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What happens on a discovery call

One conversation, no charge. We walk your current process end to end and tell you what we would automate first.

What we cover

  1. We walk the process end to end

    Where a job starts, who touches it, what gets written down, and where it stalls. The steps that only exist as habit are usually the ones worth automating.

  2. We work out what the manual version costs you

    Not a hypothetical saving. The double entry, the evening admin, and the calls that went unanswered are already happening every week, and we would rather name them out loud.

  3. We name the first thing worth building

    Usually one workflow, not all of them at once. The one that pays for itself soonest is also the one that proves the rest is worth doing.

  4. We scope it and send a quote

    Written against your process and priced to the work, not to a tier list. If it is not worth doing yet, we will say that instead.

Left to right: the same work before and after somebody writes it down. Nothing about it changes except that it becomes legible, which is most of what the forty-five minutes is for.

What you leave with

A written summary of how your process works today, in plain language you can hand to your own team.

A shortlist of what is worth automating now and what should wait until later.

A scope and a price for the first build, or an honest no if there is nothing here worth paying us for yet.

Bring whatever you already have: a notebook, a spreadsheet, a group chat. Nothing needs tidying up first.

Before you book

  • How long does the call take?

    About forty five minutes. Longer if your process has several handoffs in it, and we would rather run over than cut the walkthrough short.

  • Does the discovery call cost anything?

    No. The call and the written summary that follows it are free, and you are under no obligation to buy anything afterwards.

  • Who should be on the call?

    Whoever actually does the work. The owner is useful for priorities, but the person who books the jobs or chases the invoices is the one who knows where the process really breaks.

  • What if we are not ready to automate anything?

    That is a normal outcome and a useful one. If nothing here is worth automating yet, we will tell you what would have to change first rather than sell you a build you do not need.

Ready to walk us through it

Tell us roughly what you do and where the admin piles up. We will take it from there.

Get in touch