What each capability includes.
A starting point defines what you get; capabilities define what is possible. Definitions are drafts until you confirm them.
THE TEN
01
Map and connect
What should happen, in which tools, agreed before anything is built.
Workflow mapping
Trigger, steps, exceptions
✓ Trigger, steps, tools and exceptions confirmed
✓ Which parts need rules, AI or a person
✓ A map your team can check against
Draft definition to write
Tool connections
CRM, bookings, payments, invoicing
✓ CRM, bookings, payments and invoicing connected
✓ Records created or updated by agreed rules
✓ Wix Automations or connected services, whichever suits your stack
Draft definition to write
02
Automations that run
The repeated admin around enquiries, follow-up and onboarding.
Enquiry handling
Capture and routing
✓ Forms, email and channels captured in one place
✓ Contact created or updated, request summarised
✓ Assigned to the right person with the next step ready
Draft definition to write
Follow-up sequences
Reminders and next steps
✓ Agreed follow-ups scheduled automatically
✓ Reminders to the right person at the right time
✓ Activity recorded where the team looks
Draft definition to write
Onboarding automations
Welcome to first task
✓ Welcome messages and intake forms
✓ Documents and team tasks created for each new client
✓ A clear next step for the client and for the team
Draft definition to write
03
AI with a person in the loop
Where AI helps, with your team approving what goes out.
AI assistant for enquiries and support
Approved information only
✓ Answers drawn from approved service information only
✓ Hands over to a person when it should
✓ Reviewed and kept accurate over time
Draft definition to write
AI drafting with review
Summaries and replies
✓ Summaries of requests and conversations
✓ Draft replies from your approved information
✓ A person checks and approves before anything is sent
Draft definition to write
Documents and knowledge
What your tools can use
✓ Service information, FAQs and documents structured for use
✓ One approved source, kept current
✓ Rules for what each tool may use
Draft definition to write
04
Keep it running
What ran, what failed, who owns it and what it costs.
Reporting and monitoring
What ran, what failed
✓ Logs of what ran, when and for whom
✓ Alerts when a step fails
✓ A simple monthly view of volumes and time saved
Draft definition to write
Ownership, review and running costs
Governance
✓ A named owner on your side
✓ Review points for quality and changes
✓ Running costs of tools and AI usage, known before go-live
Draft definition to write
Extensions, once the basics run.
Deeper automations and integrations that came here from the website and operations services, and the AI layer once a workflow is proven.
BUILD ON IT
Advanced automations
Operational workflows
✓ Multi-step flows with conditions and branches
✓ Cross-tool actions: CRM, email, documents, tasks
✓ Error handling and exceptions defined
Standalone · with or without a Wix website · from Website Design & Build
CRM, invoicing and payment integrations
Business operations
✓ Bookings and payments connected to invoices and records
✓ Client records kept in sync across tools
✓ Payment and invoice events triggering the next step
Standalone · with or without a Wix website · from Website Design & Build
Workflow and automation expansion
System depth
✓ Existing automations extended to new steps or teams
✓ New triggers and tools added
✓ Documentation updated with each change
Conditional · builds on automations already running · from Client Experience & Operations
AI efficiency layer
Scale and speed
✓ AI applied to the steps that take the most time
✓ Review controls for anything client-facing
✓ Measured against the time it saves
Conditional · after a pilot · from Client Experience & Operations
AI support tools
Chatbots, FAQ responders
✓ Site assistant or FAQ responder on approved information
✓ Handover to a person built in
✓ Answers reviewed and updated
Conditional · best after an AI pilot · from Client Experience & Operations
Your team runs it. We stay close.
Training and a playbook, so the automations survive staff changes. Ongoing monitoring lives in Care & Improvement.
AFTER GO-LIVE
Team onboarding and workflow training
Adoption
✓ How each automation works and what to do when it stops
✓ Who owns what
✓ A recorded session your team can rewatch
Limited · with any implementation · from Client Experience & Operations
Internal playbook and SOPs
Operational memory
✓ Each workflow documented: trigger, steps, owner
✓ What to check monthly
✓ How to request a change
Limited · with any implementation · from Client Experience & Operations
Which starting point includes what.
The three starting points carry the ten in different depths. Scoped means agreed with you for the workflow in question.
COMPARE
Map and connect
Automations that run
AI in the loop
Keep it running
Extensions
After go-live
Capability
Implementation
Automate a clear workflow
from €1,200
Pilot
Test an AI use case
from €1,900
Review
Find the right opportunity
from €600
Workflow mapping
✓
✓ one use case
✓ the candidates
−
Tool connections
✓
if the pilot needs it
−
−
Enquiry handling
when it is the workflow
if it is the use case
−
−
Follow-up sequences
when it is the workflow
−
−
−
Onboarding automations
when it is the workflow
−
−
−
AI assistant for enquiries and support
−
✓ as the pilot
−
−
AI drafting with review
when it is the workflow
✓ as the pilot
−
−
Documents and knowledge
when it is the workflow
✓
−
−
Reporting and monitoring
✓
✓ pilot findings
−
−
Ownership, review and running costs
✓
✓
✓ in the recommendation
−
Advanced automations
scoped
−
−
−
CRM, invoicing and payment integrations
scoped
−
−
−
Workflow and automation expansion
scoped
−
−
−
AI efficiency layer
scoped
scoped
−
−
AI support tools
scoped
scoped
−
−
Team onboarding and workflow training
add-on
add-on
−
−
Internal playbook and SOPs
add-on
add-on
−
−
Draft: which starting point covers which capability is to be confirmed. Prices and timelines are on the service page.