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Foundational Automation Projects

High Impact Automation with Zero Risk.

Fixed-scope, fixed-price projects designed to solve your single most painful bottleneck and deliver a rapid ROI.

A team collaborating to complete a puzzle, representing the "Build" and "Handover" phases of a systems automation project.

You Don't Need a Complex Overhaul. You Need a Win.

Sometimes, the biggest barrier to growth isn't your entire business model. It's one specific, broken process that drags everything else down.

  • Maybe it's the sales enquiries that slip through the cracks because you're too busy to reply instantly.
  • Maybe it's the hours spent manually typing data from invoices to Xero every Friday.
  • Maybe the client onboarding that takes weeks instead of days.

These bottlenecks are silent profit killers. They demoralise your team and damage your customer experience. You know you need to fix them, but the idea of a massive, expensive IT project feels like overkill.

Surgical Precision for Your Biggest Headaches

Foundational Automation Projects are our answer to the all or nothing problem of digital transformation. Instead of trying to change everything at once, we target one specific, high-friction area of your business and solve it completely.

These are not open-ended consulting gigs. They are engineered products with a defined scope, a clear timeline, and a fixed price.

The Promise: We enter your business, surgically remove the friction using our Process First methodology, and leave you with a robust, automated system that runs on autopilot.

Why Start Here?

Foundational Projects are the perfect starting point for a partnership with Process Forge.

  • Fixed Price: No surprise bills. You know the investment upfront.
  • Fast Turnaround: These projects are typically live within 2-3 weeks, not months.
  • Tangible ROI: You will see the time savings immediately.
  • Low Risk: Proven technology, implemented by experts.

Proven Solutions for Common Problems

While we can forge a custom solution for any process, we have developed two signature projects that solve the most common pains we see in UK SMBs.

The Automated Lead Guardian

For businesses that rely on website enquiries.

  • The Pain: You spend money on marketing, but leads sit in your inbox for hours (or days). You chase them manually, forget to follow up, and lose business to faster competitors.
  • The Solution: We forge an intelligent workflow that instantly captures every lead, sends a personalised acknowledgement, creates a deal in your CRM, and assigns a task to your sales team.
  • The Outcome: Zero leads lost. Faster response times. Higher conversion rates. A professional first impression, every time.

The Digital Paperwork Tamer

For businesses drowning in invoices and receipts.

  • The Pain: Your highly skilled team wastes hours manually typing data from PDFs into your accounting software. It's boring, slow, and prone to expensive human error.
  • The Solution: We implement an AI-powered system that reads your documents, extracts the data (invoice number, date, amount), and syncs it directly to your accounts for one-click approval.
  • The Outcome: Hours of admin time reclaimed per week. 100% data accuracy. A happier, more productive team.

How We Forge Your Solution

Even though these are quick wins, we never skip steps. We apply our full Expert Craftsman standard to every project.

  1. The Kink-Off: We confirm the exact definition of done. You tell us exactly what success looks like.
  2. The Process Map: We map the workflow to ensure we aren't automating a bad process.
  3. The Build: Our developers build the automation in your environment, connecting your tools (e.g., website, CRM, Xero) securely.
  4. The Test: We run rigorous "Happy Path" and "Edge Case" testing to ensure it won't break.
  5. The Handover: We don't just email you a login. We walk you through the system, provide training, and hand over clear, plain English documentation.

Frequently Asked Questions

Do I need to change my existing software?

Rarely. We specialise in connecting the tools you already use (like Office 365, Xero, HubSpot, etc.). If you do need a new tool, we will recommend the best-in-class option for your budget.

What if I have a different problem?

We can build a custom Foundational Project for any process, from employee onboarding to project management setup. Book a consultation, and we can scope it out.

What happens if it breaks?

All our projects come with a warranty period. After that, we offer Process Guard retainer packages to provide ongoing monitoring and support for total peace of mind.

How much time will this require from me?

We design these projects to be low-impact on your schedule. We typically need about 60 minutes for the initial deep-dive and another 60 minutes for testing and handover. We handle the heavy lifting in between.

Is there any ongoing monthly cost?

No. Foundational Projects are a one-time fixed investment. The only ongoing costs would be for any software subscriptions you use (e.g., Zapier, HubSpot), which you pay directly to the provider.

Pick Your Win

Stop tolerating the friction. Choose a project and solve the problem forever.

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