Entry packages
Three fixed-scope first engagements. Each is an entry route, not the maximum project size — need something larger and we scope a custom implementation. Third-party subscriptions and licences are never included.
Best for
A team that wants AI set up properly — roles, rules and a few tested workflows.
Where it ends
One organisation or workspace, 2–3 workflows, one onboarding session for up to 10 people. Anything materially outside is quoted separately.
What's included
- One client organisation / workspace
- Setup around the AI tools you actually need
- Roles and usage rules
- 2–3 practical team workflows
- Starter knowledge / instruction structure
- One onboarding / training session (up to 10 participants)
- Handoff documentation
Scope My AI SetupCRM Cleanup & Sales Workflow Setup
Best for
A sales team whose HubSpot or Pipedrive exists but is not trusted.
Where it ends
One CRM, one principal pipeline, up to 10,000 records. More records, several CRMs, custom objects, a major migration or bespoke integrations are a custom quote.
What's included
- One CRM — primarily HubSpot or Pipedrive
- One principal sales pipeline
- Up to 10,000 existing records
- Field and duplicate cleanup within standard limits
- Ownership and lead routing
- Forms / email connection where supported
- Basic workflow and dashboard setup
- Handoff documentation
Review My CRM SetupBest for
One repetitive business workflow that costs real time every week.
Where it ends
One workflow, up to three systems. Extra workflows, major custom APIs, large migrations or complex orchestration are another sprint or a custom quote.
What's included
- One clearly defined business workflow
- Up to three systems / services
- One primary workflow path with reasonable branching
- Implementation and testing
- Error handling appropriate to the scope
- Handoff documentation
Plan My Automation Sprint