How it works · Week 1
Solution design.
Before we build anything, we agree on paper exactly what will happen, in which tool, and who approves it.
What happens
What this stage covers.
Tool inventory
Every system you use, who uses it and what it holds.
Current workflow map
How an enquiry becomes a client today, step by step.
Future workflow
What will be automated, what will be connected, what stays with people.
Approval matrix
Who signs off proposals, updates and marketing, in writing.
Data plan
What data moves where, and why it needs to.
Build plan
Timeline, responsibilities and the test scenarios we’ll use.
Start with a Practice Diagnostic.
A few short questions, then a free 30-minute conversation. You’ll leave knowing what’s worth connecting or automating first.