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Openfield Education launches first centre with clear systems plan

gecco ran a structured discovery and systems roadmap for a SEND tutoring company. Five core documents, 12 prioritised automations, and a fixed booking system.

12
automations planned
5
Core Documents built
100%
booking admin eliminated

Executive Summary

Openfield Education is a SEND and home education tutoring company offering four product lines: Open Tutors, Open Revision, Open Access, and Open Space. The team of five staff and 10 contractor tutors serves families across the UK.

gecco ran a structured discovery across two months. This covered a full systems audit, five core brand and business documents, 12 prioritised automation workflows, and a hands-on fix for their broken booking system.

OFE now operates from a documented systems plan with clear priorities. Their first physical centre, Heartwood House, opened with booking and calendar systems in place. gecco is now building the remaining automations one at a time.


The Challenge

  • No CRM, no marketing platform, and no automation layer across any part of the business
  • Wix bookings failed to generate Google Meet links, creating daily manual calendar fixes for every online lesson
  • 3 to 4 hours per month spent manually organising receipts and expenses with no structured filing
  • No brand documents, tone of voice guide, or structured product descriptions for AI or marketing to reference
  • Four product lines at different maturity stages with no shared data source or single view of clients

Openfield Education had grown quickly through word of mouth. Luke Field and his team were delivering strong outcomes for families but running the business on disconnected tools and manual effort. Every booking, report, invoice, and client communication relied on someone remembering to do it.

With the first physical centre due to open, the risk was clear: manual processes that worked for a small online operation would not scale to a multi-site, multi-product business.

“The booking system was my biggest headache. Parents were not getting Google Meet links and I was fixing it manually for every lesson. gecco sorted it in one session.” - Openfield Education, Harriet Field

The Solution

gecco followed a structured discovery approach. The first phase focused on understanding the business: who OFE serves, what they offer, how they operate, and where time is lost. Every system was audited and mapped.

From there, gecco built the five core documents that give AI and marketing a reliable foundation. Then each operational workflow was documented, prioritised by impact and complexity, and priced as a standalone build. This gave OFE a menu of automations they could approve and build one at a time, with no lock-in to a single large project.

Systems Audit and Tech Stack Mapping

OFE used 11 separate tools with no documented connections between them. gecco audited every platform, mapped data flows, identified gaps, and produced a current-state architecture document. This gave the team a shared understanding of what they had, what was missing, and where each tool sat in the business. The audit also flagged that GoodNotes was syncing to a personal Google Drive instead of a shared one, which was a critical blocker for any lesson-related automation.

Core Documents and Brand Foundations

OFE had no structured brand or business documents for AI or marketing to reference. gecco ran a 90-minute discovery session with Luke and Harriet, then built all five core documents from scratch: Business Overview, Products and Services, Target Audiences, SEO and Keywords, and Tone of Voice. These documents now power every AI assistant, content generation task, and proposal the team produces.

Automation Roadmap

gecco identified and documented 12 operational workflows covering lesson reminders, pre-lesson briefings, post-lesson reporting, hours tracking, invoicing, expense capture, WhatsApp FAQ handling, holiday marketing, and more. Each workflow was mapped with triggers, data sources, steps, outputs, and privacy considerations. The roadmap was prioritised by impact and given to OFE as a pick-and-choose menu with individual pricing per automation.

Booking System Automation

The Wix booking system was not generating Google Meet links or syncing properly to tutor calendars. Harriet was manually creating links and updating calendars for every online lesson. gecco diagnosed the root cause, evaluated platform options, and built an n8n automation that creates a Google Meet link and adds the booker as an attendee when a Wix booking is confirmed. This eliminated all manual booking administration.

Open Space Centre Preparation

OFE was preparing to open Heartwood House, their first physical centre in Waterlooville. gecco supported this by building tutor profile documentation, setting up booking systems for both online and in-person services, and planning the subscription model. The systems work ensured the centre could open with working bookings, calendars, and client data flows from day one.

“Having the core documents means the AI actually sounds like us now. Before that everything was generic and we had to rewrite it all.” — Openfield Education, Max Chopping

Timeline

  • January 2026: Initial discovery sessions with Luke and Harriet. Business context gathered.
  • January 2026: Systems audit completed. Tech stack mapped across 11 platforms.
  • January 2026: Five core documents built from structured discovery session.
  • January 2026: Full discovery report delivered with 12 prioritised automation workflows.
  • February 2026: Booking system automation built and deployed via n8n.
  • March 2026: Heartwood House opened with systems in place.
  • March 2026: Automation build phase started. Working through roadmap one workflow at a time.

The Results

Month 1

Within the first month, gecco delivered a comprehensive discovery report, five core documents, and a systems architecture map. The booking automation was live within six weeks. Heartwood House opened on schedule with working booking and calendar systems.

Before and After

Booking administration

Every online lesson required Harriet to manually create a Google Meet link and add it to the tutor and student calendars. This happened multiple times per day and was the single biggest source of daily admin. The n8n automation now creates the link and updates all calendars automatically when a Wix booking is confirmed.

Brand and AI foundations

OFE had no documented brand voice, product descriptions, or audience profiles. Any AI output required heavy manual editing because there was no reference material for tone, terminology, or positioning. Five core documents now provide a structured foundation for every AI assistant, piece of content, and client proposal.

Systems visibility

The team used 11 tools with no documented map of how data moved between them. Nobody had a full picture of the tech stack or the gaps in it. A complete systems audit and architecture document now gives the team a shared reference point for every technology decision.

Operational planning

There was no prioritised list of what to automate or build next. Decisions about systems were made reactively as problems surfaced. A roadmap of 12 documented workflows, each with triggers, steps, and pricing, gives OFE a structured plan they can work through at their own pace.

gecco Reflections

We found that Luke and Harriet were very clear about what their business needed to feel like for clients. That clarity made the core documents work faster than usual. The discovery session produced usable material in 90 minutes because the founders already had strong instincts about their brand.

The booking system diagnosis took longer than expected. Wix cannot do domain-wide Google Calendar delegation, which is not obvious from their documentation. We evaluated Zoom as an alternative but it was too expensive and lacked the integration OFE needed. The n8n route solved it cleanly but required careful setup of Google Admin Console permissions.

For small education businesses scaling from online to physical, the systems gap tends to hit hardest at the booking and scheduling layer. Getting this right early prevents compounding problems across invoicing, reporting, and client communication. We would recommend any tutoring company in a similar position start with booking automation before anything else.

What We Delivered

gecco delivered a full discovery report, systems audit, five core documents, 12 prioritised automation workflows, and a working booking system automation. Heartwood House opened with systems ready.

What’s Planned

gecco is now building the remaining automations from the roadmap one at a time. The next priorities are post-lesson reporting and pre-lesson briefing workflows. These will use Google Meet transcripts and GoodNotes data to generate progress reports and tutor preparation summaries automatically.

The target tier moves from consultancy into Automations, with each workflow approved and built individually. A CRM evaluation is also planned to give OFE a single source of truth across all four product lines as they scale.

Why It Matters

Completing the reporting and briefing automations will free tutors from the manual admin that currently follows every lesson. This directly supports OFE's goal of spending more time teaching and less time on paperwork.

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