CONSULTING SERVICES

Make every second count for more

Save your practice countless hours by automating daily admin tasks and processes, freeing up time for work of higher value.
  • Tailored packages to suit your requirements
  • Expert consulting advice
  • Proven ROI

Automate your Practice

Whether it's just an extra hand to build an existing process or crafting tailor-made automations from scratch, our expert consultants will work closely with you to optimise your operations for maximum productivity.

Automation Starter Package

For practices that need an extra helping hand and some guidance on where to start their Automation Journey. This service imports 5 pre-made processes from the FYI Library, configured and ready for you to Test & Activate at your convenience.
Priced from £170

Build for me Package

For practices with a pre-mapped process and all required elements ready in their platform. This service builds your Custom Process pulling together all your templates and other requirements into a Draft Process ready for you to Test & Activate at your convenience.
Priced from £285

Map & Build Package

For practices that need a helping hand to map their process, identifying all requirements for automation as well as building the Custom Process in their platform ready for you to Test & Activate at your convenience.
Priced from £460
If it can be done by tech, let’s do it.
We use FYI automations in the background. As soon as a document is approved, the processes that our admin team follow are now fully automated.
We knew there was a better way of working.
The way we work has been transformed. FYI has challenged us to improve our processes and to work smarter.
ALY GARRETT FOUNDER
ALL IN ADVISORY
JARROD BRAMBLE PARTNER
CUTCHER & NEALE
ABBY ACUTT CLIENT SERVICES MANAGER
G J WALSH & CO
TASHA ROSSITER PRACTICE MANAGER
SIDCOR

Our Process

Our standard process follows 3-steps
1

Scoping

Your Consultant will meet with you to understand the process you're looking to automate, your needs and requirements.
2

Draft Process

If required, your Consultant will work with you to map your process and identify key elements to ensure your process is streamlined. Your Process is built into your FYI Platform according to your process map, ready for you to Test & Activate the process at your convenience.
3

Training

Your Consultant will host a training session with you to run through the process and provide next steps for you to Test & Activate your new Automation.

FAQ's about Automation Packages

What is a process?

How many processes are included with the packages?

Can we have more than one process built?

Does this service include creating Templates, Views or updating data?

Which package suits my needs?

I'm not sure if the process I want to build is possible

Can you help us with general automation questions?

Ready to make it count for your practice?

Book your package and secure an FYI expert to automate your practice today.