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Services

Nine services, run by AI and people together.

Customers & Growth covers support, sales, marketing and hiring. Business & Technology Operations covers finance, a fractional CFO, technology, AI automation and back office support. In every one, AI takes the routine volume, a named team owns the outcome and a person is always reachable.

  • 2PracticesCustomers and growth, business and technology operations
  • 9ServicesEach run by AI and people together
  • 4Ways to engageDedicated team to build-operate-transfer
How the work moves

One route for every service.

  1. Request receivedLogged against the written procedure for that work.
  2. Procedure appliedWorked by the named team member, in your systems.
  3. Second-person checkAnything with external consequences is reviewed by a second person.
  4. DeliveredHanded back in the format you already use.
  5. ReportedCounted in the weekly report and reviewed monthly.
Your tools

We work in the software you already use.

You do not change systems to work with us. We plug into your helpdesk, CRM, accounting and engineering tools, under your access policy, and report through one dashboard.

Helpdesk and messaging

  • Zendesk
  • Freshdesk
  • Zoho Desk
  • Intercom
  • WhatsApp Business

CRM and sales

  • HubSpot
  • Salesforce
  • Zoho CRM
  • Pipedrive

Accounting

  • QuickBooks
  • Xero
  • Zoho Books
  • Tally

Engineering

  • GitHub
  • Jira
  • Slack

Product names belong to their owners. Support for a specific tool is confirmed when we scope your engagement.

How an engagement works

From first call to a running team, in four steps.

  1. 01

    Discovery call

    We understand the work, the systems it runs in, the volumes and the standard you expect. You get a written scope and a candid view of what is realistic.

  2. 02

    Solution and proposal

    Team shape, the mix of AI and people, hours, engagement model, controls, service measures and commercials, in a proposal short enough to read in one sitting.

  3. 03

    Onboarding and transition

    Procedures documented, access set up under your policy, the AI connected to your helpdesk, CRM, accounting software or code repository as the work needs, the team trained and signed off, and the rules for what AI handles agreed with you. A parallel run before we take ownership of anything live.

    • Procedures documented
    • Access set up under your policy
    • Team trained and certified
  4. 04

    Steady state and review

    A named lead runs the work day to day. Reporting is weekly, service reviews monthly, and the next function can be added when you are ready, with notice rather than surprises.