CobaltAutomation Services
How it works Two things, bought differently

A plan is short. Custom work is the long way round.

Two different things, and it is worth knowing which is which. A plan is what you buy to start with: setup is included, it takes a fortnight rather than a quarter, and there is no day of listening to sit through. Custom automations are bought separately, later, on top of a plan, and those are the ones built the long way.

Here is that long way first, so you can see what it is and what taking a plan spares you.

01

Understand

A day learning how your business actually runs. We follow one real enquiry from arrival to invoice.

02

Simplify

Where things get stuck, dropped or repeated. Usually you already know two of them.

03

Automate

The things that do not need you but currently wait for you.

04

Integrate

What you already use gets connected, so nothing is typed twice.

05

Improve

We watch it run and keep tightening it until you stop noticing it.

Taking a plan The short one

Setup is included, and it is short.

None of those five steps apply here. No day of listening, no audit and no proposal. We build what the plan says, test it with you and switch it on.

16:41Your setup£297 · Cobalt CoreCustomer records and calendarWebsite forms connectedMissed-call text-back, UK numberYour greeting and knowledge baseLive phone test with youWebsite assistant on your siteSwitched on
£297, Cobalt Core. A live phone test with you before a single real call reaches the receptionist.
16:41Sitebooks setup£497 · Cobalt + SitebooksBEFORE THE CALLAccount and materials listbuilt from your supplier invoicesON THE CALLYour first voice notecomes back as a quote, live1WEEK ONEPhotograph receiptsthat is the only homework2WEEK TWOInvoicing and job recordsswitched on
£497, Cobalt + Sitebooks. Your first quote comes back live on the setup call. Week one is receipts only.

Custom automations get added on top of a plan later, once it is running and we can both see what would actually pay. That is when the five steps, the audit and the proposal page come in. Both start with the same free call, and if a plan on its own is the right answer, we say so.

In order From the check to it running

What actually happens, and when.

Nothing is signed before you have seen a number. This is the long route, the one custom work takes. On a plan you skip the proposal page and go straight to the build.

Day 0Day 1–3Day 3–5Week 1–2Week 2–3Month 1
Two minutesYou take the check

A rough figure from your own numbers. If it comes back small, it tells you so.

Forty-five minutesThen the audit

A video call with Leon. Have your last ten invoices to hand. You hear what is worth doing, and what is not.

A day or two laterThen a page arrives

Everything we could build, each with a switch. The price moves as you switch, next to what it is worth on the figures you gave us.

A week or twoThen we build it

The first piece goes together in a week or two.

Three to seven days of that is Meta verifying your WhatsApp number. Nobody can speed that up, us included. We start that clock on day one so it runs while the rest is being built.
First monthThen it runs

We watch it and tighten it. You will want things changed in week two, and that is normal.

If we say something will happen on Tuesday, it happens on Tuesday. If it cannot, you hear that before Tuesday, not after it.

When something goes wrong, which occasionally it will, you hear it from us first, with what we are doing about it.

A day or two later The page that arrives

Every piece of custom work gets its own switch. Build the version you want, see what it is worth on your own figures, and sign nothing.

Your proposalSwitch on what you wantWatch the price move as you switchQuote follow-up emailsOld customers backContracts on a phoneAccounts connected"On our way" textsONE-OFF PRICE£WORTH TO YOUNothing to signNothing expires
What we won't do The shorter list is ours

We won't build you something you don't need.

If it does not save you time or make you money, we will not build it. On the audit call you get told which parts of your business we would leave alone, and that list is usually longer than the other one.

Rip out something that already worksso we can replace it with ours. If your job software is fine, it stays and we connect to it.

Put something in front of your customers and disappearWe stay on it for the first month and we are reachable after that.

Sell you a system you need a translator to operateIf you cannot change a message yourself, we built it wrong.

Charge you for the parts you don't needThe page you get lists everything separately for exactly that reason.

You own your data. We just built the system.

The numbers, the customer records, the messages and the history are yours. If you ever leave, you leave with them.

Start here One conversation, no pitch

If it's not worth doing, we'll tell you.

The audit is free and takes about forty-five minutes. You will get something useful out of it whether you buy anything or not.

Take the two-minute check first Ten questions, your result on screen straight away, no email needed.
Or go straight to the free audit. Or ring 07401 200177 and ask the receptionist yourself.