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Core BI

Services & pricing

Fixed fees. Clear scope. No hourly billing.

Every engagement has a written scope and a fixed fee agreed before work starts. The prices below are illustrative starting points, confirmed after discovery.

Revenue Leakage Audit

£350 fixed fee

A focused review of how leads and deals move through your CRM, and where revenue is being lost.

Typically 5 working days

  • 60-minute discovery workshop
  • Read-only review of one CRM pipeline
  • Lead response time and follow-up analysis
  • Stalled deal and data quality findings
  • Prioritised automation opportunities with effort estimates
  • 30-minute findings call and written report

Not included

  • Any implementation or configuration
  • Data clean-up
  • Third-party licences

Best for: Teams that want evidence before committing to automation.

Discuss this package
Most common starting point

Lead Recovery Pilot

£2,500 starting price, fixed scope

Capture, assign and follow up every inbound lead automatically — and see response performance in Power BI.

Typically 2–3 weeks

  • Lead capture from up to two sources into HubSpot
  • Validation and duplicate detection
  • Capacity-based assignment rules
  • Follow-up task creation and Teams/Slack alerts
  • Missed follow-up reminders
  • Lead response Power BI dashboard
  • Documentation, handover and 2 weeks of hypercare

Not included

  • CRM migration
  • Custom software beyond agreed workflows
  • Third-party licences

Best for: Businesses losing enquiries to slow or missed responses.

Discuss this package

Revenue Operations System

£6,500 starting price, fixed scope

A connected revenue operations layer: automation, AI-assisted recommendations with approval, and management reporting.

Typically 4–6 weeks

  • Everything in the Lead Recovery Pilot
  • Stalled deal detection with AI-drafted recovery (manager approval)
  • Proposal approval and reminder workflows
  • Meeting notes to CRM actions (with approval)
  • Daily management briefing
  • Power BI pipeline and performance dashboards
  • Structured data model (Azure SQL or PostgreSQL) and audit logging
  • Team training and 30 days of hypercare

Not included

  • CRM migration or re-platforming
  • Integrations outside the agreed scope
  • Third-party licences and AI usage costs

Best for: Growing teams that need control and visibility across the whole pipeline.

Discuss this package

Managed Operations

from £450 per month

Ongoing monitoring, maintenance and improvement of the workflows we implement.

Rolling monthly; terms confirmed in your proposal

  • Workflow monitoring and failure alerts
  • Fixes when connected systems change
  • Small agreed change requests each month
  • Monthly performance report
  • AI prompt and rule tuning
  • Quarterly improvement review

Not included

  • New workflows (scoped separately)
  • Third-party licences and AI usage costs

Best for: Clients who want their automations looked after, not just delivered.

Discuss this package
  • Prices are illustrative starting points. Your final fixed fee is confirmed in a written proposal after discovery, based on agreed scope.
  • Prices shown exclude VAT where applicable.
  • Third-party licences are paid directly by you to the provider, including (as relevant) HubSpot, Microsoft 365 / Power Automate premium connectors, Power BI licences, Claude API usage, n8n cloud or hosting, and database hosting.
  • Results depend on your data, processes and team adoption. We agree measurable baselines up front, but we do not guarantee specific revenue, conversion or savings outcomes.

Third-party costs

Licences you pay for directly

We never resell licences or mark up usage. During scoping we estimate these so there are no surprises.

CRM
HubSpot subscription (tier depends on features such as workflows and custom objects)
Microsoft option
Microsoft 365, Power Automate (premium connectors may need per-user or per-flow licences), Power BI Pro or Premium
Flexible option
n8n Cloud subscription or your own hosting for self-hosted n8n
AI
Claude API usage billed by Anthropic per token, or via your cloud provider
Data
Azure SQL or PostgreSQL hosting

What's always included

Written scope, documented workflows, test plan, audit logging, handover and a hypercare period.

What changes the price

Number of systems and lead sources, data quality, custom integrations, approval complexity and reporting scope.

What we don't promise

Specific revenue, conversion or savings figures. We agree baselines and report honestly against them.

ROI calculator

Estimate the capacity you could free up

An illustrative model. Time freed is not automatically a cash saving.

People whose admin could be affected

min

Manual CRM updates, chasing, reporting

£

Salary + employer costs ÷ working hours

days

Typically 20–22

%

Be conservative — 20–50% is typical

£

Licences, AI usage, managed support

£

Used for the payback estimate

Illustrative results

Manual admin today
315 hrs/mo
Time freed (potential)
126 hrs/mo
≈ 0.8 FTE of capacity
Capacity value
£4,032/mo
Time freed × loaded hourly cost
Operating cost
£650/mo
Net capacity value
£3,382/mo
£40,584 per year
Illustrative payback
1.9 months

Time freed is not the same as cash saved or revenue gained. It becomes a financial benefit only if the business redeploys that time to productive work or reduces cost. These figures are illustrative estimates from your inputs, not a forecast or guarantee.

How implementation works

From first call to live workflows in weeks

  1. Step 1

    Discovery call

    A free 30-minute call to understand your processes, systems and priorities.

    30 min

  2. Step 2

    Scope & fixed proposal

    We document workflows, data access, approval points and success measures, then confirm a fixed fee.

    2–5 days

  3. Step 3

    Build in your tenant

    Workflows are built in your Microsoft 365 or n8n environment with your own accounts, so you retain ownership.

    1–5 weeks

  4. Step 4

    Test with real scenarios

    We test with sample data first, then a controlled live period with approvals switched on.

    1 week

  5. Step 5

    Handover & hypercare

    Documentation, training and a hypercare period. Optional managed support afterwards.

    2–4 weeks

Commercial FAQs

Pricing questions

Do you charge by the hour?

No. We agree a fixed fee for a defined scope before work starts. If scope changes, we agree the change in writing first. Optional managed support is a fixed monthly fee.

Will AI send emails to our customers automatically?

No. AI drafts and recommends; a person approves anything customer-facing. Approvals, rejections and executed actions are recorded in an audit log.

How do you handle our data and UK GDPR?

We use least-privilege access, only process the fields each workflow needs, keep credentials in managed secret stores, and document data flows so you can update your records of processing. A data processing agreement forms part of each engagement.

What costs are not included in your fees?

Third-party licences and usage, which you pay directly to providers — for example HubSpot, Microsoft 365 / Power Automate premium connectors, Power BI licences, Claude API usage, n8n hosting and database hosting. We'll estimate these during scoping.

Can you guarantee more revenue?

No. We agree measurable baselines — such as response times and follow-up completion — and report against them, but outcomes depend on your data, processes and team adoption.

Find out where your pipeline is leaking — in 30 minutes.

A free, no-obligation discovery call. We'll look at how leads and deals move through your business today and tell you honestly whether automation is worth it.

Book a Free Discovery CallTry the Live Demo