Automation Services
Remove Friction. Save Time. Grow Faster.
What We Do
Capture & Route Leads
Automatically capture leads from forms and social media, then route them to the right place in your CRM
Connect Your Systems
Link CRMs, payment systems, email platforms, and more so data flows seamlessly between tools.
Smooth Onboarding
Create automated client onboarding flows that save time and create better experiences
Keep Teams Updated
Automatically notify teams and clients at the right moments without manual follow-up
We don't just connect apps. We fix the process underneath.
Every project includes discovery, build, training, documentation, and support.
Simple, Transparent Pricing
How Our Pricing Works
1 point = £100
You buy points and spend them on automation builds, consulting, training, and more. Each service includes everything you need: discovery, build, documentation, onboarding, and 2 weeks of post-delivery support.
No hidden extras. No hourly billing. Just focused work that gets you results.
| Service Type | Description | Points | Approx. £ |
|---|---|---|---|
| Simple Automation | One app to another (e.g. form → CRM). Minimal logic. | 6 pts | £600 |
| Standard Workflow | Multi-step flow (2–3 apps) with basic filtering or logic. | 10–12 pts | £1,000–£1,200 |
| Advanced Workflow | Complex branching, error handling, APIs, or large-scale logic. | 15–20 pts | £1,500–£2,000 |
| Bespoke Automation | Custom development or multi-system integration. | 25–40 pts | £2,500–£4,000+ |
| Strategy & Enablement | Description | Points |
|---|---|---|
| Process Mapping | Live workshop + mapped flow + opportunities | 6 pts |
| Consulting Session | 60 mins of expert advice or troubleshooting | 3 pts |
| Training Workshop | Tailored 1:1 or team training (recorded if needed) | 4 pts |
| Documentation / SOPs | Step-by-step internal guides | 2 pts each |
Starter
-
1 simple automation
-
Process mapping session
-
Written documentation
-
Onboarding & training
-
2 weeks support
Growth
-
2–3 workflows
-
Process mapping
-
Team training session
-
Full documentation
-
2 weeks support
Accelerator
-
Multiple complex workflows
-
Strategic consulting
-
Team onboarding
-
Comprehensive docs
-
Extended support
Points roll over for 1–2 months and can be used for fixes, advice, micro-automations, and training.
Ongoing Support & Retainers
Lite
5 points monthly-
Minor fixes & tweaks
-
Email support
-
Quarterly check-ins
-
Peace of mind
Growth
10 points monthly-
All Lite features
-
Priority response
-
Monthly strategy calls
-
Small automation add-ons
On-Demand
20+ points monthly-
Dedicated support
-
Weekly standups
-
Slack collaboration
-
Rapid implementation
Example Use Cases
Lead Capture
Website form → intro email + CRM + Slack alert
Payment Processing
Stripe payment → course enrolment + confirmation email
Lead Qualification
Typeform → lead score + CRM tag + sales task
Booking Flow
Calendly → prep email + CRM update + folder creation
Reporting
Airtable record → generate report + email summary
Client Onboarding
Contract signed → project setup + team notifications
What to Expect
Clear Scope
Transparent pricing and defined deliverables
Fast & Clean
We build efficiently and properly the first time
Clear Communication
Friendly, jargon-free updates throughout
Usable Documentation
Written guides you can actually follow
Built to Last
Confidence your process won't break next week
Ongoing Support
2 weeks of post-delivery support included
Case Study
Transforming Customer Journeys Through Automation: How Create PT Scaled from Local to Global Presence
Case Study
How We Are HA unified their sales and technical teams to drive growth through seamless collaboration and shared goals.
Ready to Get Started?
Let’s fix what’s slowing you down. We’ll help you choose the best automation opportunities, give you a clear quote in points, and get started.
