Smart Automation & Digitisation Service options.

Most small businesses don't have a technology problem. They have a clarity problem — not knowing what to automate, which tools are worth it, and where human support needs to stay. This service answers those questions honestly, so technology works for your customers rather than against them.

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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

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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

Text stating 'full digital transformation' with the word 'full' prominently displayed in black.

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.