Smart Automation & Digitisation Service options.

Most businesses lose customers they never knew they had — not through bad service, but through small, fixable gaps that quietly add up. The CX Health Check gives you a clear, scored picture of where those gaps are, and exactly what to do about them. Choose the level of support that suits your business and your budget.

tier 1: digital quick wins.

£997 — fixed price For businesses with straightforward processes and limited existing technology

Best for: 5–20 employees, single-site, one or two core customer journeys, limited or no existing automation

What's included:

  • Process audit across up to 3 customer-facing workflows

  • Identification of quick-win automation and digitisation opportunities

  • Tool recommendations (up to 3 tools) with rationale and implementation notes

  • A prioritised Digital Action Plan — what to do, in what order, and why

  • 60-minute debrief call to walk through findings and recommendations

  • 14-day email support for questions during implementation

What this typically addresses: Booking and scheduling, automated follow-up communications, simple helpdesk or ticketing, review request automation, basic CRM setup

tier 2: process transformation.

£2,500 — fixed price For businesses with multiple workflows, some existing tools, and moderate complexity

Best for: 15–50 employees, potentially multi-site, 3–6 distinct customer journeys, some existing technology that may need integrating or replacing

What's included:

  • Everything in Tier 1, plus deeper discovery

  • 45-minute scoping call before the audit begins

  • Process audit across up to 6 customer-facing and operational workflows

  • Current technology review — what you have, what's working, what isn't

  • Tool recommendations across the full workflow with integration mapping

  • Human handoff design — where automation hands back to a person and how

  • Full Digital Transformation Roadmap — phased 90-day implementation plan

  • 90-minute debrief call

  • 30-day email and async support during implementation

What this typically addresses: Everything in Tier 1 plus workflow automation between tools, CRM implementation, helpdesk and complaints routing, communication platform setup, team briefing guide

TIER 3: FULL DIGITAL TRANSFORMATION.

From £5,000 — scoped individually For businesses with significant complexity, legacy processes, or multiple sites and teams

Best for: 30–100 employees, multi-site or multi-team, complex customer journeys, existing technology that's fragmented or underperforming, businesses undergoing growth or structural change

What's included:

  • Everything in Tier 2, plus partnership model

  • Full discovery workshop (half day, in-person or virtual)

  • End-to-end process mapping across all customer and operational workflows

  • Legacy technology assessment and migration planning where relevant

  • Phased implementation plan across 90–180 days

  • Weekly check-in calls during active implementation phases

  • Team training and adoption support

  • Post-implementation review at 60 and 90 days

  • Ongoing retainer option from £750/month for continued support and optimisation

Typical project duration: 8–16 weeks depending on complexity

Important Pricing Note.

Every Tier 2 and Tier 3 engagement requires a scoping conversation before a proposal is issued. Kindly complete the scope form by clicking the links above — it gives me the information I need to sense-check fit and ballpark complexity to inform an accurate proposal.

CX Health Check discount: Any client who completes a CX Health Check before commissioning an automation engagement receives £200 off Tier 1 or £500 off Tier 2 and above.

If you have something more bespoke in mind, get in touch with me by clicking the button below to get in touch with me.