Revenue
- Lead qualification and routing
- Proposal and quote generation
- Appointment scheduling and follow-up
Find the one workflow worth automating first.
A half-day working session and a written map. Twelve workflow areas scored. What to do first. What not to buy.
£795 ex VAT
Half-day working session + written map. Prices exclude VAT.
Twelve workflow areas
Delivery
- Client onboarding and intake
- Contract and document processing
- Reporting and analytics
Money in
- Invoice and payment follow-up
Front of house
- Customer support and FAQ handling
- Social content
- Email personalisation
Back office
- Data entry and CRM hygiene
- Internal knowledge
How we score each area
- 01How do you do this now?
- 02Hours per week on it
- 03If it is manual, or takes more than two hours a week, it is a candidate
- 04Score 1–5 for time saved and 1–5 for revenue impact
- 05Start with the highest combined score
What you get
- Written map of the twelve areas
- Recommended tools for the first workflow
- Do-not-buy list
- Pilot recommendation
FAQ
Do we need to prepare anything?
Bring one person who knows how the work actually runs, and a rough sense of hours spent on the worst offenders. No slide deck required.
What if nothing is worth automating?
We will say so. The map includes a do-not-buy list. Sometimes the answer is a £20-a-month tool, or leaving it alone.
Does the map include building the workflow?
No. The map tells you what to do first. A pilot is a separate piece of work if you want one workflow live in two to three weeks.
How long does the session take?
A half day, usually three to four hours with the right people in the room.