How we work

A plain four-step process, and an honest account of where AI fits into it.

The process

  1. Discovery

    A conversation about the business, your goals and what has already been tried. We agree on what the engagement covers before any work starts.

  2. Analysis

    We review the information you share: financial reports, sales data, process descriptions, marketing results. We interview you and, where it helps, your team.

  3. Strategy

    We turn the findings into a small number of priorities with clear reasons, and walk you through them. You decide what goes into the plan.

  4. Action

    You get a written plan with owners, dates and the measures that will show progress. We can stay involved to review progress, or hand it over to your team.

What we look at

Every business runs some version of this loop. Most problems owners bring us sit in one part of it but show up somewhere else, which is why we look at the whole loop first.

  1. Leadsmarketing
  2. Salespipeline
  3. Deliveryoperations
  4. Cashfinances

Monthly review

Structure and people hold the loop together.

Every business runs this loop. We help you find the slow part and fix it.

How we use AI

We are a consulting firm. AI is one of the tools we use to do the work, the way a good analyst uses a spreadsheet.

Where it helps

  • Faster analysis of your data. We use AI to sort and summarize operational and financial exports, so we reach the questions worth asking sooner.
  • Market and competitor research. AI helps us scan markets, competitors and customer reviews in hours rather than days.
  • First drafts of marketing and sales materials. Outreach emails, proposals and campaign copy start as AI drafts and finish as human writing.
  • Automation recommendations. We look for repetitive work in your processes that software could handle, and tell you plainly where it could not.

Where it does not

AI does not make recommendations to you. People do. Every number, finding and draft that reaches you has been reviewed by the consultant working with you. When AI output is wrong or generic, we throw it out.

What it means for you

Research and analysis that would take days take less time, so more of the engagement goes to the conversations and decisions that matter. It also means we can look at more of your data than we otherwise could.

Your data

Client data is handled confidentially and is not used to train public AI models. We share with AI tools only what a task needs, remove names and identifying details where we can, and never put your information into a tool that would use it for training. You can ask us at any time which tools we used on your work.

Start with a conversation

Tell us what is going on in the business. We will reply to set up a first call. No obligation.

Book a consultation