New-client onboarding flow
Scoped into a fixed-price package once the systems, data, and approval points are clear enough to test properly.
Service pillar 01
Operations Without the Tuesday Spreadsheet
We map every recurring task, then quietly automate the ones that should not need a human.
Who it is for
A good fit when the work is already repeating.
Owner-led UK service businesses with 5-50 staff where the team is capable, but the handoffs keep leaking.
The boring half of running a service business: client onboarding, project handoffs, invoicing, reporting, document collection, and the admin that trains everyone to wait for the founder.
- 01
- The handoff repeatsThe same task, delay, or follow-up appears every week.
- 02
- An owner can review exceptionsAutomation handles the routine path; a person keeps control.
- 03
- The result can be observedWe can see whether the workflow ran, stopped, or needs attention.
Package examples
Good first workflows.
We start where the work is repeatable, visible, and worth measuring.
Invoice chasing with a human stop
Scoped into a fixed-price package once the systems, data, and approval points are clear enough to test properly.
Weekly owner dashboard
Scoped into a fixed-price package once the systems, data, and approval points are clear enough to test properly.
Document collection and chase sequence
Scoped into a fixed-price package once the systems, data, and approval points are clear enough to test properly.
Built around tools your team already uses.
We work with your current finance, project, communication, and reporting systems, replacing a tool only when it is genuinely the bottleneck.
Fixed packages from £997.
We recommend the smallest package that can solve the problem properly. If we cannot find a credible payback case, we will tell you not to build.
See the packages