01 Customer questions and follow-up
Give customers a useful answer and your team a clear next step.
- Answers come from information you have approved
- Takes down the customer’s details and passes them to a person
- Can connect to your customer list or booking calendar if that helps
Start with the questions your team answers every day.
02 Automating a repeat task
Turn a task your team does over and over into one that runs on its own.
- Write down the task step by step, from start to finish
- Connect the programs your team already uses
- Add checks, a plan for odd cases and a record of what happened
Start with one task you do often and can measure.
03 Connecting your programs
Stop typing the same information into two or three programs.
- Link your programs so information moves between them
- Check each update and catch the ones that fail
- Decide which program has the final say on each record
Start with one connection and clear rules for updating records.
04 Answers for your team
Help your team find answers in the information you already have.
- Search approved documents by asking in everyday words
- Show where each answer came from, and only to people allowed to see it
- Test the answers and agree who keeps the documents up to date
Start with one useful set of documents and real staff questions.
05 Paperwork and reports
Turn incoming documents into information your team can use.
- Pull the details you need out of documents
- Send anything the tool isn’t sure about to a person to check
- Make reports, or pass checked details into another program
Start with one type of document and an agreed way to check it.
06 Custom business apps
Build the portal, dashboard or tool your business is missing.
- Designed around one job and the people who do it
- Uses your business data, with the right people allowed in
- Tested, written up and handed over to you
Start with a small first version and a clear list of what it must do.
07 Marketing help
Help your team research, write, approve and post on a steady schedule.
- Research and draft in your business’s voice
- A person approves every post before it goes out
- Connect the channels you use and report on what worked
Start with one channel and a realistic posting schedule.
After launch Ongoing care, with a clear scope.
Choose the checks, upkeep, support and improvements your tool needs.
- Agreed support hours and how fast we reply
- A spending limit, and a clear view of what you pay
- A set amount of content updates and changes
Your written quote says who looks after what, and what other companies charge, before you commit.