Free · No obligation
Free sales automation discovery session for UK B2B teams
A free working session with our team turns a vague idea into real clarity: what fixing your quoting and sales workflow actually involves, where the risk sits, and what a sensible next step looks like. You get scope, risks and a £ estimate in writing, usually within a few days.
Why this exists
The problem isn't invisible. The right first step is.
Most sales teams already feel the friction – a quote stuck in approvals, a spreadsheet nobody fully trusts, a system that promised simplicity and never delivered it. What's harder is knowing what's actually worth fixing first.
That uncertainty is what keeps sales automation on the "someday" list – not a lack of ambition, but a lack of a clear next step.
This session gives you a working starting point - scope, risks, estimate – before you commit budget to anything.
How it works
One working session, start to finish for free
01
Problem framing call
We get your business goal and the pain point in your own words. No formal requirements doc – just notes captured live, read back to confirm we've understood correctly.
02
Key contact check-in
Rather than interviewing everyone, we identify your decision-maker and main technical contact and have a short conversation with each – often in the same call, if you're a small team.
03
Rough boundary lines
A simple list: "we understand this includes X, Y, Z" and "we're assuming this does not include A, B." Deliberately loose – just enough to prevent wildly different expectations, not a locked scope.
04
Sanity check
A quick internal review: does anything here look technically risky, unusual, or dependent on systems and data we don't have visibility into yet?
05
Known unknowns list
3–5 bullet points on what could change the estimate later – for example, if a system turns out not to have an API, or data migration is needed but wasn't scoped in.
06
One-page summary
Not a full requirements document – a single page covering the problem, rough scope, assumptions, risks, and the estimate. This is the artifact you actually walk away with.
07
Range estimate, not a fixed price
Something like "£15k-£25k" or "6-10 weeks" – explicitly preliminary, and dependent on the deeper scoping work that follows if you decide to go ahead.
08
Workflow visual
For projects where a picture explains it faster than bullet points, we sketch the flow as a simple diagram and hand it over alongside the one-page summary.
Is this for you
Best fit if you recognise any of this
This isn't really about company size or budget - it's about needing an outside, expert perspective before committing to a direction.
You know automation could help - but not where to start
Manual processes, spreadsheets and workarounds got you this far, but it's not obvious which part is actually worth fixing first, or what a realistic first step looks like.
You need something credible to bring to leadership
Not a slide deck of ambition - a clear, written starting point that shows you've thought it through before asking for budget or sign-off.
You need help turning an idea into a defined scope
You know roughly what you want digitalised and automated. Turning that into boundaries, priorities, and a realistic first phase is exactly the part that's hard to do alone.
Proof from projects like yours
Two examples of the quoting and sales automation work we can explore on a discovery call
Case 1
CPQ and sales automation for BT
What started as a quote builder for one product grew into the automation platform behind the client's full B2B sales process. It now handles proposals, contracts and billing initiation for around 10 complex solutions.
Result
85% less process time · 95% fewer errors and mis-sales.
Case 2
Cloud platform for Vocalised
Vocalised gives small businesses and charities phone, mobile and collaboration tools in one service. Customers can order, set up and manage it themselves through automated provisioning, with integrations into Microsoft Teams, Webex and payment and CRM tools.
Result
New services ready in 3–15 minutes · enterprise-grade features at SMB prices.
"Censony takes the time to understand outcomes, not just implement instructions. With so many moving parts in what we're building, that made all the difference."
