Blueprint Workshop
From vague requirements to a clear automation and delivery roadmap.
The Blueprint Workshop is a structured discovery and design engagement, for businesses and partner-led opportunities where something needs to improve but the exact scope, priorities, and best approach aren't yet defined.
Why a Blueprint Workshop?
What it is
A structured session that maps the current process, identifies the real opportunities, and produces a prioritised roadmap before any implementation begins. The output document is the basis for the next conversation: proposal, partner-led pitch, internal business case, or phased delivery plan.
Why start here
Many projects fail because they begin with tools, assumptions, or incomplete requirements. The Blueprint Workshop offers a better starting point: process, priorities, and commercial outcomes first; tools and configuration second.
Two tracks
The same workshop, two ways to use it.
Either track runs for a direct client or through a partner, on a live client opportunity.
-
Inputs to a business case
For when the case to invest still has to be made. The workshop produces the analysis, prioritised options, and a costed recommendation to put a business case in front of decision-makers.
-
Solution design
For when the direction is settled and the question is how to build it. The workshop produces a designed solution and a phased roadmap, ready to take into delivery.
Ideal for
Who it's for
- Businesses with growth bottlenecks or multiple intersecting issues
- Teams overwhelmed by manual admin and disconnected tools
- Organisations considering CRM, automation, low-code, or AI changes
- Partners that need a structured discovery before creating a proposal
- Professional services firms reviewing internal workflows (accountancy, legal, consultancy, advisory)
What's included
What you get
- Discovery session
- Current-state process review
- Identification of bottlenecks and risks
- Opportunity assessment
- Recommended future-state approach
- Phased roadmap
- Budget guidance anchored against published pricing bands
- Optional business case or ROI summary
Outcomes
What you walk away with
- A clearer understanding of the real problem
- A prioritised list of opportunities
- A practical recommendation on what to do next
- A roadmap that feeds into delivery, investment decisions, or a partner-led proposal
Pricing
What it costs
- From £3,995, set by the track and scope: a business-case input piece is lighter than a full solution design.
- Partner-channel engagements are charged at a preferential rate.
- Indicative only; the final price is confirmed after a short scoping call, with the full bands on the Plans & Pricing page.
Start with a clear roadmap.
If there's a process, CRM, automation, or AI opportunity that needs clarity before moving forward, the Blueprint Workshop is the right place to start.
