Services
Three packages. Fixed scope. You own the result.
No open-ended discovery. No surprise invoices. Every engagement ships documented outputs on a fixed timeline with full handover baked in.
Deliverables
- Use-case discovery workshop
- Safety and privacy guardrails
- Pilot build (1-2 workflows)
- Training and rollout plan
Outputs
Playbook, working pilot, and measurement baseline.
How it looks in practice
Professional services
Intake form auto-triage, draft response generation, knowledge base search for internal policies, AI-assisted proposal writing.
Trades
Enquiry classification, auto-reply with availability, AI-generated quote summaries from photos and notes.
Deliverables
- Process mapping and simplification
- Automations (Zapier/Make/n8n style) with lightweight custom logic
- Monitoring and alerts
- Documentation and handover
Outputs
Documented automations with monitoring, fully handed over.
How it looks in practice
Professional services
Intake, triage, proposal, onboarding, invoicing, follow-ups: each step automated with human checkpoints.
Trades
Enquiry capture, call-back scheduling, quote generation, job dispatch, photos/notes capture, invoice on completion, payment reminders.
Deliverables
- Connect core tools (CRM, accounting, scheduling/job mgmt, helpdesk)
- Data normalisation and clean handoffs
- Reporting foundations
- Integrated system with baseline dashboards
Outputs
Integrated system, baseline dashboards, documented data flows.
How it looks in practice
Professional services
CRM to proposal tool to accounting software to client portal. Single source of truth for every client.
Trades
Website form to CRM to job management to accounting. Field data syncs to office. Payments reconcile automatically.
Not sure where to start? We will tell you.
20 minutes. No obligation. We will map your biggest bottleneck and recommend the right package.
Talk to us