Compare the same workflow, including the time your team will spend testing and maintaining it.
By Montaj Digital · Updated
Compare both approaches
These describe different approaches. Check the actual scope and terms of any provider you consider.
Compare both approaches
A smaller commitment can be the right starting point.
Compare both approaches
Estimate the same workflow over 12 months. Separate cash costs from staff hours, and avoid counting every hour saved as a cash saving.
For client onboarding, map the trigger, required fields, CRM update, owner assignment and confirmation. Whether your colleague or an agency builds it, test missing fields, duplicate records and a failed connection. Ask a second person to recover the failed run using only the documentation. This is an illustrative acceptance test, not a client result.
We agree the problem, deliverables and responsibilities before the engagement starts.
The paid audit investigates the work and produces a prioritised roadmap.
We scope implementation separately, including tests and acceptance.
Agree account access, documentation, IP terms and who maintains the system.
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Yes. Start with a contained workflow and allow time to test failures, document it and maintain it.
Read the scope, then book a free AI discovery call if you want to discuss your situation.
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