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Automation Package

Custom Automation

If you can describe the process, we can automate it.

Some automation challenges do not fit a standard template. If you have a complex multi-system workflow, a proprietary tool that needs integration, or a process we have never seen before — schedule a discovery call and we will scope a custom solution.

Scoping document delivered within 3 business days of discovery call.

Pricing

Custom Quote

After discovery call

  • Discovery call to understand your specific automation challenge
  • Custom scoping document with architecture proposal
  • Fixed-price project quote or monthly retainer recommendation
  • Dedicated project inquiry for implementation
  • Full documentation and handoff training

What this capability brings into the business

Discovery call to understand your specific automation challenge
Custom scoping document with architecture proposal
Fixed-price project quote or monthly retainer recommendation
Dedicated project inquiry for implementation
Full documentation and handoff training
Post-launch support period included in every custom project

How the work moves

01

Discovery Call

We learn about your current process, the problem you are solving, and the tools involved.

02

Scoping

We produce a written scope with technical architecture, timeline, and pricing.

03

Build & Test

Implementation with regular check-ins and staging environment testing.

04

Launch & Handoff

Production deployment, documentation, and team training.

05

Support

Post-launch support window to resolve any issues after go-live.

Where this capability creates the most leverage

Enterprises with proprietary internal tools
Businesses with compliance requirements affecting automation design
Multi-location operations needing custom data routing logic
Anyone whose challenge does not fit a standard service tier

What sits outside this scope

Clear boundaries keep the work focused. Adjacent needs can be sequenced after the assessment.

  • Anything prior to a discovery call and signed scope

Questions, answered

What qualifies as a custom automation engagement?

Any automation that requires proprietary API development, multi-system architecture beyond 5 tools, machine learning components, or compliance-driven data handling.

How is it priced?

After the discovery call, we provide either a fixed-price project quote or a monthly retainer recommendation depending on the complexity and ongoing maintenance needs.

What is the minimum engagement size?

Custom automation projects typically start at $2,500. Ongoing custom retainers start at $997/month.

Is there a cost for the discovery call?

No. The discovery call and scoping document are complimentary. You only pay once you approve the project scope.

Do you sign NDAs?

Yes. We routinely sign NDAs before discovery calls for clients with sensitive operational details.

Put Custom Automation in the right sequence.

Start with the business constraint. We will determine whether this capability belongs in the plan.

Tech & Media brings strategy, technology, media, financial visibility, and operations together around your business. Start with the team at (704) 574-6312. Dexter, our AI receptionist, is available 24/7 at (202) 771-3399.