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Evans Sales Consultancy - international sales growth, market entry and expansionEvansSales Consultancy
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AI Workflow Implementation · From £4,950 + VAT

Build the simplest system that does the job reliably.

Evans designs, builds, tests and hands over automation around a defined commercial process — with approval points, exception handling and measurement designed in from the start.

Three implementation levels

Focused Workflow

From £4,950 + VAT

One defined automation, designed, built, tested and handed over with measurement in place.

  • Enquiry handling
  • CRM updates
  • Quotation drafting
  • Reporting
  • Email classification
  • Document extraction

Connected Workflow

Scoped per process

Several systems connected around one commercial process, with approvals and exception handling designed in.

  • Website → Email → CRM → AI → Proposal → Task management → Reporting

Commercial Automation System

Custom pricing

Multiple connected workflows across a department or business, phased so value is proven before scope grows.

  • Sales, customer service and reporting workflows sharing one data model

Designed before it is built

Example blueprint: inbound enquiry
  1. 01Website enquiry
  2. 02AI classification
  3. 03CRM record
  4. 04Opportunity categorisation
  5. 05Sales notification
  6. 06Personalised acknowledgement
  7. 07Follow-up task
  8. 08Pipeline reporting

TriggerInputsOutputsData sourcesSystemsIntegrationsBusiness rulesAI decisionsHuman decisionsApproval pointsException handlingPermissionsMeasurementFailure states

Who does the work

Evans owns the commercial problem, workflow diagnosis, process design, implementation management and commercial measurement. Straightforward systems can be implemented directly. Where specialist software engineering, enterprise integration, cybersecurity or regulated-data expertise is required, Evans can manage appropriate technical specialists as part of the engagement.

Human control

Automation should reduce work, not remove accountability.

Human approval where it matters

Pricing, commitments, customer-facing claims and anything with legal, financial or reputational consequence keep a named person in the approval step.

Commercial judgement stays human

Automation prepares, sorts and drafts. People decide who to prioritise, what to promise and when to walk away.

Not autonomous by default

Sensitive actions are not fully automated unless the risk has been assessed and the business has chosen that deliberately.

Less work, same accountability

Automation should remove administration, not remove ownership. Every workflow has a named owner and a way to see what it did.

Process first, where that is better

Sometimes the correct recommendation is to improve the process rather than automate it. Automating a broken process only makes it fail faster.

The simplest suitable solution

A reliable rule in an existing system often beats a complex new platform. Complexity is what stops systems being used.

Evans owns the commercial problem, workflow diagnosis, process design, implementation management and commercial measurement. Straightforward systems can be implemented directly. Where specialist software engineering, enterprise integration, cybersecurity or regulated-data expertise is required, Evans can manage appropriate technical specialists as part of the engagement.

Related service

Want the workflows maintained and improved after launch?

Managed AI Automation from £995 + VAT per month.

Implementation questions

  • From £4,950 + VAT for a focused workflow. Connected workflows and commercial automation systems are scoped and priced individually.

  • Usually. Where a workflow is already clearly defined, Evans may scope implementation directly after a short discovery conversation.

  • Your business. Workflows are documented and built in accounts you control wherever possible.

  • Evans owns the commercial problem, workflow diagnosis, process design, implementation management and commercial measurement. Straightforward systems can be implemented directly. Where specialist software engineering, enterprise integration, cybersecurity or regulated-data expertise is required, Evans can manage appropriate technical specialists as part of the engagement.

Discuss a workflow

Tell us about the workflow.

Describe the process, the people involved and the systems it touches. Evans will tell you plainly whether automation looks worthwhile, and what a sensible first step would be.

From £4,950 + VAT

Or call 0330 043 8477 · info@evanssalesconsultancy.co.uk

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