01
Workflow & Business Readiness
Map how information actually flows across the business and find where workflows are slowing performance. Automating chaos just makes faster chaos.
AI that works in your operating stack — not in a demo.
AI is reshaping how growth-stage B2B companies operate — but only when the workflows, data and systems underneath are ready. We engineer the foundations first, then put AI on top, so it improves reporting, margin and decision velocity instead of adding another disconnected tool to the stack.
HubSpot Platinum Solutions Partner
HubSpot Onboarding Accreditation
UK-registered · Jaegerson Digital Limited
Published prices since day one
Why most AI initiatives fail
Tools alone rarely solve operational problems.
Most growth-stage AI programmes stall for the same four reasons. They’re predictable — and they’re fixable, if you address them before you buy another platform.
AI bolted onto broken processes
Fragmented, untrusted data
The model is only as good as what it can see. Spreadsheets, disconnected apps and duplicate records guarantee unreliable answers.
No-one owns adoption
Pilots don’t fail because the technology is wrong. They fail because nobody redesigned the day-to-day work around it.
No link to the P&L
If you can’t name the metric AI is meant to move, you can’t tell whether it worked. ‘Productivity’ is not a metric.
The HAKE AI Readiness Framework
Four foundations every successful AI programme is built on.
When these four areas are aligned, AI becomes a reliable driver of operational improvement. When they’re not, no amount of tooling will rescue the programme.
01
Data & Technology Readiness
Connected systems, structured data, one source of truth. The plumbing has to work before AI can deliver anything you can trust.
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People & Change Readiness
Adoption is the silent killer of AI programmes. We design rollouts, training and rituals so the team uses what we build — and improves it.
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Leadership & Investment Readiness
AI spend has to ladder back to the P&L. We build the business case, the success metrics and the governance that keeps the programme honest.
Sound familiar?
Signs you've outgrown
Signs you've outgrown
your stack
The friction isn't loud yet — but every week it costs you compounding hours, lost deals, and the founder's attention.
01 · Pipeline
Your sales pipeline lives in a spreadsheet someone updates manually every Monday — deals slip through the cracks, forecasts are guesswork, and no one trusts the numbers in the room. By the time the data is reconciled, the opportunity has already moved on.
02 · Alignment
Marketing and sales argue about lead quality because the data doesn't agree
03 · Reporting
Reporting takes three days to produce and is out of date by the time it lands
04 · Founder drag
The founder has become the integration layer — information flows through them because systems don't talk
05 · Onboarding
Every new hire means re-explaining the same workarounds and undocumented processes
06 · Tool sprawl
A tool was bought to solve a problem. Then another. Then another. None connect
07 · Growth ceiling
The stack that got you to £2M is now actively slowing the path to £10M
Diagnose your stack
Free 30-minute teardown.
Who we work with
Stage and symptoms — not industry.
We’ve built Revenue Engines for financial services, telecom, education, consultancy, health and consumer brands. The pattern isn’t the sector — it’s the operational moment when the stack that got you to £2M starts actively slowing the path to £10M.
Same stage, same symptoms, same fixes — across industries.
We work with B2B companies roughly £2M to £20M in annual revenue, typically post-Series A or the bootstrapped equivalent, where the operations team is three or more disconnected systems and a lot of manual work away from the reporting the leadership team actually needs.
Industry is open. Stage and symptoms are not.
£2M–£20M revenue
Post-Series A / bootstrapped
3+ disconnected systems
Manual reporting cadence
UK & EU operations
B2B revenue model
Our approach
From diagnostic, to pilot, to scaled across the business.
A phased path so you move from understanding to execution to scale — with practical outcomes at every stage and no big-bang risk.
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Step 01
AI & Workflow Roadmap
Week 1–2 · £1,200 fixedOperational workflow mapping, AI readiness assessment across the four pillars, and a practical 90-day improvement roadmap leadership can act on immediately.
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Step 02
Workflow Optimisation
From £3,500 · scope-dependentWe remove the operational friction surfaced by the roadmap and implement AI-driven workflow improvements where they’ll actually move a metric.
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Step 03
Collective Intelligence
POA · multi-team engagementEnterprise-grade transformation that aligns people, processes and systems so AI compounds across the business — not just inside one function.
Connective tissue
AI is only as good as the systems feeding it.
Most AI programmes stall because the data lives in five places. Our Systems Integration practice connects HubSpot to your ERP, finance, billing and operational tools — so AI has one trusted source of truth to reason against.
ERP ↔ HubSpot
Sage · Xero · NetSuite
Stripe · Chargebee
One source of truth
HAKE pricing — published, not negotiated
One ladder. Three rungs. No restaurant menu.
We publish our prices because procurement cycles collapse when commercial directors don’t have to fish for a number. Every engagement begins with a free 15-minute discovery call so we can point you at the right rung.
AI & Workflow Roadmap
£1,200
Fixed price · Delivered in 2 weeks
Start here. A structured diagnostic that surfaces where workflows are slowing the business down and where AI can deliver measurable improvements.
- Operational workflow mapping
- Readiness assessment across the four pillars
- Workflow friction & admin overhead audit
- Practical 90-day roadmap
Most chosen
Workflow Optimisation
From £3,500
Scope-dependent · Timeline agreed upfront
We do the work. A delivery programme that removes operational friction and ships AI-driven workflow improvements where they’ll move a metric.
- Process redesign & SOPs
- AI-driven workflow automations
- HubSpot & integration build
- Adoption playbook & enablement
Collective Intelligence
POA
Custom scope · Multi-team engagement
Scale it across the business. Enterprise-grade transformation aligning people, processes and systems so AI compounds — not just one team.
- Multi-team transformation roadmap
- Embedded AI operating model
- Governance & success metrics
- Quarterly steering & optimisation
All engagements begin with a free 15-minute discovery call.
Ready to make AI actually work in your business?
Start with a structured diagnostic and a roadmap you can act on immediately. Two weeks, fixed price, leadership-ready output.