Business process automation
Turn a signed proposal into a project-ready handover.
Connect client onboarding, delivery handovers and updates across the systems you already use. Start with one workflow, a named owner and agreed acceptance checks.
Who this is for
For UK project-based consultancies and specialist B2B agencies with 10–30 people and recurring client handovers worth improving.
Does this sound familiar?
- Agreed scope stays in the sales inbox
- Missing inputs or access delay the delivery handover
- Client updates require repeated internal chasing
What your project can include
- A map of the current workflow and its exceptions
- An agreed automation scope with measurable acceptance criteria
- The implemented workflow, including error handling and alerts
- Documentation, handover and a proposal for ongoing support
Example project scopes
Illustrative use cases; your proposal is based on your systems and requirements.
Capture accepted scope and prepare an onboarding checklist
Flag missing client inputs before the delivery handover
Prepare a client update from agreed project information for review
Pricing & scope
From £5,000
Starting price for one defined workflow. Systems, data quality, access requirements, exception handling and acceptance criteria determine the final quote. Software subscriptions, third-party fees and ongoing care are separate. Applicable taxes, delivery timing and acceptance criteria are confirmed in the written proposal. The initial conversation is free; any paid discovery is agreed separately.
Common questions
Do we need to replace our existing software?
Not necessarily. We first check the APIs, exports and automation options your existing systems provide. We recommend changes only where the current setup cannot support the agreed workflow.
How do you measure the benefit?
We agree a baseline such as processing time, manual steps or reporting effort before implementation. The proposal defines what will be measured; savings are not guaranteed.
What happens after delivery?
You receive documentation and a handover. Monitoring, maintenance and further improvements can be quoted as a separate support engagement.
Tell us what needs to work better.
Share the systems involved, the current problem and your preferred timing.
Request a project conversation