One high-value workflow
For a clear problem such as missed-call recovery, web-lead intake, estimate follow-up or appointment request collection.
- Current process mapped
- One end-to-end workflow
- Approved messages and boundaries
- Testing and handover
PROJECT SCOPE & INVESTMENT
Scope the workflow first. Price the real work second.
KX Digital does not use low public anchors that make a connected business system look like a slightly larger pilot. You receive a custom scope after the workflow audit.
WAYS TO START
Choose the level of business problem—not a generic feature bundle.
The free audit identifies which starting point fits the process and current tools.
Several related workflows
For lead response, CRM stages, customer communication and reporting that need to work together.
- Multiple triggers and handoffs
- CRM or field-service connection
- AI interpretation where useful
- Team testing and documentation
Improve and maintain
For systems that need monitoring, message or rule changes, new integrations and planned expansion.
- Review and maintenance
- Controlled changes
- Failure and exception review
- Roadmap for next workflows
WHAT SHAPES THE SCOPE
The hard part is usually the operational detail.
Two similar diagrams can require very different access, testing and human-review paths.
Platform access
Phone events, APIs, webhooks, plans and permissions determine what can connect reliably.
Customer impact
Customer-facing and safety-sensitive actions need stronger wording, review and fallback.
Workflow variation
Different services, missing fields, duplicates and unusual cases add decisions and tests.
Ongoing ownership
Monitoring, account access, message updates and future changes need a clear owner.
WHAT YOU RECEIVE
A plain-English recommendation before a build begins.
The audit can lead to a focused project, a process cleanup, an existing product recommendation or no build.
01
Current workflow
What starts the work, which tools are used, where it waits and who owns the next action.
02
Proposed first system
The trigger, messages, questions, integrations, human decisions and stop conditions.
03
Scope and investment
Deliverables, assumptions, client responsibilities, timing target, third-party costs and support.
SCOPE FAQ
Questions about project investment.
A final proposal is confirmed only after the workflow and access are understood.
01Why are there no fixed public prices?
A phone-to-CRM workflow with one approved message is different from a customer-facing assistant with several integrations and review paths. A fixed anchor can misrepresent both.
02Can we start with one small workflow?
Yes. A focused first build such as missed-call recovery or estimate follow-up is usually the clearest way to test usefulness before expanding.
03Are SMS, phone, AI and software costs included?
Third-party usage and subscriptions are normally separate or held in client-owned accounts. They are identified before the project is agreed.
04What changes the project scope?
The main factors are platform access, number of workflows, customer impact, message channels, record accuracy, failure handling, testing and ongoing support.
FREE AUTOMATION AUDIT
Get a scope built around the real workflow.
Describe the process, tools and result you want. The first response will focus on fit and next steps—not a generic package.