Hospitality
Beachclub Indigo
An honest advisory report across four departments
We sat in with admin, sales and marketing, wrote down what actually got in the way, and turned that into a roadmap at three maturity levels. Not an 80-slide deck — something they could start on Monday.
Results achieved
Concrete automation roadmap
Departmental quick wins
Phased implementation plan
The challenge
The team lost time on manual work, but lacked a clear picture of what was realistically fixable. Invoice checks, quoting, content planning, and email admin were piling up.
Our approach
- 1.Host a discovery day with the full team to review processes department by department.
- 2.Define four core themes covering Finance, Sales, Content, and LinkedIn.
- 3.Outline three maturity levels per theme, ranging from basic Claude usage to fully built n8n workflows.
- 4.Identify quick wins the team can start using immediately.
The solution
An advisory report detailing what is possible today per department and how automation can grow over time. The team can start improving processes without waiting for a large IT program.
ClaudeGranolan8n