Every engagement runs through four stages. Each stage has a defined output, so you can see progress — and stop at any point with something useful in hand.
Start with the business, not the tools.
Identify the few changes that matter most.
Connect people, process, marketing and technology.
Judge results against KPIs agreed up front.
Interviews with the people who do the work and the people who sign it off. Review of customers, goals, processes, channels, tools, data and constraints.
Where does time go? Where does revenue leak? What have you already tried, and why didn’t it stick?
A current-state map of processes, channels and systems that everyone agrees is accurate.
Every opportunity is scored on value, effort and risk. Most of the list gets cut — usually three to five changes carry most of the value.
What would we stop doing? What’s the simplest version that works? Would plain automation solve this without AI?
A prioritised opportunity list with rough cost and expected impact for each item.
A phased roadmap, then delivery: configuring automations, selecting platforms, briefing agencies and developers, training the team.
Who owns this after launch? What changes in how the team works — not just which tool it uses?
A roadmap with owners and dates, plus working changes in production.
Results are compared against the KPIs agreed in Stage 01 — time saved, cost per lead, conversion, response speed.
Did it move the number? What did the team learn? What should we do next?
A KPI review that feeds straight into the next cycle.
Each has a defined output. Durations are typical and depend on the size of the organisation; scope and fee are agreed in writing before work starts.
Where AI can realistically create value: opportunity map, data and skills gaps, quick wins.
EnquireFrom experiments to adoption: phased plan, tools, governance basics, enablement and KPIs.
EnquireChannels, website, search, analytics and conversion reviewed together; 90-day growth plan.
EnquireWhat to retain, integrate, replace or automate; stack map, overlap and cost review.
EnquireTechnical audit, AI visibility baseline, content and entity plan for search and AI answers.
EnquireFind repetitive work and automate it with AI and tools like Zapier; backlog plus live automations.
EnquireA senior advisor working with your leadership team month to month on the programme.
EnquireNot sure which fits? That’s what the discovery call is for — 30 minutes is usually enough to tell.
A 30-minute call is enough to tell whether AI, automation, marketing or a technology change is the right lever — and what it would take.