An AI system is a piece of revenue work handled end to end: diagnosed, designed on paper, built in the tools you already run, documented, and handed over or run for you. AI earns its place inside the system or it does not go in.
Every build starts with the audit, so we are fixing the right thing.
The diagnostic every engagement starts with. A 90-minute working session plus a written pack in 2 to 5 business days: systems map, leak-ranked fix list, AI opportunity matrix and a prioritised 90-day roadmap. Fixed price, credited in full against any build.
2 to 5 business daysMost leads do not go cold because they were bad. They go cold because nobody answered fast enough. Capture, routing, qualification and response built so every enquiry is handled in minutes, not the next time someone checks the inbox.
2 to 4 weeksThe path from enquiry to qualified opportunity, quote, fulfilment, invoice and reporting, designed on paper before anything is automated. This is the build path for teams past their first CRM setup.
2 to 6 weeksRenewals, referrals and re-engagement leak because nobody is tracking them. We rebuild the lifecycle, properties and workflows underneath so the system tracks them instead of a person remembering to.
2 to 4 weeksProduction-grade workflows for the document work that eats admin time: classification, extraction, billing reconciliation and verification. Source-controlled, documented, and safe for your team to inspect and switch off.
1 to 4 weeksWhen the CRM, the spreadsheet and the finance export disagree, the weekly meeting argues about the numbers instead of acting on them. We clean the commercial path so the number leadership looks at survives scrutiny.
2 to 4 weeksEither way, nothing breaks if we leave the room.
Every build ships with SOPs and team training, so handover is the default rather than the upsell. If you would rather not carry it, we operate the system on a fixed monthly fee, scoped to what the system actually needs.
We own configuration and maintenance, keep the workflows running and the standard dashboards trustworthy. For teams that need the system to stay reliable.
Everything in Foundation, plus monthly reviews, new workflow and integration builds, custom reporting and team training. For teams actively expanding what the system does.
Fortnightly strategy, full system ownership, applied-AI automation, complete n8n stack management, executive reporting and ongoing enablement.
Every engagement includes: an onboarding sprint, a regular strategy call, async support, a quarterly review and full project visibility via your client portal. Scoped on the readiness call and quoted to the outcome you need.
A defined outcome, a fixed scope, and a date it's done by.
Where a vertical has the same shape every time, we have already built the frame. You know the deliverable and the date before we start. These are entry points, not the whole system.
Pipeline, trail tracking, settlement automation, referral management and dashboards. The full broking revenue system, live.
~ 1 weekPolicy lifecycle pipeline, renewal automation, commission tracking, carrier integration prep and producer dashboards.
~ 1 weekClient lifecycle pipeline, engagement automation, Xero/MYOB integration and review generation.
~ 1 weekCustom object design, investor lifecycle, compliance checkpoints and certificate automation.
2–3 weeksClient verification workflows, compliance document automation and risk reporting.
1–2 weeksWorkspace architecture, board and workflow design, automations, and integration with your CRM, accounting and the rest of your tech stack: set up properly, documented, and your team trained on it.
1–2 weeksImmediate, measurable impact with minimal commitment.
Data deduplication, property cleanup, pipeline rebuild, workflow repair and dashboard setup. A portal you can trust again.
~ 1 weekMigrate your automations from Make.com or Zapier to n8n. Lower running costs, more power, better reliability.
Scoped per stackLead rotation, onboarding sequences, approval workflows or compliance automations: one job, done properly.
1–3 business daysWe reconcile your commission data against source records and typically find 5–10% in missing or incorrect payments. Outcome-based: if we don't find recoverable revenue, you don't pay.
Outcome-based engagementAnonymised engagements: trail commission recovery, a forecast rebuild, investment-platform architecture and a regulated SaaS go-to-market.
How the same systems land in mortgage and insurance broking, accounting, investment management, legal, medical and trades. One page per sector.
Behind-the-scenes delivery for CRM, HubSpot and revenue operations agencies that need implementation capability without building an internal team.
Free diagnostics live on the resources page: the Scorecard, the HubSpot Revenue Leak Checklist and the CRM Portal Cleanup Playbook.
The AI Readiness Audit: a 90-minute deep dive plus a written pack, delivered the same week. Systems map, leak-ranked fix list, AI opportunity matrix and a prioritised 90-day roadmap. Fixed price, credited in full against any build.