Operational AI · Automation Architecture

Real systems, shipped.

A boutique UK consultancy for owner-led businesses. We design, build, and run the operational backbone — HR, onboarding, CRM, reporting — so the team stops firefighting admin and starts running the business.

12+
years embedded inside owner-led businesses
40hrs
average admin time clawed back per week
2–6wk
typical engagement to first system live
100%
of work shipped, supported, and owned by you

01 · Services

Six things we build, and run, exceptionally well.

Every engagement starts with a discovery — a paid, fixed-fee audit of where time leaks and what shipping a fix actually looks like. Then we build. No retainers, no lock-in, no rebadged Zapier templates.

HR · Onboarding

HR & Onboarding Automation

BreatheHR, Xero Payroll and document workflows wired together so new starters, leavers, and contract changes happen without admin chasing forms.

  • Right-to-work and document collection
  • Payroll handoff with zero re-keying
  • Automated probation, review and offboarding
CRM · Sales

CRM & Sales Automation

Pipedrive, HubSpot or Monday wired to the inbox, calendar and proposal stack so the sales team stops re-keying leads and chasing notes.

  • Inbound lead capture and routing
  • Quote and proposal generation
  • Stage-based follow-ups and SLA alerts
Reporting

Client & Operational Reporting

Live dashboards and scheduled reports that pull from finance, ops and CRM — replacing the Sunday-night spreadsheet shuffle.

  • Labour-cost and margin reporting
  • Multi-site operational rollups
  • Client-facing automated reports
Documents

Proposal & Document Automation

Branded proposals, contracts and statements of work generated from CRM data — no more copy-pasting last week's deck and hoping nobody notices.

  • Templated, on-brand outputs
  • E-signature and tracking
  • Auto-filed against the customer record
AI · Chat

WhatsApp & AI Chatbots

Front-line conversational layers that handle bookings, FAQs and inbound triage — fully scoped, never freelancing on your tone of voice.

  • WhatsApp Business integrations
  • Web chat with human handoff
  • Locked-down brand and policy guardrails
Embedded

Fractional Ops Partner

For founders who need an operations brain in the room a few days a month — sitting across systems, hiring, finance and the difficult conversations.

  • Monthly retainer, fixed scope
  • Direct access, no account managers
  • Strategic and hands-on, not advisory-only

02 · Recent Work

Live systems, in the wild.

Anonymised, but every system below is running in production with real users, real volume, and a real business depending on it.

Hospitality

Multi-site restaurant group, North West

Twelve sites, eight-figure turnover, payroll and HR running on legacy spreadsheets and email chains.

BreatheHRXero PayrollMake.comMonday

Replaced a four-person admin function with a single ops manager and a connected stack.

The problem: New hires took 12 days to fully onboard. Payroll re-keyed every change manually. Holiday tracking lived in a shared spreadsheet that two people fought over.

What we built: A connected pipeline — inbound right-to-work, contract generation, BreatheHR record creation, Xero Payroll sync, automated probation review triggers — all running off a single intake form.

Outcomes

72%reduction in onboarding time
£48kannual admin headcount saving
0payroll re-keying errors in 9 months
4.2 daysaverage new starter to first shift
Field Services

Commercial HVAC contractor, Midlands

Quoting, scheduling and service-agreement renewals living across three systems and one head's memory.

PipedriveMake.comXeroPandaDoc

Built a single quote-to-cash pipeline for a £4M contractor. Owner now spends Fridays on the golf course.

The problem: Quotes took 2–3 days to issue. Service contracts auto-renewed silently then got missed. Engineers couldn't see job history on site.

What we built: Pipedrive as the operational spine. Quote generation from job spec. Service-contract renewals routed 60 days out with auto-uplift. Mobile-friendly job history for engineers.

Outcomes

3.5xincrease in quote throughput
+£140krecovered annual contract revenue
18hrsweekly time saved by directors
94%service-renewal capture rate
"We had four different consultants tell us we needed Salesforce. Ben showed up, spent two days inside the business, and shipped a system on Monday-com that we actually use. We've never looked back."

— Managing Director, Hospitality Group

03 · How we work

Boring, predictable, and shipped.

No agile theatre. No retainers we never use. Four steps, a fixed fee for the first one, and outcomes you can point at.

01 · Discovery

Two days inside the business.

Paid, fixed-fee. We sit with the team, follow the work, find the leaks. You leave with a written architecture and a build proposal — not a sales deck.

02 · Build

Sprints of 2–6 weeks.

One system at a time. Built on tools you already know or genuinely need. Documented, tested, and walked through with the team that'll use it.

03 · Handover

Yours to own.

Every workflow, every connection, every credential — documented and handed over. No black boxes, no licence held hostage, no agency lock-in.

04 · Support

Optional, monthly, fixed.

If you want us close, we stay close. If you don't, we won't be offended. Either way, the system keeps running because it was built to.

Stop firefighting. Start running.

A 30-minute call. We'll tell you straight whether automation is your bottleneck or whether something else is. No pitch deck.