Client onboarding automation
A client says yes, then someone chases intake details, copies information, and follows up before kickoff.
For small agencies, consultancies and service businesses
Business Automation
Review
Find out what you can take
off your team's plate.
We look at up to three repetitive parts of your business, such as following up with leads, getting new clients started, or copying information between systems. You get a written priority list and a clear recommendation on where to start. The review is $500 USD.
The intro is optional and only confirms fit. The three-process review and written recommendations are included in the paid session.
$500 paid in full when booked, before the working session. We confirm the details and send payment instructions by email.
Led by Lori Crooks, founder of Nelvori and cybersecurity and compliance leader.
Business automation in ordinary language
Which repetitive tasks
could your team stop chasing?
Business automation, also called workflow automation, uses software to handle repeatable steps, such as moving approved information between tools or flagging a missing item. AI can help when a step involves interpreting text. We first check whether a simpler process or an existing tool setting would do the job.
Lead follow-up and handoffs
A promising inquiry gets buried in email. We look at tracking next steps and preparing responses, with a person in charge of what gets sent.
Less manual data entry
Someone copies updates between a CRM, spreadsheet, and project tool, or rebuilds the same report every week. We check which steps could be connected reliably.
What you get and what it costs
Compare three possibilities.
Choose one place to start.
Paid review · $500 USD
Business Automation Review
100% upfront when booked, before the session.
After a short intake and a 60-minute working session, you receive:
- A high-level look at up to three recurring processes.
- Where the work gets delayed, repeated, or missed.
- What to simplify, consider automating, or keep with a person.
- One recommended starting point and the questions still to resolve.
Written review within three active business days once inputs are available. This is a comparison and recommendation, not three detailed technical plans. These deliverables belong to the paid review.
Optional next step · $1,000 USD additional
Automation Plan
A detailed plan for one agreed process:
- How the improved process will work and what each tool will do.
- The information, permissions, human approvals, and exceptions involved.
- How to check the result, plus implementation scope and cost considerations.
- A 30-minute handoff so you can scope a separate build.
Up to four more active business days after this stage is accepted and funded. One revision round is included. Detailed plans for the other processes are additional work, quoted when needed.
Want us to set it up?
A clear proposal for
the work ahead.
Implementation starts at $5,000 USD, separate from the review and plan. We discuss the likely build budget before you purchase a detailed plan. If you want Nelvori to handle both, we show planning and implementation in one proposal, with the planning fee included in that total so the same design work is never charged twice. Software subscriptions are separate.
You can stop after the review or use your plan with your own team or another provider. We start with one useful improvement; the other opportunities can wait until you are ready.
Optional care after launch
Monthly Automation
Support
From $997 USD/month
When your team relies on an automation, someone needs to look after it. Nelvori can help keep one agreed automation working, troubleshoot problems, and make small improvements as your business changes.
Agree on the support you need.
- Scheduled checks for failures or missing information.
- Troubleshooting and maintenance of agreed connections.
- A monthly review of how the automation is working for your team.
- A defined allowance for small changes within the existing process.
- Updated notes so your team knows how to use it and who handles problems.
Covered systems, check frequency, support hours, response times, and change limits are agreed in writing before you start. New builds and software subscriptions are separate. Support is optional.
Talk through monthly supportYour first follow-up is included with a Nelvori build.
We include a team walkthrough and a 30-minute review 30 days after launch. Together, we check how the automation is working and decide what would help next. One small adjustment of up to one hour within the agreed process is included if needed. You do not need a monthly subscription for this check-in.
An example · fictional
From signed client
to a ready-to-start project.
Imagine a ten-person content agency comparing slow client intake, missed lead follow-ups, and time-consuming weekly reports. If missing client information is delaying paid work, the review might recommend starting with onboarding. The detailed plan would then focus on that process.
| What we examine | What the plan could recommend |
|---|---|
| Which details are repeatedly missing? | One consistent intake form and a completeness check. |
| Who chases assets and decides the project is ready? | A named owner, draft reminders, and a human approval step. |
| What gets copied between tools? | A supported integration for the repeatable parts, with a clear exception path. |
Illustration only. The right design depends on your tools and evidence. Sometimes a simpler process solves the problem without AI.
How it works
A practical first step, with someone to help you follow through.
- 1
Confirm fit
Request the review by email or have an optional free 15-minute intro. We hear your main concern, answer questions, and agree scope, dates, and terms. The intro does not include process walkthroughs or recommendations.
- 2
Pay $500 to book
We send payment instructions after confirming the details. Pay in full to secure the paid working session. There is no charge for the intro or for sending an inquiry.
- 3
Review your processes
Complete a short intake and bring redacted examples. In the paid 60-minute session, we review up to three recurring processes at a high level.
- 4
Receive written priorities
Get a recommendation on where to start. You can use it on its own. A detailed plan, implementation, and monthly support are optional next steps, agreed separately.
The assessment starts with interviews and redacted examples, without production credentials. We document what should remain under human control. Any later system access is separately scoped and approved.
Common questions
Before you book.
What happens in the free intro?
The optional 15-minute intro is a brief conversation to hear your main concern, answer questions about the service, and confirm whether the paid review is a fit. Process walkthroughs, automation recommendations, and written priorities are part of the $500 Business Automation Review, not the free intro.
Do I need an intro call before booking?
No. You can request the $500 review directly by email. If fit and scope are clear, we confirm the details and payment instructions by email. The free 15-minute intro is available if you would like to talk first.
When do I pay for the review?
The Business Automation Review is $500 USD, paid in full when you book, before the working session. We first confirm fit, scope, the session date, delivery timing, and cancellation or rescheduling terms. We then send payment instructions; payment secures your paid session. Sending an inquiry or having the free intro does not charge you. Further planning, implementation, and monthly support are optional and agreed separately.
What is a Business Automation Review?
A focused review of up to three repetitive business processes, followed by a written priority list. In a 60-minute session with Lori Crooks, you discuss where work gets delayed, copied, or repeatedly chased. Nelvori recommends where to start, what to simplify, and whether AI or ordinary automation would help.
What can a small service business automate?
Common candidates include collecting new-client information, preparing lead follow-ups for approval, updating records between systems, and preparing recurring reports. We look at how often work repeats, how clear the rules are, and where a person needs to make a decision. Not every process needs AI or a new tool.
How much does the review and automation plan cost?
The review is $500 USD. An optional Automation Plan adds $1,000 for one agreed process, making the review and plan $1,500 total. Implementation starts at $5,000 and is quoted separately; software costs are additional. We discuss the likely build budget before you buy a detailed plan. You can stop after the review.
Does the $500 review include plans for all three processes?
No. The review compares up to three processes at a high level and recommends one starting point. The optional $1,000 detailed plan covers one selected process. Detailed plans or builds for the other processes are additional work, quoted when you are ready. The priority list remains yours to use.
Can Nelvori plan and build the automation for us?
Yes, when the process and tools are a fit. We can present planning and implementation in one proposal, with the $1,000 planning stage shown within the total so design is not charged twice. If technical questions prevent a firm build quote, we explain the estimated budget and assumptions first. You can also use a standalone plan with your own team or another implementer.
Do you offer monthly automation support?
Yes. Optional Monthly Automation Support starts at $997 USD per month for one agreed automation after launch. It can cover scheduled checks, troubleshooting, maintaining connections, a monthly review, and a defined allowance for small improvements. Covered systems, check frequency, support hours, response times, and change limits are agreed in writing before you start. New builds and software subscriptions are separate.
What is included after Nelvori builds it?
A Nelvori implementation includes a team walkthrough and a 30-minute review 30 days after launch. We check how the automation is working and discuss what would help next. One adjustment of up to one hour within the agreed process is included if needed. No monthly subscription is required for this check-in; ongoing monitoring is separately scoped.
How long does it take?
The working session takes 60 minutes. Allow up to three active business days for the written review once inputs are available, and up to four more for an optional detailed plan after the review is accepted and planning is funded. We confirm a start date before work begins. Waiting for your inputs or decisions is outside those windows.
Do I need technical knowledge or new software?
No technical knowledge is needed. Bring up to three recurring processes and examples of what happens today. We start with your existing tools and explain recommendations in ordinary language. Tool compatibility is checked before a build is promised. A simpler form, checklist, or clearer owner may be enough.
What should we prepare, and who gets access?
Complete a short intake and bring up to five redacted examples, with no more than 30 combined pages or recorded minutes and up to two participants. Production credentials are not needed for the review. The detailed plan covers one process owner or team, one outcome, up to three tools or data sources, and three exception paths. Any later system access and human approval steps are separately agreed.
Is this the AI Workflow Blueprint?
Business Automation Review is the clearer name for Nelvori's starting service, previously called the AI Workflow Blueprint. The review now compares up to three processes at a high level; the optional Automation Plan goes into detail on one. The plan includes a 30-minute handoff and one revision round requested within five business days of delivery.
Ready to find your
starting point?
Request the $500 Business Automation Review. We confirm fit, scope, the session date, delivery timing, and cancellation or rescheduling terms before sending payment instructions. Full payment secures your paid session.
Both options open an email to Lori. The intro is optional and only confirms fit. Your process walkthroughs and written recommendations are part of the paid review.
Offered by Lori Crooks and Nelvori · Updated