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.
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
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.