A plan with no execution
Priorities are set, but there are no internal resources to carry them out.
Implementation & adoption
Six to twelve weeks to put the systems defined in the plan into production: procedures, automations, AI agents, internal apps, dashboards. One system at a time, tested on your data and adopted before the next one.
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Typical situations.
Re-entered data
From quote to invoice, each step retypes the one before.
Underused tools
The subscriptions are paid for, and the team is back to spreadsheets.
AI stuck at prototype
The trials are not connected to any production tool.
A good fit for
- Companies that have a structuring plan, ours or yours
- Teams losing hours to re-entering data, follow-ups and reporting
- Business owners who want measurable results within two months
Not a fit for
- A standalone automation with no framework around it
- Replacing all your tools at once
- A tool with no identified user in-house
Engagement timeline.
Scoping
Measurable success criteria, access, and a named owner on your side for each system.
First system in production
The system with the biggest time savings, tested on your data and validated with your team.
One system at a time
Go-live, acceptance testing and documentation before the next one. Weekly check-in with a demo.
Adoption and handover
Team training, AI usage rules, and a final demo given by a member of your team.
Deliverables.
- Written procedures, tested and in use
- Automations in production, connected to your CRM, invoicing and email
- AI agents on specific tasks: triaging requests, follow-ups, meeting prep, reports
- Custom internal apps, when your tools are not enough
- A leadership dashboard connected to your real data
- AI usage rules, team training and handover documentation
Case study: Heva Conseil, consulting firm
From daily emergencies to a firm that runs without duplicate entry
- 12hrecovered every week
- ÷3on turnaround times
- 6 monthsof support
Frequently asked questions.
Do we have to change our tools?
Rarely. Your existing tools are integrated: CRM, invoicing, email. A tool is replaced only if it blocks everything else, with a written justification.
Who owns what gets installed?
You do. Access, automations, code and documentation sit on your accounts, in your name.
What happens if something breaks?
Each automation reports its errors to a designated person. During the engagement, fixes are on us. Afterwards, steering or your own team takes over, with the documentation to work from.
Where does our data go?
It stays in your tools. For AI, the services we choose are GDPR-compliant, and a written rule spells out which data can be entrusted to them.
When do we see the first results?
The first system is in production within the first month. The first results can be measured within two months.
Structure your business to support and accelerate your growth.
Let's look together at what's holding you back. Thirty minutes to understand your business and tell you where to start, with a cost and a timeline.
- 30 min on video with a co-founder, not a salesperson
- your 3 priorities, identified and ranked
- the first system to install, with its cost and timeline