We've refined our approach over dozens of engagements. Every step is designed to minimise disruption to your team, maximise the value of our time together, and deliver results you can measure from day one.
This is a free, 30-minute call where we get to know your business. We'll ask about your biggest frustrations, the tasks that eat up your team's time, and the tools you're currently using. We'll share initial thoughts on what's automatable and what isn't.
There's no obligation, no hard sell, and no proposal at this stage. If we're not the right fit, we'll tell you — and point you in the right direction.
If we both agree there's a good fit, we move into the audit phase. This is where we go deep. We'll spend time with your team — observing how they work, documenting each step in your key processes, and identifying where time is being lost.
We look at every handoff, every manual step, every spreadsheet workaround. We assess your current tools, how data flows between them, and where the gaps are. Nothing is assumed — everything is documented.
Based on the audit, we design a custom automation plan. This isn't a vague promise — it's a detailed proposal that shows you exactly which processes we'll automate, what tools we'll use, how long it will take, and what it will cost.
We also include projected ROI: how many hours you'll save per week, per month, per year. If the numbers don't justify the investment, we'll say so. We'd rather lose a deal than build something that doesn't deliver.
This is where the real work happens. We build your automations, integrate them with your existing tools, and test everything rigorously. We don't hand over something half-finished — every workflow is tested against real scenarios before it goes live.
Throughout this phase, you'll receive regular updates. No radio silence. You'll know exactly where we are in the build, and you'll have the opportunity to review progress and provide feedback at every milestone.
We don't just build and leave. We train your team on every automation we've implemented — in plain language, not tech jargon. We create documentation, run hands-on sessions, and make sure everyone feels confident.
And after launch, we don't disappear. We offer ongoing support packages to monitor your automations, fix any issues, and identify new opportunities as your business grows.