Smart Automation - Keeping Humans Where It Matters Most.
The businesses that get automation right aren't the ones who automate everything. They're the ones who are ruthlessly clear about what to automate, where technology genuinely helps, and where a real human being is still the best — and only — answer.
That's exactly what this service is about.
Automation designed with your
customers front and centre.
Smart automation is designed around your customer ensuring friction, effort and frustration are kept as low as possible (even removed entirely in most cases).
Here's how it works:
Discovery Call, Proposal & Kick-off
Our creativity is at the forefront of everything we do, delivering innovative solutions that make your project stand out while maintaining a balance between originality and functionality.
Understanding your current 'as is' & prioritise
I'll review your current systems and processes to quickly pinpoint where time is being lost and where automation can deliver the biggest, fastest impact.
Build & implementation
I design and implement practical automations across your CRM, workflows, and key processes — simple, effective, and aligned to how your business actually works.
Embed & optimise
I'll make sure everything runs smoothly, your team is confident using it, and you continue to uncover opportunities to improve over time.
Pricing to match the stage of your business.
I offer three core packages for Smart Automation.
Digital Quick Wins
For businesses with straightforward processes and limited existing technology.
Start Now- 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
Process Transformation
For businesses with multiple workflows, some existing tools, and moderate complexity.
- Everything in Digital Quick Wins, plus deeper discovery
- Current technology review — what you have, what's working, what isn't
- Human handoff design — where automation hands back to a person and how
- A full Digital Transformation Roadmap — phased 90-day implementation plan
- 90-minute debrief call
- 30-day email and async support during implementation
Full Digital Transformation
For businesses with significant complexity, legacy processes, or multiple sites and teams.
Contact Me- A full review of up to 6 customer touchpoints you provide
- Mystery shopper/contact exercise
- Extended 30–35 page CX Audit Report
- 30-day change implementation support
- A 90-minute debrief call (video) to walk through the report, answer questions, and agree priorities
End-of-month progress summary with a revised priority list for the next 60 days
Frequently asked questions
Here are some common questions I get about the CX Health Check.
It’s about removing manual effort and improving consistency in your customer experience.
That might include things like enquiry handling, follow-ups, onboarding, billing, or internal workflows—done in a way that still feels personal.
Not necessarily.
I work with your existing tools where possible (e.g. CRM, email platforms), and only recommend changes where there’s a clear benefit.
Not if it’s done properly (and that's where many try and fail...)!
The goal is the opposite—to improve responsiveness and consistency, while freeing up your time to focus on higher-value, human interactions.
It starts with a CX Health Check.
I recommend that the first step should be a Customer Experience Health Check before moving on to Smart Automation - you need to know where things may be going wrong and processes improved first.