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What we do

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Intelligent capability across every function

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Sales, marketing, customer service and operations each need something different from AI. All four depend on the same data, the same system of record and the same governance. We build for each function on one shared foundation, so progress in one area strengthens the others.

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See what's possibleSee ways to start
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Sales

A pipeline your team trusts, and more time spent selling.

Salespeople spend a large share of every week on research, admin and updating records. Follow-ups slip when the team is busy, forecasts drift, and the pipeline report gets rebuilt in a spreadsheet before each board meeting.

We configure the CRM around how your team really sells, then add agents that take on the preparation work. Forecasts come from the system, follow-up happens on time, and more of every day goes to buyers.

Common starting points

  • Bringing forecasting into the CRM
  • Making lead follow-up consistent across the team
  • Connecting closed deals to delivery

What we build

  • Pipeline stages, forecasting and reporting matched to your sales process
  • Agents that research accounts and qualify inbound leads
  • Follow-ups and meeting preparation drafted for review
  • Automated handovers from closed deal to delivery
  • Sales content and playbooks in one place
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Example

LawnsOne

3x

Leads

55%

Revenue growth

24

Months

Performance that moved the needle across the whole revenue chain, from first enquiry to closed sale. [Verify]

Read case study

Marketing

Campaigns connected to revenue.

Marketing teams produce more content and data than ever, yet most still struggle to show which activity creates revenue. Budgets get questioned, effort spreads thin across channels, and a growing share of buyers now research through AI search the website was never built for.

We link every campaign to the CRM so each touch is measured through to revenue. Content operations let AI draft within your brand standards while your team makes the decisions, on a website built for buyers and AI discovery.

Common starting points

  • Attribution from first touch to closed deal
  • A website that performs for buyers and AI search
  • Producing more content without losing the brand

What we build

  • Lifecycle stages and lead scoring agreed with sales
  • Attribution reporting from first touch to revenue
  • AI-assisted content workflows with brand guardrails and human review
  • A flexible website built for conversion and AI discovery
  • Campaign automation driven by CRM data
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Example

Kaplan Professional

45,000

Students served

3 to 1

Sites consolidated

[Metric]

Third result

Three sites brought together into one scalable platform, built to grow with the business. [Verify]

Read case study

Customer service

Faster answers, with the full customer picture.

Customers expect quick, accurate answers from people who know their history. When service runs in a separate tool, every enquiry starts from scratch, routine questions queue behind complex ones, and signals about renewals or risk never reach the account team.

We bring service into the same record as sales and marketing, and add agents that resolve routine enquiries from your own knowledge. Your people focus on the conversations that need judgement, with the full customer picture in front of them.

Common starting points

  • Bringing service into the same system as sales
  • Answering routine questions instantly, at any hour
  • Giving customers self-service they trust

What we build

  • Service agents grounded in your knowledge base, with escalation to people
  • Ticket routing, service levels and escalation inside the CRM
  • Customer portals and knowledge bases
  • Satisfaction and feedback measured against each account
  • Renewal and expansion signals passed to sales
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Example

SecondNature

30+

Hours saved monthly

6,500

Coaching clients

[Metric]

Third result

A smoother journey for every coaching client, with far less administration behind it. [Verify]

Read case study

Operations

Less manual work, and processes that scale.

Operations is where complexity collects. Spreadsheets fill the gaps between systems, the same data gets keyed in three places, and a few people hold processes together from memory. Every new client or product adds to the load.

Custom software is now viable at a fraction of its former cost. We replace workarounds with tools built around how you operate, automate the repetitive steps and connect everything to one record, so the business can grow without the admin growing with it.

Common starting points

  • Replacing spreadsheets with purpose-built tools
  • Automating finance, delivery and reporting tasks
  • Connecting the CRM to finance and operational systems

What we build

  • Custom apps for bookings, approvals, scheduling and client portals
  • Workflow automation across finance, delivery and reporting
  • Integrations between CRM, finance and operational systems
  • Internal agents for reporting and data entry
  • Dashboards drawn from one source of truth
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Example

Reco Surfaces

331

Hours saved per year

22%

Business growth (CAGR)

[Metric]

Third result

Automation that freed the team to focus on growth while volumes increased. [Verify]

Read case study
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One foundation underneath

Every function draws on the same four layers. Where they need building or repairing, we start there, because AI is only as reliable as the data and systems behind it. The map shows how a typical stack connects; yours will show the systems you actually run.

FinanceERPBookingWebsiteIntegrationsCustom appsSystem ofrecordClaudeLovableSlackXeroTeamsAI and toolsData and reportingDashboardsAgent orchestrationSales agentService agentOps agent

System of record

A CRM or database your team trusts, structured as the memory every agent and report draws on. Often HubSpot, sometimes a custom database.

Digital experience

Your website and portals as the front door for buyers, customers and AI search, connected to the record behind them.

Data and integration

Reliable integrations between your systems, with clean, consistent data moving between them.

AI governance

An agent register, named owners, defined autonomy levels, and controls such as approvals, logging and spending limits.

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Why we work across functions

Improving one team in isolation often moves the problem to the next. Building every function on the same foundation means each improvement compounds.

One record

A change in one function improves the information every other function relies on.

Reusable capabilities

Agents, integrations and components built once and put to work across teams.

Single governance

One register, one set of controls and one view of risk across the business.

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Start where you are, and immediately discover what's possible.

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Begin with one function or several. Resolve fixes a pressing problem first. Rebuild redesigns how the business works. Both start with a 12-week engagement.

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