Discipline 05 · Project + retained ops

Where to put the robot.
And where to
keep the human.

CRM hygiene, lifecycle email, lead routing, content pipelines, the boring infrastructure that quietly compounds. Built so a non-technical team can keep running it after we leave.

What gets built.

01 · Audit

Where automation already lives

Spreadsheets pretending to be a CRM, half-finished Zaps, abandoned email sequences. We map what's there before we propose what should be.

02 · Map

The customer journey, end to end

Every touchpoint a customer crosses. Pre-sale, sale, onboarding, retention, exit. The map decides which steps deserve a person, which deserve a process, which deserve a script.

03 · Build

Tools, workflows, integrations

CRM configured, lead routing wired, lifecycle emails written and queued, integrations between tools you actually use. We build it once, in the platform you already pay for.

04 · Content

Lifecycle copy + sequences

The emails, in-app messages, and Slack pings that automation actually sends. Written by humans, signed off by you, scheduled to go out at human-feeling rhythms.

05 · Reporting

Dashboards + alerts

A single dashboard with the metrics that move with the business, plus alerts when something's off. Not 14 dashboards no one reads.

06 · Handover

Documented for the non-technical

A run-book your ops manager can use without us. We've never had a client need to call us back to explain how a workflow runs. That's the bar.

Common questions.

Are you a HubSpot agency?

We work with HubSpot frequently. But we're not a HubSpot agency. We pick the tool to fit the job. About half our builds are HubSpot, the other half are split across Pipedrive, Close, ActiveCampaign, Zapier and n8n. We\'ll tell you on the first call which makes sense.

Will this make my sales team redundant?

No. Done well, automation lifts the boring parts off your sales team's plate so they spend more time in conversations that matter. Done badly, it produces robotic emails that customers hate. We do the former. And we\'ll tell you which jobs explicitly should NOT be automated.

How much do tools cost on top of your fee?

We optimise for tools you already pay for. When new tools are needed, we'll pick the cheapest viable option (often free tiers are enough for a long time). A typical lifecycle stack runs £200–800/mo depending on contact volume.

Do you do AI / LLM-based automation?

Selectively. Customer support triage, content drafts, sales call summaries. Yes, where it produces output a human can sign off on without re-doing the work. Lead-gen email blasts written by an LLM. No, we won\'t build it.

What's the smallest engagement?

Starting at £6,200 + VAT, three weeks. Audit plus one fully built workflow plus handover. Most clients then take the £950/month retainer to keep the system tuned. It is optional.

Things falling through cracks?

Free thirty minute call. Tell us where the leaks are; we'll tell you which to fix with a person, which to fix with a process, and which to fix with a script.

Book the call →