Put AI and automation to work
Innovate
We put AI and automation to work on foundations that can carry them. We find where they’ll make the biggest difference and build them into how your teams work, so people move faster and spend less time on manual tasks.
Who is this for?
Businesses with solid basics that are ready to move faster. If any of this sounds familiar, Innovate is for you:
Customer Technology
AI tools have been bought or trialled but none are wired into the stack of the way teams work.
First-Party Data
Your data is clean enough to use but nobody is using it to predict, automate or personalise.
Revenue Operations
Your teams spend hours on lead routing and qualification, reporting, activity updates and hand offs that machines could do.
How it shows up
Pilots that never reach production, AI projects with no direction and a board asking for the AI strategy.
Three services.
One approach.
The programme
We apply AI and automation across revenue operations, customer technology and first-party data, starting where it will pay back first. Every engagement starts with discovery.
Revenue Operations
Automate how revenue is run
Process
Lead scoring, routing, follow-ups, tasks, campaigns, personalisation, customer profiles, contract renewals, plus more, automated end-to-end.
Performance
Predictive forecasts that flag marketing, pipeline, deals, and account teams risks early.
Reporting
Dashboards and summaries that build narratives themselves across the funnel.
You Get
Revenue teams spending their time selling
Customer Technology
Automate the work between your systems
Platform Management
Agentic and automated capabilities activated within platforms across marketing, sales and service. Agentic integrations and workflows to save on manual platform handoffs.
Assistants
AI assistants and agents, designed, built and educated into the tools and workflows your teams already use.
Control
Safe access to your data with governance to match.
You Get
Automation and AI wired into your technology, run by your team.
First-Party Data
Make customer data predict
Segmentation
Segments that update themselves based on live behaviour across marketing, sales and service data.
Personalisation
Insight driven personalisation programmes that feed every customer technology channel - from website to account teams - to support growth.
Prediction
Propensity, churn and next-best action models built on your own data.
You Get
Customer data that tells you what to do next, not just what happend.
The AI Gate
Discovery checks your foundations. If they can’t carry AI yet, then we’ll look at one of our Optimise of Transform programmes before anything is built.
Technologies we work with
Four phases for every programme.
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Discover
From strategy and revenue operations to customer tech and data, we assess the blockers, risks and upside for your AI and automation programme — so you understand exactly where you’re at and what it will take and cost to scale.
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Design
With the risks and opportunities already understood, we design the path forward — whether it’s across revenue operations, data and technology. We agree the target state, what’s involved and the phased plan at the pace you demand, without disrupting the day-to-day.
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Build
With the path designed, we build it — the automations, the models, the assistants, the workflows — implemented, integrated, migrated, structured and documented so the value it creates holds up under the scrutiny.
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Embed
With the automations and tools built, we train the teams to keep it performing so the business runs continuously — running the management programmes that maintain it across marketing, sales and service.
Start with the discovery.
Price it by size.
Example Timings & Costs
Transform is for a new tool or a custom build. We agree the scope, price and timeline up front, so you pay for what the work needs, not a guess.
| Measure | FoundationUp to £10m revenue | Growth£10m to £100m | Scale£100m to £300m | Enterprise£300m+ |
|---|---|---|---|---|
| Discovery price | From £4.5k | From £12k | From £30k | Scoped per engagement |
| Discovery timeline | 2 to 3 weeks | 4 to 6 weeks | 8 to 10 weeks | 12+ weeks |
| Platforms in scope | Up to [3] | Up to [6] | Up to [10] | Scoped per engagement |
| Customer records | Up to [50k] | Up to [500k] | Up to [2m] | Scoped per engagement |
| Regions | 1 | 1 | 1 | 1 |
| Design, build and embed | Timeline and price are based on your disocvery findings. | |||
- Audit timeline
- 2 to 3 weeks
- Platforms in scope
- Up to [3]
- Customer records
- Up to [50k]
- Regions
- 1
- Audit timeline
- 4 to 6 weeks
- Platforms in scope
- Up to [6]
- Customer records
- Up to [500k]
- Regions
- 1
- Audit timeline
- 8 to 10 weeks
- Platforms in scope
- Up to [10]
- Customer records
- Up to [2m]
- Regions
- 1
- Audit timeline
- 12+ weeks
- Platforms in scope
- Scoped per engagement
- Customer records
- Scoped per engagement
- Regions
- 1
Indicative only. Anything beyond the limits shown is scoped separately, and Design, Build and Embed are scoped and priced from the findings of your Discovery.
What it looks like when it works
PE backed procurement SaaS
40% to 90%
Adoption rate after a CRM migration, RevOps and MarTech transformation with fully automated lifecycle management.
Read the case study
UK Financial services - 2.5m customers
CX & RevOps Strategy
Following an AI driven sentiment analysis of TrustPilot reviews to improve retention rates.
Read the case study
Travel brand
6 weeks
To deliver an AI (LLM) driven behavioural segmentation using 1PD, and a revised customer engagement strategy.
Read the case study
Trusted by leading businesses
From start-up to scale up, we work with high growth businesses looking to unlock the most from their existing technology, data and revenue operations.
Start with a discovery session
Find out what’s broken and in what order to fix it, before you spend any more.