  3. Our consultant will then develop a proposal which includes a solution, a detailed scope of work, estimates for cost and duration of the project.
  4. Once you've approved the proposal we will request 30% deposit of the total project cost, once paid we can lock in a start date.
  5. With the project underway there is regular communication between you and our consultant to make sure we are on the right track and to clarify and validate any questions. We can communicate via email or phone and we also find screen sharing very effective. A number of prototype workbook(s) will be supplied for your testing throughout the project as key functionality is developed.
  6. An invoice for full payment is issued upon project completion and after your acceptance that we have delivered what was initially agreed on.
  7. You receive one month free support following completion date to ensure that any issues or problems not identified during the project are resolved.

"There are no projects too big or small. Go ahead and start the process today!"...

Our team of Excel Experts are ready to work with you every step of the way.

Contact our Consulting team to get started


We create automated custom Microsoft Excel solutions that improve efficiency and add value to your business process. It can be as simple as a custom Function or as complex as a forms based Microsoft Excel application. We don't do boring.....on each project we aim to exceed your expectations both in terms of the improvement for your business and value for money.

Here's what just a few of our clients have to say about our Consulting Service.....

"I found Scott Lindsay easy to deal with, patient and quick to respond to queries. Working with XLAutomation we have achieved simplified processes and improved quality. We are also saving time, money and our staff are happier. Overall a positive outcome."

Michael Delaney, 
Thursday Island Pharmacy
"The team at XLAutomation understood my very vague description and transferred it into the perfect result with ease and attention to detail. A great result, well done...!!"  
Adam, T&T Kitchen Designs
"Scott Lindsay was very thorough in analysis of my requirements and confirmed with me that he was on the right track at an early stage. The macros he designed provide the outcomes we were looking for. Very happy with the service from initial quotation through to completion of the project. Very happy to recommend".

Paul Brown, Professional Investment Services