Client portal

Welcome.

Your intake is in. We’re scoping your engagement now — a fixed-price proposal lands in your email within 48 hours.

✓ Intake received Scoping in progress Proposal — within 48h

Step 0 — already possible with your stack

Based on the systems you told us about, here’s where automation typically pays off first. The audit turns these into a scored, prioritised roadmap.

Your roadmap

Each step unlocks the next — nothing is committed until it’s earned.

01

Ops Automation Audit

In scoping

10–15 core processes mapped and scored for automation potential, effort and ROI. Your top five wins, with estimated hours and dollars saved. Deliverable: prioritised roadmap + executive readout.

02

Workflow Automation Build

Unlocks after the audit

Your three to five priority processes implemented as dependable automations — training and handover documentation included. Scoped directly from the audit roadmap.

03

Ongoing Ownership

Unlocks after the build

Care plan or fractional ops lead: monthly health checks, break-fix, improvements and a quarterly ROI report — senior ownership of your stack without the full-time hire.