What a first project looks like.
Six of the automations we build most often, worked through end to end: the situation, what gets built, and the numbers that move. These are illustrative models sized on typical SME volumes rather than results from a named client, and each one shows its arithmetic so you can put your own figures in.
- Example · Lead capture
The leads that never reached the CRM
Enquiries arrive on WhatsApp, the web form and a personal inbox. One person decides what becomes a lead, and during a campaign that decision gets made a hundred times in a morning. The ones that get missed are invisible, which is why nobody argues about them.
Read more → - Example · Accounts payable
A full day a fortnight, spent keying invoices
Supplier invoices arrive in a shared mailbox. Someone opens each one, keys the values, finds the supplier in the ledger, matches it to a purchase order and checks it is not a duplicate. It is careful work that needs almost no judgement.
Read more → - Example · Scheduling
Site visits booked without the phone round
Reps do three or four site visits a day. Booking them takes a call to the customer, a check of who is free, a look at the map, and a message to the rep. Every reschedule starts the loop again.
Read more → - Example · Compliance
The audit pack that took three weeks to assemble
Certificates, inspections, insurances and training records live in PDFs, inboxes and a folder structure one person understands. The professional judgement is a small part of the job. The chasing is most of it.
Read more → - Example · Cash collection
Cash that arrives later than it should
Debtor follow-up gets done when someone has time, which means it gets done inconsistently. Promises to pay are remembered rather than tracked, and disputes sit until the customer chases.
Read more → - Example · Customer service
The same twenty questions, answered from scratch
Support arrives in a shared inbox with no owner, no priority and no service level. The same questions get researched and answered again every week, and retention risk only becomes visible after the customer has decided.
Read more →