Why processes slow growth down

1Too much work done by hand

Outreach, content, reporting and finance tasks take hours every week.

2Work gets stuck

Handoffs between people and tools create backlogs, and nobody sees where work waits.

3Tools that don't connect

Data sits in separate tools, so reports are built by hand and arrive late.

WHERE WE COME IN

Workflows that do the repeat work

We map the process, then build AI workflows for the steps that repeat.

Clear handoffs and owners

We redesign handoffs with defined service levels and document the SOPs.

Dashboards that update themselves

Leadership sees results without waiting for a report.

How a typical engagement works

Mapped once, built where the effort is concentrated, and refined continuously.

Describe

You share a process that is slow, manual or error-prone.

Map

We map the process end to end and identify where most of the effort and delay sit.

Build

We build an integrated workflow that automates those steps, with approval points for your team.

Run

We operate the workflow alongside your team until it runs reliably.

Improve

We track performance and keep refining the workflow in a continuous cycle.

Start here

Process diagnostic

Find out which of your processes can be automated, and where to start, in 1 week after our call.

Book a callWalk us through the process
We map it1 week
Automation planWhat to automate, and how

What we look at

  • Steps and handoffs
  • Where time is spent
  • Repeated and manual tasks
  • Tools and data involved
  • Approvals and controls
  • What can be automated

What we need

  • A short description of the process
  • Who is involved at each step
  • The tools and systems used
  • Volumes or time spent, if available
Process mapSample layout
RequesterTeamApproverRequest sentEnter dataCheck detailsApproveSend reportAUTOMATEAUTOMATEAUTOMATESIMPLIFY
Can be automatedCan be improved
What you get A map of your processWhere most effort sitsWhat to automate firstA recommended workflow

Ways to work together

From a process diagnostic to an ongoing partnership. Start where it makes sense for you.

1 week

Process diagnostic

Find where a process can be automated or improved.

3-4 weeks

Project sprint

A defined process and a defined deliverable.

  • Process mapping and SOP redesign
  • One integrated workflow, built and tested
  • Handoffs and approval points defined
  • A dashboard for the process
3-6 months

Build and run

We build the workflows, run them, and hand them over.

  • Workflows across outreach, content, finance or reporting
  • Dashboards and reporting automation
  • Ongoing optimisation of each workflow
  • Process and workflow systems
6+ months

Fractional partner

Your operations partner, inside your team.

  • Own the process improvement roadmap
  • Keep building and refining workflows
  • Leadership dashboards and special projects
  • Continuous process improvement across functions to support growth

Example workflows we have built

Example 1

Social media content engine

AI suggests ideas and drafts the posts, carousels and video scripts. Your team approves ideas and drafts at a single human checkpoint. Feedback sends content back for regeneration, and the engine learns from it with every run.

~90%of the drafting work done by AI in one engagement
  1. Set content pillarsYour topics and voice
  2. Ideas generatedBy the AI agent
  3. Drafts generatedPosts, carousels, video scripts
  4. Human approvalIdeas and drafts are approved↺ Regenerated with your feedback
  5. PublishedApproved content goes out
  6. Engine learnsFrom the approval feedback↺ Feedback improves every run
Runs automaticallyA person reviews or approves
Example 2

LinkedIn outreach engine

An AI agent finds the companies and people that fit your ICP on LinkedIn, enriches each record and runs the outreach sequences. Your team spends its time on conversations instead of building lists and sending follow-ups.

75-90%less manual effort on content and outreach
  1. Set your ICPWho you want to reach
  2. Find companiesThat match, on LinkedIn
  3. Find the right peopleAt each company
  4. Clean and enrichRemove duplicates, add context
  5. Run outreachLinkedIn sequences
  6. Review resultsEvery week↺ Weekly review refines the targeting
Runs automaticallyA person reviews or approves
Example 3

Finance process automation

Invoice handling in finance is one example, where invoicing, accounting and purchasing systems are connected before the match step. The method is the same for any process with a backlog, manual handoffs or slow reporting: find where the work starts to pile up, fix that step, then automate what repeats.

70-80%less processing time on business processes
  1. Invoice arrivesFrom the supplier
  2. Systems connectedInvoicing, accounting and purchasing data in one place
  3. Checked against the orderMatched automatically
  4. Mismatches flaggedA person decides
  5. Approved and enteredWithout manual keying
  6. Dashboard updatesLeadership sees status live
Runs automaticallyA person reviews or approves

Frequently asked questions

Answers to common questions.

What kinds of processes can you automate?

Repeat work in outreach, content, finance and reporting are the examples above. The method is the same for any process with a backlog, manual handoffs or slow reporting: find where the work piles up, fix that step, then automate what repeats.

What is a process diagnostic?

A review of one process that takes too much time. You share it with us, we map where the work concentrates, and we outline what we would automate and how.

Does a person stay involved?

Yes. Your team approves the key steps, so nothing important runs without sign-off.

Which tools do you use?

We build AI workflows around the tools you already use and connect the ones that do not talk to each other.

How much time can automation save?

In our client work, 75-90% less manual effort on content and outreach, and 70-80% less processing time on business processes. Results vary by process, and we confirm what is realistic for your process.

How much does it cost?

Pricing depends on the process and its scope. Book a call and we will outline the options once we understand the process.

How do we get started?

Book a process diagnostic. We start with a call in which you walk us through the process you want to improve.

Want to talk it through?

Book a process diagnostic, or book a call to talk through what you are trying to fix.