ProductQuant AI & Automation Jake McMahon Jake McMahon
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All Services Book a Call →

FOR BUSINESSES WITH 5–50 PEOPLE

Get your team’s time back with automations that run while you sleep.

AI Assessment ($999): get 3-7 specific AI tool recommendations from a 45-min interview — no developer needed. SMBs with 5-50 staff also get Automation Audit ($1,500), Done-For-You Build ($3,500+), and Monthly Maintenance ($1,500/mo). Average client saves 14 hrs/week. Guaranteed or we work free.

We identify the biggest operational time-wasters in your business, build the automations to fix them, and hand you a system that runs itself. No learning curve. Measurable time savings from day one.

Book a free scoping call Take the free Automation Audit →

14 hrs/week saved on average · Fixed-scope builds · Guaranteed outcome or we work free

Four ways to engage

AI Assessment $999
Automation Audit $1,500
Done-For-You Build $3,500–$8,500
Monthly Maintenance $1,500/mo

30-day fix guarantee on all builds
Not happy? We work free until you are.

Built for businesses with 5–50 people
Gainify
Guardio
monday.com
Payoneer
thirdweb
Canary Mail
CircleUp
HOURS SAVED / WEEK
14

Guaranteed minimum of 10 hours saved weekly within 30 days. Tracked and reported. No exceptions.

WEEKS TO LIVE
2

From scoping call to automations running. No year-long projects. No 47-step onboarding. You’re saving time quickly.

OUTCOME GUARANTEE
Yes

We map your biggest time-wasters, build the fix, and guarantee the result. Not happy? We work free until you are.

Book a free scoping call →
Connect to your entire tech stack
HubSpot Salesforce Slack Stripe Pipedrive PostgreSQL

NEW — $999

Not ready for a full automation build? Get clarity on where AI fits your business — without hiring a developer.

Business owners don't need another AI course. They don't need to learn prompt engineering. They need someone to look at their specific situation and tell them exactly what to do. That's the AI Assessment.

STEP 01

45-min discovery interview

We walk through your typical day. What tasks do you hate? Where are you the bottleneck? What do you wish you could automate?

STEP 02

AI transcript analysis

Your interview is analyzed by AI to find patterns and opportunities across your whole workflow — connections a human would miss in a single conversation.

STEP 03

Custom report with 3–7 recommendations

Specific tools, estimated time savings per week, and implementation details. Looks like a $5K consulting deliverable, delivered in days.

STEP 04

30-min review call

We walk through each recommendation together. You decide what to implement yourself and where you want help. This is where upsells happen.

5 hours returned per week minimum, or 100% refund.
Average ROI delivered: 6+ hours/week saved for ~$40/month in tools.
What comes after the assessment
$3–5K

Process Optimization

$1–3K

No-Code Automation

$3K+

Custom GPTs

$3–5K

Custom AI Skills

$5–10K + $1K/mo

Full Agent Implementation

Book a free discovery call $999 flat fee · Results in under a week

Solutions by Industry

What we build depends on where you operate.

Different industries have different operational bottlenecks. Pick yours to see the AI and automation solutions that actually apply.

Trades and construction businesses lose 20%+ of the principal's week to paperwork — quote follow-up, invoice chasing, job scheduling, and supplier coordination. We automate the admin layer so the business keeps running even when you’re on-site.

  • Quote follow-up sequences sent automatically after each job estimate
  • Invoice reminders at 3, 7, and 14 days overdue — no manual chasing
  • Job scheduling confirmations sent to clients the day before
  • Supplier order acknowledgements and delivery reminders
  • Compliance checklist reminders timed to job milestones
  • Weekly job status digests sent to your inbox automatically

Your jobs run on time. Your invoices get paid. Your evenings are yours.

Most tradies are the last to get paid because follow-up is inconsistent. We build the system that follows up automatically — every time, without exception.

Allied health practices lose 15–20% of revenue to no-shows, late cancellations, and rebooking gaps. We automate appointment confirmations, reminders, no-show follow-up, and recall campaigns — without changing your booking system.

  • Booking confirmations sent instantly via email and SMS
  • Appointment reminders at 24h and 2h before each session
  • No-show rebooking follow-up sent within 2 hours of missed appointment
  • Monthly recall emails for lapsed patients (inactive 60+ days)
  • New patient intake forms sent automatically on booking
  • Post-appointment review requests sent 24h after each session

Your chair stays full. Your front desk focuses on patients, not admin.

A physio clinic we worked with recovered significant hours per week and reduced no-shows with a small set of automations. The system paid for itself in tools cost within the first month.

Agency owners lose 10+ hours per week to project status emails, proposal follow-up, timesheet chasing, and client reporting. We build automation that keeps clients informed and projects on track — without you being the one sending the emails.

  • Weekly project status digests generated automatically from your PM tool
  • Invoice follow-up sequences at day 7, 14, and 30 overdue
  • Proposal follow-up at day 3, 7, and 14 after submission
  • New client onboarding sequences triggered on contract sign
  • Monthly performance reporting generated from your analytics tools
  • Internal timesheet reminders sent Friday afternoon each week

Projects stay visible. Clients stay happy. Your Friday afternoon is yours.

Agency principals spend hours every week on coordination that adds zero value to clients. That’s the time we give back.

Property managers handle dozens of routine touchpoints per property per month — maintenance requests, lease renewals, rent reminders, inspection scheduling. We automate the follow-up layer so nothing slips through the cracks as portfolios grow.

  • Rent reminder sequences at day 1, 5, and 10 overdue
  • Maintenance request acknowledgements and status updates to tenants
  • Lease renewal outreach sequences starting 90 days before expiry
  • Routine inspection scheduling and confirmation emails
  • New tenant onboarding checklists triggered at move-in
  • Owner reporting generated automatically at the end of each month

Your portfolio runs on schedule. Your tenants get timely responses. Your stress level drops.

The workload of property management scales linearly with portfolio size — unless the routine touchpoints are automated. We build the system that keeps pace as you grow.

Law firms and sole practitioners lose billable time to administrative coordination — client follow-up, document chasing, billing reminders, and appointment scheduling. We build automations that handle the coordination layer so fee-earners bill, not chase.

  • Matter update notifications sent to clients at key milestones
  • Document collection follow-up sequences after each request
  • Billing reminder sequences at 7, 14, and 30 days overdue
  • Appointment confirmation and 24h reminder for consultations
  • New client intake automation — forms, ID verification, retainer signing
  • Monthly file review reminders for dormant matters

Fee earners bill. Admin runs itself. Nothing gets lost between matters.

The average small law firm spends 30% of its operating hours on administrative coordination. We automate the routine so the practice can focus on client work.

Small retail and e-commerce businesses leave revenue on the table through abandoned carts, inconsistent post-purchase follow-up, and manual inventory alerts. We automate the revenue recovery layer — without requiring a developer or a custom integration build.

  • Abandoned cart recovery sequences at 1h, 24h, and 72h
  • Post-purchase review requests sent 48h after delivery
  • Reorder reminders for repeat-purchase products at the right interval
  • Low stock alerts sent to owner and supplier simultaneously
  • Return and exchange process automation with status updates
  • Win-back campaigns for customers inactive for 60+ days

Every abandoned cart is followed up. Every repeat buyer is reminded. Revenue recovers itself.

Most small retailers recover very little from abandoned carts because follow-up is manual and inconsistent. An automated sequence recovers a meaningful percentage without touching the customer experience.

Where Most AI Projects Break

You spend hours every week on work that should run itself.

Most businesses have the same four blockers before AI can work: scattered data, undocumented processes, broken integrations, and manual steps that should have been automated two years ago. Here's what that looks like in practice.

"Chasing invoices, scheduling appointments, and sending status emails is half our week."

These tasks are predictable, repetitive, and easy to automate. The problem is you don't have the time or expertise to build the system that eliminates them.

"We bought a tool. The team still does everything manually."

Tools don't fix broken workflows. Without a clear, end-to-end process map, any automation you add will fail. We fix the workflow first, then build.

"Our data is everywhere: spreadsheets, email threads, three different apps."

Automation requires a single source of truth. We consolidate your chaos into a structured system before a single line of automation is written.

"We have the tech stack. We just don't know how to make it work for us."

When your infrastructure is solid, the path is clear: identify the decision points, automate the repetitive steps, and add the logic layer. No rebuild required.

How We Build It

By the end of this sequence, you have an AI-ready operation.

Whether you’re starting from scratch or cleaning up existing infrastructure, the work follows the same four-stage sequence. Every stage produces something your business can run on. Skip any of them and the AI layer that comes after won’t hold.

01 / PROCESS IMPROVEMENT

Find what's broken. Fix it before touching a tool.

Map the current operation: where decisions get made, where information moves, where things fall through. Identify the gaps that automation would lock in and fix them first. The work that happens here determines whether everything downstream actually works.

02 / WORKFLOW AUTOMATION

Remove the manual steps that eat your team's week.

Once the process is clean, we automate the repetitive steps. Status updates, handoffs, data entry, report generation, approval chains. The goal isn't replacing people — it's freeing them from work that adds no judgment value and should have been automated two years ago.

03 / DATA STRUCTURE

Centralise everything. One source of truth.

Build the database layer that unifies your business information. CRM records, operational data, customer history, product usage — all in one place, in a consistent structure. This is the prerequisite for any AI that needs to reason about your business. Without it, you're giving the model noise.

04 / AI INTEGRATION

Layer intelligence on top of the clean foundation you built.

Now the AI actually works. Agents that make decisions with full context. Automations that handle exceptions, not just happy paths. Predictive logic embedded in the tools your team already uses. The intelligence is only as good as what's underneath it — which is why we build in this order.

Three Ways to Start

Choose the entry point that matches where your operation is today.

The right starting point depends on what you already have. If your infrastructure is solid, we add intelligence. If it’s messy, we fix it first. If there’s nothing there yet, we build from the ground up.

ENGAGEMENT TYPE 01

Automation Audit

Not sure where to start? We diagnose your operational bottlenecks, map broken workflows, and identify which 2-3 automations would save your team the most time and money.

Regular Price

$3K–$5K

1-2 weeks, discovery call included

Includes

  • Full operational assessment (2-3 hours of interviews)
  • Workflow friction mapping (where time goes, where errors happen)
  • Prioritised automation roadmap (ranked by time saved + ROI)
  • Written recommendations + tool stacks

Your outcome: A clear roadmap. You know exactly what to automate and why. No guessing. No surprises.

ENGAGEMENT TYPE 02 (MOST POPULAR)

Implementation Sprint

You know what's broken. You want it fixed and automated. We clean up your data structure, fix broken workflows, and build 1-2 production automations that your team uses every day.

Regular Price

$12K–$18K

Fixed-scope engagement, dedicated team

Includes

  • Data structure audit + cleanup (if needed)
  • 1-2 workflow automations designed + deployed
  • Integration with existing tools (CRM, database, Slack, etc.)
  • Team training + handoff documentation
  • 30-day support post-launch

Your outcome: 2 automations live. Your team saves 8-10 hours per week. Processes that were manual now run while you sleep.

OFFER · PROPERTY MANAGEMENT

Property Ops →

Tenant screening, maintenance dispatch, rent collection, and lease renewals — automated end-to-end. For property managers with 50–500 units. Deployed in 2 weeks.

Pricing

$699 setup + $99/mo

Deployed in 2 weeks · No long-term contract

Includes

  • Automated tenant screening with scoring
  • Maintenance dispatch with contractor routing
  • Rent collection with late-fee automation
  • Lease renewal e-sign workflow
  • Owner reporting dashboard
  • Compliance calendar with automated alerts

Your outcome: <2 hrs/week on property operations. Your portfolio runs on schedule. Your tenants get timely responses. You get your time back.

See full offer →
ENGAGEMENT TYPE 03

Full Custom Build

You're running on Excel, email threads, and tribal knowledge. Nothing is documented. No one person knows the full picture. We design and build a complete operational system from the ground up — data architecture, workflows, automations, intelligence layer, the works.

Regular Price

$35K–$60K

Comprehensive engagement, dedicated team

Includes

  • Complete operational system design (database, workflows, integrations)
  • 3-5 production automations + AI agents
  • Data migration from legacy systems (if needed)
  • Team training + full documentation + runbooks
  • 90-day post-launch support + optimization

Your outcome: A live operational system. Your team stops being the database. Data centralized. Workflows automated. Systems thinking embedded in your org.

HYBRID

Sometimes the work spans two engagement types — a full custom build for one department, then direct integration into your existing ERP or CRM so the new and old systems run together. Common in larger organisations with established tooling in some parts of the business and nothing in others. Scoped individually.

Fast-Track Opportunities

Ready to skip the dead zone? These automation quick-wins deliver measurable impact quickly.

Four narrow, specific problems where AI automation saves hours every single week. Fixed scope. Clear outcomes. Integrated into your workflow from day one.

Personalized Outreach Automation

The problem: You send 50 one-off emails per week, each one manually customized. It's boring work that takes 10+ hours. An AI can do it in seconds.

Outcome

10+ hours/week freed up

= $500–$2K/mo in labor at your hourly rate

Delivers:

  • ✓ AI agent that personifies each email
  • ✓ Pulls data from your CRM automatically
  • ✓ Scheduled to send at optimal times
  • ✓ Tracking + reply automation

Delivery: Fixed scope

Budget: $3,997

Daily Data Reconciliation

The problem: You reconcile data between systems every morning — accounting, orders, inventory. It's tedious, error-prone, and takes 4–6 hours per week.

Outcome

4–6 hours/week eliminated

100% accuracy, flagged exceptions only

Delivers:

  • ✓ Overnight reconciliation runs
  • ✓ Exceptions flagged (not a spreadsheet dump)
  • ✓ Daily summary email to your team
  • ✓ Audit trail for compliance

Delivery: Fixed scope

Budget: $4,997

Invoice & Document Extraction

The problem: You manually extract data from 200+ invoices, contracts, or forms per month. Someone is sitting there typing amounts and dates. That's 8–12 hours of work.

Outcome

8–12 hours/month freed

98%+ accuracy on data extraction

Delivers:

  • ✓ OCR + AI extraction pipeline
  • ✓ Structured data → your system
  • ✓ Quality checks + flagging
  • ✓ Audit trail for each doc

Delivery: Fixed scope

Budget: $4,997

Automated Daily Reporting

The problem: You manually compile 5–10 daily/weekly reports from different data sources. Every morning someone builds the same report. That's 5–8 hours per week of pure data gymnastics.

Outcome

5–8 hours/week automated

Automated reports delivered on schedule, no manual work

Delivers:

  • ✓ Scheduled data pulls from 3–5 sources
  • ✓ Automated calculations and pivots
  • ✓ PDF/Excel/dashboard output
  • ✓ Email delivery on schedule

Delivery: Fixed scope

Budget: $3,997

All four are fixed-scope, fully integrated. Ready to skip the dead zone entirely and go straight to Level 3 automation.

Start Your Automation Audit

Every AI project that actually delivered ROI started with a boring infrastructure cleanup. Not the model. Not the tooling. The data and processes underneath.

AI doesn't create operational clarity — it requires it. If your data is fragmented, your processes are undocumented, and your team is still reconciling reports manually, layering intelligence on top makes things more complicated, not less.

The AI Implementation Spectrum

Most Companies Get Stuck. Here's Why.

There are three distinct levels of AI maturity. Most organizations spend months and thousands at Level 1, hit a wall, and never progress. Level 3 is where real ROI lives.

1

Manual & Chat

What it looks like:

  • •Team spends hours daily in ChatGPT/Claude
  • •Manual copy-paste of outputs
  • •No integration with systems
  • •Can't scale beyond single user

The Problem: Every person is a bottleneck. Nothing happens overnight.

DEAD ZONE
2

Early Pilots

What it looks like:

  • •First agent connected to one system
  • •Some processes starting to automate
  • •Still requires constant human oversight
  • •No clear path to scale

The Problem: Companies get stuck here. Months pass. Budget consumed. Little ROI. No path forward.

GOAL
3

Automated Ops

What it looks like:

  • •Multiple agents run on autopilot overnight
  • •Fully integrated across your systems
  • •Minimal human involvement needed
  • •Measurable, scalable impact

The Win: 100X capacity. Real ROI. Ready to scale. This is where operational maturity leads.

The Path: Most organizations start at Level 1, spend months in the Level 2 dead zone, and never make it to Level 3. We skip the dead zone entirely. Your team goes from manual chat work straight to Level 3 automation running on autopilot.

Your AI Automation Team

Ditch the Manual Work: Supercharge Your AI with Level 3 Autopilot.

Are your nights spent hand-holding ChatGPT or Claude? You’re in the ‘Chat-to-Autopilot’ trap, burning hours on work that should take minutes. Or maybe you’re eyeing an AI pilot but concerned it won’t deliver real ROI. Either way, you need solutions that scale. Real impact means Level 3: AI that runs overnight, integrates into your workflow, and supercharges your capacity 100X.

Introducing Your Level 3 Dream Team (We've Got It Ready)

  • Automate your manual prompts into overnight workflows that get more done while you sleep.
  • Build AI systems that think, decide, and execute like a seasoned pro.
  • Keep your AI sharp and accurate with ongoing updates and maintenance.
  • Link your AI directly to your CRM, ERP, and data sources for instant insights.
  • Set up performance tracking and quality controls that ensure reliability.
  • Create seamless human-AI collaboration so your team can focus on high-impact tasks.
  • Handle platform upgrades and maintenance without interrupting your flow.
  • Drive the change management to ensure your team adopts and thrives with AI.

This is Level 3 AI: engineering, operations, and transformation combined. Skip the six-month hiring cycle and the $50K gamble on a failed Level 1 pilot. Get a proven team in just eight weeks.

The Fast Track to Level 3 Success

Focused Engagement

10 Hours/Week for 8 Weeks

Transform 2–3 of your manual chat workflows or stalled AI projects into fully automated, integrated Level 3 powerhouses.

Gates & Guarantees

Gate 1

Free Audit & Assessment

Zero commitment. We map your opportunities.

Gate 2

2-Week First Agent + Money Back

See real results. Full refund if unsatisfied.

Gate 3

Decide After Results

You choose: expand to full engagement or stop.

Translation: Risk is entirely on us. You see proof of concept early. If it works, keep going. If not, you’re out nothing.

Your 8-Week Level 3 Sprint

  • Phase 1: Free Blueprint Session: We map your AI future—identify your best ROI opportunities and the path to Level 3.
  • Phase 2: First Live Agent + Decision Gate: Experience the power of AI that works while you rest. Backed by money-back guarantee. You decide: continue or stop here.
  • Phase 3: Scale Up Integration: Your AI starts linking deeper into your systems, boosting efficiency across the board.
  • Phase 4: Deploy Additional Agents: Watch your automation footprint grow, with AI handling more of your daily grind.
  • Phase 5: Performance Tuning: We refine your AI to ensure it’s not just working, but excelling at every task.
  • Phase 6: Handoff & Training: We equip your team to manage and grow your AI ecosystem with confidence.

Beyond the Sprint

You’ll have a live Level 3 automation system—overnight execution, scalable impact—and a clear roadmap for growth. Scale predictably with repeatable sprints and unlock a 100X capacity boost.

Claim Your Free Level 3 Blueprint Now

Free audit. Prove it early. Money back if unsatisfied. You decide after seeing results.

What We Automate

Have a specific process to automate? Start there.

Every automation is fixed-scope with a clear outcome. Pick the function where the manual work is costing the most — or book a call and we’ll map it together.

Sales & Revenue
From first touch to closed deal — automated

When your sales team is doing data entry, chasing follow-ups, and updating CRM records instead of selling — that’s recoverable time.

Your reps spend their time on conversations that close — every other step runs automatically.
Lead Routing & Assignment
New leads scored, segmented, and assigned to the right rep automatically — no manual triage.
CRM Auto-Update
Deal stages, contact fields, and activity logs updated from emails, calls, and product events.
Outreach Sequences
Multi-step email and LinkedIn sequences triggered by behaviour — opens, clicks, demo requests.
Proposal Generation
Proposals drafted automatically from CRM data and templates — personalised, formatted, ready to send.
Finance & Ops
The back-office work that runs on manual effort

When invoicing, approvals, reconciliation, and reporting happen in spreadsheets and email threads — the risk of error and the cost of time compound every month.

Finance and ops runs on autopilot — invoices sent, approvals routed, reports generated without anyone touching them.
Invoice Processing
Incoming invoices read, matched to POs, coded, and routed for approval without manual entry.
Approval Workflows
Expense, purchase, and contract approvals routed to the right person with deadline reminders.
Financial Reporting
Weekly and monthly reports generated from live data and sent to the right people automatically.
Reconciliation
Bank, Stripe, and accounting system transactions matched and flagged for exceptions automatically.
Marketing
Campaigns that run without someone managing every step

When your marketing team spends more time scheduling, reformatting, and manually publishing than it does on strategy — automation gives that time back.

Your marketing pipeline runs on triggers and schedules — content goes out, leads are nurtured, and performance data lands where it’s needed.
Content Scheduling Pipeline
Content approved once, automatically distributed across every channel on a set schedule.
Lead Nurture Sequences
Behaviour-triggered email sequences that move leads from awareness to sales-ready automatically.
Campaign Trigger Automation
Campaigns fired by product events, form fills, or segment changes — no manual launch required.
Marketing Analytics Reporting
Weekly performance digest pulled from ad platforms, email, and web — delivered automatically.
Support & CS
Handle the volume. Reserve the humans for judgment

When your support team is buried in repetitive tickets and your CS team is manually tracking health signals that should surface automatically.

Tier-1 volume handled without human touch — your team focuses on complex issues and high-value accounts.
Ticket Triage & Routing
Tickets classified, prioritised, and routed to the right agent with account context attached.
Auto-Response Drafting
AI-drafted responses for common ticket types — your agent reviews and sends in one click.
Churn Alert System
Usage drop, support spike, or billing signal triggers an alert to CS before the account cancels.
Escalation Routing
Complex tickets escalated automatically with full context — no manual handoff, no dropped threads.
HR & Hiring
Reduce the admin in every stage of the people process

When hiring, onboarding, and people operations run on email threads and spreadsheets — every stage has avoidable work that automation can absorb.

Hiring moves faster, onboarding runs itself, and your HR team focuses on the work only humans can do.
Resume Screening
Applications scored against your criteria — shortlist generated without manual CV review.
Interview Scheduling
Calendars synced, slots offered, confirmations sent — zero email back-and-forth.
Employee Onboarding Flow
Day-1 checklist, tool provisioning, and welcome sequences triggered automatically on hire.
Offboarding Automation
Access revoked, equipment tracked, exit tasks assigned — nothing missed when someone leaves.

What Clients Walk Away With

Real systems their teams run on the next day. Not slide decks.

Every engagement ends with something your business can operate on immediately. Here's what that looks like in practice.

A lead scoring agent that runs inside HubSpot

Pulls product usage, support history, and billing data into one score. Sales sees who's ready to buy and who's about to churn — inside the CRM they already use. No new tool to learn.

Onboarding that auto-adjusts to the user type

New signup triggers a classification step. Solo user gets one flow. Team admin gets another. Enterprise buyer with a procurement layer gets a third. All automated, all tracked.

A support triage bot that handles 60% of tickets

Reads the ticket, checks the user's account data, and either resolves it or routes it to the right person with full context attached. Your support team handles judgment calls, not "have you tried restarting?"

Weekly executive briefings generated automatically

An agent that pulls from your CRM, product analytics, and billing system every Monday morning — and delivers a formatted briefing with the numbers that actually matter, the changes from last week, and what needs attention.

A unified customer database from 4 disconnected tools

CRM records, product usage events, billing history, and support tickets — all in one place, deduplicated, with a single customer ID. Every team looks at the same data.

A churn prediction model that flags accounts 3 weeks early

Trained on your actual data — login frequency, feature adoption, support tickets, payment failures. Flags at-risk accounts while there's still time to intervene, not after they've already cancelled.

What We Cover

Six disciplines. All of them required before AI delivers a real return.

AI models are only as good as the data they can query. If your business information lives in spreadsheets, siloed tools, and email threads, no model will make sense of it. We build the data layer that unifies everything — structured, accessible, and actually queryable.

  • Data audit — where everything lives and in what state
  • Database architecture design for your operational reality
  • CRM, billing, product, and support data unification
  • Data normalisation and deduplication
  • Single source of truth — one place, consistent structure
  • Data quality monitoring and ongoing hygiene rules

Clean, centralised data that AI can actually reason about

We don't start with the model. We start with what the model needs to work on. Every AI project that failed started with skipping this step.

Most businesses automate the wrong things — or automate broken processes and just make them faster. We map the workflow first, fix what's broken, then remove the manual steps that eat your team's week without adding any judgment value.

  • End-to-end workflow mapping before any automation is built
  • Identification of bottlenecks and manual steps to eliminate
  • Handoff and approval chain automation
  • Status update and reporting automation
  • Data entry elimination across your stack
  • Exception handling — automations that don't break on edge cases

Your team works on judgment, not admin

Automation built on undocumented processes breaks constantly. We fix the process first — then automate it so it holds.

AI agents make decisions autonomously — qualifying leads, triaging support tickets, generating briefs, flagging anomalies. But they only work when they have access to clean, structured data and a well-defined scope. We build agents that survive contact with your real operation.

  • Agent scope definition — what decisions, what context, what escalation
  • Lead qualification and scoring agents
  • Support triage and routing agents
  • Internal reporting and briefing agents
  • Anomaly detection and alert agents
  • Monitoring and feedback loops so agents improve with use

Agents that make the right calls — inside the tools your team already uses

We don't build agents that need a separate interface. We embed them in your existing workflows so the output lands where your team already works.

Your stack has a CRM, a billing tool, a product analytics layer, and a support platform — none of which talk to each other properly. Your team copies data between systems by hand. We connect them so the information flows, deduplicates, and arrives where it's needed without anyone pushing it.

  • Integration audit — which systems, which data, which gaps
  • API and webhook integrations across your stack
  • CRM ↔ billing ↔ product data sync
  • ERP and enterprise system integration
  • Data deduplication and conflict resolution rules
  • Custom middleware for tools without native integrations

One connected stack — no manual reconciliation

When your systems talk to each other, your team stops spending half their week copying things between them. The data arrives where it's needed automatically.

Churn risk, lead quality, pipeline health — the metrics that matter most are the ones that tell you something is about to happen before it does. We build predictive models on top of clean data so your team can act early instead of responding late.

  • Churn risk scoring — flagged weeks before cancellation
  • Lead quality scoring for sales prioritisation
  • Pipeline health monitoring and forecast accuracy
  • Customer health scores across product, support, and billing signals
  • Anomaly detection for operational and financial metrics
  • Dashboard setup — scores visible where decisions get made

Flagged before it shows up in a report — not after

Predictive scoring on clean data changes how your team operates. Instead of reacting to last week's numbers, they act on next week's signals.

You can't automate a process you haven't documented. And you can't document a process you don't fully understand. We map your operation end-to-end — how decisions get made, where information moves, what breaks — before anything is automated or built on top of it.

  • Cross-functional workflow mapping
  • Decision point identification and documentation
  • Gap analysis — where the process breaks under load or edge cases
  • Process redesign before automation is scoped
  • Handoff documentation for team ownership
  • Change management — getting the team to use what's been built

A mapped, documented operation that automation can actually hold

Process mapping is boring. It's also what separates AI projects that deliver from ones that break in month three. We do it first — every time.

How an Engagement Runs

You end every stage knowing exactly what you have and what comes next.

01

Scoping call — 30 minutes

We map your current operation: where data lives, how decisions get made, what's manual that shouldn't be. By the end of the call you know which engagement type fits and what the first piece of work looks like.

02

Diagnostic — before anything gets built

A structured audit of your processes, data structure, and existing tooling. We identify the gaps, document the current state, and produce a prioritised build plan. This is what we work from — nothing gets built without it.

03

Build — on a fixed scope

We build against the plan. Regular check-ins with your team at each milestone. You see progress throughout, not just at the end. Scope changes require a conversation — nothing goes out of bounds quietly.

04

Handover — your team owns it

Full documentation. A working system your team can maintain. If the engagement includes ongoing AI logic, we define the monitoring and feedback loop before we close out — so it improves with use and doesn't degrade quietly.

Who This Is For

This works for businesses with a real operational problem to solve.

Good fit

  • You have a real operational problem — not a vague interest in exploring AI
  • You want someone to own the build end-to-end, not fill a Jira ticket queue
  • Your team will maintain what we build — you need the first version designed and delivered
  • You're prepared to start with a diagnostic before committing to a full build
  • You want a fixed scope and a clear finish line, not an open-ended retainer

Not the right fit

  • You want to "experiment with AI" with no defined problem to solve
  • You need staff augmentation — developers to work on your backlog
  • You're expecting the tool to fix a process you haven't mapped yet
  • You need enterprise procurement cycles and multi-month vendor assessments
  • You're looking for the lowest-cost way to add a ChatGPT box to a form

Who You’re Working With

Founder-led delivery. Accountable for the outcome, not just the output.

Every engagement runs with a dedicated lead from scoping through handover — backed by automation specialists when scope demands. No account-manager middle layer; the people building it are the people guaranteeing it.

Jake McMahon
Jake McMahon — AI & Automation Strategist
I'm Jake, the founder of ProductQuant. I've spent 8+ years in B2B SaaS product and growth — not as a developer shipping features, but as the person accountable for whether those features moved the business. I built AI and automation layers on top of real product and data infrastructure, and I know the difference between what works in demos and what survives contact with a live product.
I started doing this for other companies because I kept seeing the same failure mode: teams running AI pilots that died in month three because nobody had mapped the process or cleaned the data first. The problem was never the technology — it was the absence of a structured foundation underneath it.
What I won't do:
  • Recommend AI tools without first mapping the process they're replacing
  • Build black-box pipelines your team can't maintain after I'm gone
  • Scope an engagement around technology instead of the business outcome
  • Produce a strategy deck and call it a deliverable
  • Start the AI layer before the data foundation is clean enough to support it
What I will do:
Design and build AI systems that are actually production-ready — documented, maintainable, and tied to a measurable outcome. Every engagement starts with a diagnostic that maps your current processes, data quality, and integration points before a single model is touched. You get working systems, not prototypes. And if the foundation isn't ready to support AI yet, I'll tell you that upfront.

What We Commit To

Four things you can hold us to before work starts.

Every engagement is backed by these commitments, written into the scope document before anything is built.

Diagnostic Guarantee

You'll know exactly what's broken and why before a line of code is written. The diagnostic is included in every build engagement — no guesswork, no surprise scope.

Scope Guarantee

What's in the scope document is what gets built. Price agreed upfront. No scope creep, no surprise invoices. If requirements change, we agree the change in writing first.

Foundation Guarantee

If your infrastructure isn't ready for AI, we'll tell you that upfront — before you spend on intelligence that won't perform on a broken foundation.

Handover Guarantee

Every engagement ends with full documentation and a handover session. Your team will own what we built from day one — not dependent on us to keep it running.

Common Questions

What most people ask before booking a call.

That's exactly what the scoping call is for. In 30 minutes we'll get a clear picture of your current infrastructure, where the bottlenecks are, and what type of engagement makes sense. Most clients arrive thinking they need one thing and leave the call with a much clearer view of where to start. There's no cost and no commitment involved.
No — messy data is usually the starting point, not a prerequisite. If you had clean, centralised data and documented processes, you probably wouldn't need the first two engagement types. The diagnostic phase at the start of every engagement is specifically designed to map what exists, identify what's missing, and build a plan from there. Come as you are.
Rarely. The Fix & Implement engagement is built specifically for businesses with existing infrastructure that isn't working as well as it should. We diagnose the gaps — data inconsistencies, broken integrations, automation logic that doesn't handle exceptions — and fix the foundation without tearing out what's already working. A full rebuild is only the right call when the underlying structure is fundamentally misaligned with how the business actually operates.
Every engagement starts with a written scope document: exactly what gets built, what's out of scope, what the deliverables are, and when the engagement ends. The price is tied to that scope. If something changes mid-project — new requirements, a different direction — we have a conversation and agree a scope change in writing before any additional work starts. You never receive an invoice for work you didn't approve.
Engagement length depends on your starting point and scope. An AI & Automation Layer on a solid existing stack is quicker. A Fix & Implement project includes diagnosis and cleanup. A Full Custom Build is more comprehensive. The scoping call and diagnostic will give you an accurate timeline for your specific situation.
That's a core requirement, not an afterthought. Every engagement includes full documentation of what was built and how it works. Handover includes a walkthrough session with your team. Where the work includes AI logic or automation flows, we define the monitoring setup before we close out — so your team can identify when something needs attention rather than finding out when something breaks. The goal is for you to own it fully from day one.

Thirty minutes. You leave knowing exactly what to build and where to start.

Tell us where your operation is today. We’ll map the bottlenecks, identify which engagement type fits, and tell you honestly whether we’re the right people to do it.

Book a free scoping call Send an email instead

No pitch. No questionnaire. A diagnosis of your operation and a clear first step.