Client Experience Automation
Design and automate end‑to‑end client journeys that cut response times and lift CSAT
Using your existing playbooks or SOPs aim to identify quick wins for automation and sets the standards for knowledge, tooling and handoffs. You get measurable deflection where it’s safe and better human service where it counts. The outcome is faster answers, cleaner data, and a support operation that scales without runaway costs
Service Features
- Templated proposals with governance
- Guard‑rails for pricing and legal terms
Content inventory & hygiene: Audit decks, SoWs, case studies and price books; align owners and refresh cycles to your current governance.
Proposal patterns: Template structure, modular sections and citation of source material; mapped to your approval flow.
Risk & pricing guard‑rails: Non‑negotiables, exception paths and approval matrices that reflect your policies.
Workflow design: Draft → review → approve → e‑sign; versioning and audit trail integrated with your tools.
CRM coaching: Define “next best action” prompts and renewal/expansion signals consistent with your sales stages
Enablement playbook: Consolidated templates, clause library and pricing policy mapped to your existing playbooks; MV‑templates where needed.
Workflow specification: Roles, SLAs, approval gates and tool integrations (e.g., SharePoint/Drive, DocuSign/Adobe Sign, CRM) that mirror your current ways of working.
Risk catalogue: Red‑flag terms and mitigations; approval routing aligned to your governance.
Metrics pack: Definitions for cycle time, proposal turnaround and win‑rate, tied to your reporting.
Implementation backlog: Phased rollout plan and acceptance tests anchored to your approval process.
How Can We Help
We keep it simple.
Our approach is collaborative, aiming to work with you to build the right AI solution for your business.
Some of the the areas where we can help you are:
AI Strategy
Develop a comprehensive AI roadmap tailored to your business goals.
AI Orchestration
Process automation using low-code platforms or complex orchestration on Azure / AWS.
Agentic AI Agents
Managed, Autonomous AI agents that can automate your business processes.
AI Ops
Monitor, respond, and optimize based on signals from your AI environments.
Why Choose Us
A few reasons why our clients choose to work with us.
We understand that not all businesses are the same, and not all problems are the same. We are here to help you solve your problems on your terms to your timelines.
We understand that AI is not a one size fits all solution. We work with you to understand your business and your needs and then we will suggest a solution that is tailored to your business.
We understand that communication is key to the success of any project. We work with you to keep you updated on the progress of the project and ensure you are always in the loop.