Process overview
Your process step by step, with time spent and automation potential.
How we work with you.
Clear steps, fixed milestones and no jargon. You always know what we are working on and what comes next.
Project plan: qualify inquiries
6 weeks
Week 1Week 2Week 3Week 4Week 5Week 6
Intro call
Process audit
Implementation
Test with real data
Operations
Live from week 5Support continues
From the first call to a running workflow.
A clear process with fixed milestones. You always know what we are working on and what comes next.
- 1
30 minutes, free of charge
Intro call
You tell us where time gets lost day to day. We tell you straight away whether automation is worth it and where we would start.
A clear read on whether and where automation makes sense
Book an intro call
30 minVideo call
Thursday
09:3011:0014:3016:00 - 2
Week 1
Process audit
We go through the process step by step, measure how long each step takes and mark what can be automated.
Process overview and a quote at a fixed price
Process: new inquiry
Minutes per inquiry
Read and classify emailcan be automated3Transfer data to the CRMcan be automated8Write quote25Notify the teamcan be automated2 - 3
Weeks 2 to 4
Implementation
We build the workflow, test it with real data from your day-to-day work and cover the error cases before it goes live.
A tested workflow with documentation you can read
Workflow builtTest run with 50 real inquiriesError cases coveredDocumentation written - 4
Ongoing
Operations
We monitor every execution, adapt when your tools change and show you each month what the automation has delivered.
A monthly report and quick help when something fails
Monthly report September
Executions
1,648
+12% vs. August
Time saved
41 hrs
+6 hrs vs. August
What you get from us.
No black box, but tangible results at every stage.
What we need from you.
Not much. Most of the work is on our side, but it does not work without your knowledge of the process.
Preparation for the project start
One contact person who knows the process well
Roughly 2 to 3 hours in the first week
Access to the tools that are to be connected
A few real examples, such as emails or invoices
Questions about the process.
Your question is not here? Write to us, we usually reply the same day.
Which process costs you the most time today?
Tell us in 30 minutes. Afterwards you will know whether and how it can be automated.