What we’ve built

Nine systems, each one started as a process call and built around that business’s own tools.

Integration

Data silos into one connected, two-way flow

The same customer sits in the CRM, the survey platform, the finance tool and a spreadsheet, each holding its own version. This system connects them: one clean record, with every change sent back to every tool in both directions. Duplicates are merged, conflicts go to a person to decide which record wins, and the dashboards and scheduled reports draw from the clean record only. Your team keeps working in the tools they know, and the numbers agree with each other.

Data silos

CRMA change in either place updates the other
Survey platform
Finance
Spreadsheets
Web analytics
Ad data
Partner and affiliate data

Seven tools, seven versions of the same customer

One connected flow

One clean recordDe-duped, reconciled, validated

Conflict?

You pick the record that wins

What comes out

Attribution: which channel and which partner produced each deal

Conversion: where leads drop, by source, so spend moves to what works

Affiliate and partner reporting: performance and payouts from one record

Sales data: pipeline and customer records correct in every tool

Onboarding

New client set-up and communication system

When a deal closes, the system creates the accounts, builds a personalised hub for each stakeholder, sends the welcome pack, books the kick-off, and keeps every participant informed as the engagement runs. Reminders go out with the right message for how far along each one is. Decisions that need a person get a deadline and a safe fallback, and only one named person holds the buttons that change a date. Built for two survey businesses; the same rails now run their other product lines.

The first five days

Deal closesDay 0

Accounts createdDay 1

Welcome packDay 2

Kick-off bookedDay 5

Through the engagement

Set up the surveyDates and reminders set

One named person approves a date change

CommunicateUpdates as it fills

Response rate on track?

Reminder adjusted to progress

Reports build themselvesfrom the survey data

Deliver the resultsEvery survey, one view

Each stakeholder’s personalised hub

Go-to-market

Outbound email and opportunity assessment system

A full outbound system, built the way a senior go-to-market hire would build it. It starts with the target and the signals: role, company size, hiring, funding, the tools they use, and what their own website shows about how they work. Lists are built and enriched across more than one data source, so a contact isn’t dropped because one provider had a gap, then scored and prioritised. Every email is written from research on that company, about the single strongest thing it found. Sending runs on separate domains with warmed mailboxes, a daily limit per mailbox, rotation across the pool and varied wording on every send (spintax), so the campaign never puts your main domain at risk. Every reply is read and routed: interest reaches you within minutes, questions go to the right person, a no is honoured for good. Every send, reply and outcome is logged against the record, so you can see which signals, segments and messages convert and change the next campaign accordingly.

Research

Defines the target and the signalsRole, size, hiring, funding, tools, website

Builds and enriches the listMore than one data source

Worth your time?Scored and prioritised before any research

Reads the whole websiteEvery page, not the homepage

Writing and sending

Evidence strong enough?If not, the company is skipped

Writes three sentencesAbout the one thing it found

Sends from warmed mailboxesSeparate domains, daily limit each, rotation, varied wording

Every send, reply and outcome loggedReports on what converts

Replies

Reply: interest, question or no?A no means never again

Assessment builtFor that company, from their own site

Assessment requested. You take the callOnly with people who asked

The assessment document

Sales Admin

Proposals and project plans built from your call recordings

The system reads the call, works out what kind it was, and runs the right workflow. The client’s requirements, the points discussed, the pricing conversation: all of it lands in a drafted proposal waiting for a five-minute review. Onboarding calls become project plans the same way. Everything logged, assigned and in the CRM. Nothing is sent. The draft waits for a five-minute review by the person who was on the call.

Reads the callFull transcript

Discovery, demo or onboarding?

Writes the project planOnboarding call

Logged in the CRM

Plan ready

Writes the proposalSales call

Pricing checked against your rate card

Draft ready, five-minute review

Your edits shape the next one

A drafted proposal

RFPs

Same-day tender response system

A tender or RFP lands and the system drafts the full response the same day. It scores the fit first and recommends a polite decline where the fit is poor. Every claim is checked against your own documentation and live research, graded with a confidence level, and written in your voice. It flags a hidden cost before the prospect finds it. We built it for our own inbound and a version for a client in the logistics space. A person reads every draft before it goes.

Spots the tenderTender pack attached

Bid or decline?Scores the fit

Polite decline insteadIf the fit is poor

Pulls past answersFrom your answer library

Verifies each claimConfidence grade on every answer

Drafts the responseQuestion by question

You read and send

A drafted response

Social selling

LinkedIn outreach system

Finds the right people, connects at a human pace, and opens with something useful rather than a pitch. AI reads every reply. A polite acknowledgement keeps the sequence going, a no ends contact for good, and real interest reaches you within minutes. It never messages someone you already know, and it clears old unanswered invitations every week so the account stays healthy. Every message is logged, so you can see where each conversation stands.

Around 2,000 contacts, one deployment

Every message logged

Every reply read, in the background

Interest, no, or unclear?

unclear goes to a person

Real interest, within minutes

Jordan Hale wants to talkA person steps in here

Survey Data

Benchmark-led email campaign system

Turns an organisation’s own survey data into an outbound campaign. The benchmark figures are computed first, with no single organisation allowed to dominate a figure and nothing published without enough respondents. The findings become a sequence of emails, each recipient gets their own briefing page built from the same numbers, and replies are read and routed. When the data is cut again, the whole campaign refreshes.

Before anything is sent

Benchmarks computedNo organisation above a quarter of a figure

Enough respondents from enough organisations?

Figure held

Statistic still true?

Email held

Sends email 3 of 12To 1,240 recipients

Logs every openAnd every click

After each send

Scores engagementWarm, cooling or cold

Updates their pageOne page per recipient

Lists warm contactsFor a call this week

Three contacts are warm today

Reply: briefing, question or stop?

Question forwarded to youReply-to set to your inbox

Each recipient’s briefing page

Finance

Payments reconciliation and invoice chasing system

Matches every payment to its invoice and updates the CRM and project tools the moment it lands. Anything that doesn’t match goes to a person rather than being guessed. When an invoice goes overdue, the reminders start: polite first, firmer later, and they keep going until the money arrives. The third chasing email gets written every time, just not by anyone on your team.

When money arrives

Card paymentsBank feed

Matched against the invoiceAmount, reference and payer

Matches an invoice?

Unmatched: held with the likely matches

Full, partial or duplicate?

Partial: the balance stays open

Duplicate: flagged for refund

CRM and project tool updatedThe moment it lands

When an invoice goes overdue

Invoice overdue

Writes the reminderTone set by a rule: polite, then firmer, then final

Sends reminder 1, 2 or 3Day 3, 10 and 17

Paid yet?Yes: the chase stops

Query or dispute: a person takes it

Not yet: the next reminder

Paid by card link

Internal tools

Company knowledge assistant

Your team asks a question in the chat tool they already use and gets the answer from your own material: contracts, client terms, proposals, past projects, call transcripts, policies, price lists and technical sheets. Each answer shows the document and section it came from, so it can be checked in one click, and when the answer isn’t in the documents it says so rather than guessing. New files are picked up as they’re added, so the answer comes from the current version. A clause, a price or how a past project was scoped takes seconds instead of a dig through folders and a message to whoever might remember.

Internal docs

Past projects

Transcripts

Policy sheets

Assistantreads all of it

Asked in Slack

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