From lead to a deployed solution
Every corporate engagement runs through the same managed process. Stages 1–4 are sales; 5–9 are delivery; stage 10 is the continuous monthly service.
- 01
Lead and first contact
Enquiries arrive from the community, the website, partners, events and outbound sales, and are logged and answered within the target time.
Sales - 02
Initial discovery
A 1–2 hour meeting covering objectives, systems, repetitive manual steps, current AI tools, security requirements, budget and decision-makers.
Sales - 03
Opportunity assessment
Each use case is scored 1–5 on benefit, feasibility, cost, risk, data availability, dependencies, readiness, regulation and speed.
Sales - 04
Quotation and contract
Scope, deliverables, exclusions, acceptance criteria, schedule and price are fixed in the order before signature.
Sales - 05
Solution design
The selected use cases are designed in detail: data flows, tools, models, approval points and error handling.
Delivery - 06
Building or configuring
Automations, agents and integrations are built, then tested internally before the client sees them.
Delivery - 07
Client testing and fixes
The client tests against the acceptance criteria; findings are fixed and re-tested.
Delivery - 08
Deployment
Production release with administrator onboarding, documentation and usage instructions.
Delivery - 09
Staff training
Role-specific training and instructions so the solution is actually used in daily work.
Delivery - 10
Continuous development
Monthly reporting on work, hours, results and risks, with a prioritised development backlog.
Monthly