Workflow Automation
Handoffs that do not drop customer context
We engineer sales-to-CS and internal handoff workflows — required fields, SLAs, notifications, and onboarding triggers — as fixed-scope software.
20-minute fit check · Discovery Sprint after fit · Builds from $25K
Status quo
The cost of the status quo
Typical monthly cost
~$2,800/mo — CS and onboarding staff re-gathering context lost at deal close
New customers repeat information they already gave sales
Onboarding starts days late because handoff was informal
No checklist enforced before account goes to CS
Escalations when implementation scope was unclear at close
Leadership lacks visibility into handoff SLA compliance
Scope
What we deliver in a fixed-scope build
- Handoff forms with required deal and technical context
- Automated CS task creation on closed-won
- SLA timers and escalation notifications
- Customer-facing onboarding portal or email sequence
- Integration with CRM, project tools, and billing
- Reporting on handoff quality and time-to-onboard
Typical build band
Workflow Builder
From $25,000
8–12 weeks · Internal tool, auth, admin, 1–2 integrations
View engagement pricingHow engagement works
From fit check to production
Preliminary conversation
20-minute fit check — problem, budget, timeline, and engagement model.
02Discovery Sprint
Paid scope doc, architecture, and fixed build quote (from $3,500).
03Fixed-scope build
Milestone delivery with weekly demos — you own 100% of code and IP.
04Retainer
Post-launch support, iteration, and roadmap from $2K/mo.
Stop losing context between teams
We map your sales-to-delivery path and scope handoff automation in Discovery Sprint.
Frequently asked questions
For detailed requirements or security review, contact the Dynaris team.
Book a preliminary conversation