VENTURE 02•BOUTIQUE WORKFLOW AUTOMATION

Eliminate the 5 manual drains consuming your billable hours.

We audit your boutique agency or consultancy, identify your costliest operational friction points, and deploy resilient, human-gated AI automations that run silently in the background.

AUDIT & IMPLEMENTATION BLUEPRINT

The 5 Core Automations We Deploy

WORKFLOW 01

1. Instant Proposal Synthesizer

Converts unstructured discovery call notes and Zoom recordings directly into formatted SOWs and pricing proposals in 30 seconds.

WORKFLOW 02

2. Inbound Lead Triage & CRM Sync

Pre-qualifies inbound form inquiries against your ideal client criteria, logs deals in HubSpot/Airtable, and prepares custom reply drafts.

WORKFLOW 03

3. Meeting Minutes to Action Tasks

Extracts commitments, assignees, and deadlines from client meetings and automatically syncs them to Linear, Asana, or Jira.

WORKFLOW 04

4. Document & Invoice Processing

Extracts key data, terms, and line items from incoming supplier PDFs or contracts directly into your accounting tools.

WORKFLOW 05

5. Weekly Executive Operational Digest

Scans all active client project threads, open deliverables, and overdue tasks to deliver a Monday morning owner digest without manual status meetings.

COMMERCIAL MODEL

Sprint Implementation + Managed Retainer

PHASE 1: BUILD SPRINT

£1,500 – £2,500one-off

Full audit and custom implementation of 3–5 core automated workflows.

90-Minute Operational Workflow Audit
Implementation in Python / n8n / APIs
Human-in-the-Loop Approval Checkpoints
Staff Video Walkthroughs & Documentation

OPTIONAL SUPPORT

PHASE 2: MANAGED RETAINER

£500/ month

Continuous monitoring, prompt calibration, and workflow maintenance.

24/7 Pipeline & Webhook Uptime Monitoring
Model Updates & Prompt Calibration
1 New Micro-Automation per Month
Priority Incident Resolution (<4h response)

INTAKE PORTAL

Schedule Your Operational Automation Audit

Describe your team's most painful manual task. We will provide an initial blueprint in our discovery call.