Customer identification and origination
Who you go after, and how they first hear from you.
- Positioning and personalisation
- Outreach automation, and how much of it is manual
- Marketing channels and content
Home / Commercial AI
Four workshops, and a number against every recommendation
The first engagement. Deliberately low-touch and low-cost, designed to establish whether technology can move your commercial numbers before anyone commits to a programme.
I — The workshops
One customer journey, four stops
We follow a customer from the first time they hear your name to the moment they renew, and stop at every point where one of them gets lost.
Website and conversion to MQLs
What happens to the people who actually turn up.
- Current-state conversion rates
- Calls to action, contact and quote forms
- Service content and what it fails to answer
Sales, contracting and qualification
How a lead becomes a signed job — and how often it does not.
- Handling of MQLs and the sales process
- Sales workforce and tooling
- Contracting, bid writing and comms technology
Handover and account management
The revenue you already have, and whether you keep it.
- Cross-selling and account growth
- Referrals and contract renewal
- Customer success and handover to operations
II — Evidence
We talk to the people who actually do it
Who we talk to
- Primary
- 60 to 90 minutes each with the marketing, sales, operations and finance leads: pain points, current process and tooling, handover variance, and how predictable revenue actually is.
- Secondary
- 30 to 60 minutes with the marketing team, sales executives, customer success and account managers: where the leakage really happens, and the win/loss reasoning on both new business and renewals.
Systems we review
- Lead capture
- Ads, website quote capture, call tracking — what gets caught and what falls through.
- CRM
- Pipeline, forecasting and pricing.
- Quoting & bids
- Document generation, e-signature, RFP response and follow-up.
- Client comms
- Response times, ownership, and what happens out of hours.
- Ops & jobs
- ERP, job and capacity management, resourcing, and the friction between sold and delivered.
- Invoicing
- Xero, Sage, Stripe and the gap between work done and cash in.
III — The shape of it
Two weeks, start to playback
WorkstreamMTWTFMTWTF
Workshops
Interviews
System reviews
Follow-ups
Write-up & playback
Indicative. Longer for multi-site businesses; the playback is scheduled in person wherever it can be.
IV — What you get
A business case, not a lecture
Written report
- Structure
- Follows the journey: origination, website, sales, account management.
- Diagnosis
- At each stage, the frictions costing you clients and revenue — named, and evidenced from your own people and systems.
- Options
- The technology that remediates each one: speed and automation of reply, conversion work, quoting, bid support, renewal prompts.
- Numbers
- Estimated uplift against each recommendation, compiled into a business case. Accuracy depends on the data you can give us, and we say so plainly.
Highlights presentation
- Length
- Six to ten slides. The findings that matter, not the whole report reformatted.
- Next steps
- What to move into detailed planning or early implementation, and what to leave alone for now.
- Roadmap
- Indicative sequence with costings and delivery timelines where we can commit to them.
- Playback
- Delivered in person where possible, with a follow-up booked before we leave.
What we need from you. Read access to the systems above, twelve months of enquiry and win/loss data in whatever state it exists, and an hour of someone's time to point us at the right people. If any of that is missing, we record it as a finding rather than stopping.
V — Questions
How long does the engagement take?
Two weeks for most businesses. Week one is workshops, interviews and system reviews; week two is follow-ups, the write-up and the playback. Three weeks where there are multiple sites or trading entities.
Who from our side needs to be involved?
Your commercial, operations and finance leads for sixty to ninety minutes each, and a handful of the team doing the work for thirty to sixty minutes. Someone who can grant read access to the systems.
What if our data is a mess?
That is a finding, not a blocker. We record what could not be measured and say so plainly in the report, because knowing you cannot currently see your win rate is itself worth knowing.
Is this an AI project?
Only where AI is the right answer. Several of the highest-value recommendations in a typical engagement are a faster reply, a better form and a working CRM field. We say so when that is the case.
Next
Book the call that decides whether this is worth it
Thirty minutes, no deck. We will tell you on the call whether we think there is enough in your commercial process to justify the engagement.