Beta Clearflow Audit — £150 · fixed scope

Turn messy customer ops into clear next actions.

Your team already has the information — it's just scattered across notes, tickets, CRM fields, threads, and reports. Clearflow turns one messy workflow into a clean operating rhythm: signal, summary, action.

Send one annoying workflow See a worked example
Every audit delivers
Workflow map Automation opportunities Human-review points Tool recommendation Build estimate
The Clearflow operating loop Weekly rhythm
01Signal
Collects the scattered context — notes, tickets, CRM fields, usage, threads, renewal dates.
02Summary
Explains what matters: risk drivers, status changes, friction points, missing follow-up.
03Action
Drafts the next move: suggested action, owner handoff, follow-up draft, manager update.
A human stays in review at every step. Nothing sends itself.
Scroll
Works across the tools you already use
Email & inboxes CRM records Slack & team threads Support tickets Usage data Spreadsheets Notes & docs Renewal calendars
The problem

The work is not hard. It is scattered.

Small teams don't need more AI. They need relief from the copying, chasing, and re-summarising that eats the week.

01

Customer context lives everywhere

The full picture of one account is split across the CRM, the inbox, three Slack threads, a ticket queue, and someone's meeting notes.

"What's the latest with them?" takes twenty minutes to answer properly.
02

Follow-up depends on memory

The next step lives in someone's head. When they're busy, on leave, or gone, the follow-up quietly doesn't happen — and nobody notices until it matters.

The renewal conversation starts 62 days too late.
03

Reporting steals time from action

Every Friday, someone rebuilds the same status update by hand: copy from five tools, paste into one doc, rewrite for the manager. Then does it again next week.

Hours spent describing the work instead of doing it.
The method

One workflow becomes a decision flow.

Clearflow doesn't replace your tools. It sits across them — pulling scattered signals into one summary and one clear next action, on a rhythm your team can rely on.

Messy inputs
Scattered signals
Customer notes Support tickets CRM fields Usage signals Slack threads Renewal dates Email history Spreadsheets
The Clearflow layer
Signal → Summary → Action
  • Pulls context together from every source
  • Summarises what changed and why it matters
  • Flags risk, friction, and missing follow-up
  • Keeps a human in review — always
Useful output
Ready to act on
Risk summary
Next action
Follow-up draft
Manager update
Workflow map
Fixed scope, low risk, review built in. Clearflow is designed to earn trust one workflow at a time — not to run your business unattended.
A worked example

The Customer Risk Radar

A synthetic example showing how Clearflow turns scattered customer signals into a status, a reason, a next action, and a draft follow-up. Not a fake case study — a clear picture of the operating rhythm Clearflow builds.

Synthetic example — illustrative accounts, not real clients
BrightLedger
B2B finance platform · Renewal in 62 days
Red risk
0
Usage, 60 days
0
Open tickets
0
Days to renewal
0
New sponsor calls
Why it's flagged

The champion left last month, usage has dropped 35%, two reporting tickets remain open, and the QBR has slipped twice. Individually, each signal was visible to someone. Together, they were visible to no one.

Recommended action

Book a stakeholder reset call, resolve the two reporting issues, and send a short value recap before renewal planning starts on their side.

Follow-up, drafted and waiting
Draft · human review

Northstar Clinics Green stable

Stable usage and positive sentiment. Flagged opportunity: appointment follow-up is still manual — a strong automation candidate.

PixelForge Agency Amber watch

Strong usage, but renewal is close and the manual Friday reporting run is a recurring friction point worth removing before it becomes a reason to churn.

Red risk — act this week Amber watch — monitor, prepare Green stable — nurture, spot upside
The first step

The Clearflow Audit

Bring one repetitive workflow. Clearflow maps it end to end, identifies what can be safely automated, recommends the tool path, and gives you a practical implementation plan — before you spend anything on a build.

01

Send the workflow

One email describing the workflow, the tools involved, what happens manually, and how often. No prep, no discovery deck.

02

Short walkthrough call

A focused conversation to see the workflow as your team actually runs it — including the workarounds nobody wrote down.

03

Receive the audit

Within five working days: a written report you own outright — the map, the opportunities, the human-review points, the recommended tool path, and a realistic build estimate — plus a 30-minute debrief call. Use it with Clearflow or anyone else.

Want to see the deliverable first? View the sample audit — a full report on a synthetic example workflow.
Beta pricing
£150 fixed · one workflow

Beta rate while Clearflow builds its first public examples. The exchange is simple: you pay £150; in return Clearflow asks for a 15-minute feedback call and permission to reference the outcome anonymously — never your name. Fixed scope, no retainer, no upsell pressure.

  • Workflow mapEvery step, tool, handoff, and failure point
  • Automation opportunitiesWhat to automate, what to leave alone
  • Human-review pointsWhere judgement must stay in the loop
  • Tool & path recommendationThe practical route — not a platform pitch
  • Build estimatePractical effort, tooling, and sequencing
  • 5 working days · 30-min debriefFixed turnaround from the day you send it
Book an audit
If a build makes sense afterwards, fixed-scope builds typically run £1,500–£5,000 — the audit tells you honestly whether it's worth it before you commit.
hello@clearflowops.co.uk — replies personally, usually within one working day
Honest scoping

Clearflow is deliberately narrow.

Fixed-scope work is only low-risk when the fit is right. Here's the honest version.

A good fit if you…

  • Have one workflow quietly wasting hours every week
  • Work across multiple customer or ops tools that don't talk to each other
  • Want a practical first automation win, not a transformation programme
  • Prefer fixed scope and a written deliverable over open-ended consultancy

Not a fit for…

  • Enterprise-wide AI transformation programmes
  • Fully autonomous systems making critical decisions unreviewed
  • Legal, financial, or compliance advice
  • Anyone promised guaranteed revenue from automation — that claim isn't honest
Sven Taylor-Haasz, founder of Clearflow
Who you're actually sending it to

I’m Sven.

I’ve spent the past decade inside customer operations — most recently at Coinbase, a Fortune 500 company, where I look after some of their highest-value clients and built an AI tool now used across the whole department to cut manual work. Before that I ran an £8.2M enterprise portfolio and built a customer success operation from scratch at a fast-growing startup.

Every one of those roles taught me the same thing: the work is never the hard part. Finding it — under the tickets, the threads, the spreadsheets — is. That’s what Clearflow fixes. And when you work with Clearflow, you work with me directly.

Sven Taylor-HaaszFounder, Clearflow
Sensible questions

Before you send anything

Do we have to replace any of our tools?
No. Clearflow works across the tools you already use — CRM, email, Slack, tickets, spreadsheets, notes. The point is to connect what you have, not to sell you another platform.
What if our workflow turns out not to be worth automating?
Then the audit says so, plainly. You still get the workflow map and the human-review analysis — most teams find those useful on their own. An honest "don't automate this" is part of the deliverable, not a failure of it.
Who sees our data?
The audit works from your description of the workflow plus whatever examples you choose to share — anonymised samples are fine. Nothing is connected to your live systems at the audit stage, and any later build specifies exactly what is accessed, by what, and with which human-review points.
What happens after the audit?
Whatever the report says. Some workflows aren't worth automating, and the audit will say so plainly. Where a build does make sense, fixed-scope builds typically run £1,500–£5,000 — and the report's estimate lets you decide before committing anything. The report is yours either way, with no retainer and no lock-in.
Who is behind Clearflow?
Clearflow is run by Sven Taylor-Haasz, working directly with each client — no handoffs to a delivery team. You email, he replies. That's also why the scope stays deliberately narrow: one workflow, done properly.
The first step is one email

Send one annoying workflow.

Describe it in plain language. I'll tell you — honestly — whether it's a good Clearflow Audit candidate. If it isn't, you'll know within a day and it costs nothing.

The workflow, in a sentence or two The tools involved What happens manually, and how often What breaks or quietly gets missed
Start with an audit