Guarantee: If the engagement does not deliver the projected RPE impact within 60 days, the fee is returned. No conditions.
Duration
8 Weeks
Investment
£8,000
Deliverable
Executive Data Strategy
3
System Design & Implementation
Tier 2 — Builds L1 Data Foundation
What Happens:
We design your complete unified data system — connecting every branch to a single source of truth
Integration of CRM, finance, and operations data into one platform
Implementation of data governance and quality frameworks
Build automated reporting and intelligence dashboards
We work in 2-week sprints with regular check-ins — you see progress weekly, not just at the end
What You Get:
Unified data platform connecting all branches and systems
Automated data pipelines for real-time branch performance
Custom dashboards for branch managers, ops directors, and the board
Automated alerts and workflows for pipeline, lettings, and revenue tracking
Documentation and playbooks for long-term success
Duration
6-8 Months
Investment
£50,000–£90,000
Outcome
Unified Data Platform
4
Optimisation & Scale
What Happens:
Ongoing monitoring and performance optimisation
Regular reviews and strategy adjustments
Continuous training and knowledge transfer
New feature development as your needs evolve
Scaling infrastructure as you grow
What You Get:
Priority support for any issues or questions
Quarterly business reviews to maximise ROI
Access to new automation capabilities as they emerge
Expansion roadmap for additional use cases
Duration
Ongoing
Investment
Custom
Outcome
Continuous Growth
Your First 8 Weeks
What to expect during the Data Strategy Intensive:
Week 1-2
Discovery & Planning
Kickoff meeting, stakeholder interviews with branch managers and ops team, CRM audit, and data collection. We map how data flows across your branches.
Week 3-4
Analysis & Design
Deep analysis of your data flows between branches, CRM, and finance systems. We design your future-state unified data architecture.
Week 5-6
Roadmap Development
We create your transformation roadmap with phased initiatives, ROI projections, and quick win implementation already underway.
Week 7-8
Delivery & Handoff
Final presentation to your leadership team, documentation delivery, and early milestones already in place. You leave with a complete blueprint and measurable results.
Common Questions
Do I need to commit to the full implementation after the Strategy Intensive?
No. The Strategy Intensive is a standalone engagement. You'll receive a complete roadmap and deliverables that your internal team can implement, or you can choose to engage us for implementation. There is no obligation to continue.
What if I'm not happy with the strategy?
We offer a 100% money-back guarantee: if the engagement does not deliver the projected RPE impact within 60 days, the fee is returned in full. No conditions.
How much involvement is required from my team?
We need key stakeholders for interviews, workshops, and review sessions — the scheduling is coordinated around your team's availability and designed to minimise disruption. For implementation, involvement depends on scope; we provide clear RACI and role recommendations so you can plan resource allocation in advance.
Can you work with our existing systems?
Yes. We specialise in estate agency systems — Reapit, Dezrez, Jupix, Alto, and others. We also integrate with finance systems, marketing platforms, and custom tools. We assess your current setup and design practical integration approaches that minimise disruption.
What makes your approach different?
Three things: (1) We use a structured assessment framework adapted specifically for UK multi-branch estate agency — not a generic data consultancy template. (2) We build for the compliance layer from day one — AML, Consumer Duty, CPR/NTSELAT, GDPR Art. 28 — because these are personal liabilities for directors, not afterthoughts. (3) You own everything we produce, whether you continue with us or not.
L2 — AI Infrastructure
Your agentic operating system. Live in eight weeks.
We build the instruction framework and deploy the four core agents that prove it in production. No new software, no data migration, no disruption to your team's workflow. If agents are not demonstrably working by the end of Week 2, we stop and refund in full.
From call to live agentic operating system in eight weeks.
A focused, sprint-based process. All four agents live inside your CRM by the end of Week 2 — or the project stops and your investment comes back.
1
Free Discovery Call
We assess your CRM setup, map your highest-volume manual workflows, and confirm the right agent configuration for your agency.
30 minutes
2
AI Foundation Sprint
We build the instruction framework and deploy four core agents into your CRM. Week 2 checkpoint: agents must be live and demonstrably working in production — or full refund, no questions.
8 weeks
3
Monthly Retainer
Optional ongoing support. Keeps your agents running at full quality and adds new capabilities as your business evolves.
Optional
4
Expansion Sprints
Once the foundation is proven, we identify the next highest-value workflows and deploy additional agents in follow-on sprints.
Custom
The Sprint in Detail
1
Free Discovery Call
What Happens:
We audit your CRM setup — Reapit, Alto, Dezrez, Street, or Jupix — and assess API access and data quality
We map your highest-volume manual workflows: what your team does most often, what takes the most time
We confirm which of the four foundation agents are the right fit and what customisation your CRM requires
Honest assessment: if your setup isn't ready for AI deployment, we'll tell you what needs to be in place first
What You Get:
Proposed agent configuration specific to your CRM and workflows
Instruction framework outline — what the architecture will look like for your agency
Honest fit assessment — including whether L1 needs to come first
Fixed-price proposal with a clear 8-week timeline
Duration
30 Minutes
Investment
Free
Outcome
Go/No-Go Decision
2
AI Foundation Sprint
Core engagement — fixed price, fixed timeline
What Happens:
Week 1-2: Instruction framework architecture, CRM API integration, agent configuration and initial deployment. By end of Week 2: all four agents live and producing real output inside your CRM — or full refund
Week 3-6: Agent calibration using real production data — edge cases handled, tone of voice set, branch-specific configuration applied across all locations
Week 7-8: Full deployment across all branches, team training session, full handover — all code, prompts, and documentation owned outright by your agency
The Four Agents Deployed:
Property Description Writer — listing copy generated from CRM data, ready to publish or lightly edit
Market Intelligence Briefing — weekly AI-generated market summary per branch, pulled from your CRM activity
Viewing Follow-Up Agent — automated post-viewing sequences triggered by CRM activity, nothing falls through the cracks
Vendor Update Drafter — personalised vendor update emails drafted from CRM activity, ready to review and send in seconds
Week 2 Checkpoint — agents live and working in your CRM or full refund, no questions asked
Instruction framework designed and activated. CRM API connected. All four agents configured and deployed into your live environment. By end of Week 2: agents must be producing real output inside your CRM. If they're not, we stop and refund in full.
Week 3-6
Refinement & Calibration
Agents run on real production data. We review outputs daily, handle edge cases, calibrate tone of voice for your brand, and apply branch-specific customisation across all locations.
Week 5-8
Full Deployment & Team Training
Agents deployed across all branches at full capacity. Team training session delivered — your staff know exactly how to use, review, and override agent outputs. Full handover — all code, prompts, and documentation. You own everything we built.
Common Questions
Which CRM systems do you support?
Reapit, Alto, Dezrez, Street, and Jupix. If you use a different system, get in touch — we'll assess API access and let you know what's feasible.
What exactly happens if agents aren't working by Week 2?
We stop the project and refund your £8,500 in full. No questions, no negotiation. The Week 2 checkpoint is a hard commitment — if we can't demonstrate working agents in your live CRM, we haven't done our job.
How much disruption does this cause to our team?
Minimal. Agents run in the background — your team doesn't need to change their workflow during the sprint. We handle all technical setup on our side. Training at the end of Week 6 is a single session designed for non-technical staff.
Do we own the agents after the sprint?
Yes. Full ownership — all code, all prompts, all documentation. The instruction framework is yours. The agents are yours. You are not renting access to a vendor system. You own the architecture. If you choose not to continue with the retainer, your team can manage the agents independently.
Can we add agents beyond the initial four?
Yes — via expansion sprints or through the monthly retainer. The four foundation agents are the starting core; most agencies identify additional high-value workflows to automate once they see what's possible.
Do we need L1 (clean data infrastructure) before L2?
Not necessarily. The four foundation agents work with CRM data as-is for most agencies. However, if your CRM data quality is severely degraded, agent output quality will reflect that. We assess this on the discovery call and advise accordingly.
L3 — Full Transformation
A structurally different business. Built in sequence.
The complete three-layer build. Data infrastructure, agentic operating system, agentic nervous system — each layer enabling the next. The result is not a faster version of the same agency. It is a structurally different business with a fundamentally different revenue-per-employee ratio.
Three Layers. One Transformation.
L1 builds the data foundation — structured, governed, compliant. L2 builds the agentic operating system — the instruction framework that converts your operational knowledge into a proprietary asset. L3 integrates both into how the business actually runs — AI at the centre, human expertise applied only where it creates the highest value.
1
Assess & Design
Strategy Intensive covering all three layers — data maturity, AI readiness, and organisational capability. One roadmap for the full journey.
6-8 weeks
2
Build Data Foundation
L1 implementation — unified data platform, automated pipelines, cross-branch reporting. The clean data layer that everything else runs on.
6-8 months
3
Deploy AI Layer
L2 Foundation Sprint plus expansion sprints. AI agents deployed and expanded on top of the clean data foundation — compound returns build over time.
6 weeks + ongoing
4
Integrate & Embed
L3 integration — updated SOPs, new KPIs aligned to AI outputs, management training, data governance. The organisation learns to operate with AI, not just alongside it.
Ongoing
Each Phase in Detail
1
Assess & Design
Phase 1 — Foundation for all three layers
What Happens:
Data position assessment across all branches
AI readiness assessment — CRM data quality, workflow mapping, agent fit analysis
Organisational capability assessment — team structure, decision-making, change readiness
Single integrated roadmap covering all three layers with phased milestones and RPE projections
What You Get:
Full three-layer architecture roadmap — sequenced, phased, with clear dependencies
Technical architecture design for data infrastructure and agentic operating system
Compliance infrastructure blueprint
Organisational design — what roles, KPIs, and processes change at each layer
Executive presentation for board sign-off
Early milestones identified and scoped before Phase 2 begins
Duration
6-8 Weeks
Investment
£8,000
Deliverable
Full Transformation Roadmap
2
Build Data Foundation — L1
Phase 2 — L1 implementation
What Happens:
Full implementation of unified data platform connecting all branches and systems
CRM, finance, and operational data integrated into a single source of truth
Data governance framework established — quality standards, ownership, maintenance
Automated reporting and dashboards deployed for branch managers, ops, and board
Delivered in 2-week sprints with weekly progress visibility throughout
What You Get:
Unified data platform — every branch, every system, one view
Data governance playbook your team maintains independently
Board-level dashboards with real-time performance data
Clean data foundation that maximises the quality of the AI layer above it
Duration
6-8 Months
Investment
£50,000–£90,000
Outcome
Unified Data Platform
3
Deploy AI Layer — L2
Phase 3 — L2 Foundation Sprint + expansion
What Happens:
Foundation Sprint — instruction framework built and four core agents deployed into your CRM. Can begin once the data foundation is stable, typically Month 6-8
Week 2 checkpoint applies: agents live and demonstrably working in your CRM or full refund
Expansion sprints identify and automate the next highest-value workflows using real production data
Agent output quality compounds as the L1 data foundation matures — improving over time without additional cost
What You Get:
Instruction framework and four core agents live in your CRM
Expanding capability through follow-on sprints as the business evolves
Monthly retainer available for ongoing optimisation — optional, not required
Duration
6 weeks + expansion
Investment
From £8,500
Outcome
AI Agents Live
4
Integrate & Embed — L3
Phase 4 — Organisational integration
What Happens:
Existing SOPs audited and rewritten to reflect AI-assisted workflows
KPIs updated — branch managers and leadership measured against AI-informed targets
Data governance embedded as standard operating procedure, not a separate function
Management training — how to interpret AI outputs, when to override, how to improve
Feedback loops established: agent performance data informs business decisions, business decisions inform agent improvements
What You Get:
Updated SOPs and playbooks reflecting how AI fits into every key workflow
Governance framework — who owns what, how decisions get made, how quality is maintained
Management capability — a leadership team that can direct AI systems, not just use them
Self-sustaining operation — the system runs and improves without constant external support
Duration
Ongoing
Investment
Custom
Outcome
AI+Data Driven Organisation
The Full Journey
How a typical full transformation unfolds across 12-18 months:
Month 1-2
Strategy & Design
Three-layer assessment and roadmap. Early milestones identified and scoped. Compliance infrastructure mapped. Board presentation delivered. Full transformation plan agreed and phased.
Month 3-10
Data Foundation — L1
Unified data platform built in 2-week sprints. Branches connected, reporting automated, governance established. ROI delivered throughout — not just at the end.
Month 7-9
AI Layer — L2 Foundation Sprint
Instruction framework built and four core agents deployed once data foundation is stable. Week 2 checkpoint applies. Agent output quality compounds as L1 data matures — improving over time without additional cost.
Month 9-12
Organisational Integration — L3
SOPs rewritten, KPIs updated, management trained. The organisation learns to operate with AI rather than alongside it. Feedback loops established.
Month 12+
Continuous Optimisation
Expansion sprints add new AI agents. Data platform scales with growth. The system improves as the business evolves — compounding returns over time.
Common Questions
Do we have to do all three layers?
No. You can start with L1 (data infrastructure) or L2 (AI agents) independently. But if you want durable competitive advantage — not just a short-term efficiency gain — all three layers working together is what makes it compound. We'll tell you honestly where to start based on your current situation.
Can we do L2 before L1 is complete?
Yes — the four foundation AI agents work with CRM data as-is for most agencies. However, agent output quality improves significantly when the L1 data foundation is clean and structured. For full transformation, we sequence L1 first then layer L2 on top, typically from Month 6-8.
What does organisational integration actually look like?
It means your workflows, SOPs, and KPIs are rewritten around AI and data — not bolted on after the fact. Branch managers review AI-drafted vendor updates instead of writing them. Leadership makes decisions from real-time dashboards instead of monthly spreadsheets. The organisation's operating model changes, not just its tools.
What's the total investment for full transformation?
Full three-layer transformation typically starts at £150,000 over 12-18 months, depending on the number of branches and complexity of your systems. We recommend starting with the Strategy Intensive (£8,000) to scope the build accurately before committing to the full programme.
How do you manage change resistance from our team?
We build for adoption from Day 1 — agents are introduced as tools that remove the work people dislike (vendor update drafting, report compilation) while keeping humans in control of the final output. Training is designed for non-technical staff. The goal is for your team to see AI as something that makes their job better, not something that threatens it.
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Book a free 30-minute call. We'll look at where you are today — data, AI, and operations — and tell you honestly which layer to start with and what it will take.