One clear problem.
A practical next step.

Full starter scope

• A review of one Excel or Google Sheets workbook, up to 3 working tabs and 5,000 rows in total.
• One agreed priority issue: formula repair, layout and data cleanup, or a simple summary report.
• An improved copy of the workbook, with the original preserved.
• A short handover guide and one round of minor revisions within the agreed scope.

Some issues need a wider scope. If your workbook isn’t a fit, you’ll receive a separate quote before any work begins. Please share an anonymised sample first.

A good fit whenYou’re copying information between apps, or a Zap has stopped doing what you need.

Full deliverables

• A review of one existing Zap, or a plan for one new workflow.
• The agreed connection built or repaired, with checks for missing or duplicate information.
• Testing with sample data and a short handover so you understand how it works.

For exampleA website enquiry creates a customer record and a follow-up task, without retyping the details.

Scope and what’s separate

One workflow and its connected apps, agreed before work starts. App subscriptions, custom code, complex integrations and ongoing monitoring are quoted separately.

A good fit whenYour team is manually assigning leads, creating tasks or chasing the same next steps.

Full deliverables

• A review of one process or existing Salesforce Flow, with the required behaviour agreed.
• One scoped workflow built or improved, with checks on its effects on existing automation.
• Testing in a suitable test environment, release planning and a clear handover.

For exampleNew enquiries go to the right person, with a follow-up task created automatically.

Scope and what’s separate

Scope and safe testing arrangements are confirmed first. Full Salesforce redesigns, migrations, custom Apex, third-party integrations and ongoing administration need a separate quote.

A good fit whenThe same job is done differently by different people, or handovers keep getting missed.

Full deliverables

• A working session to map one agreed business process from start to finish.
• A clearer process map showing responsibilities, handovers and key decisions.
• A practical checklist or step-by-step guide, a walkthrough and one round of minor revisions.

For exampleA new customer follows the same onboarding steps, with a named owner for each handover.

Scope and what’s separate

One process, with its boundaries agreed first. This package focuses on the way people work; software implementation, automation builds and wider team training are quoted separately.

A good fit whenQuotes sit unanswered, sales-to-delivery handovers are unclear, or payment follow-ups are difficult to track.

Full deliverables

• A review of one agreed enquiry-to-payment journey and the tools used along the way.
• A current-process map highlighting bottlenecks, repeated admin and unclear ownership.
• A prioritised improvement plan and a walkthrough of the recommended next steps.

For exampleSee where a quote stalls, what information delivery needs and who follows up on payment.

Scope and what’s separate

This is a review and recommendation package. Changes to your CRM, automations, invoicing tools or team procedures can be scoped separately after the review.

A good fit whenYou want to use AI more effectively, but need help choosing a worthwhile task, the right tools and a sensible way to get started.

Full deliverables

• A working session to understand one agreed process, your current tools and the information involved.
• A shortlist of two or three potential AI uses, prioritised by likely usefulness, practicality and what needs checking, with a recommended first step.
• A written action plan covering suitable tool options, likely running-cost considerations and review points, followed by a walkthrough.

For exampleReview how research from agreed websites or documents could become structured spreadsheet records, with source links and checks before the information is used.

Scope and what’s separate

A focused review of one agreed business process. Implementation, software subscriptions, custom development, ongoing monitoring and wider team training are quoted separately. Any pilot or build would have its own agreed scope and checks.