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
- 01Website enquiry
- 02AI classification
- 03CRM record
- 04Opportunity categorisation
- 05Sales notification
- 06Personalised acknowledgement
- 07Follow-up task
- 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.
Six solution families
Where automation usually pays back first.
Sales & CRM Automation
Lead capture, qualification, CRM administration, follow-up, research, pipeline updates and sales reporting.
See the workflows →02Customer & Enquiry Automation
Incoming enquiries, routing, acknowledgements, classification, FAQs, appointments, support triage and escalation.
See the workflows →03Document & Data Automation
Data extraction, document classification, data entry, summaries, document generation and moving information between systems.
See the workflows →04Reporting & Management Automation
Weekly reports, management summaries, dashboards, performance alerts, KPI consolidation and recurring analysis.
See the workflows →05Operations & Admin Automation
Scheduling, task creation, internal requests, forms, handover, approvals and repeated back-office workflows.
See the workflows →06AI Agents & Business Assistants
Research, approved information retrieval, drafting, workflow steps and commercial support — controlled, with human approval.
See the workflows →Related service
Want the workflows maintained and improved after launch?
Managed AI Automation from £995 + VAT per month.
Practical guidance
Zapier vs Make vs Custom Automation: Which Type Suits Your Business?
Choosing between a no-code platform and a custom build is less about which tool is 'better' and more about how your business actually needs it to behave over time.
Why AI Automation Projects Fail in Small and Mid-Sized Businesses
Most failed AI automation projects were not defeated by the technology — they were set up to fail before any software was chosen.
How Do You Implement AI Automation Safely?
Safe AI automation implementation means starting with the process, keeping people accountable for sensitive decisions, and testing before scaling.
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
