




Northfield Freight
Quotes sat in a shared inbox for hours and half the leads went to whoever answered first. We rebuilt intake: every request parsed, priced and routed to the right broker in minutes, with follow-up that never forgets.
Your best people spend the week on work a system should be doing. We build that system so you get back the hours and the margin it was costing you.
How well a company runs should not depend on how big it is. We are process experts who make growing companies faster and more profitable, with AI as the lever.
You run one business, not a set of departments. We go deep on the area you bring us, then check what that change touches everywhere else. A fix in one place should never start a fire in another.
When volume grows, the work that repeats should run itself. Margin holds and delivery speeds up. You hire because you chose to, not because the week forced it.
AI earns its place or it does not go in. It runs inside the tools your team already opens every morning. When a better process would do the job instead, you get the better process.
Ninety minutes on how your company really runs, then a ranked plan two working days later: what to fix first, what it costs and what it pays back. You keep the plan whoever builds it. The fee is credited in full against your first service, and a discount code makes it free.
Some bottlenecks do not need software. We redesign how the work moves between people, write the procedure your team will actually follow and fix the hand-offs so nothing waits on someone's memory. Often the fastest win in the plan, and it costs nothing to run.
The work that repeats stops depending on someone remembering it. Lead follow-up, front desk, onboarding, billing and reporting, built inside your own tools and tested in a sandbox before they touch real work. Live in weeks, with the numbers to prove what moved.
Adoption is the whole game. Your people learn to operate AI with judgement instead of fear, in sessions built around their actual work and recorded so the next hire learns for free. Virtual or on site, for one department or the whole company.
Platforms change and systems break. Ours do not stay broken. Monitoring, fixes and updates for everything you run, built by us or not, plus the client portal, the documentation and the recorded training that keep it alive. Month to month, never a condition.
An operations, technology and AI department without the payroll. We keep building as the business changes, report the numbers every month and sit with leadership on what comes next. For companies that want to compound, not just fix one thing.
Most clients start with the audit because it shows where the money is going, but any service can be booked on its own.
What you own when we hand over
Real examples from companies in different sectors, not a catalog. Filter by industry, or by the department that feels the pain first.
Examples of what we have built or would build, and there are many more. No two are ever the same, because no two companies run the same way.
Nothing in this area for that industry yet. Try another area, or book the audit and we will design one for you.
A lead contacted within 5 minutes is 21 times more likely to qualify than one contacted at 30 minutes (MIT and InsideSales). Most enquiries arrive when nobody is watching the inbox. By Monday morning that lead has already spoken to two competitors.
A system that answers every enquiry in seconds, whatever the channel. It reads the message, understands what the person needs and replies in your tone with a booking link. The contact and the deal appear in your CRM without anyone typing. High-value or unusual enquiries are treated differently: those go to a person in Slack with a suggested answer, so the automatic reply only fires where it should.
Nobody checks the inbox on Sunday night anymore. The person who used to write first replies now spends that time on the calls the system booked.
Any business receiving 20 or more enquiries a month where a small team still handles first contact.
1 to 2 weeks, including a few days of live tuning.
Access to your inbox and CRM, ten examples of replies you are proud of and your booking link.
"We stopped losing weekend leads. The first month paid for the whole system twice over."
Managing Director, home services companyReps work leads in the order they arrive, not in the order of value. The best prospect of the week waits behind twenty tyre-kickers. Half the calls of the day go to people who were never going to buy.
Every new lead is enriched with company size, role and public signals. The system scores it against the profile of your best clients. Hot leads land with the right rep together with a one-line reason and a suggested first message. Cold leads enter a nurture sequence instead of a call list. The score keeps moving as the lead opens emails or visits your pricing page, so the queue is always in the right order.
Reps stop researching leads before calling them. They open the day with a ranked list and a reason for each call, and the manager stops arguing about who gets which lead.
Sales teams of 3 to 20 reps with more leads than hours. Works with HubSpot, Pipedrive, Salesforce or GoHighLevel.
Clay2 to 3 weeks, with one week of scoring in the background before it changes who gets what.
CRM access and a list of your 20 best and 20 worst clients. That is how the model learns what a buyer looks like for you.
"Our reps stopped arguing about lead quality. The score is right often enough that nobody questions it."
Head of Sales, B2B software companyOutbound on LinkedIn works when it is consistent and personal. Nobody in a small company has time for 50 personalised touches a day. The agencies that promise it send templates that damage your name.
A list of accounts that look like your best clients, refreshed every week. Each decision maker is warmed up with views and reactions before the first message. The message itself is written from their own profile and posts, in your voice. Replies are sorted by intent: interested people get a booking link and a deal in the CRM, objections come to you with a suggested answer. Daily limits keep the account safe.
The founder stops spending mornings on LinkedIn. The only messages a person reads are the ones from prospects who already replied.
Founders and sales leads selling deals of $5,000 or more, where one meeting a week changes the quarter. This is the engine we built and ran at LeadLinked AI.
Lemlist3 to 4 weeks. The first two define the ideal client and test on a small batch, the rest scales it.
Your LinkedIn profile, five of your best clients as a reference and a clear idea of the offer you want meetings about.
"Twenty-two meetings the second month. We had never done outbound before."
Founder, financial consultancyProspecting stops the moment the team gets busy, and the pipeline dries up six weeks later. Lists bought once go stale, get contacted twice and annoy the wrong people.
Two systems that run every morning without anyone touching them. The first pulls new contacts from the sources you define, whether directories, marketplaces or social profiles. It cleans them against your CRM and stores the reason each one qualifies. The second sends your approved WhatsApp templates to the day's batch, spaced out and personalised. Replies go to a person or to the speed-to-lead system.
Nobody builds lists anymore. The team opens WhatsApp to conversations that already started, and the pipeline stops depending on whether last week was busy.
Any business whose customers can be found online and reached on WhatsApp: agents, recruiters, event promoters and B2B services.
3 to 4 weeks, including WhatsApp Business API setup and template approval by Meta, which we handle.
The sources you want mined, a definition of a good contact and the messages you are happy to send under your name.
"It has been running for five months. I have not opened it once and it keeps filling the calendar."
Owner, real estate agencyYou walk into calls cold. The notes from the last conversation are somewhere in the CRM, the company had news last week and you missed it. The first ten minutes go to catching up instead of selling.
A brief that arrives on its own before every external meeting. The system pulls the contact's CRM history, past call transcripts and recent company news, and writes one page: context, open points and likely objections. It ends with three questions to ask and the offer that fits. The brief lands in Slack, WhatsApp or your inbox, and it works with any calendar.
No more scrolling through the CRM in the car park. You read one page, walk in prepared and use the meeting to sell.
Anyone with more than five external meetings a week. Consultants, advisors and founders who sell get the most from it.
1 week. Faster if you already record calls with Fathom or Fireflies.
Calendar and CRM access, plus your call recorder if you have one.
"Clients think I have a perfect memory. I have a brief."
Partner, advisory firmA good proposal takes a day, sometimes a week. It goes out four days after the call, when the prospect has cooled and a competitor has already sent theirs. Half of the writing is copying back what the client told you.
A proposal written from the call itself. After the meeting you press one button. The system reads the transcript and pulls out goals, pain points and the scope you discussed. It writes a complete proposal in your structure and tone, with prices taken from your rate card. You review, edit if you want and export to PDF, slides or a branded web page with e-signature attached.
The person who used to spend Thursday writing proposals now reviews a draft for ten minutes. Proposals go out the same day, while the prospect is still excited.
Consultants, agencies and any firm where a person sells with a discovery call and then writes.
2 to 3 weeks. We train it on your past proposals and check the first five together.
Five of your best proposals, your rate card and access to your meeting recorder.
"I sent a proposal from the car park after the meeting. They signed that afternoon."
Director, operations consultancyEverything you know about your clients lives in the heads of two people. When they leave, it leaves with them. The daughter's exam, the objection from March, the promise you made in June: gone. Cross-selling runs on memory, and memory fails.
A memory that listens in the background. Every interaction with a CRM contact is captured, on any channel. Calls and meetings are transcribed, WhatsApp and email are read. An AI updates that person's file with facts, preferences and open opportunities. Then anyone can ask in Slack or WhatsApp: what does Anna care about, who mentioned expanding to Texas, who should I call this week. Marketing uses the same memory for campaigns that feel personal.
Nobody writes call notes anymore. Advisors walk into every conversation knowing what was said last time, even if it was a colleague who said it.
Advisors, brokers and consultancies with 200 or more active relationships and revenue that depends on knowing people.
4 to 5 weeks. Channels are connected one at a time, starting with meetings.
CRM access, your call recorder and a decision on which channels to include first.
"I asked it what a client's wife's surgery was, and it told me. She was moved that I remembered."
Partner, wealth management firmMost deals are not lost, they are forgotten. A proposal goes quiet, the rep moves on to fresher leads. Three months later the prospect signs with someone who simply followed up.
A watcher on every open deal. When one goes quiet past the threshold you set for its stage, the system drafts a short nudge with a reason to reply: a case study, a question or a deadline. It sends it on the channel that person actually answers. A reply pauses the sequence and alerts the rep. A clear no stops it for good.
Reps stop keeping a mental list of who to chase. They only touch a deal when the prospect writes back, and nothing in the pipeline goes cold by accident.
Any team with more open deals than a person can chase by hand.
1 to 2 weeks on top of your existing CRM.
CRM access and a few examples of follow-ups that have worked for you.
"Four deals we had written off came back in the first month."
Sales Director, construction supplierA person who fills a form is ready to talk now. By the time your team calls back, hours later, they have cooled off or booked elsewhere. Evening and weekend leads are the worst served and often the most serious.
A voice agent that picks up the phone seconds after a form is submitted. It introduces your company, confirms what the person needs and asks your qualification questions. Then it books directly into your calendar. If the lead asks for a person, it transfers the call or schedules a callback. Every conversation is transcribed and logged in the CRM with the recording.
Nobody races to call form leads back. The team arrives to a calendar of booked appointments and a note on what each person wants.
Businesses with high-value, high-intent web leads: property, insurance, clinics and dealerships.
2 to 3 weeks, including script design, voice selection and a test week on a share of leads.
Your qualification questions, the calendar to book into and a decision on what the agent must never promise.
"Sunday night leads get called on Sunday night. Our competitors call on Tuesday."
Owner, insurance brokerageYour best clients would refer you if you asked at the right time and made it easy. Nobody asks. The informal referrals that do arrive are never attributed, so nobody gets thanked or paid.
A referral programme that runs itself. Two days after a deal closes, the client receives a personal message with a unique link and a clear reward. Every visit and every closed deal from that link is tracked back to the referrer. When a referral converts, the reward is calculated and issued without a spreadsheet. A monthly leaderboard goes to your team.
Nobody has to remember to ask for referrals or to work out who is owed what. The team just sees new clients arrive with a name attached.
Any business where a satisfied client knows three more like them.
2 to 3 weeks, including the payment or credit logic.
The reward you want to offer and access to your CRM and payment tool.
"We went from two referrals a year to two a month. Same clients, we just started asking."
Founder, marketing agencyQuotes get written in the evening, days after the visit, if at all. By then the customer has three quotes and picks the one that arrived first. Estimators spend more time typing than measuring.
A quote produced from the driveway. The technician sends photos, measurements and a voice note describing the job from a phone form. The system transcribes it and matches line items to your price book with your margin rules. Out comes a branded quote PDF with your terms. The customer receives it by WhatsApp or email with a one-tap accept, and accepted quotes become jobs and invoices in your accounting software.
Estimators stop writing quotes at night. They describe the job on site, check the draft in a minute and drive to the next visit.
Electricians, plumbers, builders, body shops and event suppliers: anyone who visits before pricing.
2 to 3 weeks, including the import of your price book.
Your price book, your margin rules and three recent quotes as a reference for format and tone.
"I quote from the van now. Customers say we are the only ones who send it the same day."
Owner, electrical contractorA book of 300 clients hides more revenue than any campaign. It is forgotten because nobody has time to review it. Clients drift, life events pass unnoticed, and the extra mandate goes to whoever calls first.
A quarterly review of your whole book, done for you. The system scans your CRM and portfolio data for last contact, products held and life or company events. It produces a ranked list of who to contact, with the reason and a suggested message. You review it in ten minutes and approve. The outreach goes out on email or WhatsApp in your name, and replies land in your calendar as meetings.
Partners stop promising themselves they will go through the client list one day. Four times a year they approve a list and take the meetings that come back.
Advisors, brokers, accountants and lawyers with a large book and a small team.
2 weeks.
CRM access and a definition of what makes a client worth contacting.
"The first list had eleven names. Four became new mandates. I had not spoken to them in two years."
Partner, wealth management firmYou know the content matters and you never get to it. Writing takes hours you do not have, agencies do not sound like you, and the account goes quiet for weeks.
A content engine that starts with your voice. Once a month you record an hour of conversation. The system transcribes it and extracts the ideas and stories worth telling. A chain of agents writes posts, a newsletter and short clips in a style trained on your best content, and a reviewer agent checks facts and tone. Everything waits in an approval queue where you approve or reject in five minutes a day. The calendar publishes itself.
You stop staring at a blank post. Your only job is talking for an hour a month and saying yes or no to what comes back.
Founders and experts whose voice sells, in any B2B or premium B2C niche.
2 to 3 weeks, including a style guide trained on your past content.
Your best past posts, one hour of recording a month and access to the accounts you publish on.
"It sounds more like me than what I write when I am tired."
Founder, B2B consultancyNewsletters sell, and they die from inconsistency. Week one is great, week six is skipped. A list of 5,000 people who asked to hear from you hears nothing.
A newsletter that shows up drafted. Every week the system gathers what you published, closed and read, plus the articles your audience clicked most. It writes the issue in your format and tone, and proposes three subject lines ranked by your past open rates. You approve on Thursday and it sends on Friday to the right segments. Replies land in your inbox as conversations.
Nobody spends Friday morning on the newsletter. The person who owned it reads a draft, changes a line and presses send.
Any company with a list it is underusing: 2,000 subscribers or more.
1 week on your existing email platform.
Access to your email platform and your last ten issues so the draft sounds like you.
"We had not sent an issue in four months. Now it is the channel that books the most calls."
Marketing Lead, training companyAd spend is reviewed on Monday, if someone remembers. A broken landing page or a campaign that doubled its cost per lead runs for a week before anyone notices. The agency's monthly report arrives too late to change anything.
A morning brief on your advertising. Every day the system pulls Google Ads, Meta and GA4 and calculates spend, cost per lead and return by campaign. It compares each number with the last 7 and 28 days and flags anything outside the band. The brief in Slack says what changed, why it probably changed and what to do about it. Once a week it drafts the report you send to the board or the client.
Nobody logs into three ad platforms before breakfast. The marketing lead reads one message and only opens an account when something needs a fix.
Anyone spending $10,000 or more a month on ads who wants to know on Tuesday, not next month.
1 to 2 weeks with read access to your ad accounts.
Read access to your ad accounts and analytics, plus the targets you measure campaigns against.
"It caught a campaign burning $400 a day on a dead landing page. That paid for the system in one morning."
E-commerce Director, furniture brandA one-star increase in rating lifts revenue 5 to 9%. Most businesses ask for reviews only when someone remembers. Unhappy customers write on their own; happy ones need a nudge.
A review request that goes out at the right moment. When a job closes or an appointment ends, the system waits the right amount of time and sends a short personal message with a direct link to your Google profile. A quick satisfaction check comes first, so unhappy customers reach you privately instead of reaching Google. New reviews get a drafted reply for your approval and are shared with the team.
Nobody asks for reviews at the counter anymore. The owner reads new reviews with a reply already drafted and hears about unhappy customers before anyone else does.
Any business found on Google Maps: clinics, restaurants, trades and garages.
1 week.
Your Google profile link and the moment in your process when a job counts as finished.
"From 43 reviews to 190 in six months. We show up first now."
Owner, dental clinicRestaurants pay platforms and agencies to reach people who sat at their tables last month. They own no data on their guests. On a slow Tuesday there is nobody to invite back.
A database built from your own tables. A QR on every table and a wifi login page invite guests to leave a review or join with a phone number, in exchange for a coffee or a dessert. Every guest becomes a profile with visits and what they order. From there the system runs WhatsApp and email campaigns by behaviour: the Thursday regulars, or the ones who have not been back in 60 days. Birthday messages and slow-day offers go out on their own.
The manager stops paying for reach and starts filling slow nights with a message to the right guests. Nobody types phone numbers into a spreadsheet.
Independent restaurants, restaurant groups, bars, gyms and any venue with repeat customers and no relationship with them.
3 to 4 weeks, including QR materials, wifi login and WhatsApp Business API approval.
Your menu, the reward you want to offer new members and someone on site who can put the QR codes out.
"We filled a rainy Tuesday with one message to 600 people who had been in before."
Owner, restaurant groupDelivery platforms take 30% and keep the customer. A PDF menu on a QR sells nothing. Nobody knows that the couple at table six always orders the same wine.
A branded menu and ordering app that needs no download. Guests identify with their phone number, see their usual order and get suggestions based on what they had before. They pay in the app. Orders reach the kitchen and the till, and every preference reaches your marketing database. It works for dine-in, takeaway and pre-orders for events, and it connects to the direct marketing system if you have it.
Waiters stop taking the same order from the same guest for the tenth time. The owner sees who orders what and stops guessing what to promote.
Restaurants and venues with volume, and shops with regulars who order the same things.
4 to 5 weeks. It is a bigger build, and we will tell you first if the QR and database system is enough.
Your menu with prices and photos, your till or kitchen system and a payment account.
"Regulars order in ten seconds and we know exactly who they are. The platforms never gave us that."
General Manager, restaurantYou have a guide, a calculator or a webinar recording, and a list of people who downloaded it and were never contacted again. That list is where the pipeline was supposed to come from.
A funnel that treats a download as the start of a conversation. Each lead is enriched with company and role and scored against your ideal client. It enters a sequence written for that role, because a CFO reads different emails than a marketing manager. Engaged leads get a personal message and a booking link, and the very best are flagged to a rep. The content adapts to what each person opens and clicks.
Sales stops ignoring the marketing list. Reps only hear about a download when the person behind it is worth a call, and the call is already booked.
B2B companies with content and a sales team that never sees the leads.
ActiveCampaign
Clay2 to 3 weeks.
Your lead magnets, a description of your ideal client and access to your email and CRM tools.
"The same guide, the same ads. Three times the meetings."
Head of Growth, accounting softwareYou find out about a competitor's price change from a lost deal. The trend that could have been your best content passes by. Nobody has time to read forty sources a week.
A market brief that reads the web for you. The system monitors your competitors' websites, pricing pages, job posts and reviews, plus the news and communities of your niche. Every Monday it delivers what changed, what it means for you and three content angles worth using this week. Big moves, like a competitor's price cut or a new product, are flagged the same day.
The marketing lead stops keeping forty tabs open. Monday starts with a brief, and the team reacts to the market instead of hearing about it from a customer.
Marketing and sales leads in competitive niches who need to know first.
1 to 2 weeks.
A list of competitors and sources you care about, and where you want the brief delivered.
"We changed our pricing page a day after a competitor did. Our sales team knew before their sales team."
CMO, SaaS companyOrganic traffic is the cheapest lead source and it needs consistent publishing that nobody sustains. Freelance writers are slow and generic. The blog has four posts from 2023.
A publishing pipeline that only needs your yes. Every month the system proposes topics from keyword data, competitor gaps and the questions your sales team hears. You tick the ones you want. For each one it researches sources and writes a draft in your voice with real examples from your business. Facts and links are checked before it is formatted and published to WordPress or Webflow, as a draft or live. Rankings and clicks come back in a monthly report.
Nobody chases freelance writers or edits generic drafts. The person who owns the site spends ten minutes a month choosing topics.
Any business whose customers search before they buy.
2 to 3 weeks, including a voice guide and a topic map.
Access to your website and analytics, a few articles you like and someone who can answer questions about your business.
"Six months in, organic is our second biggest source of leads. We touched it two hours a month."
Managing Partner, law firmEmail gets 22% opens on a good day. Your customers read WhatsApp within three minutes. Most businesses either do not use it or blast everyone the same message from a phone, which gets the number blocked.
Campaigns on the channel people actually open. Your customer list is segmented by purchase history, location and activity. Messages go out through the official WhatsApp Business API, personalised and rate-limited, using approved templates. An AI answers the replies about prices, availability or booking. Anything that needs a person is routed to your team with the context. Results by segment arrive the next morning.
Nobody sends campaigns from a personal phone or answers 200 replies by hand. The team only steps in when a customer asks something the AI should not answer.
Any business with a customer list and repeat purchases: shops, gyms, clinics and event organisers.
1 to 2 weeks, including API and template approval.
Your customer list with consent, the segments you care about and the offers you want to send.
"One message to 1,200 members sold out the workshop in an afternoon."
Owner, fitness studioSeven in ten carts are abandoned. The recovery email gets opened by a fifth of them. The people who left had a question nobody answered.
A recovery flow that starts a conversation instead of sending a coupon. An hour after abandonment, the customer receives a WhatsApp message with the product image, a short personal note and a link back to the cart. If they reply with a question about size, delivery or materials, an AI answers from your catalogue and policies. A second touch with a small incentive goes only to those who did not return. Everything syncs with Shopify and Klaviyo.
Support stops answering pre-purchase questions one by one. The store owner sees recovered orders in the morning report instead of a list of lost carts.
Online stores with $30,000 or more in monthly sales, where the average order justifies a conversation.
2 weeks.
Shopify access, your delivery and returns policies and the incentive you are willing to offer.
"Recovered orders paid for the system in eleven days."
Founder, online furniture storePeople ask for prices in comments and DMs at 11pm. Someone answers the next afternoon, or never. Each unanswered DM is a lead who walked into the shop and found nobody at the counter.
An assistant living inside your Instagram inbox. Keyword comments trigger a DM, and DMs get an instant answer from an AI trained on your services, prices and FAQs. It asks one or two qualifying questions and offers the booking link or the product. The lead is created in your CRM with the full conversation attached. Anything sensitive or complex goes to a person with a summary. Story replies and mentions are covered too.
Nobody answers the same price question forty times a week. The team opens the CRM to leads who already chose a time.
Clinics, gyms, agents and brands with an active account and no time to answer.
1 to 2 weeks.
Access to your Instagram business account, your price list and the questions you get asked most.
"We used to lose the price questions overnight. Now they wake up with a booking link."
Founder, aesthetic clinicMost tickets are the same forty questions. A person answers them one by one, slowly, and the hard cases wait behind the easy ones. Support headcount grows with sales.
A support agent that knows your product as well as your best rep. It is trained on your help centre, past tickets and internal answers. It replies on chat, email and WhatsApp in your tone, and it checks order or account data when the answer depends on it. It only resolves what it is confident about. Anything unclear, angry or high-value is handed to a person with a summary and a suggested reply. Every week it reports what customers ask and what your docs should fix.
The team stops answering the same forty questions. They spend the day on the tickets that need judgement, with a summary and a draft already waiting.
Teams answering 300 or more tickets a month, in any language.
2 to 3 weeks, with a week of shadow mode before it answers alone.
Access to your helpdesk and help centre, plus a few hundred past tickets to learn from.
"Sixty percent of tickets never reach a person. The team finally has time for the ones that matter."
Head of Support, SaaS companyRequests arrive by email, WhatsApp and phone, and live in five inboxes and two heads. Nobody knows what is open, who owns it or how long it has waited. The customer asks twice and gets two answers.
A ticket for every request, created without anyone typing. An AI reads each incoming message and opens or updates a ticket with type, urgency, customer and owner. It sets a due time by category and acknowledges the customer straight away. The owner is reminded before the deadline passes. Managers see the queue and the ageing tickets on one screen, and a weekly report shows volume, response times and recurring causes.
Nobody keeps requests in their head or forwards emails hoping someone picks them up. Each person opens a list of what is theirs and when it is due.
Any team without a ticketing system, or with one nobody uses because entering tickets is manual.
1 to 2 weeks on Chatwoot, Zendesk, Freshdesk or your current tool.
Access to the inboxes and channels where requests arrive, and the categories you want them sorted into.
"We finally know how many requests we get. It was three times what we thought."
Operations Manager, logistics companyStudies put unanswered business calls at 62%. Every missed call is a patient booking elsewhere, a job going to another contractor, a client who thinks you are closed. A receptionist cannot be in two calls at once.
A switchboard with an AI receptionist behind it. A single number with extensions for each department. The receptionist answers every call in a natural voice, identifies the caller and answers their questions. It books or changes appointments and takes messages. When someone asks for a person, or when it senses the need, it transfers the call. Staff can listen in and take over live from their phone. Every call is transcribed and logged in the CRM.
Nobody drops a task to run to the phone. Reception handles the callers who need a human, and the rest are already booked when the team looks up.
Clinics, garages, trades and any business where the phone is the front door.
3 to 4 weeks, including number porting, scripts, voice and a supervised week.
Your current phone number, opening hours, services with prices and the calendar the agent should book into.
"We answer every call now, at lunchtime and at 8pm. Bookings went up before we changed anything else."
Practice Manager, dental clinicPatients and clients want to book on WhatsApp at 10pm. Staff answer in the morning, by which time the slot is gone or the person booked elsewhere. Double bookings happen because the calendar and the chat are two different things.
An assistant on your WhatsApp Business number that answers in seconds. It offers real available slots and books directly into the calendar. Confirmations and reminders go out on their own, and changes or cancellations are handled in the same chat. It knows your services, prices and rules. Anything outside its remit, like a medical question or a complaint, goes to a person inside the same conversation. Built on Chatwoot so your team sees everything.
Reception stops answering booking messages between patients. They open the day to a full calendar and only step into the conversations that need them.
Clinics, salons, gyms and consultancies with discovery calls: anyone who takes appointments.
2 to 3 weeks.
Your calendar, your list of services with durations and prices, and the rules for who can book what.
"Our receptionist stopped spending mornings on WhatsApp. Bookings went up anyway."
Owner, physiotherapy clinicEvery no-show is an hour of a professional paid for nothing. A single reminder the day before is not enough. The freed slot stays empty because nobody has time to call the waiting list.
A reminder chain that fills the gaps it finds. Each booking gets a confirmation request and reminders 48 hours and 3 hours before, on WhatsApp or SMS, with one-tap confirm, reschedule or cancel. A cancellation releases the slot and the system offers it to the waiting list in order of priority until someone takes it. Repeat no-showers get a deposit request on their next booking. Once a week you see the no-show rate by professional and time of day.
Nobody phones patients to confirm or rings down a waiting list. Freed slots fill on their own and the professional's diary stays full.
Clinics, garages, studios and consultants: anyone who sells time.
1 week.
Access to your calendar or practice software and the deposit policy you want for repeat no-shows.
"We refilled forty cancelled slots last month without one phone call."
Manager, dental groupThe client said yes and then nothing happens for two weeks. The contract is with someone, the invoice is with someone else, the questionnaire has not been sent. The excitement of the yes is wasted on admin.
An onboarding that starts the moment a deal is marked won. The contract is generated from the deal data and sent for signature. The signature triggers the invoice or payment link. The payment triggers account creation, the welcome pack and the kickoff booking. If the client stalls at any step, a polite reminder goes out on its own. Your team sees where every new client is on one board.
Nobody chases contracts or checks whether the invoice went out. The account manager meets the client at the kickoff with everything already in place.
Any firm with a repeatable onboarding and a team tired of chasing it.
2 to 3 weeks.
Your contract template, your welcome material and access to the CRM and payment tool.
"Clients comment on how organised we are. It is the same team, just a system."
Founder, accounting firmClients rarely leave suddenly. Usage drops, replies get shorter, a payment fails, a ticket sounds frustrated. The signals are all there and nobody reads them together. The cancellation email is the first anyone hears.
A weekly early warning on every account. The system pulls usage, ticket sentiment, payment events and meeting attendance for each client and scores the risk. The account manager gets a short list: who is at risk, why, and a suggested action such as a call or a training session. Actions and outcomes are logged so the model learns which interventions actually keep clients.
Account managers stop finding out from the cancellation email. Monday starts with three names and a reason to call each one.
Any business with recurring revenue and more accounts than one person can keep in their head.
2 to 3 weeks, depending on the data sources.
Access to your product analytics, helpdesk and billing tool, and a list of clients you lost last year.
"We saved three accounts in the first month. Each one was worth more than the system."
Customer Success Lead, SaaS companyYou learn about a bad experience from a one-star review three days later, when it is public and permanent. Had someone called that evening, it would have been a loyal customer.
A safety net between a bad experience and a public review. After each service, delivery or stay, the customer gets a single question. A score of 8 or more flows to the review request. A score below 7 triggers an immediate alert to the owner with the customer's comment, the job details and a suggested response. The customer receives a personal message saying someone will call. All feedback is tagged by cause and reported weekly.
The owner stops reading about problems on Google. They hear about an unhappy customer within minutes and make the call that turns it around.
Any business where reputation drives bookings.
1 to 2 weeks.
The moment a job counts as done in your tools, and who should get the alert.
"A guest complained at checkout, I called her from the car, and she left five stars instead."
Owner, boutique hotelWhere is my order is 40% of your tickets. A person opens the order, opens the carrier site, copies the status and replies. Every day. Meanwhile the customer with a real problem waits.
An assistant that answers the most common question before a person sees it. It identifies the customer and reads the order and the live carrier tracking. It replies with the real status, the expected date and what to do if it is late. Returns and exchanges within your policy are started in the same conversation, and addresses are updated while it is still possible. Anything outside policy goes to a person with everything already looked up.
Support stops copying tracking numbers into replies. The team only sees the tickets where a policy decision is needed, with the order already open.
Online stores and logistics companies with volume.
2 weeks.
Access to your shop platform, your carrier accounts and your returns policy in writing.
"Our support inbox is quiet for the first time since we launched."
Operations Lead, online cosmetics brandA guest writes in German, a buyer in French, a student in Portuguese. Your team answers in English or not at all. Every language you cannot serve is a market you cannot grow.
Support in twelve languages with the team you have. Incoming messages are translated for your agents with the tone preserved. Their replies go back in the customer's language, checked for accuracy. Routine questions are answered directly by the AI from your knowledge base, in the customer's language. Confirmations, order updates and reminders go out in the right language on their own.
Nobody pastes messages into a translator or leaves the French ticket for last. Agents answer everyone the same way and never notice the language.
Hotels, tour operators, online stores and schools selling internationally.
1 to 2 weeks on your current helpdesk.
Access to your helpdesk and your knowledge base, plus the languages you want to cover first.
"We opened to the German and French markets without hiring anyone."
General Manager, tour operatorYour help centre is out of date because nobody has time to write it, and because the product changed. So customers ask, the team answers, and nobody writes it down.
A help centre that writes itself from your tickets. Every week the system clusters resolved tickets by topic and finds the clusters with no article or an outdated one. It drafts articles from the best agent replies, in your style, with placeholders for screenshots. You review and publish in one click. Existing articles are flagged when tickets show they no longer match. The AI support agent uses the same articles, so both improve together.
Nobody sets aside an afternoon to write documentation. The support lead approves a couple of drafts a week and watches repeat questions fall.
Any team with a help centre nobody updates.
2 weeks.
Access to your helpdesk and help centre, and someone who can approve a draft in a few minutes a week.
"The help centre went from 12 articles to 90, and the support agent got noticeably smarter."
Product Lead, SaaS companyDealer service retention fell to 54% in 2025. Garages, HVAC firms and dental practices all have a database of customers due for something and nobody calling them. The revenue is sitting in the database.
A recall system that works your database every morning. The AI reads mileage, last service, inspection dates and warranty windows and finds who is due this week. It sends a personal reminder by WhatsApp or SMS with a booking link. If there is no reply, a voice agent follows up with a call. Replies book directly. Customers lapsed for over 12 months get a win-back sequence with a clear offer. You see the bookings generated each week.
Nobody goes through the customer list with a highlighter. The diary fills with service bookings before the day starts.
Garages, dealerships, HVAC companies and dental or medical practices: anyone with a service cycle.
2 weeks, including the connection to your workshop or practice software.
Access to your workshop or practice software and the intervals that define when a customer is due.
"Cars we had not seen in two years started booking in. The system found them, not us."
Owner, independent garageWork finished on the 3rd is invoiced on the 28th because invoicing is a batch job someone dreads. Every day of delay is a day of cash you lent your client for free, and a chance to forget an extra.
An invoice that goes out the day the work ends. When a task, milestone or delivery is marked complete, the system assembles the invoice with the agreed price, the extras logged during the job and your terms. It checks the result against the contract. The invoice is created in your accounting software and sent with a payment link. Retainers invoice themselves on the first of the month. You only approve the exceptions.
Nobody blocks Friday afternoon for invoicing. The person who did it now reviews a short list of exceptions and the cash arrives weeks earlier.
Any business invoicing more than 20 times a month on completion or milestones.
2 weeks on QuickBooks, Xero or Holded.
Access to your accounting and project tools, your invoice template and your payment terms.
"Cash arrives two weeks earlier than it used to, and nobody spends Friday invoicing."
Owner, video production companyChasing money is uncomfortable, so it happens late or not at all. Clients pay whoever asks. Your receivables grow while you wonder whether to send that awkward email.
A chasing sequence that never feels awkward because nobody has to write it. A friendly note goes out three days before the due date and a reminder on the day. Firmer reminders follow at 7, 14 and 30 days, each written for the situation, first on email and then on WhatsApp. A payment stops everything instantly. Disputes are routed to you with the history. Sensitive accounts can be set to draft-only so you send those yourself.
Nobody sits down to write payment reminders or keeps a mental note of who owes what. The founder gets a weekly ageing report and steps in only for disputes.
Any business with more than ten open invoices at a time.
1 to 2 weeks.
Access to your accounting tool and the tone you want at each stage, from friendly to firm.
"Receivables halved in two months. Clients even said the reminders were nice."
Managing Partner, consultancyThe accountant asks for 60 missing receipts at month end. Someone spends a day hunting through phones and inboxes. Costs land in the wrong project and margins are a guess.
A receipt for every transaction, without the hunt. Each card transaction triggers a search of the inbox, the shared drive and the card app. The receipt is read and matched by amount, date and vendor, then categorised and assigned to the right project. When one is missing, the cardholder gets a WhatsApp nudge with the transaction details. Everything files into the accounting system and a per-project cost view. Exceptions go to a short review queue.
Nobody spends the last week of the month chasing receipts. The accountant opens a complete file and the project lead sees real costs while the project is still running.
Any company with more than a handful of cards or a lot of field spending.
2 to 3 weeks. Built first for a production company with dozens of shoots a month.
Access to your card provider, your inbox and your accounting tool, plus the list of projects to assign costs to.
"Month end used to be a receipt hunt. Now the accountant gets everything on the 2nd."
Finance Manager, film production companyIndustry benchmarks put a manually processed invoice at $9 to $15 and 15 minutes. Duplicates get paid, discounts get missed, and the approver is always travelling.
Supplier invoices processed without anyone retyping them. Invoices arriving by email or upload are read by AI, whatever the format. Supplier, amounts and lines are extracted and checked against the purchase order and against duplicates. The right approver gets a one-tap approval in Slack with the summary. Approved invoices are posted to your accounting software with the right cost centre and scheduled for payment on the best date for cash and discounts.
Accounts payable stops typing invoices and chasing signatures. The approver taps once from the phone and the bookkeeper reviews exceptions instead of everything.
Companies processing 100 or more supplier invoices a month.
2 to 3 weeks.
The inbox where invoices arrive, your accounting tool and who approves what above which amount.
"We caught two duplicate invoices in the first week. That paid for the build."
CFO, manufacturing companyEvery contract starts as a copy of the last one with names changed by hand. That is how the wrong price ends up in a signed document. Then it waits in an inbox for a week.
A contract that writes itself from the deal. When a deal reaches the right stage, the document is generated from your legal-approved template with the deal data. Missing fields are flagged before it goes out. It is sent for e-signature to the right signatories in order, and unsigned contracts are chased. Signed ones are filed in the client folder. Renewal dates and notice periods are extracted into a register with reminders.
Nobody copies the last contract and edits the names. The signed version appears in the client folder and the renewal reminder shows up a year later without anyone remembering.
Any firm signing several contracts a month where contracts are a bottleneck or a risk. Works for NDAs, engagement letters and leases.
1 to 2 weeks.
Your approved contract templates, your e-signature account and the CRM stage that should trigger them.
"No more version confusion. The contract the client signs is the one the CRM says."
Director, recruitment agencyThe close takes two weeks, so decisions in the third week of the month are made on last month's numbers. An MIT and Stanford study found AI cuts close time by 7.5 days. Most small finance teams have not started.
A close that happens a little every day. The system reconciles bank feeds against invoices and bills daily, categorises transactions with your rules and flags anything unusual. Accruals and prepayments are prepared as they appear. On day one of the new month the accountant receives a package: reconciliations done, exceptions listed and a draft P&L with variance notes in plain English. They review, adjust and close.
The accountant stops building the close from scratch and starts reviewing one that is already done. Leadership sees last month's numbers by day five instead of day fifteen.
Finance teams of one to five people, in-house or outsourced.
3 weeks, including two supervised closes.
Access to your bank feeds and accounting tool, your chart of accounts and your categorisation rules.
"We close on the 4th. The board pack is out on the 6th. The accountant is the same person."
Finance Director, hospitality groupCash problems are visible weeks in advance to anyone with a forecast. Most founders have a bank balance and a feeling. Payroll lands, a big client pays late, and the feeling was wrong.
A cash forecast that updates itself every day. The system reads open invoices with payment dates based on each client's real behaviour, plus scheduled bills, payroll, subscriptions and loan repayments. Pipeline deals are added weighted by probability. It projects the balance week by week for 13 weeks. When a week dips below your threshold, you get an alert with the reason and the levers: which invoices to chase, which payments to move.
The founder stops refreshing the bank app. They get a warning three weeks before a tight week and a short list of what to do about it.
Any business with lumpy cash: projects, seasonality or big invoices.
2 weeks.
Access to your accounting tool and bank, your payroll dates and the cash floor you never want to go under.
"I saw a tight week six weeks out and moved two payments. Before, I would have found out on payday."
Founder, construction companyYou find out a project lost money when the accountant closes it, two months after it ended. By then the same mistake is running on three other projects.
A budget that talks before it is broken. Card transactions, supplier invoices, timesheets and purchase orders are assigned to a project and a budget line as they happen. An agent watches the burn rate against the budget and the schedule. When a line is trending over, the project lead gets an alert with the numbers and the likely cause. Every week each project shows spent, committed, remaining and forecast at completion. Finance sees the whole portfolio.
Project leads stop waiting for the accountant to tell them how it went. They get a warning while there is still time to renegotiate or cut a cost.
Productions, builders, event companies and agencies with more than five live budgets.
2 to 3 weeks. Built for a production company managing seven-figure budgets.
Your budgets per project, access to your card and accounting tools and the person who should hear each warning.
"We stopped a shoot overspending on day three instead of learning about it at wrap."
Producer, film production companyMoney arrives via card, PayPal and transfer, with fees deducted and references missing. Someone matches it to invoices by hand, weekly, badly. Paid invoices get chased and unpaid ones get forgotten.
Every payment matched the day it arrives. The system pairs each payment from each channel with its invoice using amount, reference, customer and timing. Processor fees are booked separately. Partial payments update the balance, and the few that cannot be matched go to a short review list with the best guesses. Payouts are reconciled against the bank. Your books stay current every day, and the chasing system knows exactly what is still open.
The bookkeeper stops matching payments on Friday from a bank export. They review five unmatched items a week instead of five hundred lines.
Any business with more than 100 payments a month across more than one channel.
2 weeks.
Access to your payment processors, bank and accounting tool.
"Reconciliation went from a day a week to ten minutes."
Finance Manager, online academyUp to 5% of recurring revenue is lost to expired or declined cards, not to unhappy customers. A generic email from the payment processor goes unread, and the member is cancelled by accident.
A recovery flow that reaches the customer where they read. Declines are retried on the days and times that work best for that card type. In parallel the customer receives a personal WhatsApp and email with a one-tap link to update the card, and an assistant answers their questions. Access is kept during a grace period you set. Cards about to expire are asked for before they fail. Recovered and lost revenue is reported weekly.
Nobody exports a list of failed payments and emails people one by one. Members fix their card from their phone and the finance lead sees the recovered amount each week.
Any business billing cards monthly: software, gyms, schools and memberships.
1 week.
Access to your payment processor and the grace period you are comfortable with.
"We were losing forty memberships a month to expired cards without knowing it."
Owner, gym chainEvery month the accountant sends a list of what is missing. Every month someone spends an afternoon finding it. Filings get delayed, penalties appear, and the accountant charges for the chasing.
A monthly package your accountant stops asking for. On the 1st the system gathers everything from the invoicing tool, the bank, the card app and the payroll provider. It checks for gaps such as missing invoice numbers or transactions without a document, and asks the responsible person to fix them. On the 3rd a complete, indexed package goes to the accountant with a note on anything unusual. Their questions come back to one place.
The office manager stops losing an afternoon a month to the accountant's list. The package goes out on the 3rd whether anyone remembers or not.
Any business with an external accountant and a month end that is a scramble.
1 to 2 weeks.
Access to your invoicing, bank and card tools, and your accountant's list of what they need each month.
"Our accountant asked what changed. Nothing, except we stopped being their worst client."
Owner, restaurantProfessionals under-record their time by 10 to 20% because timesheets are filled in on Friday from memory. Every forgotten call is revenue the client would have paid for happily.
A timesheet that fills itself during the day. Meetings, calls, emails and tasks are captured from calendars, phone and work tools and matched to the client matter. At the end of each day the professional gets a pre-filled timesheet with draft narratives written from the actual work. Confirming it takes two minutes. Confirmed time flows into invoice drafts with your rates and write-off rules. Partners see unbilled work in progress in real time.
Nobody reconstructs the week on Friday afternoon. Each person confirms a list at the end of the day and the firm bills the hours it actually worked.
Law firms, consultancies and accountancies billing time.
2 weeks.
Access to calendars, your practice or billing tool and your rate card per person.
"Eleven percent more billed with the same people and the same clients. Nobody worked more."
Managing Partner, law firmChat has replaced email and inherited its problems: 400 unread messages, decisions buried in threads, questions asked five times, and nobody sure what was agreed.
A set of bots that run the office inside your chat. The summariser posts a digest of each busy channel and messages you privately with what needs your input. The router turns a message like can someone fix the Acme invoice into a task for the right person and reports back when it is done. The answerer replies to questions from your documents and past decisions. Every morning a briefing bot tells each person what changed for them.
People stop reading every channel to stay informed. Each person gets a morning briefing and a ticket for what is theirs, and the rest of the noise can wait.
Teams of 10 to 100 where the answer to where is that is somewhere in Slack.
3 to 4 weeks, adding one bot at a time.
Admin access to your Slack or Discord and a folder with the documents the answerer should know.
"I read one digest in the morning instead of six channels. The team says the same."
COO, digital agencyMcKinsey puts it at 9.3 hours a week per employee searching for information or asking colleagues. New hires ask the same questions for six months. The person who knows is on holiday.
A colleague who has read everything. The assistant indexes your drive, wiki, CRM notes, past proposals and policies, with permissions respected. Anyone asks in Slack, WhatsApp or a web chat and gets an answer with links to the source documents. It can also draft from what it finds: a reply based on a past case, a checklist from a process. Questions it could not answer are logged, so you know what to document next.
Nobody interrupts the one person who knows. New hires ask the assistant, get the answer and the document behind it, and senior people get their afternoons back.
Any company with more than 10 people and more than 1,000 documents.
2 to 3 weeks.
Access to your drive and wiki, and a decision on who may see what.
"Our juniors stopped interrupting the partners. They ask the assistant first and it is usually right."
Partner, consultancyA purchase waits three days because the approver's inbox has 200 emails. The requester asks again. Somebody approves by phone and nobody records it. Then the audit asks who approved what.
Approvals that take a tap instead of a thread. Any request, whether from a form, an email or a message, becomes a card in Slack for the right person. The card shows the amount, the remaining budget and the justification. One tap approves, rejects or asks a question. Routine requests under a threshold are approved automatically by your rules, and requests escalate when someone is away. Every decision is logged with time and reason, and the requester hears immediately.
Managers stop being the bottleneck for small purchases. They approve from the phone between meetings and the requester never has to ask twice.
Any business with more than five approvals a week.
1 to 2 weeks.
Your approval rules: who approves what, above which amount, and what can be approved automatically.
"Nothing waits on me anymore. I approve from my phone between meetings."
General Manager, hotelYour best seller runs out on a Saturday. Someone notices on Monday, orders on Tuesday, and it arrives in ten days. Meanwhile capital sits in products that do not move.
A reorder point that moves with your sales. The system tracks sales velocity per product, current stock across locations and each supplier's lead time. It calculates when to reorder and adjusts for seasonality. When a product approaches that point, a purchase order is drafted for the right supplier at the right quantity. You approve with one tap, or routine items go out automatically. Slow movers are flagged for promotion and supplier delivery dates are tracked.
Nobody walks the stockroom counting boxes or guesses order quantities. The buyer approves drafted orders and spends the time negotiating with suppliers instead.
Shops, online stores, restaurants and workshops managing more than 100 products or ingredients.
2 to 3 weeks.
Access to your sales and stock data, your supplier list with lead times and the items you want handled automatically.
"We have not run out of our top twenty products since. Before, it happened monthly."
Owner, online sports storeThe client's new address is in the CRM but not on the invoice. The project exists in the task tool but not in accounting. Three people retype the same data and each version is slightly wrong.
One version of every record. We map your systems and agree which one is the source of truth for each field. From then on, everything syncs. A won deal creates the client in accounting and the project in the task tool. A paid invoice updates the CRM. A contact change propagates everywhere. Conflicts are flagged rather than overwritten, and a central database gives you one place to report from.
Nobody retypes a client into a second tool or checks which system has the right address. People update the tool they work in and trust the others to match.
Any company using a CRM, an accounting tool and a project tool that do not talk to each other.
2 to 3 weeks, depending on the number of tools.
Admin access to each tool and an hour with us to decide which one wins for each field.
"We stopped having three versions of every client."
Operations Director, logistics companyNobody writes procedures because writing procedures is boring. So training happens by shadowing, quality depends on who did it, and when someone leaves the process leaves with them.
Documentation produced by doing the work. Anyone records a task with Loom or a screen recorder while talking through it. The system transcribes the recording and identifies the steps. It captures screenshots at the right moments and writes a clear procedure with a checklist and common mistakes. The procedure is filed in the right section of your wiki with links to related ones, and flagged for review after six months.
Nobody sits down to write a manual. The person who knows the task records it once, and the next hire learns from the wiki instead of from their shoulder.
Any business that wants to grow without every task depending on one person.
1 week.
Access to your wiki and a first list of five tasks that only one person knows how to do.
"We documented sixty processes in a month. Nobody wrote a word."
Office Manager, accounting firmA client asks for something in an email. The account manager forwards it to someone. That someone is busy. Two weeks later the client asks why nothing happened, and three people say it was not theirs.
A task for every request, with a name on it. An AI reads each request arriving by email, chat or form and decides what it is, who should own it by your rules and how urgent it is. It creates the task in Asana, ClickUp, Monday or Trello with the original message attached. The owner is notified and the requester gets a reply saying what will happen and when. Overdue tasks are chased and escalated.
Account managers stop forwarding emails and hoping. Every request has an owner from the first minute, and nobody discovers a forgotten one from the client.
Any team receiving work from outside the task tool.
1 to 2 weeks.
Access to your task tool and inboxes, and the rules for who owns which kind of request.
"Clients get a reply within minutes and the task is already on someone's board."
Account Director, creative agencyYou have bent HubSpot, Notion and three spreadsheets around a process they were not made for. The team works around the tool, per-seat fees grow with the team, and the data you need is in a field nobody uses. Sometimes a custom system is the honest answer. Often it is not, and we will tell you.
Your own system, built around your real process. We design the data model with you and build it on an open database you own, hosted on your own server. AI lives inside the screens: a summary of every record, drafting, next actions and search in plain language. It connects to your accounting, email and phone systems. No licence per user, no vendor lock-in, and the code is yours.
The team stops working around the tool. Every screen shows what they need for the next step, and the founder stops paying per seat for software that never quite fit.
Companies of 20 to 100 people with a process no product fits, and the discipline to keep it simple. We only recommend it when the audit shows the smaller systems will not do.
5 to 6 weeks for a first version in production, then iterations. This is the largest system we build.
Time from the people who run the process, a server or hosting account and a clear list of what the current tools cannot do.
"Every tool we bought made us work its way. This one works ours."
Managing Director, freight companyThe dispatcher's whiteboard is the business. Jobs are slotted by memory, crews drive across town twice a day, and a cancellation leaves a gap nobody fills.
A schedule that builds itself as jobs arrive. New jobs from calls, forms or the booking assistant are placed by skill, location, duration and travel time, following your rules for priority. Customers get a confirmation and a reminder with the arrival window. Each morning every crew receives its route and job details on WhatsApp. Status, photos and notes come back from the field. A cancellation triggers a refill from pending jobs nearby.
The dispatcher stops juggling a whiteboard and a phone. Crews open WhatsApp and know their day, and the office sees progress without calling anyone.
Trades, installers, cleaning companies, couriers and event crews with three or more teams on the road.
Monday2 to 3 weeks.
Your crews with skills and working hours, your service areas and the rules that decide who gets which job.
"We added two jobs a week per van without hiring. Just better routes."
Owner, HVAC companyA driver's licence expires, a subcontractor's insurance lapses, a fire inspection is missed. You find out during the audit or after the incident. The dates are in twelve folders.
One register for every regulated document. Each document is read on upload and its expiry date is logged by person, vehicle, site or supplier. Reminders go to the owner at 60, 30 and 7 days and escalate to the manager. If you want, an expired item is blocked from scheduling. Renewals are requested from suppliers automatically with an upload link. A dashboard shows what is valid, due and overdue.
Nobody keeps expiry dates in a spreadsheet or discovers a lapsed insurance on site. The compliance lead reviews a dashboard and the reminders do the chasing.
Construction, transport, healthcare, food and manufacturing businesses with inspections and certificates.
1 to 2 weeks.
Your current documents, wherever they live, and the list of what must never expire.
"The auditor asked for our certificates and we sent a link. That was the whole audit."
Operations Manager, construction firmEx-employees still have access to the CRM three months after leaving. New hires wait a week for accounts. Passwords are shared in WhatsApp. Nobody knows who has access to what.
Access that follows the employment record. When HR sets a start date, the system creates accounts by role across Google or Microsoft, Slack, the CRM and shared drives. Credentials go into a password vault with the right permissions. When a leaver is marked, one click revokes everything, transfers file and email ownership and records what was removed. A quarterly review lists who has access to what.
IT or the office manager stops creating accounts by hand and chasing leavers for passwords. Offboarding is one click and the review takes minutes.
Any company with more than 15 tools and a few joiners and leavers a year.
2 weeks.
Admin access to your main tools and a list of roles with the access each one needs.
"We found eleven ex-staff with live access on the first review. Now it is zero."
IT Lead, recruitment companyMost operational fires start as a small mismatch: an order paid but not shipped, a booking without a room, a delivery without a signature. Someone finds it a week later, by accident, usually the customer.
A night watchman for your operation. We define the thirty to fifty checks that matter for your business and the system runs them every night across your tools and databases. Anything found is grouped, explained and assigned. At 6am a Slack message lists the exceptions and who should fix them, or says nothing if all is well. Recurring exceptions are tracked so you fix the root cause, not the symptom.
The operations lead stops finding problems through customer complaints. They start the day with a short list, or with nothing, and fix things before anyone outside notices.
Any operation where the same kind of mistake keeps surprising you.
2 weeks.
Read access to your systems and a list of the mistakes that have hurt you in the last year.
"Silence at 6am means a good day. Most days it is silent now."
Operations Director, e-commerce companyA vacancy brings 200 applications. Someone skims 40, picks 5 and never replies to the rest. Good candidates are missed and 160 people now think badly of your company.
Every CV read in full, by something that does not get tired at number 41. Each application from job boards, email or your site is read against the role's must-haves and nice-to-haves. Every candidate gets a score with a written reason and the ranked list lands in your tracker. Clear no's receive a courteous personal reply within a day. The top candidates get a link to book a screening call. You review a shortlist, not a pile.
The hiring manager stops skimming CVs at night. They open a ranked shortlist with reasons and spend the time talking to the best ten.
Any company without a recruiter that still needs to hire well.
2 weeks.
The job description with clear must-haves and access to wherever applications arrive.
"We used to dread the pile. Now we get a ranked list with reasons the next morning."
Owner, restaurant groupScheduling one interview takes six emails. Scheduling a panel takes a week. The best candidate accepted another offer in the meantime.
Interviews booked without a single email. Shortlisted candidates receive a link showing only the slots where all interviewers are free. Booking creates the calendar event with the video link. The candidate gets prep material and reminders on WhatsApp and email. Interviewers get the CV and the scoring form an hour before. Reschedules and cancellations rebook on their own, and no-shows are followed up once.
Nobody plays email tennis to find a slot. The recruiter sends one link and the interview appears in everyone's calendar with the CV attached.
Any hiring team.
1 to 2 weeks.
Calendar access for the interviewers and the prep material you want candidates to receive.
"We hired someone in nine days. It used to take a month just to meet people."
Head of People, software companyNew hires learn by asking, which interrupts everyone and teaches them whatever the nearest colleague believes. Half of what they should know is never covered. The manager cannot tell how far along they are.
An academy built from what you already have. Your recorded videos, documents and procedures are organised into a role-based academy in Notion. Each module ends with a short quiz, and passing it unlocks the next one. The system sends the day's modules, tracks progress and reminds anyone who stalls. The manager sees what has been completed. Practical checklists cover the first 30 days, and content is updated once for everyone.
Senior staff stop repeating the same explanations to every new hire. The manager checks a progress page instead of asking how it is going.
Any business that hires more than a few people a year and wants them consistent.
2 to 3 weeks, plus your time recording the videos you do not have yet.
Your existing training material, a list of roles and someone willing to record the missing videos.
"A new waiter knows the menu and the systems before the first shift. Managers used to teach that in the middle of service."
Operations Manager, restaurant groupHoliday requests arrive by chat, email and in the corridor. The spreadsheet is out of date, two people from the same team end up off the same week, and balances are argued about in December.
Leave that manages itself. Anyone requests time off from Slack in one message. The system checks the balance, the policy and who else is off. When the rules allow, it approves instantly. Otherwise the manager gets a one-tap decision with the cover picture. Approved leave goes to the shared calendar, the team channel and payroll. Balances are visible to everyone at any time and accrual rules run without anyone counting.
The office manager retires the holiday spreadsheet. Managers approve from the phone with the cover picture in front of them, and nobody argues about balances.
Any company of 10 to 100 people without an HR system.
1 week.
Your leave policy, current balances and the teams that need minimum cover.
"No more holiday arguments. Everyone can see their balance and who is off."
Managing Director, logistics companyReviews are written the night before from what the manager remembers, which is the last month. Good work in March is forgotten. The process is so painful it gets skipped, and people leave without hearing where they stand.
A review built from a whole period of evidence. Through the quarter the system collects peer feedback on a schedule, goal status, completed projects and client praise. Sales or ticket data is added where relevant. Before the review the manager receives a structured draft with the evidence linked: strengths, growth areas and suggested development. The employee gets a self-review prompt. The manager edits and delivers, and the outcome is logged.
Managers stop writing reviews from memory the night before. They edit a draft that remembers March, and reviews happen every cycle instead of when there is time.
Any company with managers who have more than five direct reports and wants reviews to happen fairly, every time.
1 to 2 weeks.
Your review template, the cycle you want to run and access to the tools where goals and projects live.
"For the first time reviews were about the whole year. People noticed."
Head of People, consultancyThe first sign of a team problem is usually a resignation. By then two more people are looking. The annual engagement survey, if it exists, is too late and too long.
A monthly pulse that takes a minute to answer. Each person gets two questions on Slack or WhatsApp, one score and one open comment, anonymous. The system tracks the score by team over time and reads the comments for themes. A team whose score drops is flagged. Leaders get a one-page summary with the themes and three suggested actions. When a theme needs detail, a follow-up question goes out.
Leaders stop guessing how the team feels. They read one page a month and act on a dip before it becomes a leaving conversation.
Any company of 15 or more people.
1 to 2 weeks.
Your team list by manager and the channel your people actually read.
"We caught a manager problem in month two. The old survey would have found it in December."
Founder, hospitality groupThe right candidates are not applying, they are working. Finding and messaging them one by one is a recruiter's whole day, and it stops the moment interviews start.
Sourcing that runs while the recruiter interviews. For each role the system searches profiles matching the criteria, enriches them and scores the fit. It reaches out with a personalised message that references their actual experience, on LinkedIn and email, with spaced follow-ups. Interested candidates get a booking link. Their replies and profiles land in your tracker. The recruiter spends the day with people who already said yes.
Recruiters stop spending mornings searching and messaging. They open a tracker of candidates who replied and spend the day on calls.
Recruitment agencies, and in-house teams hiring engineers, nurses, tradespeople or any scarce profile.
2 to 3 weeks. Built on the LinkedIn engine we ran at LeadLinked AI.
The recruiter's LinkedIn profile, the role criteria and the tracker you want candidates in.
"We fill roles in three weeks instead of eight, and our recruiters only talk to interested people."
Director, recruitment agencyThe rota is built on Sunday night from a WhatsApp group of 40 messages. Someone calls in sick, the manager phones six people, and the shift starts short.
A rota that fills its own gaps. Staff submit availability from their phone. The system builds a draft from demand forecasts, skills and hours rules, and the manager approves it. It publishes to each person on WhatsApp and handles swap requests with rules and approval. When someone drops out, the shift is offered to eligible people in order until it is filled. Hours flow to payroll, and rest periods and maximum hours are enforced automatically.
The manager gets Sunday night back. When someone calls in sick, the shift refills itself while they are still on the phone.
Restaurants, hotels, clinics, warehouses and shops with 10 or more shift workers.
2 to 3 weeks.
Your staff list with skills and contracts, your demand pattern by day and the rules on hours and rest.
"Sunday nights are mine again. Shifts get covered while I am not looking."
Restaurant Manager, hospitality groupEvery month someone chases timesheets, recalculates commissions, finds the absence emails and builds the file for the payroll provider by hand. Errors show up on payslips and cost trust.
Payroll inputs assembled without the monthly chase. The system collects hours from the rota or time tracker, absences from the leave system, commissions from the CRM and approved expenses. It checks everything against contracts and rules and flags anything odd, such as unusual overtime or a commission without a closed deal. On the 25th a validated file goes to your payroll provider, and each manager gets a summary to confirm.
The office manager stops spending two days a month on payroll prep. They review a list of flagged items and the file goes out on time.
Any company where payroll is not just fixed salaries.
2 weeks.
Access to your rota, leave and CRM tools, your commission rules and the file format your payroll provider wants.
"Payroll used to take two days and still had mistakes. Now it is an hour and clean."
Finance Manager, logistics companyA quarter of new hires leave in the first year, and most decide in the first weeks. Nobody asked how it was going, the manager was busy, and the small problems became a resignation.
A check-in the busy manager never forgets. On days 7, 30, 60 and 90 the new hire and their manager each get short questions on Slack or WhatsApp. The system compares the two views and spots gaps such as unclear expectations, missing tools or a strained relationship. HR or the founder gets an alert with a suggested conversation. Managers receive prompts for what to cover at each stage, and trends across hires show which teams onboard well.
The founder stops learning about a bad start from a resignation letter. They get a nudge in week two with a specific thing to fix.
Any company hiring more than five people a year.
1 to 2 weeks.
Your list of starters with managers and start dates, and the questions you most want answered.
"We found out on day 30 that a hire had no idea what success looked like. We fixed it. She is still here."
Founder, digital agencyWriting a job description takes a week of back and forth. Posting it on five sites takes an afternoon. The role stays open for two months and everyone covers the gap.
A vacancy live in ten minutes. The hiring manager sends a voice note or a few bullet points. The system drafts a complete job description in your employer voice, with the real requirements, salary range and benefits. It creates the listing on your careers page, LinkedIn and the job boards you use. Applications from every channel land in one tracker that feeds the screening system. The posting is refreshed while open and closed when the role is filled.
Nobody waits a week for a job description or posts the same role on five sites by hand. The manager talks for two minutes and the vacancy is live.
Any business without a recruiter that needs roles filled faster.
1 to 2 weeks.
Access to your careers page and job board accounts, and a couple of past job ads you liked.
"I described the role on my way to work and it was live before I parked."
Owner, dental practiceHalf your delivery is done by people who are not employees. Their contracts are somewhere, their briefs were a phone call, their invoices come late and in five formats. The good ones go to the client who pays fastest.
A bench of external talent managed like a team. A freelancer database holds skills, rates, availability and ratings. For each job the system sends the brief, the contract or purchase order for signature and the deliverable checklist. It tracks acceptance, deadlines and delivery. It requests the invoice with the right details and schedules payment on your terms. After each job, a two-question rating updates the profile, and the best people get asked first next time.
Producers stop chasing contracts and invoices from freelancers. They pick a name, the paperwork goes out on its own, and the good ones come back because they get paid on time.
Productions, agencies, event companies and builders working with a pool of external people.
2 weeks.
Your freelancer list with rates, your contract or PO template and your payment terms.
"Freelancers tell us we are the easiest client they have. They pick our jobs first."
Executive Producer, production companyThe numbers exist in six tools, each with its own login and its own definition of a customer. Building the monthly view takes a day and is out of date when it is finished. Decisions get made on the last number someone remembered.
One screen that runs the business. We agree the 15 numbers that matter and where each one comes from. The system pulls them daily from your CRM, accounting, payment and project tools into one dashboard with targets and trends. Every week it adds a plain-English note: what moved, why, and what to look at. It works on your phone. Every dashboard comes with a baseline, so you can measure what the systems change.
The founder stops opening six tabs on Monday morning. They read one screen and one note, and the leadership meeting starts with the same numbers for everyone.
Founders and leadership teams of companies with 10 to 100 people.
2 to 3 weeks.
Read access to your tools and an hour to agree the 15 numbers that matter.
"I open one screen with my coffee and I know how the company is doing. That used to be a monthly exercise."
Founder, e-commerce brandThe investor update is important and always late. It takes a day to gather numbers and remember what happened, so it slips. A late update worries investors more than bad numbers.
An update that arrives drafted on the 1st. The system pulls the metrics your investors or board care about and collects a two-line update from each team lead via Slack. It gathers wins, hires, losses and asks, and drafts the update in your format and tone with charts. You edit for an hour and send. Past updates are kept so the narrative stays consistent, and a board pack version comes from the same data.
The founder stops dreading the first of the month. They edit a draft over coffee and the update goes out on time, every time.
Any founder who reports to investors, a board or a parent company.
1 week.
Your last three updates, the metrics your investors ask about and read access to where they live.
"Investors said our updates became the clearest in their portfolio. It is the same information, delivered on time."
Founder, SaaS startupDecisions are made in meetings and lost by the next one. Nobody takes minutes, or the minutes sit in a doc nobody opens. The same discussion happens three times.
Minutes that turn into work. Meetings on Zoom, Meet or Teams are recorded and transcribed. The system writes a summary with decisions, open questions and actions. Each action becomes a task with an owner and a due date in your task tool. The summary is posted to the right channel, and to the CRM if a client was involved. Before the next meeting with the same people, it lists what was agreed and what is still open.
Nobody takes notes or writes up the meeting afterwards. People leave the call and find their actions already in the task tool with a date.
Any team with more than five meetings a week.
1 to 2 weeks.
Access to your meeting platform and task tool, and the channels where summaries should go.
"We stopped asking who was supposed to do that. The task already exists."
Managing Partner, consultancyShould we open a second location, raise prices, hire a salesperson, switch supplier. The answer needs internal numbers and outside research. The person who could gather them is you, at night.
A research analyst on call. You ask the question in Slack. The system gathers the relevant internal data, such as sales, costs and capacity, and researches the market and comparable cases. It writes a one-page brief: context, the numbers, three options with trade-offs and a recommendation with the assumptions stated. You challenge it and it revises. Briefs are stored, so the reasoning is still there in a year.
The founder stops doing research at midnight before a big decision. They ask a question, read a page and spend the saved evening deciding.
Founders and management teams making decisions worth more than $10,000.
1 to 2 weeks, on top of the knowledge assistant if you have it.
Read access to your main data sources and a first list of the decisions on your desk.
"We decided on a second clinic in a week with a brief better than the one a consultant sold us the year before."
Founder, clinic groupThe Monday meeting is spent building the picture instead of deciding what to do about it. Each manager reports their corner. Nobody sees the whole.
A weekly review written before you wake up. Every Monday at 7am the system reads what happened last week across sales, delivery, cash, support and team. It compares each area with targets and the previous week, in plain language, with the anomalies explained. It closes with three decisions that need making. You get the full version and your managers get a lighter one. The meeting starts on the decisions.
Managers stop preparing a status update for Monday. Everyone arrives having read the same page, and the hour goes to decisions instead of reporting.
Any founder who runs a weekly leadership meeting.
1 week, faster with the KPI dashboard in place.
Read access to your tools and the targets you measure the week against.
"Our Monday meeting went from ninety minutes of reporting to thirty minutes of decisions."
Founder, construction companyYou spend the first two hours of the day in email and the last hour too. Half is noise, a quarter is routine, and the three that matter are buried.
An inbox that is organised before you open it. Every incoming email is sorted into needs you, routine, informational or noise. Routine ones get a reply drafted in your voice, using your calendar, CRM and past emails for context, ready to send with one tap. Urgent ones ping you on Slack with a summary. Newsletters and notifications are archived into a daily digest. Anything with a task in it becomes a task.
The founder stops starting the day with two hours of email. They open a short list of what needs them, tap send on the drafted replies and move on.
Founders, partners and executives receiving 100 or more emails a day.
1 to 2 weeks.
Access to your inbox and calendar, and a few dozen sent emails so the drafts sound like you.
"I do email in forty minutes a day. It was three hours."
Managing Partner, law firmYou are in a taxi and want to know whether the Acme invoice was paid, how many demos are booked this week and what was agreed with the supplier. Finding out means three logins or three messages to three people.
A private assistant on Telegram or WhatsApp with read access to your CRM, accounting, calendar and documents. Ask in plain language and get the answer with the data behind it. It also tells you what you would want to know without asking: a big deal moved, a payment landed, a client went quiet. With your permission it can act, drafting an email or booking a meeting. Everything it does is logged.
The founder stops messaging three people to get one number. They ask their phone and get the answer, and the team stops being interrupted for status checks.
Founders and directors who run the company from their phone.
2 to 3 weeks.
Read access to your main tools and a decision on what the assistant may do on its own.
"I asked it who our best client by margin was, from a beach. It knew."
Founder, real estate agencyYou cannot listen to forty calls a week. So you coach on anecdotes, the best rep's habits stay in that rep, and you learn about a lost deal when it is lost.
A coach on every call. Each sales call is transcribed and evaluated against your playbook: the discovery questions asked, the objections and how they were handled, the next step secured and the talk ratio. Each rep gets a private note after the call with one thing done well and one to improve. You get a weekly view with scores by rep, common objections and deals at risk. The phrases that correlate with closing are surfaced too.
The sales lead stops coaching from memory and anecdotes. Reps improve call by call, and the manager spends the one-to-one on patterns instead of replaying recordings.
Founders and sales leads with two or more people selling.
1 to 2 weeks.
Your call recorder, your sales playbook or a description of a good call, and the reps' consent.
"I coach from data now. The whole team sells like the best rep used to."
Sales Director, insurance companyRevenue per client you know. Margin per client you guess, because hours, support tickets, revisions and discounts live in different tools. The biggest client is often the least profitable.
The margin behind every client name. The system joins invoices, time entries, direct costs, support tickets and discounts per client and calculates real margin every month, with trends. Clients drifting below your floor are flagged with the reason, such as scope creep or below-rate pricing. The output is a ranked list and three recommended actions: reprice, renegotiate scope or grow the ones that are quietly excellent.
Partners stop defending a big client on gut feeling. They see the margin, have the pricing conversation with numbers and put the effort into the clients that pay.
Any service business with more than 15 clients.
2 to 3 weeks.
Access to your accounting, time tracking and helpdesk tools, and the margin floor you want to protect.
"Our biggest account was losing us money. We repriced it, they stayed, and margin went up twelve points."
Founder, marketing agencyYou delegate twenty things a week in passing, and remember six. The other fourteen either get done silently, or do not, and you find out when it matters. Chasing makes you the bottleneck you tried to remove.
A memory for everything you hand off. The system detects delegations in your messages, emails and meeting transcripts, like can you send the proposal by Thursday, and logs each one with owner and date after a one-tap confirmation from you. It follows up with the owner before the deadline and asks for a status if it passes. You get a short weekly list of what is outstanding. Items close themselves when the evidence appears, such as the email sent or the task completed.
The founder stops carrying a mental list of who owes them what. The chasing happens without them, and the weekly list is the only thing they read.
Founders and managers with more delegated items than memory.
1 to 2 weeks.
Access to your email, chat and meeting recordings, and a list of who reports to you.
"I stopped being the person who remembers everything. The system is."
Owner, clinic groupYou meet fifteen people at a conference. Five cards make it home. One gets a follow-up, two weeks later, with no memory of what you discussed. The other fourteen were the reason you went.
A follow-up for every handshake. During or after the event you send a photo of the card or a 20-second voice note to WhatsApp: who they were, what they need, what you promised. The system creates the contact in the CRM with that context and finds their LinkedIn. It drafts a personal follow-up referencing the conversation and sends it after your one-tap approval, with a connection request. A reminder to reconnect appears at the right interval.
The founder stops carrying a pocket of business cards that never get typed up. Every conversation from the event becomes a follow-up the next morning.
Anyone whose business grows through people met in person: conferences, trade shows and dinners.
1 to 2 weeks.
CRM access and the follow-up style you like, with an example or two.
"I followed up with everyone from the trade show before I got home. Three became clients."
Founder, consultancyYour best thinking happens in the car, and it evaporates by the time you reach a keyboard. Notes to self pile up unread. The instruction you gave by phone was never written down.
A voice note that does things. You send it on WhatsApp or Telegram and the system transcribes it and works out the actions inside: remind Marta about the quote, move Friday's meeting to Monday, email John the contract. Each action is executed in the right tool, and where a person must send, it drafts. It confirms back with what it did and asks when something is unclear. Ideas without an action are filed in your notes with tags.
The owner stops arriving at the office with a head full of things to type. They talk between sites and find the work already done.
Founders and field-based owners who run the business between sites.
1 week.
Access to your calendar, task tool and CRM, and the phone number you will send notes from.
"I run half the company from voice notes between site visits."
Owner, construction companyEvery project starts with two hours of setup: folders, a channel, tasks copied from the last project and half forgotten, an inconsistent structure. By project ten, nobody can find anything.
A project that sets itself up. When a deal is won, the system creates the project from the right template for its type. The task list comes with owners and dates offset from the start date. The folder structure, the Slack channel with the client and the kickoff invite are created in one go. An internal brief is written from the proposal, and the client receives a welcome with what happens next. Every project looks the same, so everyone knows where things are.
The project manager stops spending the first afternoon on folders and copied task lists. They open a project that is ready and spend the time on the kickoff.
Any business starting several projects a month.
1 to 2 weeks.
Access to your CRM, project tool and drive, and one project set up the way you like it as the template.
"New projects used to take an afternoon to set up. Now the client has a channel and a kickoff before I finish the call."
Head of Delivery, agencyClients ask where things are because they cannot see. The account manager becomes a human status page. Approvals get lost in email threads and invoices get queried because nobody remembers what was delivered.
A window into the project for each client. A branded portal with no login friction shows the timeline, the current status, deliverables to review and approve, invoices and next steps. It updates itself from your project tool, drive and accounting system. Clients approve in one click and their comments come back to your team. Notifications go out only when something needs the client.
Account managers stop answering where are we emails. Clients look for themselves, approvals arrive in one click, and the calls that remain are about the work.
Agencies, builders, law firms and advisors with clients who want visibility.
2 to 3 weeks.
Access to your project tool, drive and accounting, and your logo and colours for the portal.
"Clients stopped calling for updates. They look, they approve, they pay."
Director, architecture practiceClients want to know what happened this week. Writing it for eight clients takes Friday afternoon, so it gets skipped. The client who did not hear from you is the one who calls on Monday worried.
A status report the client can count on. Every Friday the system reads each project's tasks, time entries, meetings and messages and drafts a client-ready report: completed, in progress, next week, risks and the decisions we need from you. The project lead reviews it in two minutes and edits if needed. It goes out at 4pm with the client's name and tone. Internal versions include budget burn and margin.
Project leads stop writing eight reports on Friday afternoon. They read eight drafts, fix a line here and there, and every client hears from them every week.
Any team managing more than three client projects.
1 to 2 weeks.
Access to your project tool and time tracker, and one past report you were happy with.
"Clients told us we are the only agency that reports every week without being asked."
Account Director, digital agencyA deadline is missed because the task before it was late, because the client did not send the logo, and nobody noticed the chain until the day. The project manager was watching forty other things.
A project plan that watches itself. The system reads the plan, understands the dependencies and watches every date. Owners are warned three days before. When a predecessor slips, the tasks that depend on it are flagged at risk. A silent owner is escalated to the project lead. The client is nudged politely for the things only they can provide, with a running list of what is waiting on them. A daily digest shows what is on track, at risk and blocked.
The project manager stops scanning forty tasks every morning to spot trouble. They read a digest and only step in where a date is genuinely at risk.
Anyone managing projects where a late input causes a late output.
Monday1 to 2 weeks.
Access to your project tool with plans that have dates and dependencies.
"The client-side list alone was worth it. They can see they are the ones holding things up."
Project Director, events companyA fixed-price project is profitable in the proposal and a loss at the end, and nobody could see it in between. Hours are reviewed when the invoice is due, when it is too late to do anything.
Budget burn you can see while it is happening. Time entries flow daily into a view per project: budget, spent, remaining and a forecast at completion based on the current pace. When a project is trending over, the lead gets a warning with the phase that is eating the hours. Leadership sees the whole portfolio and which project types keep overrunning. That feeds the pricing of the next proposal.
Project leads stop discovering an overrun at invoice time. They get a warning at 60% of budget and can change course while there is still budget left.
Agencies, consultancies and firms selling work on a fixed price.
2 to 3 weeks.
Access to your time tracker and project tool, and the budget per project in hours or money.
"We used to discover overruns at invoicing. Now we see them at 40% and fix the scope."
Managing Director, consultancyThe project is done and the client asks for the files, the passwords and how the thing works, three weeks later, when the team is on another project. Handover becomes a month of small favours.
A handover that closes the project properly. When a project is marked complete, the system gathers the final deliverables from the drive and moves credentials to a secure share. It compiles the documentation from the project's notes and recordings and writes a handover document: what was delivered, how to use it, who to contact and what happens next. The client receives it with a sign-off checklist. A signed handover closes the project and triggers the final invoice.
The team stops answering small requests from a project that ended a month ago. They hand over once, properly, and move on to the next one.
Any business delivering projects that someone else has to run afterwards.
1 to 2 weeks.
Access to your drive and project tool, and the format you want the handover document in.
"Handover used to drag for weeks. Now the client signs off and we are done."
Head of Production, video agencyThe client asks for one more thing. Then another. Nobody wants the awkward conversation, so the team absorbs it and the project loses its margin one small favour at a time.
A guard on the scope you signed. The system knows each project's contract. It reads client requests arriving in email, Slack, the portal and meeting transcripts, and flags anything outside scope to the project lead with the relevant clause. With one tap it drafts a friendly change order with an estimate from your rates and sends it for signature. Accepted changes update the budget and the plan. A monthly view shows how much scope was requested, charged and absorbed.
Project leads stop having the awkward conversation, because the change order has it for them. The team delivers extras that are paid for, and margin stops leaking.
Agencies, builders and consultancies on fixed-price contracts.
2 weeks.
Your signed scopes or contracts per project, your rate card and access to the channels where clients write.
"We charged for sixty thousand of work we would have given away last year."
Founder, web agencyA deliverable goes to the client with the old logo, a typo in their name and the section they asked to remove. The revision round costs a week and a little trust, every time.
A second pair of eyes on everything that leaves the building. Before a deliverable goes out, the system checks it against the brief, the brand guidelines and the client's past feedback. It looks for missing sections, wrong names and numbers, tone and inconsistencies, and the things the client said they hate. The reviewer gets a checklist with the issues and suggested fixes. Only when it passes does it go out. The checks learn from every round of feedback.
Account managers stop apologising for the wrong logo. Deliverables go out right the first time and revision rounds become the exception.
Agencies, studios and consultancies delivering documents, designs, reports and video.
2 weeks.
Your brand guidelines, a few briefs with the final deliverables and past client feedback if you keep it.
"First-time approval went from a third of deliverables to most of them."
Creative Director, branding agencySales closes three projects the same week. Delivery finds out on Monday. Everyone works late for a month, quality slips, and the next quarter is empty because nobody sold while they were drowning.
A capacity view sales and delivery share. The system combines the project plans, time estimates, leave and the weighted pipeline into a four-week view: hours committed versus available per person, team and skill. Sales sees when a project can start before promising a date. Delivery sees who is overloaded and who is idle. Leadership sees when to hire or subcontract. Alerts fire when a week goes over 90% or under 60%.
Sales stops promising start dates nobody checked. Delivery stops finding out on Monday. Both look at the same four weeks before saying yes.
Any service business with 8 or more people delivering.
2 to 3 weeks.
Access to your project tool, time tracker, leave calendar and CRM pipeline.
"We stopped selling projects we could not start for six weeks. Clients prefer an honest date."
COO, consultancyYou have done fifty good projects and have two case studies from 2022. Asking for a testimonial feels awkward, writing the case study never makes the priority list, and your proposals go out without proof.
A case study from every finished project. At handover the system gathers the project's goals, what was built and the measurable results from your data. It sends the client a two-minute testimonial form or a short interview request. Then it drafts the case study in your format: challenge, approach, results and quote. You approve and it publishes to your site and adds a one-page version to your proposal library. Permission to publish is requested and recorded.
Nobody has to find the courage to ask for a testimonial or the time to write it up. Every project ends with proof the next proposal can use.
Any business that sells on trust.
1 to 2 weeks.
Your case study format if you have one, access to your website and the project data where results live.
"We went from two case studies to thirty in a year. Every proposal has a relevant one now."
Founder, construction consultancyThe best moment to sell the next engagement is when the current one is going well, and that is exactly when nobody is thinking about selling. Clients leave when the project ends because nobody proposed what came next.
Growth from the clients you already have. At each milestone and at close, the system reviews the project's notes, transcripts and results. It spots the needs the client mentioned in passing, like we should really fix the onboarding too, and matches them to your services and past case studies. It drafts a short, natural note from the project lead suggesting the next step. Accepted suggestions become deals in the CRM, and you see expansion revenue by client every month.
Project leads stop forgetting to mention the next thing. They approve a note that is already written, and clients stay because someone proposed what came next.
Any firm where existing clients could buy more if someone asked.
1 to 2 weeks.
Your service list with prices, your case studies and access to project notes and recordings.
"Half our growth last year came from clients we already had. The system spotted what they said in passing."
Managing Director, consultancyThe site manager spends the evening writing a report from memory, or does not, and the client's question on Friday is answered with a phone call and a guess. Disputes later come down to who remembers what.
A daily report written from the site, not from memory. Crews send photos, a voice note and a few taps on WhatsApp during the day. The system organises the photos by area and transcribes the notes. It writes a structured report with progress, issues, materials needed and next steps, plus hours and weather. The report goes branded to the client and the office and is filed by project and date. Issues flagged in the report become tasks, and everything is searchable later.
The site manager stops writing reports at the kitchen table. They talk into the phone at the end of the day and the client has the report before dinner.
Builders, installers, event crews and production teams working away from the office.
2 weeks.
A WhatsApp number per crew, your report format if you have one and the client contacts who should receive it.
"Clients get a report with photos every evening. When a dispute came up, we had the whole record."
Site Director, construction companyFirst call to first system live averages 4 to 5 weeks. We record the baseline before anything changes, so the result is a number you can check.
We are called Brave because we ship early. A working version goes into a controlled environment while it is still small. Nobody disappears for six months and hopes it fits on the day it lands.
Speed and precision in small doses, like acupuncture rather than surgery. We stay through the iteration because we are partners in the outcome, not a vendor that delivers and moves on.
Brave is not reckless. Everything runs in a sandbox before it touches real work. How long we iterate before go-live is your call.
A 60 to 90 minute working session with you and your leads. You bring the area that hurts most. We read it against how the rest of the company runs, then send a written plan two working days later.
Duration: 60 to 90 minutes, plus a written plan in 2 working days
Every item carries a fixed price, an expected return and a timeline, so you decide on numbers instead of faith. Some of them need no software at all, just a better process, and the plan says so.
Duration: one session. Build can start the same day
We build inside the tools you already use whenever possible. When a platform fights automation, we say so and recommend moving now, while it is still cheap. Nothing reaches production before it clears the sandbox.
Duration: 4 to 5 weeks on average from the first call
What moves the number gets tightened. The rest gets changed or dropped. Your next system is already in build while the first one pays for itself, on the same infrastructure, so it ships faster and costs less.
Duration: as long as there is something worth building
The system is yours to run from the day we hand it over, documented and with your team already trained. Protect and Growth Partner keep it healthy as the platforms underneath it change. Both are optional.
Your call. Maintenance is never a condition
We record the baseline before we start, then measure again when we finish. Every result on this page is a number you could check line by line.





Quotes sat in a shared inbox for hours and half the leads went to whoever answered first. We rebuilt intake: every request parsed, priced and routed to the right broker in minutes, with follow-up that never forgets.





Four clinics, one reception team, a phone ringing while patients waited at the desk. An AI front desk now answers text and voice 24/7, books against the real calendar and hands over to a person the moment it should.





One spreadsheet per production and nobody knew the real position until the shoot was over. Expenses now flow in categorised, budgets are watched line by line, and the producer gets an alert the week a category runs hot.





Every client conversation lived in the adviser's head. Now each meeting is recorded, summarised and turned into a follow-up plan and a quarterly report before the adviser is back at their desk. Managers see the whole book in real time.





Support tickets are triaged and drafted by an agent trained on three years of replies; the team approves instead of typing. Content is researched, written in the founder's voice and published daily with five minutes of her time.
Founders and operations leads on what changed in the business after we worked together. Their numbers, not ours.
"They spent the first session asking about our margins, not about our software. By the end of it they'd found two things we were losing money on that had nothing to do with automation."
"What sold me was being told which of my ideas wasn't worth building. Nobody else did that."
"Our reception team was sceptical, and honestly so was I. Six weeks in, nobody wants to go back. The training videos are the reason it stuck."
"They were the only ones who put a number on where we were before starting, so they were the only ones who could prove anything afterwards."
"The month-end close used to eat three weeks of my life. It now takes three days and I stopped dreading it."
"Six months on and I still haven't needed to email them. That's the highest compliment I can give a supplier."
"The audit paid for itself before we hired them for anything. We cancelled two subscriptions that same week."
"Our team went from afraid of AI to arguing about which process to hand it next. That shift is worth more than any single system."
The questions that come up in almost every first call, answered here so you can decide whether to book one at all.
We help growing companies run better with technology and AI. Our expertise is the process behind the growth: how work moves from one person to the next, and where it stalls. Once the process is clear we build the system that runs it, then train your team to operate it.
The fee is shown on the audit page and paid upfront. It is credited in full against the first service you contract afterward, so hiring anything at all makes the audit free. A discount code from a partner or campaign has the same effect. Stop after the audit and you still keep a written action plan you can take to any provider. Paying also puts you at the front of the queue.
No. We focus on the area you bring us and go deep there, because that is where the return is. Before anything changes we look at the whole business, to see which other areas that change touches. A fix in sales should never create a problem in delivery or finance.
On average, 4 to 5 weeks from the first call to the first system live. Some take a week, others take three months. The plan from the audit tells you which one yours is. Every system is tested in a sandbox before it touches production. What we never do is spend six months building without testing anything.
You do, from day one. Everything runs inside your own tools, or on your own servers if you prefer. Documentation and training come with it. If you ever decide to leave, the technical offboarding is included and free.
No, but 90% of our clients do, because it is the fastest way to find out what to fix first. Process & SOP design and team training can be booked directly. If you already know what you want automated, send us a request and we will quote it by email. That route is slower, and it depends on demand.
A human consultant reviews the recorded session and writes your action plan: the diagnosis, the opportunities ranked by return and the KPIs to track. You receive it within 2 working days. From there you decide whether to build with us, train your team, or take the plan somewhere else.
Whenever possible, yes. We build inside your existing stack rather than replacing it, which keeps adoption easy and avoids another subscription. Some platforms fight automation. When that happens we say so, and we recommend changing now rather than later.
The AI & Operations Audit is the entry point, and most clients start there. Three things come out of it: automation and AI systems built to order, process and SOP design, and team training in AI fluency. Two ongoing options exist for companies that want us involved month after month: the Growth Partner program and Protect managed maintenance.
They are the only two kinds of system we build. Revenue drivers help you sell more, from lead capture through to follow-up and booking. Streamline systems make the work you already do faster and cheaper, with fewer errors along the way. Everything else is noise, however nice it looks.
A process that used to depend on a person now runs on its own, inside the tools you already use. It might be lead intake, quoting or invoicing: the audit shows which one is costing you the most hours. Every system ships with recorded training, technical documentation and a KPI dashboard. It is built for your team to operate, not for us.
Yes. Process & SOP design is a standalone service at a fixed price per process. We map how the work is really done, remove the steps that add nothing, and write the procedure so a new hire can follow it. It is often the right first step when the problem is clarity rather than technology.
Yes. Our resource store sells playbooks, recorded courses and executive programs you can use on your own, plus training packages for your team. Nothing there requires a project with us. It is the cheapest way to see how we work before you commit to anything.
It is our ongoing engagement for companies that want operations, technology and AI handled continuously rather than project by project. You get a client portal, monitoring and the maintenance your systems need as platforms change. Two options: $2,500 a month with a 6 month minimum, or $3,500 a month with a 3 month minimum. Places are limited, so you apply and we reply by email.
Protect is managed maintenance for the systems you rely on: monitoring, fixes and updates whenever a platform changes its API or a model is replaced. It costs $350 a month, month to month, cancel any month. Nothing about it is mandatory: after handover your team can run the system on its own.
Yes. Protect covers systems built by us or by others, as long as we can access them and they are documented enough to maintain. If they are not, we price the work needed to get them there first.
A 60 to 90 minute recorded session on how the area you bring us actually runs: where the time goes, what still happens by hand, how your tools connect. Afterward a human consultant reviews the recording and writes your action plan, delivered within 2 working days. It is a working document, not a sales deck.
The fee is shown on the audit page and paid upfront when you book. It is credited in full against the first service you contract afterward, whether that is a system, training or a monthly program. Hire anything at all and the audit has cost you nothing. A discount code from a partner or campaign makes it free from the start.
You fill in a short intake form, so we arrive already knowing your business instead of spending the call on the basics. The calendar appears at the end of that form, which is why booking and preparation are the same step. It takes a few minutes.
Yes. Some partners, events and campaigns carry a code, and a few of them make the audit free. Enter it when you book if you have one. Without a code, remember that the fee is credited in full against your first service, so paying it is not money lost.
Two boxes at checkout, and you tick either, both or neither. RADAR Pro is $100 for twelve months: our platform watches the change signals you choose, from a competitor's price to a regulator's ruling, then writes you a daily report you can reconfigure. The four guides are $50 together, against $676 of material. Neither price exists anywhere but the audit checkout.
The founder, alone or with the leadership team. We need people who know how the company really works and can decide to change it. If someone on your team owns the area we are looking at day to day, bring them.
A written action plan, delivered within 2 working days, that stays yours whoever you build with. It names what costs you the most hours, ranks what to fix first and puts a return next to each item. Each item also flags which other areas of the business the change would touch.
Very little. Come with the area that frustrates you most, the tools you use, and roughly who does what. Bring numbers on hours or volume if you have them. If not, we work them out together. The session is a conversation, not a presentation.
Book the audit, hold the session, receive your action plan within 2 working days. If you continue, we agree scope and price in writing, then build inside your tools. Nothing goes live before it clears the sandbox. On average the first system is running 4 to 5 weeks after the first call, with recorded training and documentation from day one.
It depends on the system. Some take a week, others take three months, and the average from first call to first system live is 4 to 5 weeks. Your plan tells you which one yours is before you commit. Six months of building without testing anything is the one thing we refuse to do.
Less than you expect, but not zero. We need a few short sessions to confirm how the process works, access to the tools involved, and someone who can test in the sandbox. After launch, the recorded training means people learn on their own schedule.
Always. Every system runs in a sandbox with test data before it touches production, and we fix what breaks there. How much iteration happens before go-live is up to you. Some clients want everything at 100% before launch. Others go live earlier and adjust on real cases. Both work.
Every system comes with recorded training for your team, technical documentation and a KPI dashboard so you can see whether it is doing its job. Post-launch support is included too. Nothing is handed over as a black box: once it is yours, your team runs it.
Small adjustments during post-launch support are included. Changes beyond the agreed scope are quoted separately, in writing, before any work starts. As platforms and models evolve, Protect covers the ongoing changes month to month. It is never mandatory.
Yes. Systems live inside your existing tools by default. If you want them on your own servers, we build them there. This is the usual choice for companies in regulated or sensitive sectors that cannot let data leave their infrastructure.
Yes. The audit and the builds are done remotely, with clients in the US, UK, Australia and Europe. Training is virtual by default. On site is possible when one of our consultants is nearby, and it costs more.
Each system is quoted individually after the audit, because the price depends on the process, the tools and the data involved. You get a fixed price in writing before the build starts and it does not move. The audit fee is deducted from it.
Upfront when you book, at the fee shown on the audit page, which is what puts you at the front of the queue. It is credited in full against your first service, so hiring anything at all gets it back. A discount code from a partner or campaign makes it free. At checkout you can also add RADAR Pro for $100, or the four guides for $50.
Fixed. Systems are quoted per system, Process & SOP design is a fixed price per process, and the monthly programs have a set fee. Scope and price are agreed in writing before work begins, so you know exactly what you are paying for.
There are no refunds once a build starts. That is why scope and price are fixed in writing before anything begins. It is also why nothing reaches production untested. The audit itself is credited against your first service, and Protect can be canceled any month.
$2,500 a month with a 6 month minimum, or $3,500 a month with a 3 month minimum. You apply, and we reply by email. The audit fee is credited against the first month.
$350 a month, month to month, cancel any month. It covers monitoring, fixes and the updates needed when platforms change their APIs, for systems built by us or by others. A rebuild is included at no extra cost if AI regulation forces one.
US dollars. Every price on this site is in USD and that is the amount you are charged. If your card is in another currency, your bank converts it at the rate of the day.
Yes. Each process is quoted at a fixed price once we know its size and complexity, and that price is confirmed in writing before we start. If you want several processes documented, we quote them together so you can prioritize.
You do, from day one. The accounts, the logic and the documentation are all yours. We never hold anything hostage, and there is no license fee to keep using what we built.
Your team does. It ships with recorded operational training and technical documentation. Nothing depends on us. If you prefer someone watching over it, Protect or Growth Partner add monitoring and maintenance. Neither is mandatory.
Yes, and leaving is free. Technical offboarding is included: we hand over access, make sure the documentation is complete and remove ourselves. The monthly programs have their own terms, but Protect is month to month and can be canceled any month.
In your own tools and accounts. We build inside the platforms you already use. If you want everything on your own servers, that is where it goes. Your data does not pass through anything we own.
Yes. Where we process data on your behalf, we sign a contract clause covering it. For sensitive sectors we go further and build fully self-hosted, so nothing leaves your infrastructure at all.
Yes. For legal, healthcare and finance we build the entire system on your own servers, with no external dependency for the data. The audit will confirm what that requires in your case.
The session is recorded so a consultant can review it properly before writing your plan. You receive the full transcript and it is yours to keep. The video stays with us, for quality control and because we would rather not have footage of your business circulating.
If you are on Protect or Growth Partner and a regulatory change forces a rebuild, we do it at no extra cost. Outside those plans, we will tell you what has changed and quote the work. Building inside your own tools already reduces that risk.
Virtual, on site, or no preference: you choose when you book. On site is only possible when one of our consultants is nearby, and it costs more. Otherwise the training is delivered virtually. Sessions are practical either way: people work on their own tasks with their own tools, not on slides.
It depends on the team and the goal. Most training is delivered in short sessions spread over a few weeks rather than a single long day, because that is what changes habits. We propose a plan once we know the team size and what they actually do.
Anyone who does knowledge work: operations, sales, support and the people who manage them. Nobody needs to know how to code, because this is not a technical course. It is for teams that want to use AI well in the work they already do.
How to use AI tools reliably in day to day work: writing good instructions, checking the output, and knowing what to trust. We also cover what should never go into an AI tool and why. The goal is a team that uses AI with judgment, not one that copies and pastes.
No. Training can be booked on its own. The audit helps if you want training tied to the specific processes you plan to automate, but many companies start with training and decide what to build afterward.
Short recordings that show your team exactly how to operate the system we built: what to check, and what to do when something looks wrong. They sit alongside the technical documentation so anyone can learn it later without us. After handover, your team runs the system on its own.
Every system ships with a KPI dashboard, so you can see whether the process is being used and what it is saving. For training, we agree the outcomes beforehand and check them later with the team lead. If adoption is low, we treat that as our problem to help fix, not yours.
That is normal. It is also why we build inside the tools people already use and train them on their own work. Resistance usually means the process was designed without them, so we involve the people who do the job from the start. What we cannot do is make a system work for a team that has decided not to use it.
Growing companies, mainly 10 to 100 people, whose founder is still too involved in the daily running of the business. You have a team, real processes and real volume. Growth should not mean hiring for every new task. If that sounds like you, the audit is the place to start.
Buyers shopping only on price, and teams that will not adopt what is built. We are not the cheapest option and we do not try to be. A system nobody uses wastes your money. If the team is not on board, we will say so before you spend it.
Mainly 10 to 100 people. Occasionally smaller, when the investment is clearly worth it. With a smaller company we start with a revenue driver rather than a streamline system, because selling more pays for everything else. If you are on the edge, the audit will tell you honestly whether it makes sense.
Any business with repeatable processes, from logistics to clinics to professional services. What we know is how work flows through a company, and that is the same everywhere. You bring the industry knowledge during the audit, and we bring in a sector specialist when a project needs one.
Yes, and it is free. We run a community on Skool for owners and founders who are putting AI into their operations. Members post what they automated and the numbers behind it, which is the part nobody publishes. Joining commits you to nothing.
Honesty about how things really run, access to the tools involved, and someone on your side who can make decisions. That is it. We handle the rest. If something is missing, you will hear it from us early.
Book the AI & Operations Audit. It runs 60 to 90 minutes, and the written action plan reaches you within 2 working days. The fee is credited in full against your first service. If you would rather ask something first, write to team@braveautomations.com.
It depends on demand, and 2026 has been very busy. Booking and paying for the audit puts you at the front of the queue. The action plan arrives within 2 working days of the session. Requests sent by email without an audit are answered as capacity allows.
More than 90 platforms we build with every week, several of them as an official partner. If your stack is on this list, nothing has to change.
You leave with a ranked list of what to fix and the return on each. The fee is credited in full against your first service, and a discount code makes it free.