From "we should do something with AI" to a practical growth system that touches revenue, operations and client delivery.
We help B2B professional-services firms make AI and automation part of how the business runs — not a side project. Together we clarify where AI genuinely fits, design the workflows and operating model around it, then implement and train your team so changes stick.
Most firms aren't short of AI ideas. They're short of a clear, joined-up plan that actually changes how the business works.
You know AI matters, but you're not sure where to start without wasting time and money.
Pilot projects produce impressive demos but never reach day-to-day operations.
Different teams are running their own tools and "AI projects" with no coordination.
Data, systems and processes weren't designed with AI in mind, so it's hard to plug anything in safely.
You don't want another strategy document — you want fewer bottlenecks, better margins and a smoother client experience.
Instead of chasing isolated "AI ideas", we work across four connected layers so your systems and people move together.
Decide what to do with AI in the next 6–12 months — and what to ignore.
Redesign how work actually flows across the firm — with AI built in on purpose.
Make your data, systems and guardrails "good enough to move".
Build, embed and keep improving — not just plan.
Market-Proven Evidence
External sources — not Minarik AI client results.
Relative qualification likelihood (index, baseline = 1)
External source (not Minarik AI results). Results vary.
Source: The short life of online sales leads (Oldroyd, McElheran, Elkington)
View sourceRelative odds (index, 30 min = 1)
External source (not Minarik AI results). Results vary.
Source: MIT / InsideSales study (PDF hosted by HubSpot)
View sourceEverything is tailored, but these projects are typical for professional-services firms.
A consistent path from first contact to "yes/no", with clear rules, ownership and communication — so decisions don't depend on heroics.
Standardised information gathering, document handling and task creation, so onboarding stops being a bespoke fire drill every time.
Work allocation, tracking and approvals designed around your services, capacity and risk profile — not just how the tools came out of the box.
Signals, tasks and workflows to stay ahead of renewals, check in at sensible points and surface realistic expansion opportunities.
Choose the level of support that matches where you are today.
A focused engagement to answer: "What should we do with AI in the next 6–12 months — and what should we ignore?"
We review workflows, data, tools and readiness, then deliver a practical roadmap with clear priorities and success metrics.
Best for firms that need direction before committing to implementation.
Ongoing guidance for leadership teams who want a sounding board, not another vendor pitch.
We help stress-test ideas, review proposals and keep AI initiatives aligned with strategy, risk and culture.
Best for firms that want a trusted advisor as they make bigger AI bets.
Hands-on design and build of the systems on your roadmap.
We redesign priority workflows, implement and integrate, then support rollout and continuous optimisation.
Best for firms ready to move from theory to working systems.
We're not here to sell you tools. We're here to help you build an operating system for growth.
We start with your economics, bottlenecks and client experience — then decide where AI fits, not the other way round.
We look at revenue, operations, delivery and finance together, so fixes in one area don't create failures in another.
We help you think, design and build — not just run workshops and leave you with homework.
Workflows, documentation and configurations live with you. If we disappear, the system keeps running.
No. AI is one of the levers, not the whole story. Most of the work is operating model, workflows, data and change — so when we do add AI, it's on solid ground, not as a gimmick.
That's normal. We identify the minimum improvements you need, design around your constraints and make sure everyone understands what your data can and can't support.
No. The goal is to remove low-value admin, rework and chaos so your people can focus on thinking, advising and delivering — the work that actually drives growth.
Yes. We typically start by making your current stack work harder and coordinating existing vendors, then add new tools only where there's a clear case.
Once the first priority workflow is designed and implemented, most firms see tangible gains within weeks, with deeper improvements compounding over the following quarters.
If you'd like an honest view of where AI and automation can actually move the needle in your firm, we'll show you where we'd begin — and what we'd ignore.