We design and build bespoke automation around your workflows, data and compliance — integrated into the systems you already use.
15–30 minute call. If we don't see a clear ROI path, we'll tell you.
Workflow blueprint
Inputs
Forms, emails, CRM events, triggers
Decisions
Rules, scoring, AI classification
Actions
Route, notify, update, draft, send
Logs & Approvals
Audit trail, review steps, alerts
Each workflow documented, owned, and overrideable by your team
We work best with B2B service businesses that have a specific process problem — not just a vague interest in automation.
Leads come in, but follow-up is slow, inconsistent, or whoever has capacity handles it
Your team is excellent at the high-value work, but hours each week go on admin, data entry, and chasing
You've tried automation before and it broke — because reality didn't match the template it was built on
Pipeline reporting is manual: someone has to pull it together every week, and it's always slightly out of date
Handoffs between sales, delivery, and ops are messy — things get missed or duplicated at every transition
You're growing, and manual processes that were fine at lower volume are now creating real errors
The scope varies by client, but these six deliverables are present in every build we run.
We document your current process, find the highest-leverage automation points, and design the to-be workflow before writing a single line of logic. You see exactly what we're building before we build it.
Classification, summarisation, drafting, smart routing — we wire in AI where it creates measurable value. Where rules-based logic works just as well, we use that instead.
Conditional branching, rules-based routing, and escalation paths built to your exact business rules. No rigid templates that force your process to fit the tool.
Your CRM, inbox, calendar, forms, and data sources connected into one coherent flow. Where native connectors fall short, we build custom ones.
Live dashboards and audit logs so you can see what's running, what's stalling, and where to optimise. You own the data — nothing locked to us.
Approval queues, review steps, and fallback paths configured from day one. Automation handles volume and consistency; your team retains control of every judgement call.
These are the workflows we've built and refined for B2B service businesses. Your version of the problem may look different — the starting conversation is the same.
Problem: Leads sit for hours before anyone follows up
System: Instant capture-to-contact automation with timed follow-up sequences
Problem: Sales team spends half their week on admin, not selling
System: CRM updates, meeting notes, and task creation handled automatically post-call
Problem: Inbound enquiries go to the wrong person and get lost
System: AI-assisted triage and smart routing by enquiry type, source, or value
Problem: Proposals and scopes take days to draft
System: AI-assisted document generation from intake data, with human review before send
Problem: No consistent way to qualify leads before a call
System: Automated pre-qualification flows that score and segment before your team touches them
Problem: Onboarding is manual, inconsistent, and slow
System: Triggered onboarding sequences that run from contract signed to first session booked
Problem: Deals fall through the cracks at handoff
System: Handoff automation with task assignment, alerts, and SLA tracking
Problem: No visibility into pipeline health or where deals stall
System: Automated reporting pipeline tracking source → stage → booked → won/lost
Problem: Follow-up is inconsistent and depends on one person
System: Sequence-based follow-up that runs reliably regardless of who's in the office
Problem: Data lives in five different tools and is always out of date
System: Bidirectional sync between your core systems, with one source of truth
Five steps. No drawn-out discovery. No strategy decks delivered instead of working software.
We ask about your current process, the tools you use, and where the biggest friction sits. If there's no clear ROI path, we say so before we go any further.
We document your as-is workflow and design the to-be automation — decision points, integrations, AI application, and where human oversight is required. You review and approve before we build.
We ship one high-leverage workflow first — live in your environment, connected to your real systems, tested against real data. Typically live within 30 days of kick-off.
You run it. We fix what the edge cases reveal. We add review steps where needed and walk your team through how to use, adjust, and override the system.
Monthly performance reviews, usage reports, and iteration. We flag what's drifting before it becomes a problem, and keep the system aligned with how your business evolves.
We build on top of your existing stack — no switching costs, no rip-and-replace. We cover every integration category below, and build custom connectors where needed.
Contact management, deal stages, activity logging, pipeline reporting
Inbound routing, auto-response, sequence delivery, thread management
Web forms, chatbots, survey tools, qualification flows
Booking links, calendar sync, reminder sequences, no-show follow-up
Proposal generation, e-sign triggers, document status tracking
Dashboards, pipeline snapshots, custom data views, alert triggers
Using something niche? We build custom connectors. If it has an API or can export data, we can work with it.
Automation should reduce operational risk, not introduce it. These six controls are standard in every system we build — not optional extras.
Any action with significant client or commercial impact has a human review step. Your team approves before it sends, books, or commits.
Every automated action is logged: what ran, when, what data was used, and what the outcome was. You have full visibility at all times.
If something unexpected happens — missing data, an API outage, an edge case — the system fails safely and notifies the right person instead of silently breaking.
We work with credentials you control. You can revoke access at any time. We document all data flows and work under NDA where required.
We document every workflow, decision point, and integration. Your team can read, understand, and modify what we build. Nothing is locked to us.
Every automation can be paused, modified, or turned off instantly. Your team is always in control — the system assists, it doesn't replace your judgement.
Representative outcomes based on the types of workflows we build and run. Details anonymised.
New leads from the website sat uncontacted for 4–6 hours on average — not because the team was unresponsive, but because no one owned the inbox consistently.
Web form → instant qualification scoring → CRM entry → personalised SMS + email sequence triggered → booking link sent — all within 3 minutes of submission, with no manual steps.
Speed-to-first-contact dropped from hours to under 5 minutes. Booked call rate from the same lead volume increased within the first 30 days. No change to headcount.
Senior consultants were spending 45–60 minutes after every client call on admin: updating records, writing follow-up emails, and creating tasks — before they could do any client work.
Call summary extracted and structured → CRM updated automatically → personalised follow-up email drafted and queued for one-click approval → next-step tasks created in project tool.
Post-call admin dropped to under 5 minutes per meeting. Senior consultants reclaimed 3+ hours per week, redirected to billable delivery.
All inbound enquiries landed in a single shared inbox, triaged manually by whoever was available. Wrong assignments and missed responses were a regular occurrence.
AI classification by enquiry type, deal size, and urgency → routed to the correct team member automatically → acknowledgement sent to prospect within 60 seconds → SLA alert triggered if no action within 2 hours.
Average first-response time fell from 4 hours to under 2 minutes. Zero misrouted or dropped enquiries in the first 60 days post-launch.
We're deliberate about who we take on. Here's an honest view of where we're a strong fit — and where we're not.
Honest answers to the things buyers want to know before committing.
Book a 15–30 minute Growth Systems Call. We'll map your process, identify the highest-leverage automation opportunity, and be direct about whether we're the right fit to build it.
If we don't see a clear ROI path, we'll tell you.