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Automate the follow-up. Keep the judgement.

We build AI workflows for the work that slips when everyone is busy: the enquiry nobody answered, the quote nobody chased, the market change nobody spotted and the evidence pack nobody had time to prepare. The software does the collecting, checking and routine follow-up. A named person in your business makes every decision that matters.

AI workflows for B2B and B2C businesses

Book a free fit call Explore the four solutions

Dental practice · evening recall run

Read the workflow step by step

Working the recall list after closing

  1. Every patient due or overdue a recall is checked against the diary before anything is sent.
  2. Those already booked are skipped; the rest receive the practice’s own recall wording.
  3. Replies are matched to open hygiene slots, and anything that is not a recall question is held for reception.

The problem, plainly

Common patterns this service is designed to address.

A market change happens before sales sees it

A licence, registration or public business record changes. The relevant company is real, but nobody has time to verify the event, check the account and start a useful B2B conversation while the context is still current.

Old quotes and service dates sit untouched

The CRM or operating system already holds a factual reason to reconnect, but the record stays in a newsletter list instead of becoming an owned follow-up for sales, service or account management.

Evidence preparation consumes the expert's time

The records exist across inboxes, folders and systems. The qualified person spends the start of every review assembling the case instead of investigating exceptions and making the decision.

Customer enquiries arrive while everyone is busy

A missed call, an overnight message or the same routine question arrives while staff are with another customer. Without a defined response route, a useful enquiry becomes voicemail or silence.

What we actually build

We work alongside your team to set up and improve the workflows behind four practical operating models.

Read the workflow step by step

Missed salon call recovery

  1. A missed call receives a quick message while both stylists stay with their clients.
  2. The client’s requested service is matched to a live diary slot.
  3. The usual technician and time are confirmed without interrupting treatment; the salon manager owns exceptions.

Never just a missed call

A prompt SMS or WhatsApp reply, then a booking link or a named person: never a silent voicemail with no follow-up.

See a full worked example, step by step → See live and scripted demonstrations →

Put your own numbers through it

Use the calculators to size two common enquiry leaks, or try the working chat, voice and messaging demonstrations.

Missed-call revenue calculator No-show revenue calculator See the workflows working

Choose the business outcome

Each solution names the source data, the repeated task, what the workflow can do and the point where a person takes over.

B2B Lead Generation · B2B An agent monitors the approved public sources and databases for changes relevant to your market. It verifies the organisation and customer fit, then turns the result into a clear sales signal. When the account and business contact route pass the agreed rules, it can send a tailored message, follow up, classify replies and hand genuine interest to your sales team. Short use cases: trigger → agent action → hand-off
  • Fleet supplier — a licence change is verified; the agent emails the right operator, follows up and passes a positive reply to sales.
  • Care software provider — a new registration is matched to its ICP; the agent starts a relevant supplier conversation and nurtures the response.
  • Employer adviser — a new sponsor entry is researched; the agent runs the approved outreach sequence and books a qualified hand-off.
 Quote & Service Recovery · B2B & B2C Turn old business data into cash flow Old enquiries, quotes, service dates and customer records often contain a real reason to reconnect, but no reliable next action. We audit what you already hold, find the usable records and attach that reason. The workflow can then run the agreed follow-up and route positive replies to the right owner. Short use cases: trigger → agent action → hand-off
  • Trade merchant — the agent finds an unanswered quote, checks ownership and reopens the conversation before it expires.
  • Service business — an approaching service date triggers the agreed reminder; a positive reply becomes a booking or staff task.
  • Property or workspace team — an old enquiry is matched to current availability and returned to an adviser when the buyer responds.
 Research & Evidence Workflows · B2B operations We bring approved licence, fleet, driver and maintenance records into one source-linked review pack, flag what is missing or inconsistent and prepare the reviewer’s questions. The Transport Manager keeps every compliance decision and sign-off. Short use cases: trigger → agent action → hand-off
  • Transport consultancy — the agent assembles monthly records, flags missing evidence and gives the Transport Manager a review-ready pack.
  • Bid team — the agent reads a tender, maps every requirement and sends missing evidence to the correct owner before review.
  • Order desk — the agent turns RFQ emails and PDFs into an ERP-ready case, separating exceptions for a person to resolve.

Start with the decision you need to make

The concrete solutions above are organised by business outcome. These pages help when your starting point is a process, an AI idea or a decision about where to begin.

Map and implement a business process Business automation services for a repeatable workflow with a named owner, source and exception route. Decide what to automate first Automation consulting for a team that needs to choose and plan the right first route. Assess an AI task with human control AI automation services for an information task that can be bounded, checked and handed to a person. Understand business process automation A plain-language explanation of the process, the possible implementation routes and when not to automate yet.

Need a practical starting point first? Use the step-by-step guide to automate one business process.

How it works, in four steps

The first four delivery steps, adapted to the agreed route.

  1. 1

    Fit call

    A short, no-cost call to understand what you run today, confirm your systems can realistically support what you want, and agree whether we're the right fit.

  2. 2

    Qualification

    We confirm the segment, one repeated workflow, source records, accountable owner, native-stack options and disqualifying constraints before recommending paid work.

  3. 3

    Scoped proposal

    You receive the named product, entry stage, price, evidence boundary, exclusions, success measures and human approval points in writing.

  4. 4

    Contract and access boundaries

    Nothing paid starts until the scope is agreed, the contract is signed and the permitted accounts, data fields, retention and access route are recorded.

See the full method →

Where AI fits, and where it never does

AI is the mechanism, never the assumed answer. For every workflow we compare buying a product, enabling a feature already included in your platform, configuring what exists correctly, integrating a third-party tool, or building something custom, and we say plainly which one wins and why, before anything is proposed.

AI handles

  • Collecting public B2B records, checking them against an agreed target profile and preparing a reason to contact the right account
  • Working old leads, quotes and service dates through a defined follow-up sequence and routing replies to the right person
  • Answering missed calls, out-of-hours messages and routine questions from approved business information
  • Preparing scattered operational evidence as a review-ready pack with the original sources attached

AI never handles

  • Pricing, negotiation, clinical, legal, financial or regulated professional judgement
  • A complaint, disputed record or low-confidence match without a named human owner
  • An external action without a defined validation, approval and failure route
  • A vendor recommendation chosen for commission rather than fit

Built for your segment

Four segments live today; the rest follow once we have real evidence to write from, not a guess.

Beauty & personal care

Missed calls, messaging enquiries and review automation, built on whichever platform you already run.

See beauty & personal care

Animal services

Missed calls, out-of-hours cover and messaging enquiries, with a hard escalation boundary for anything clinical.

See animal services

Dental practices

Missed calls, recalls and out-of-hours cover, with clinical questions always handed to a person.

See dental practices

Accountancy practices

Missed calls, enquiry handling and a staff toolkit, with a hard boundary around anything resembling advice.

See accountancy practices

Priced before you commit

Every engagement starts with a no-cost call and a fixed-scope review, never a guessed number.

Introductory fit call (20 minutes)

No charge

  • 20 minutes, no charge
  • Confirms fit before anything is proposed
Most businesses start here

AI Opportunity and Vendor Review

£750

  • Fixed scope: one nominated workflow
  • Ends in a Buy/Enable/Configure/Integrate/Build recommendation, not a pitch

Missed Call Recovery Setup

£1,200

  • Turns a missed call into a prompt, organised enquiry
  • Fixed implementation fee, confirmed after the vendor review

Managed Monitoring & Optimisation — Essentials

£120 per month

  • Starts once your first workflow has proven reliable
  • Monthly retainer, not a fixed build fee
See full pricing →

How we operate

Vendor-neutral, minimum access, a named person on anything sensitive.

We start with what you already run

We inspect the systems, data and native automation already available before proposing another product or custom build.

We stay vendor-neutral

Where we receive a referral fee or commission, we say so upfront. We compare more than one route and document why the recommendation fits.

We ask for the minimum access a project needs

The first project is scoped around one workflow and the minimum necessary information. Deeper access is earned project by project, never assumed.

A named person keeps the judgement

Commercial, professional, sensitive and genuinely uncertain decisions are handed to a person by design, not as an afterthought.

How the five options get compared Data and security, in full Your freedom to leave

Book a free 20-minute call

No charge, no obligation. The call ends with a clear next step for your business.

Book a free 20-minute call See pricing

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