Our process
Most projects are live in 2-4 weeks. Here's exactly how we get there.
Find the drag
Agree the shape
Build the flow
Keep it alive
The four phases
Every engagement starts with understanding the work, not choosing a tool. That keeps scope tight, cost visible, and outcomes easy to measure.
Audit
01
60-90 min, £250
We look at the tasks that keep repeating, the hand-offs that go missing, and the tools your team already uses. The aim is not to force AI into the business. It is to find the admin that is genuinely worth automating.
What you have at the end
A written report with your top 3 automation candidates ranked by value, effort, and likely return.
Design
02
1 week
We draw the workflow end to end, agree which tools are involved, confirm the edge cases, and turn the audit into a fixed scope. By the end of this phase, you know what is being built, why it matters, and what it costs.
What you have at the end
A plain-English workflow map, tool plan, delivery scope, and fixed project price.
Build
03
2-4 weeks
We build, test, document, and deploy the automation with the people who will use it. That usually means connecting forms, inboxes, calendars, CRMs, documents, payment flows, and AI steps into one reliable process.
What you have at the end
A working automation, a Loom walkthrough, and a written runbook your team can understand.
Maintain
04
Optional retainer
Automations need ownership. We monitor the flow, fix anything that breaks, and add sensible improvements as your business changes. The goal is a system that quietly keeps paying for itself.
What you have at the end
Monthly support, small improvements, and a clear owner when something needs attention.
Tools we work with
We pick the right tool for the job — not whichever vendor pays us a referral fee.
What we don't do
We won't build it if it shouldn't exist.
We won't sell you AI when a checklist would do.
We won't lock you into custom code if a no-code tool will work for the next two years.
We won't hide the logic from your team.
Next step
Book a 30-minute call. We'll map the top 3 automations you should build first — free, no pitch.
Or email york@lessadmin.uk