Quote and follow-up
Capture an enquiry, check that the required details are present, prepare a draft quote, route it for approval, send it and schedule the follow-up.
Automate repetitive work, put company knowledge to use and reduce your reliance on SaaS. We also build websites and custom software around the way your business runs.
Keep what earns its place. Consolidate the overlap. Replace the right subscriptions with systems you control.
We compare the full cost of hosting, migration, maintenance and support before recommending a move.
Explore SaaS independenceThree approaches we can explore
Adapt an existing solution
Build around the way you work
Rethink repetitive work with AI
We assess open-source software, custom builds and AI alternatives against your workflows, access needs and full operating costs.
Connect approved procedures, policies and useful answers to an AI knowledge system. Help people find the right information and prepare work with sources they can check.
Check the request is complete, assign an owner and prepare a draft response. Have a person review it before sending.
Example process: review the incoming details, ask for missing information, assign the enquiry and prepare a response for approval. This sample illustrates a source link; it is not connected to company documents.
Begin with one team, a defined source set and 20–30 real questions.
Explore the AI Company BrainRepetitive admin fragments attention, slows customers down and makes experienced people spend their day moving information between tools. The process may look small each time. Repeated across a week, it becomes a real operating cost.
Customer details copied from emails into spreadsheets.
Quotes assembled, checked and recalculated by hand.
Inbox requests sorted and answered one at a time.
Data cleaned and reformatted before every report.
Appointments booked, rescheduled and chased manually.
Try the flow
Choose a step to see it in action.
The useful details arrive together.
An interactive example; nothing is sent.
The best first automation is frequent, rules-based and easy to measure. We connect the steps around the work, not just one clever AI feature in isolation.
Capture an enquiry, check that the required details are present, prepare a draft quote, route it for approval, send it and schedule the follow-up.
Collect, clean, deduplicate, categorise and reconcile data; update the right system; and send exceptions to a person for review.
Classify incoming questions, find relevant approved information, draft a response, prioritise urgent cases and escalate anything uncertain.
Extract tasks, dates and customer details from messages; file documents; update records; and prepare the next action.
Qualify the request, check availability, book or reschedule, send reminders and flag conflicts that need a person.
AI handles predictable steps.
People stay responsible for important decisions.
A quote request should not create five separate admin jobs. Here is what a practical quote-to-booking workflow can do.
QUOTE-TO-BOOKING / SCROLL TO EXPLORE
A customer request arrives through email or a form.
Monthly office cleaning. Starting next week.
The workflow extracts the details, validates required fields and updates the right record.
Service: office cleaning. Frequency: monthly.
A quote is prepared from approved pricing rules, terms and templates.
Draft prepared from approved pricing. Awaiting review.
A team member reviews exceptions and approves the quote before it is sent.
A team member reviews and approves the draft.
Acceptance updates the pipeline, offers an available slot and triggers confirmations and follow-ups.
Accepted quote. Example slot confirmed. Follow-up scheduled.
An illustration only; nothing is sent or booked.
The customer gets a faster response. Your team stops retyping the same information. You keep approval before anything important is sent.
We map the current process, its volume, delays, exceptions and risks. Together, we choose a first workflow with a useful, measurable outcome.
We connect the relevant tools, create the workflow and add clear review points, logging and failure handling.
We test with real examples, train the people who use it and compare the result with the original process.
Once the first workflow is stable, we can maintain it, refine it or apply the same approach to the next bottleneck.
Your website is part of the way your business works. We design it around a clear message and useful enquiries, then agree the care it needs after launch.
Build a clear, responsive website with useful content and enquiries that reach the right place.
A clear message. A useful next step.
Explore serviceKeep websites and workflows maintained with agreed updates, backups, monitoring and support.
Ongoing care. Clear responsibilities.
Explore serviceWordPress plugins, custom plugins for applications such as Figma and Adobe apps, browser extensions, and connected applications. Our experience includes JavaScript, Three.js, Ruby on Rails, React and PHP, with GitHub supporting the way we collaborate, review and release code.
A builder and extensive design library, designed and built by our team, including the icons. Product design and plugin development working together.
Our work on design libraries and tools for Divi is part of the product experience we bring to custom software and WordPress projects.
We also build focused alternatives to SaaS subscriptions and rebuild suitable WordPress websites in HTML, CSS and JavaScript, removing the published site’s reliance on WordPress and plugins.
Repetition is the clue. A clear, frequent task usually creates more value than an ambitious but undefined AI idea.
We design around the tools your team already uses: spreadsheets, inboxes, customer databases, forms, document systems and calendars. Where a tool cannot connect safely or reliably, we will say so before building.
The exact technology comes after the workflow, not before it.
What to expect before we connect a single tool.
We assess what to keep, connect, consolidate or replace. A SaaS independence review compares essential features, dependencies and the full cost of running an alternative before recommending a move.
No. Important decisions, unusual cases and sensitive actions should remain visible to the right person. We automate predictable work and design clear handoffs for exceptions.
Good candidates are repetitive, rules-based tasks involving email, spreadsheets, forms, documents, customer records and calendars. Quoting, data cleaning, support triage, scheduling, reminders and recurring reports are common examples.
A focused sprint is typically planned as a two-week build once scope, access and decisions are ready. Complex integrations, unclear rules or poor-quality data may take longer; that will be surfaced during scoping.
We map what data the workflow needs, minimise access, document where information moves and choose controls appropriate to the risk. Sensitive workflows are not launched until access, review and failure handling are understood.
That is common. The diagnostic separates necessary exceptions from accidental complexity. Sometimes the best first improvement is to simplify the process before automating it.
No. A support workflow may include an assistant, but the real product is the connected process around it: intake, data, rules, review, action and measurement.
Yes. We plan, design and build business websites, and agree maintenance and support separately. Website projects and care plans are scoped around the work you need.
It is a knowledge system that helps staff find answers and draft work from approved company sources. It includes visible sources, access permissions, review of outdated information and a correction process.
Yes, where the alternative is a good fit. We start with one category, compare licence and operating costs, test the migration and keep a rollback path.
A repeated task, scattered knowledge, a costly subscription or a website that needs attention. Tell us where you are starting and we will help you work out the next step.
One useful improvement. A clear way forward.