Example only. A made-up agency job for a fictional client ("a dental clinic"), showing the format you'd receive.
Overflow automation build: scope to handover
1. Scoped plan and fixed price (sent before any work)
Job: new enquiry form → CRM → personalised reply → Slack alert
Tools: the client's existing Typeform, HubSpot (free CRM) and Slack, joined with Make
Price: £300 fixed · Delivery: 5 working days · Includes: one round of changes
Tools: the client's existing Typeform, HubSpot (free CRM) and Slack, joined with Make
Price: £300 fixed · Delivery: 5 working days · Includes: one round of changes
2. The workflow
- Form submitted → Make receives it within a minute.
- Contact created or updated in HubSpot, tagged by treatment type.
- Reply email drafted from the clinic's own wording for that treatment, sent from the clinic's address.
- Slack message to reception with name, treatment and a link to the HubSpot record.
- Errors (e.g. HubSpot down) go to a shared inbox, so nothing is lost silently.
3. Handover document (yours to keep and rebrand)
- Accounts and connections used, and who owns each login (always your client)
- How to test it: a test form entry and what should happen at each step
- What to change when the process changes: new treatment, new reply text, new staff channel
- Running cost: what plan each tool needs at the client's volume
Built under your name, with no contact with your client unless you ask. Your client owns everything built. NDA on request. Built with AI coding tools and tested before delivery.
Send one job from your backlog to angus@nexwell.uk and I'll reply with a scoped plan and a fixed price.