How we work

How an automation engagement actually runs.

Four stages. Each one has a clear deliverable and a stop point. You can leave after any of them.

In brief

Our automation engagements follow four stages: free 30-minute discovery call, paid 1-2-week audit (£3-6K) with a written roadmap, 4-12-week build phase (£15-50K), and an optional ongoing retainer. Fixed-fee at every stage, tool-agnostic, with measurable ROI as the success criterion.

Our four-stage process

  1. Discovery call (30 minutes, free) — We listen. You describe where the friction is. We tell you whether we're the right fit (sometimes we aren't — we'll say so).
  2. Paid audit (1-2 weeks, £3-6K) — We sit with your team, document the top 10 workflows, score each for automation ROI, and deliver a written roadmap. Yours to keep, regardless.
  3. Build phase (4-12 weeks, £15-50K) — We implement the top 3-5 automations from the roadmap, integrate the systems, train your team. Weekly demos so you see progress.
  4. Retainer (optional, £1-3K/month) — Ongoing optimisation, new automations as your business changes, team support.

Why fixed-fee, not hourly

Hourly rates incentivise drag. Fixed-fee aligns us — the faster we deliver, the better for both of us. Every stage has a defined scope and a defined fee. If the scope changes, we agree a change-order before we touch anything.

What you get at each stage

FAQ

Frequently asked questions

Can I just buy the audit and build internally?+

Yes. Roughly 1 in 4 audits don't lead to a build engagement — clients either build it themselves, decide the priorities are different, or postpone. The audit is yours regardless.

What if our priorities change mid-build?+

We re-scope. Most builds run a 4-week increment cycle, so you can pause or pivot at the increment boundary without sunk cost.

Book a free automation audit.

Tell us how you run today. We'll come back within one working day, and tell you honestly where the ROI is — or whether it's too early to bother.

  • No fee, no obligation
  • A senior consultant, not a sales rep
  • You keep the roadmap either way