Tanya Moreton

About

I'm Tanya Moreton, based in Melbourne, VIC. I help trades and construction teams keep track of leads, follow up quotes and make sense of job data. I work with the tools you have and focus on small changes that cut repeat admin. I like to see how a task gets done before I suggest a new way to do it. In our first chat, I'll ask where work gets stuck, what you copy by hand and what you need to know each week. You can expect plain advice, a clear scope and room to ask questions. We'll pick a useful place to start.

Services

• CRM and lead follow-up
• Reporting and analytics automation

Industries

• Trades and construction

Tools

Tradify, Zapier, Xero, Google Sheets, Gmail

Project example

The problem

In an illustrative project, I'd help a small trades and construction business whose enquiries were spread across inboxes and handwritten notes. The office team had trouble seeing which quotes needed attention. I'd also look at their weekly reporting, which involved copying job and invoice details into a spreadsheet by hand.

What was implemented

For this example, I'd map the lead stages in Tradify and agree on clear follow-up rules with the office team. I'd use Zapier to connect supported workflow steps, with Gmail reminders prompting staff to check outstanding quotes. I'd bring agreed job and Xero invoice data into Google Sheets for a weekly summary, using scheduled exports where needed. I'd test duplicate handling, missing details and access permissions before handing it over.

The outcome

The intended outcome in this example would be a clearer view of open leads and less time spent assembling reports. I'd aim to make follow-up easier to manage, while keeping staff in control of customer messages and decisions.

Provided by the specialist. Talk Digital reviews profiles but does not independently verify project results.

Experience

I've spent several years working on admin workflows for trades and construction teams, with a focus on enquiries, quote follow-up and routine reporting. My work has included tidying lead records, setting up reminders and bringing job and invoice data into simple summaries. I'm used to working around busy site schedules and small office teams. I keep the setup practical so everyday tasks don't depend on someone remembering every step.

Support and handover

I hand over plain-language notes covering how the setup works, what to check and how to handle common issues. I walk your team through real tasks and leave time for practice. After delivery, I offer agreed support for questions, fixes and small adjustments as your workflow settles in.

TalkSI reviews

Demo reviews: fictional examples for testing. Not real customers or verified work.

• 4 out of 5· Pat L. · June 2026

  Good communication and a solid build. A couple of small tweaks were needed after launch.

• 4 out of 5· Jordan R. · May 2026

  Useful outcome and good documentation. Would use again for the next stage.

• 4 out of 5· Alex C. · March 2026

  Good communication and a solid build. A couple of small tweaks were needed after launch.

• 4 out of 5· Morgan A. · January 2026

  Useful outcome and good documentation. Would use again for the next stage.