We deliver four core services: workflow automation (mapping and ranking processes for ROI), system integration (connecting CRM, finance, ops), AI integration (document parsing, intake, drafting), and marketing automation (sequenced flows, lead routing). Tool-agnostic, fixed-fee engagements typically £15K-£50K.
Workflow automation
The starting point for most engagements. We map your top processes (sales, ops, finance, customer support) and identify which steps can be automated for the highest ROI.
- Process discovery and documentation
- Bottleneck identification with time-and-motion analysis
- Workflow redesign and automation design
- Implementation in your tool of choice (Zapier, Make, n8n, Power Automate, custom)
Typical outcome: 20-40% of admin time recovered.
System integration
Most businesses we work with have 8-15 SaaS tools that don't talk to each other. Manual data entry between them is where errors and delays come from.
- CRM ↔ finance integration (HubSpot/Salesforce ↔ Xero/QuickBooks/NetSuite)
- Operations ↔ comms (project tools ↔ Slack/email/SMS)
- Custom API integrations where off-the-shelf connectors don't exist
- Data warehousing (Fivetran/Airbyte → BigQuery/Snowflake)
AI integration
AI where it's genuinely useful. We've built:
- Document intake systems that classify and route incoming emails/PDFs
- Drafting assistants for sales/support replies (with human approval)
- Meeting summary and action-item extraction
- Knowledge base assistants for internal teams
We don't build AI features for the sake of it. If a rule engine does the job, we use a rule engine.
Marketing automation
Sequenced flows that drive measurable lead-to-customer movement.
- Lead routing and scoring
- Email/SMS drip campaigns
- Marketing-CRM-finance attribution chains
- Reporting and dashboarding (Looker Studio, Metabase, custom)
Frequently asked questions
Can you work with our existing tools?+
Yes. We're tool-agnostic. We'll work with whatever you have — HubSpot, Salesforce, Pipedrive, Xero, NetSuite, monday, ClickUp, custom systems. The engagement starts with what you have, not what we'd prefer.
Do you offer ongoing support?+
Yes — most clients move to a small retainer (£1-3K/month) after the build phase, covering monitoring, small new automations, and team support. It's optional.