AI, automation & systems for growing B2B firms

AI Systems Strategy That Doesn't Break What Already Works

Most firms approach AI backwards—tools first, strategy later.
They cut people, add bots and hope the numbers work out.
The businesses winning with AI aren't moving fastest. They're moving smartest.

We help founder-led and mid-market professional services firms apply AI through three lenses—Revenue Reality, Operational Flow and Human Capacity—so your systems scale without breaking what already works.

Works with your stack
No lock-in
NDA friendly
Compliance-minded
15-year track record
Performance-backed guarantee
Before

Without Strategic AI

AI = "let's try this tool"
Workflows stay messy; you just add bots on top
Every team uses something different, nothing talks
No one owns the whole system or the numbers
AI as Noise
More tools. Same bottlenecks. Bigger frustration.
After

With Strategic AI & Automation

AI = "let's redesign the system first"
Start with Revenue Reality, then fix the flow
Give AI the grunt work; people keep the judgment calls
One roadmap, one way of working across teams
AI as Advantage
Fewer moving parts. Stronger margins. Calmer team.
The AI Implementation Challenge

Why Most Firms Never See Real ROI from AI

AI isn't the hard part anymore. Turning hype into working systems is.

Fuzzy ROI & Scattered Tools

Without a clear strategy, teams grab whatever looks clever on LinkedIn. You end up with ten tools, three pilots and no joined-up picture of what's actually moving revenue.

AI feels busy, not profitable.

Tool Overload

Every week there's a "must-have" AI platform. No one is sure what fits your stack, your data or your clients—so decisions get delayed or made on vendor promises.

Too many options, no clear direction.

Integration & Data Mess

Legacy systems, half-connected CRMs and data locked in spreadsheets make automation fragile. Anything you build feels brittle, so people keep falling back to manual work "just in case".

Automation never becomes the default.

Skills Gap & Change Fatigue

Your best people weren't hired to be automation engineers. They're already stretched, and every new tool feels like "one more thing" to learn and maintain.

Adoption stalls, old habits win.

Compliance & Risk Anxiety

In regulated, client-sensitive work, nobody wants to be the one who broke GDPR or leaked client data. So projects get watered down until they're safe—but not that useful.

Risk kills momentum before value shows up.

No Joined-Up Roadmap

Marketing runs one pilot, ops another, finance a third. Nothing is sequenced, nothing is owned end-to-end, and nothing scales beyond the first enthusiastic team.

Lots of experiments. Very little change.

This is why we don't start with tools. We start with your systems—across Revenue Reality, Operational Flow and Human Capacity—so AI actually sticks.

Real Results

See What
Actually Changes

What Strategic AI & Automation Looks Like

Here are four examples of what strategic AI and automation actually look like in a firm like yours—how decisions are made, tools are chosen, and changes are rolled out without breaking what already works.

AI strategy that enhances capabilities, not just reduces costs

Before
  • AI projects justified mainly on "cost savings".
  • Scattered experiments with no clear owner or success criteria.
  • Teams feel AI is something "done to them", not something that helps them do their best work.
After
  • AI roadmap tied to revenue, client experience and risk reduction.
  • A small number of clearly defined bets with owners and KPIs.
  • Teams use AI to extend their capacity (better work, not just cheaper work).
Bottom Line Impact
AI supports how you already win clients and deliver work, instead of becoming another cost-cutting initiative people quietly resist.

Technology evaluation based on actual possibilities, not vendor promises

Before
  • Tool choices driven by demos, hype and "what peers are using".
  • Overlapping tools that don't talk to each other.
  • Pilots that never get out of the sandbox.
After
  • Current stack mapped, with clear gaps and constraints.
  • Shortlisted tools tested against real workflows and data.
  • A minimal, integrated toolset with a concrete implementation plan.
Bottom Line Impact
You stop paying for tools you don't use and start using a small stack very well.

Organisational readiness assessment before implementation

Before
  • No clarity on who owns AI, data or key workflows.
  • Policies and guardrails are written after something goes wrong.
  • Staff are unsure what AI means for their role.
After
  • Clear ownership for key workflows, data and AI decisions.
  • Practical guardrails, access rules and escalation paths agreed upfront.
  • Training, playbooks and support so people know how to work with AI, not around it.
Bottom Line Impact
You can roll out automation without breaking trust, compliance or morale.

Strategic guidance that prevents expensive mistakes

Before
  • Big, high-risk AI projects with vague scopes.
  • Long timelines, sunk cost and no clear "stop" criteria.
  • Hard to tell what's actually working versus what's just "activity".
After
  • Phased roadmap with low-risk pilots and clear success thresholds.
  • Governance on when to scale, pause or kill initiatives.
  • Regular reviews focused on business outcomes, not just model metrics.
Bottom Line Impact
You avoid the classic "AI transformation" write-off and compound wins instead of gambling on one big bet.

Your workflow looks different

The shown cards are examples. Your automation will be custom-built for how your business actually works—including the exceptions, edge cases, and workarounds you have never documented. That is why we start with a 60-minute deep dive into your compnay's specific processes.

Your specific metrics will vary based on your industry, current process, and business model.

Solutions

The AI Systems Gap

Most teams treat AI like a software install. Pick a tool. Plug it in. Hope it fixes the mess. The firms that actually see results don't start with tools. They start with how revenue moves, how work flows and what their people can realistically run.

That's why we look at AI and automation through three lenses:

Lens 1

Revenue Reality

What's actually happening from first touch to paid invoice.

We map how leads come in, how fast you respond, where deals stall and where money leaks out of the funnel—then decide where AI and automation will meaningfully move the numbers.

Lens 2

Operational Flow

How work moves between tools and teams.

We redesign intake, onboarding, delivery and billing so there are fewer manual checklists, fewer "just chasing this" emails, and far less copy-paste across your stack.

Lens 3

Human Capacity

What your team can understand, trust and maintain.

We build systems that fit the way your people already work—so you don't become dependent on one "automation person" or yet another agency just to make simple changes.

When all three line up, AI stops being a shiny project and starts behaving like an advantage.

Systems & Operations Health Check
AI Transformation Advisory Services

Strategic Systems & AI Guidance
for Growing B2B Firms

Strategic guidance for leaders who want to adopt AI without breaking what already works.

The Challenge

Most scale-ups don't have an "AI problem". They have disconnected tools, manual processes and revenue leaks they can't see. Teams work in silos. Data doesn't sync. Handovers rely on heroics. Growth stalls even as headcount and software spend go up. Then someone says "just add AI" – which usually means automating broken processes and making the mess harder to fix later.

Our Method

1

Diagnostic

Find bottlenecks and readiness fast

Complete systems and revenue audit across funnel, data and workflows, with AI-readiness signals so we know where to start.

2

Strategy

A sequenced roadmap, not random experiments

We prioritise use cases, define success metrics and build an implementation roadmap tied to business outcomes and ROI, not tool features.

3

Implementation

Hands-on across people, process and tools

We fix foundations, deploy AI capabilities, train your team and support change so the new way of working actually sticks.

4

Optimisation

Measure, iterate, compound

We track performance, refine automations and adjust the roadmap so improvements compound over quarters, not weeks.

Why Firms Choose This Approach

Vendor-agnostic

No tool sales agenda. We recommend what actually fits your stack, your risk profile and your clients.

Systems-first, tools-second

We redesign workflows and responsibilities before adding AI, so you're not just automating chaos.

Measurable impact

Every recommendation links back to revenue, capacity or risk. If we can't measure it, we don't pretend it's "value".

Experienced in messy reality

We've seen the ways RevOps and delivery can break in real businesses—and how to fix them without blowing up what already works.

Integrations

Out-of-the-box integrations—
connect to the tools you already use

Link your email, calendar, documents, CRM, e-signature, billing and KYC in minutes via native connectors or Zapier/Make.

HubSpot logo
Salesforce logo
Microsoft 365 logo
DocuSign logo
Zapier logo
LinkedIn logo
Apollo.io logo
Cognism logo
HubSpot logo
Salesforce logo
Microsoft 365 logo
DocuSign logo
Zapier logo
LinkedIn logo
Apollo.io logo
Cognism logo
Clio logo
Intercom logo
Make logo
Zendesk logo
Twilio logo
NetSuite logo
Outreach logo
Monday.com logo
Odoo logo
Clio logo
Intercom logo
Make logo
Zendesk logo
Twilio logo
NetSuite logo
Outreach logo
Monday.com logo
Odoo logo

All product names, logos and brands are property of their respective owners. Use is for identification purposes only and does not imply endorsement.

Frequently Asked Questions

Everything you need to know about working with Minarik AI

It depends on what you need. Most clients invest between £2,400–£12,000/month (≈$3,000–$15,000) depending on which systems we're building and how complex your setup is. On our discovery call, I'll give you transparent pricing based on your specific situation—no hidden fees, no surprises. Final invoices in GBP.

You'll see systems working within weeks, but real ROI depends on your deal size and close rates. My goal is to have the investment pay for itself within 90 days through closed business or time saved. We track the numbers together and adjust until it works.

Usually a few weeks from kickoff to having systems live. I handle the technical setup while you focus on your business. The timeline depends on complexity—simple automations go faster, custom builds with multiple integrations take longer.

I build and manage the systems. You show up for the results. During setup, I'll need a few hours of your time to understand your business and make sure everything fits how you work. After that, you focus on closing deals while the automation runs in the background.

That depends entirely on your industry, who you're targeting, and your capacity. Some clients want five perfect opportunities. Others want thirty. We optimise for whatever makes sense for your business—quality always beats quantity.

An SDR costs £48–64K (≈$60–80K) plus benefits and might quit in six months. Agencies lock you into their templates and monthly fees. I build custom systems that fit your business, work 24/7, and you own everything. No turnover. No templates. Just automation that actually works for you.

We implement enterprise-grade email infrastructure with proper authentication (SPF, DKIM, DMARC), use dedicated domains, employ AI-powered deliverability optimisation, and follow strict warm-up protocols. We monitor sender reputation constantly and maintain industry-leading inbox placement rates.

Yes, absolutely. All campaigns include proper opt-out mechanisms, accurate sender information, and comply with CAN-SPAM, GDPR, and other relevant regulations. We stay current on compliance requirements and build safeguards into every system.

I typically work with clients for at least a few months because good systems take time to build and optimise. You can't test and refine in two weeks. That said, I'm focused on making this work long-term—not trapping you in a contract you hate.

Yes, we offer pause options if your pipeline fills up or you need to slow down temporarily. Cancellation terms are outlined in your agreement. Our goal is flexibility while maintaining the infrastructure needed to deliver consistent results.

We work with professional service firms typically ranging from solo practitioners to mid-sized firms with 2-50 employees. The key factor isn't size—it's whether you have a defined ideal client, capacity to take meetings, and average deal values that support our investment.

Perfect. We can audit your current approach, identify gaps, and either enhance what's working or build new systems alongside your existing efforts. Many clients come to us after outgrowing basic tools or hitting plateaus with their current approach.

Then we fix it. We look at the data, adjust the targeting or messaging, and keep optimising until it works. If something's not performing, I want to know about it immediately so we can course-correct. Your success is the only metric that matters.

Nope. I handle the technical stuff. You just need to be willing to answer questions about your business so I can build systems that make sense for how you work. Then show up for the meetings or enjoy the time you're saving.

The system qualifies them, answers their initial questions, and routes real opportunities to your calendar with all the context you need. You jump in when it's time for an actual sales conversation—not when someone's just kicking tires.

Still have questions?

Schedule a Discovery Call
Stop leaving money on the table

See What You Could
Automate in 30 Days

Book a 20-minute call. We'll audit your current process, show you exactly what's costing you money, and map out what automation would look like for your business. No pitch. No pressure. Just a clear roadmap.