Method
Four phases
Coordinated and consecutive, with no commitment to go through all of them
No project starts with the tool, but with understanding how you work today.
How a project moves
Review
30–45 minutes · free
What happens
We go through how your processes work today, which tools you use and who does what. It is not a product demo, and it is not a sales call in disguise.
What you leave with
An explicit recommendation of which processes are candidates for automation and which are best left alone for now.
Pilot
One week · scope and price fixed in writing
What happens
We build one complete flow, running on your real channels and your real data. Not a mock-up and not a sandbox: your process, live.
What you leave with
The flow running and documented inside your own tools, whether or not you carry on. And the answer to the only question that matters at this point: whether this works in your particular case.
Rollout
Depends on scope
What happens
We extend to the processes and channels the pilot has justified. This is where the work with people comes in: what changes in each person’s routine, what stops being done, and who decides what when the system proposes something.
What you leave with
The complete system, with its decision rules, its indicators and its documentation. And a team that knows how to use it, which is the difference between a project delivered and a project adopted.
Maintenance
Monthly · no lock-in
What happens
Connected tools change, and an automation without maintenance degrades on its own. We check it still does what it should, adjust whatever has shifted, and go through the indicators with you.
What you leave with
That it still works a year from now. It is not the most exciting step, but it is the one that separates a living system from one somebody set up once.
What we need from you
Not much, but without it the project does not move.
- Someone who can decide.
- Access to your tools. We prioritise the systems you already have.
- A couple of hours from the team that lives with the process. They are the ones who know where the problem actually is, and without them the system is designed blind.
The first step commits you to nothing
The review is free and takes half an hour. No commitment.
Book the review