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
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.