People Hub × Trigger AI

Your 29-step client cycle

Option 1 · Sales Engine Option 2 · Full BD & Finance Build Option 3 · Growth and Automations Partnership Stays Human

Phase 01
Business
development

1 · Outreach 2 · Connect & engage 3 · CRM updated 4 · Meeting prep 5 · Meeting 6 · Proposal writing 7 · Proposal meeting 8 · SOW & plan 9 · SOW signing 10 · Client set up

Phase 02
Insight

11 · Insight work 11 · Invoice raised 12 · Insight presentation

Phase 03
Co-creation

13 · Creation work 13 · SUADA journey set up 14 · Share tear repair 15 · Creation sign off 15 · SUADA sign off

Phase 04
Delivery

16 · Team & ASOW 16 · Delegates in SUADA 17 · Delegates in CRM 18 · ASOW documented 19 · Joining instructions 20 · BEFORE activities 21 · Prep survey 22 · Survey reviewed 23 · Workshop 23 · Connected survey 24 · Expenses 24 · Action plans 25 · Insights reviewed 25 · Invoice & expenses

Phase 05
Optimise

26 · AFTER activities 27 · Embedding session 28 · Impact survey 29 · Impact review

* Purple steps cover the full delivery spine, including SUADA, via a Growth and Automations Partnership. The SUADA integration path gets confirmed in week one before scoping - we need to contact them for public API documentation. Insight and co-creation consulting stays human by design.

Your options

Option 01 Fixed fee

Sales engine

£1,500 · 3 weeks

Step 1 · Outreach Step 2 · Connect Step 3 · CRM

Expand

ICP locked to your exact target profile - job titles, company size, industry signals - every lead scored before entering any sequence
Matched contacts pulled from multiple data sources - verified profiles, ready to send
LinkedIn outreach via Sendr, HeyReach or Dripify - connection requests, follow-ups, and video messages on a set sequence
Cold email running in parallel via SmartLead - text and video cadences across multiple sender accounts
Reply detected on any channel: Make and managed AI agents route the lead, draft a follow-up, and flag it for you to send
Leads auto-recycled between channels when there's no response - nothing falls through
Full conversation history saved to Capsule, team alerted, task assigned and ready to close

Option 02 Fixed fee

Full BD & Finance Build

£2,500 · 4–6 weeks

Steps 1–3 4 · Meeting prep 6 · Proposal 8 · SOW 9 · e-Sign 10 · Client set up 11 · Invoice raised 12 · Insight presentation 18 · ASOW documented 25 · Invoice & expenses

Expand

Everything in the sales engine
Meeting prep agent - briefs the team before every new business call
Proposal generator pulling from your own templates and programme content
Automated SOW with e-signature, status tracked in Capsule on sign
Client set up in Capsule the moment a contract is signed
Xero invoices raised and sent automatically when a milestone is hit
Expenses collated and routed to finance without manual chasing

Option 03 Best value Partnership

Growth and Automations Partnership

£2,500/month · 3-month start · 4-week break clause

Steps 1–3 Steps 4–10 Steps 11–29 Full delivery spine SUADA integration Phases 04–05

Expand

The full 29-step cycle - outbound, BD, and the entire delivery spine
Joining instructions, SUADA onboarding, pre-work, and surveys automated end to end
Action plans sent to delegates automatically after each workshop
Impact tracking and follow-up loop closed without manual sends
Xero invoicing and expense routing at every delivery milestone
We stay close, reshape as People Hub grows, and bring improvements proactively

Ongoing tool costs

What you'd take on after the build. We cover all tool costs during the project. Estimates based on current pricing.

Tool	What it does	Plan	Monthly est.
Dripify	LinkedIn outreach - connection requests, follow-up sequences, video messages	Current plan	Already paying
Xero	Accounting and invoicing - integrated so invoices raise and route automatically	Current plan	Already paying
SUADA	Learning platform - delegate onboarding, pre-work, and survey automation	Partnership	Existing agreement
Notion	CRM and project management - one place for pipeline, delivery, and client ops. Our recommended platform for People Hub.	Plus	£8/user/mo
Make.com	Automation workflows - connects your tools and runs the logic between them	Core	~£9/mo
AI agents	ICP scoring, meeting prep, proposal drafting, follow-up copy, delegate action plans, workshop scheduling, and delivery ops	Claude API · reasoning	~£30–90/mo*
Lead data platform	ICP & Signal-Based search - finding target buyers for People Hub.	Starter	~£40–70/mo
Email sending	Cold email infrastructure - multi-sender accounts, deliverability managed	Starter	~£30–45/mo
E-signature	Automated SOW and contract signing - triggered the moment a deal is agreed	Standard	~£12/user/mo
Loom	Video messaging for outreach, async updates, and client communication	Free or Business	~£15/user/mo

Tool costs transfer to you at handover. "Already paying" means we're integrating what you have - no new subscription. AI agent costs use Claude's reasoning-capable models (Opus-tier) and are billed by token volume. The estimate covers regular automated workflows. *AI agent usage will vary depending on project workflow and task complexity.

People Hub x Trigger AI