The framework travels.
Different industries. Same problem. Owners with 10–25 staff who can't see what their operation is actually doing — until we surface it. Two engagements proving the same pattern, in two completely different markets.
An MD who couldn't tell which leads had been chased and which had quietly gone cold. Now the dashboard tells him before he asks.
The pipeline was running on memory and Monday meetings. Karen was showing the new starter how to do it. Nobody had read the manual since 2019. The systems they were already paying for held the answer — nobody had connected them.
- 18 hours a week of manual pipeline reporting eliminated
- £18,000 a year recovered — one admin role not replaced after automation
- 10 manual tasks fully automated in the first engagement
- 4–6 weeks from first conversation to operational dashboard
The MD stopped being the dashboard. He started reading it.
Read the full approach for letting agencies →A broker who couldn't see clawback risk until the supplier statement landed. Now they can see which suppliers will quietly eat their margin — before they sign the contract.
The pattern was hiding in plain sight. Certain suppliers had systematically higher clawback over contract term. Once that was visible per supplier, per product, per cohort — supplier mix could shift. Pricing could carry real risk. Forecasts became defensible.
- £45k of clawback exposure identified — traced to a pattern of specific high-risk suppliers
- 2.5 days a week reclaimed from one admin — same person now customer-facing
- Finance, data, and CRM working from one source of truth
- Phase 2 in build: auto-processing of supplier statements + auto-claim letter module
The benefits are not just cash. They get time.
Read the full approach for energy brokers →More engagements in build
Every engagement teaches us something new about how owners lose visibility — and how to give it back.
Wondering what your own operation is hiding?
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