AI and AUTOMATION
Less busywork.
Morepossibility.
Connect the tools, knowledge and everyday workflows your team relies on. Practical AI implementation, automation and training that help people do the work.
Show us your workflow ↗Explore how the work connects ↓Meeting notes
Company knowledge
Incoming requests
AI + YOUR WORKFLOWS
Useful intelligence.
Connected to work.
ChatGPT
Claude
GeminiPEOPLE STAY IN THE LOOP
Review. Approve. Put it to work.
CRM updates
Assigned tasks
Source-backed answers
Workflow design · integration · team training
Tools and review points are selected around your use case.
Tools and review points are selected around your use case.
THE WORK, CONNECTED
Workflow automation
AI integration
Training + adoption
MAKE AI USEFUL TO YOUR BUSINESS
What would you like to take off repeat?
Choose a workflow. Follow the information, the AI task and the human decision through to the next action.
01 / INPUT
Meeting notes
→
02 / AI TASK
AI task
Draft · classify · retrieve
→
03 / REVIEW
Human review
Approve or return
→
04 / ACTION
Reviewed actions + a prepared follow-up
EXAMPLE INPUT
- Discussed: customer onboarding
- Proposed action: share the setup guide
- Owner review: confirm date before sending
Illustrative workflow. The model and tools are selected during scoping; this preview does not connect to your systems.
Turn the conversation into a reviewed next step.
A useful draft, with a person still accountable for what goes into your systems.
YOUR STARTING POINT
Account owner
01 / 04
Meeting notes
Approved notes enter the workflow. Access and retention rules are agreed first.
MAKE AI USEFUL TO YOUR BUSINESS
What would you like to take off repeat?
Choose a workflow. Follow the information, the AI task and the human decision through to the next action.
01 / INPUT
Meeting notes
→
02 / AI TASK
AI task
Draft · classify · retrieve
→
03 / REVIEW
Human review
Approve or return
→
04 / ACTION
Reviewed actions + a prepared follow-up
EXAMPLE INPUT
- Discussed: customer onboarding
- Proposed action: share the setup guide
- Owner review: confirm date before sending
Illustrative workflow. The model and tools are selected during scoping; this preview does not connect to your systems.
Turn the conversation into a reviewed next step.
A useful draft, with a person still accountable for what goes into your systems.
YOUR STARTING POINT
Account owner
02 / 04
Draft the follow-through
Extract proposed actions, owners and a follow-up draft from the source notes.
MAKE AI USEFUL TO YOUR BUSINESS
What would you like to take off repeat?
Choose a workflow. Follow the information, the AI task and the human decision through to the next action.
01 / INPUT
Meeting notes
→
02 / AI TASK
AI task
Draft · classify · retrieve
→
03 / REVIEW
Human review
Approve or return
→
04 / ACTION
Reviewed actions + a prepared follow-up
EXAMPLE INPUT
- Discussed: customer onboarding
- Proposed action: share the setup guide
- Owner review: confirm date before sending
Illustrative workflow. The model and tools are selected during scoping; this preview does not connect to your systems.
Turn the conversation into a reviewed next step.
A useful draft, with a person still accountable for what goes into your systems.
YOUR STARTING POINT
Account owner
03 / 04
Check the commitments
The account owner checks accuracy, responsibilities and what was actually agreed.
MAKE AI USEFUL TO YOUR BUSINESS
What would you like to take off repeat?
Choose a workflow. Follow the information, the AI task and the human decision through to the next action.
01 / INPUT
Meeting notes
→
02 / AI TASK
AI task
Draft · classify · retrieve
→
03 / REVIEW
Human review
Approve or return
→
04 / ACTION
Reviewed actions + a prepared follow-up
EXAMPLE INPUT
- Discussed: customer onboarding
- Proposed action: share the setup guide
- Owner review: confirm date before sending
Illustrative workflow. The model and tools are selected during scoping; this preview does not connect to your systems.
Turn the conversation into a reviewed next step.
A useful draft, with a person still accountable for what goes into your systems.
YOUR STARTING POINT
Account owner
04 / 04
Update CRM + tasks
Approved information is written to the agreed records. Exceptions return to a person.
MAKE AI USEFUL TO YOUR BUSINESS
What would you like to take off repeat?
Choose a workflow. Follow the information, the AI task and the human decision through to the next action.
01 / INPUT
New inbound request
→
02 / AI TASK
AI task
Draft · classify · retrieve
→
03 / REVIEW
Human review
Approve or return
→
04 / ACTION
An assigned request with source context
EXAMPLE INPUT
- Request: access for a new team member
- Suggested route: IT onboarding
- Review flag: access level needs approval
Illustrative workflow. The model and tools are selected during scoping; this preview does not connect to your systems.
Give every request a useful next destination.
Help your team classify incoming work without hiding the exceptions.
YOUR STARTING POINT
Operations owner
01 / 04
New inbound request
A request arrives through an agreed form, email inbox or service queue.
MAKE AI USEFUL TO YOUR BUSINESS
What would you like to take off repeat?
Choose a workflow. Follow the information, the AI task and the human decision through to the next action.
01 / INPUT
New inbound request
→
02 / AI TASK
AI task
Draft · classify · retrieve
→
03 / REVIEW
Human review
Approve or return
→
04 / ACTION
An assigned request with source context
EXAMPLE INPUT
- Request: access for a new team member
- Suggested route: IT onboarding
- Review flag: access level needs approval
Illustrative workflow. The model and tools are selected during scoping; this preview does not connect to your systems.
Give every request a useful next destination.
Help your team classify incoming work without hiding the exceptions.
YOUR STARTING POINT
Operations owner
02 / 04
Classify + prepare
Identify the request type and draft a short context summary from the available information.
MAKE AI USEFUL TO YOUR BUSINESS
What would you like to take off repeat?
Choose a workflow. Follow the information, the AI task and the human decision through to the next action.
01 / INPUT
New inbound request
→
02 / AI TASK
AI task
Draft · classify · retrieve
→
03 / REVIEW
Human review
Approve or return
→
04 / ACTION
An assigned request with source context
EXAMPLE INPUT
- Request: access for a new team member
- Suggested route: IT onboarding
- Review flag: access level needs approval
Illustrative workflow. The model and tools are selected during scoping; this preview does not connect to your systems.
Give every request a useful next destination.
Help your team classify incoming work without hiding the exceptions.
YOUR STARTING POINT
Operations owner
03 / 04
Resolve the exceptions
Ambiguous, sensitive or out-of-scope requests go to the nominated reviewer.
MAKE AI USEFUL TO YOUR BUSINESS
What would you like to take off repeat?
Choose a workflow. Follow the information, the AI task and the human decision through to the next action.
01 / INPUT
New inbound request
→
02 / AI TASK
AI task
Draft · classify · retrieve
→
03 / REVIEW
Human review
Approve or return
→
04 / ACTION
An assigned request with source context
EXAMPLE INPUT
- Request: access for a new team member
- Suggested route: IT onboarding
- Review flag: access level needs approval
Illustrative workflow. The model and tools are selected during scoping; this preview does not connect to your systems.
Give every request a useful next destination.
Help your team classify incoming work without hiding the exceptions.
YOUR STARTING POINT
Operations owner
04 / 04
Route with context
Create the appropriate task or ticket with the source, owner and follow-up rules.
MAKE AI USEFUL TO YOUR BUSINESS
What would you like to take off repeat?
Choose a workflow. Follow the information, the AI task and the human decision through to the next action.
01 / INPUT
Approved knowledge
→
02 / AI TASK
AI task
Draft · classify · retrieve
→
03 / REVIEW
Human review
Approve or return
→
04 / ACTION
An answer that points back to its evidence
EXAMPLE INPUT
- Question: how do we approve a supplier?
- Source: procurement guide, approval section
- Open item: confirm the latest policy version
Illustrative workflow. The model and tools are selected during scoping; this preview does not connect to your systems.
Make company knowledge easier to find.
Source-backed answers, with access boundaries and a clear route when the answer is missing.
YOUR STARTING POINT
Knowledge owner
MAKE AI USEFUL TO YOUR BUSINESS
What would you like to take off repeat?
Choose a workflow. Follow the information, the AI task and the human decision through to the next action.
01 / INPUT
Approved knowledge
→
02 / AI TASK
AI task
Draft · classify · retrieve
→
03 / REVIEW
Human review
Approve or return
→
04 / ACTION
An answer that points back to its evidence
EXAMPLE INPUT
- Question: how do we approve a supplier?
- Source: procurement guide, approval section
- Open item: confirm the latest policy version
Illustrative workflow. The model and tools are selected during scoping; this preview does not connect to your systems.
Make company knowledge easier to find.
Source-backed answers, with access boundaries and a clear route when the answer is missing.
YOUR STARTING POINT
Knowledge owner
02 / 04
Retrieve + draft
Find relevant passages and draft an answer with links to supporting material.
MAKE AI USEFUL TO YOUR BUSINESS
What would you like to take off repeat?
Choose a workflow. Follow the information, the AI task and the human decision through to the next action.
01 / INPUT
Approved knowledge
→
02 / AI TASK
AI task
Draft · classify · retrieve
→
03 / REVIEW
Human review
Approve or return
→
04 / ACTION
An answer that points back to its evidence
EXAMPLE INPUT
- Question: how do we approve a supplier?
- Source: procurement guide, approval section
- Open item: confirm the latest policy version
Illustrative workflow. The model and tools are selected during scoping; this preview does not connect to your systems.
Make company knowledge easier to find.
Source-backed answers, with access boundaries and a clear route when the answer is missing.
YOUR STARTING POINT
Knowledge owner
03 / 04
Verify the source
The user can inspect the evidence. Missing or conflicting information is flagged.
MAKE AI USEFUL TO YOUR BUSINESS
What would you like to take off repeat?
Choose a workflow. Follow the information, the AI task and the human decision through to the next action.
01 / INPUT
Approved knowledge
→
02 / AI TASK
AI task
Draft · classify · retrieve
→
03 / REVIEW
Human review
Approve or return
→
04 / ACTION
An answer that points back to its evidence
EXAMPLE INPUT
- Question: how do we approve a supplier?
- Source: procurement guide, approval section
- Open item: confirm the latest policy version
Illustrative workflow. The model and tools are selected during scoping; this preview does not connect to your systems.
Make company knowledge easier to find.
Source-backed answers, with access boundaries and a clear route when the answer is missing.
YOUR STARTING POINT
Knowledge owner
04 / 04
Answer + source links
Provide a usable answer, with escalation to a subject expert when necessary.
SELECTED COMPANY EXPERIENCE
Experienceyou can build on.
Selected experience across SPG leadership and delivery partners. These logos reflect collective experience, not a single SPG client list.
Explore company experience ↗
AI and Automation / THE PEOPLE BEHIND THE WORK
BUILT FOR THE WAY WORK HAPPENS
The workflow is only half the work.
People need to know when to use it, how to review it and what to do when something looks wrong. Build practical training and operating guidance into the rollout.
Meet the roles around your priority ↗SOMETHING YOU CAN PUT TO WORK
A workflow your team can actually use.
Your proposal defines the deliverables, responsibilities and acceptance criteria for your priority. Here is what that can look like.
01
ILLUSTRATIVE WORKING STRUCTURE
Workflow blueprint
- Input: approved source material
- Control: reviewer before write-back
- Exception: return to the owner
EXAMPLE STRUCTURE / SCOPE AGREED TOGETHER
Workflow blueprint
Inputs, access, owners, approval points and exception paths mapped before implementation.
02
ILLUSTRATIVE WORKING STRUCTURE
Working integration
- Test: correct / missing / conflicting data
- Check: source traceability
- Release: agreed acceptance criteria
EXAMPLE STRUCTURE / SCOPE AGREED TOGETHER
Working integration
Connected tools, tested prompts or rules, and evaluation against agreed examples.
03
ILLUSTRATIVE WORKING STRUCTURE
Adoption toolkit
- Learn: practice on a real task
- Review: identify a weak response
- Own: know how to escalate
EXAMPLE STRUCTURE / SCOPE AGREED TOGETHER
Adoption toolkit
Role-based training, an operating guide and a clear owner for maintenance.
EXPLORE THE SCOPE
See what goes
into the work.
Explore the workstreams. We shape the right combination around your business, your team and the priority in front of you.
CHOOSE A WORKSTREAM
01
WORKSTREAM 01
Choose a useful problem
02
WORKSTREAM 02
Build and evaluate
03
WORKSTREAM 03
Train and embed
Connected where it matters.
Scoped to what you need.
Scoped to what you need.
AI and AUTOMATION
01 / 03
Choose a useful problem
Assess repetitive work, data readiness, risk, and the people using the process.
Process discovery
Data + access review
Use-case prioritization
WHAT YOU CAN PUT TO WORK
Prioritized use cases and an implementation brief.
Shaped around your priority.
Next workstream →AI and AUTOMATION
02 / 03
Build and evaluate
Connect tools, implement the workflow, and test realistic situations.
Workflow implementation
Tool integrations
Evaluation + human review
WHAT YOU CAN PUT TO WORK
Automations, AI assistants, evaluation criteria, and human review points.
Shaped around your priority.
Next workstream →AI and AUTOMATION
03 / 03
Train and embed
Help the team use the new workflow and take ownership of it.
Practical training
Operating guidance
Adoption support
WHAT YOU CAN PUT TO WORK
Training, operating guidance, monitoring, and adoption support.
Shaped around your priority.
Back to the start ↺Your proposal confirms the workstreams, deliverables and responsibilities. Executive leadership is an optional, separately scoped addition.
YOUR PEOPLE AROUND THE PRIORITY
Clear roles.
Connected work.
From executive direction to specialist delivery. Explore the people and responsibilities behind each practice.
YOUR DIRECTION
Your company
You and your leadership team
OPTIONAL EXECUTIVE ADD-ON
Fractional executive
Strategy, decisions, and functional leadership. Scoped and priced separately.
YOUR DAY-TO-DAY CONNECTION
Account manager
Priorities, communication, and delivery coordination
Choose a practice to explore its team structure.
THE AI PRACTICE
Useful workflows. Capable people. Responsible adoption.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPAI Practice Lead
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CAIO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- AI Solutions Architect
- AI Agents / Assistants
- RAG / Knowledge Systems
- LLM Integration
- Custom AI Applications
- Automation Engineer
- Workflow Automation
- Process Integrations
- AI/ML Engineer
- Model Integration and Evaluation
- Data / Analytics Engineer
- Data Pipelines and Analytics
- AI Governance and Risk
- Controls and Responsible Use
CONNECTED SPECIALISTS
AI Training and Enablement
AI Adoption / Change Management
THE MARKETING PRACTICE
Build demand. Shape the story. Bring the launch to life.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPMarketing Practice Lead
- DELIVERY COORDINATIONAccount / Marketing Manager
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CMO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Growth Lead
- Product Marketing Specialists
- ABM Specialists
- GTM Specialists
- Content Lead
- Copywriter
- SEO Specialist
- AEO / AI Visibility Specialist
- Social Specialist
- Creative Lead
- Designer
- Video Specialist
- Web Designer
- Performance Marketing
- Paid Media Specialist
- CRO Specialist
- Marketing Ops
- CRM Specialist
- Email Specialist
- Automation Specialist
- PR / Comms
THE SALES PRACTICE
Create conversations. Progress opportunities. Close the right deals.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPSales Practice Lead
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CSO / CRO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Sales Manager
- AEs / Closers
- Account Managers
- SDR / BDR Manager
- SDRs / BDRs
- Revenue Operations
- CRM Admin
- Sales Ops Analyst
- Data / Reporting
- Automation
CONNECTED SPECIALISTS
Sales Enablement Specialist
Proposal / Deal Desk Specialist
Revenue Operations connects into Sales as a dedicated practice. Explore its own structure in the RevOps tab.
THE REVENUE OPERATIONS PRACTICE
The systems, data, and automation behind your sales engine.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPRevenue Operations Practice Lead
- DELIVERY COORDINATIONRevOps Manager
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CRO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- CRM and Systems Lead
- CRM Administrator
- Systems Integration Specialist
- Sales Automation Lead
- Lead Routing and Follow-up
- Workflow Automation Specialist
- Revenue Intelligence Lead
- Sales Ops Analyst
- Pipeline and Forecast Reporting
- Data Quality Specialist
- Lifecycle Operations
- Marketing-to-Sales Handoffs
- Customer Lifecycle Automation
THE TECHNOLOGY PRACTICE
From product discovery to apps, websites, and reliable releases.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPTechnology Practice Lead
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CTO / CIO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Product Manager
- Product Discovery
- Roadmap and Requirements
- Engineering Lead
- Frontend Engineer
- Backend Engineer
- UX/UI Lead
- UX/UI Designer
- Cloud / DevOps
- DevOps Engineer
CROSS-FUNCTIONAL DELIVERY
- QA Engineer
- Testing and Release Quality
- Systems / Integration
- CRM / ERP / API Specialist
- Security / IT
- Security and Infrastructure
THE FINANCE PRACTICE
Connect executive decisions to clear numbers and dependable financial operations.
Planning → financial execution
EXECUTION PRACTICE
- Planning and analysisFPandAForecasting · Budgeting · KPIs · Scenarios · Unit economics
- Close and financial controlControllerReporting · Policies · Controls · Revenue recognition · Audit readiness
- Transactional executionAccountingBookkeeping · AP / AR · Reconciliations · Billing · Expenses · Journals · Accruals
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CFO
Financial strategy · Capital · Board · Decisions
Added to your engagement when needed.
Scoped and priced separately.
SYSTEMS and DATA
ERP
Billing
AP
Payroll
Banking
Integrations
Data
Automation
Dashboards
Models
SPECIALIST OVERLAYS
MandA Finance
Technical Accounting
Transaction Readiness
Transformation
Vertical Finance Expertise
THE OPERATIONS PRACTICE
Clear processes and dependable delivery across the business.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPOperations Practice Lead
- DELIVERY COORDINATIONOperations / Account Manager
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional COO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Delivery Lead
- Project Manager
- Delivery Coordinator
- Process Lead
- Process Improvement Specialist
- Documentation Specialist
- Business Operations
- Resource Coordination
- Systems and Reporting
THE CUSTOMER SUCCESS PRACTICE
Turn customer commitments into onboarding, adoption and renewal readiness.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPCustomer Success Practice Lead
- DELIVERY COORDINATIONCustomer Success / Account Manager
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CRO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Onboarding Lead
- Implementation Coordinator
- Customer Training Specialist
- Adoption and Health Lead
- Customer Success Specialist
- Customer Insights Analyst
- Retention Lead
- Renewal Preparation
- Value Reviews
- Lifecycle Operations
- CRM and Customer Data
- Sales-to-Success Handoffs
Executive leadership is an optional addition to execution engagements. Explore each practice to see how the roles connect.
One shared plan. Clear responsibilities. Regular progress reviews.
Build the team around your priority ↗A CLEAR WAY IN
Start with the support
your priority needs.
SENIOR PERSPECTIVE
Executive advisory
Guidance for strategy, priorities, and key functional decisions.
From $3,500
Discuss advisory ↗/ month
COORDINATED DELIVERY
Execution team
Specialists with account and delivery management around an agreed scope.
From $12,000
/ month
Executive leadership is an optional addition, scoped and priced separately.
Build your team ↗A DEFINED INITIATIVE
Focused project
Clear deliverables, responsibilities, and completion criteria.
From $6,500
Scope a project ↗/ project
USD. Your proposal confirms capacity, term, deliverables, and any third-party costs. Advisory is distinct from embedded functional leadership.
BEFORE WE BEGIN
Your questions.
A clearer decision.
How do you choose what to automate?
Start with the process, its repeated work, data access and decision risks. Define where automation is useful, where human approval remains and how the workflow will be evaluated before expanding its use.
Do we need every service in the program?
No. We start with the business priority and choose the workstreams required to move it. The proposal makes the dependencies, owners and deliverables clear without assuming every function is needed.
Is fractional leadership automatically included?
No. If executive leadership is needed, it is identified and priced separately from specialist execution and delivery coordination.
How are scope and investment agreed?
Your proposal confirms responsibilities, deliverables, capacity, term and investment. Additional leadership, third-party costs and changes to scope are identified separately before you commit.
KEEP THE WORK CONNECTED
Explore what sits alongside it.
YOUR PRIORITY
A clearer plan.
The right people.
Work in motion. ↗
ONE PARTNER. MORE WAYS FORWARD.
LET’S TALK ABOUT YOUR NEXT MOVE
What needs
to moveforward?
Tell us the priority. We’ll help shape the leadership, team, or focused project around it.
- 01Start with your business context.
- 02Define the work and the right people.
- 03Agree the scope and investment.
A conversation first. A clear proposal before you commit.
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