Frequently Asked Questions
What services does Workflow Wizards offer?
Workflow Wizards focuses on three core services to improve your operational efficiency and reduce manual labor: Automation & Integrations, Process Optimization, and Custom Digital Projects such as CRM improvements and AI-driven workflows.
What is the Quickscan and what is its purpose?
Workflow Wizards offers two distinct services:
The Free Quickscan: A complimentary, 30-minute introductory session share our approach and work methods and gain an initial understanding of your organizational challenges.
The Full Quickscan: A single 4-hour, in-depth consultation focused on a specific operational area. We perform a careful analysis to visualize your current processes, pinpoint critical bottlenecks, and present tailored solutions.
Note on Cost: The price of the Full Quickscan is a flat fee, which is fully deducted from your first project invoice should you choose to proceed with us.
How do the prepaid bundles work?
Our prepaid bundles provide a simple and flexible way to access our expertise for smaller automation tasks, integrations, and workflow improvements. One of the options is a consultation bundle that includes ten one-hour sessions, which you can use at any time over the course of a year. These sessions can be booked by anyone within your organization, giving teams the freedom to get support whenever they need it.
Prepaid bundles offer predictable costs, faster turnaround times, and minimal administration, making them especially useful for clearly defined or recurring tasks.
Do you support CRM systems, AI solutions, and tool integrations?
Yes. We have deep expertise in CRM strategy, configuration, and optimization, with a strong focus on HubSpot—including setup, workflow automation, and creating integrations with other applications. Beyond HubSpot, we also work with many other CRM platforms such as Pipedrive, Odoo, and Zoho CRM, helping organizations streamline their processes and connect their tools into a unified operational ecosystem.
What is the typical timeline for a project?
The timeline of a project depends on the scope, complexity, and the systems involved. Smaller tasks can often be delivered quickly, while larger CRM or workflow projects require more time for analysis, implementation, and refinement. After the initial Quickscan, we provide a clear and tailored timeline so you always know what to expect.
Do you also support AI solutions and AI-driven workflows?
Absolutely. We help organizations design and implement AI-driven workflows, from automation with AI agents to advanced prompt engineering and custom AI integrations. Whether you want to enhance your CRM with AI, streamline decision-making, or reduce manual work through intelligent automation, we provide both strategic guidance and hands-on implementation.
Do you provide support after project delivery?
Yes. We offer post-project support to help maintain and optimize your automations, workflows, and CRM systems. This support is available on a flexible basis, often through prepaid bundles, which provide quick access to our expertise whenever you need it.
What makes your process optimization approach unique?
At Workflow Wizards, we don’t believe in a “one-size-fits-all” approach. Every organization has its own challenges, which is why we start with a Quickscan to gain a deep understanding of your workflows and bottlenecks. Based on this, we deliver custom solutions designed to streamline processes, increase efficiency, and maximize the impact of your systems. This ensures improvements that truly fit your organization.
What is the best way to get started with Workflow Wizards?
The best way to begin is by scheduling a free Quickscan through our website. During this session, we discuss your goals and challenges, and provide a recommended approach, timeline, and concrete next steps. After the Quickscan, you can choose to move forward with a prepaid bundle or a custom project, depending on your needs.