How we work

Start small. Know the cost first.

Every step has a fixed scope, a fixed quote agreed before work starts, and a clear finish line. Start with the free review, and stop whenever the numbers stop making sense.

00

Free automation review

A short call where we walk through how enquiries, quotes and follow-ups move through your team. Beforehand we test your web form and phone line from the outside.

  • A walk through your current sales flow
  • An outside test of your web form and phone line
  • Your top three automation opportunities, with rough payback
  • A straight answer on whether an audit is worth it
Free 20 minutes Book the review
02

Automation builds

We build each automation inside the systems you already run, document it, train your team and hand it over. You own every workflow, prompt and dashboard.

Lead capture and speed-to-lead
Every form, call and email in one queue, instant replies, routing, and a clock that escalates anything left waiting.
Follow-up and CRM automation
Calls and emails logged without typing, quote chases on day 2 and 5, stale-deal alerts, win-back lists.
AI quote desk
RFQ emails and PDFs turned into draft quotes from your price book. A person approves every price.
Integrations and dashboards
CRM, ERP, phone and accounting connected, with one live view of the pipeline and what was won.
AI assistants for your team
Reply drafting, call summaries and answers from your own product docs, with a person in the loop.
Fixed price 2 to 6 weeks Ask about a build
03

Run and improve

We keep everything working as your team, products and tools change, add new automations as you need them, and report every month on what was answered, chased, won and saved.

  • Monitoring and fixes when something breaks
  • A monthly report in hours saved and revenue won
  • New automations as your needs change
  • Tools billed at cost, never marked up
Monthly 90-day minimum

The terms, in plain words

A fixed quote before any work

Every audit and build is quoted as one fixed figure, agreed in writing before we start.

You own all of it

Workflows, prompts, code and dashboards live in your accounts, documented, in writing.

No lock-in

After the first 90 days the monthly plan is month to month, with 30 days' notice.

A person approves money

No AI sets a price or sends a first message to a customer without a person approving it.

The guarantee

Worth more than the fee, or a full refund.

The audit has to find at least three automations, each worth more than the audit fee over a year. If it does not, you get your money back and keep the report. On builds we guarantee what we control: if the agreed reply times and chase rules are not being met 30 days after launch, and you gave us access and approvals on time, we keep working free until they are.

Is this for you?

A good fit
Your team sells by phone, email and quotes, and loses hours a week to admin
Enquiries, quotes or follow-ups sometimes slip through
Your CRM, inbox and ERP don't talk to each other
You want it built and run for you, not another tool to learn
Not a fit
You need more leads; we don't do lead generation or cold outreach
You want an AI to cold-email or cold-call thousands of strangers
You handle patient health data (we don't take healthcare work here)
Nobody on your side can spend a few hours on access and approvals

Before you ask.

Why is the audit paid?

Because it is real work on your data: about ten business days. It also means our recommendations are not a sales pitch. The full fee is credited to a build you start within 60 days.

What do you need from us for the audit?

Read access or exports from your CRM, phone system and order history, about four to six hours of your team's time across two weeks, and one person who can approve things.

How is the price set?

After the free review we quote the audit as one fixed fee. The audit then prices each automation as a fixed project. You always know the cost before work starts, and the audit fee is credited to any build you start within 60 days.

Do you guarantee more sales?

No, and be wary of anyone who does. Sales depend on your product, price and people. We guarantee what we control: that the audit finds automations worth more than its fee, and that a build hits the reply times and follow-up rules we agree.

Who owns what you build?

You do. Everything lives in your accounts and is documented, so another team could run it.

Can we cancel the monthly plan?

After the first 90 days, with 30 days' notice. The first 90 days give the fixes time to show up in the numbers.

Free automation review

Twenty minutes. Three automations. Your numbers.

We walk through how enquiries, quotes and follow-ups move through your team and name the three automations that would pay back fastest. If nothing is worth automating, we say so.

Book a free review