Every agency moves up a three-stage maturity ladder — a clean data layer (L1), AI across operations (L2), and an AI-Native Organisation (L3). Choose where you are starting.
L1 — Data
The foundation that makes everything else viable.
A structured eight-week process. You know what is being built, why it is being built in that sequence, and what it will cost — before work begins.
Eight weeks. No surprises.
Refined specifically for multi-branch estate agencies — the sequence, deliverables, and outcomes are defined before work begins.
1
Free Data Review
We learn about your agency group, your current data setup, and where you're losing time and deals.
30 minutes
2
AI Strategy Intensive
Deep-dive into your data position, the single biggest bottleneck named with a costed case, the fix designed, and a clean data layer specified before the engagement closes.
8 weeks
3
AI Transformation Partnership
We build your unified, clean data layer — connecting branches, CRM, and reporting into a single source of truth the AI can run on.
Ongoing
4
Optimisation
Continuous improvement, scaling, and support to maximise your long-term ROI.
Ongoing
The Journey in Detail
1
Free Data Review
What Happens:
We learn about your agency group — how many branches, which CRM (Reapit, Dezrez, Jupix), and what's causing pain
You share your growth goals and what "sorted data" looks like for your board
We identify your biggest opportunities for quick wins
You get immediate insights on where you stand vs. similar agency groups
What You Get:
Clear assessment of your data maturity
Honest recommendation on next steps
Custom proposal (if we're a good fit)
Duration
30 Minutes
Investment
Free
Outcome
Go/No-Go Decision
2
AI Strategy Intensive
Entry engagement — 8 weeks, fixed price
What Happens:
Complete audit of data flows across every branch, CRM, and reporting tool
Stakeholder interviews with branch managers and ops team
Data architecture design for your specific branch configuration
Discovery guarantee: The first two weeks are Discovery. By the end you'll have your single biggest operational bottleneck named, with a costed case for fixing it. If we can't put that in front of you, we refund Discovery in full and stop there. You only commit to the build once you've seen the case.
Duration
8 Weeks
Investment
£8,000 (£2,000 Discovery + £6,000 Build)
Deliverable
Working AI on your CRM
3
AI Transformation Partnership
Ongoing — builds the L1 data layer the AI runs on
What Happens:
We design your complete unified data layer — 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
Ongoing
Investment
Fixed fees, justified by measured time and money saved
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 AI Strategy Intensive — Discovery, Design, Build, then Deploy + Measure:
Week 1-2
Discovery
Shadowing, data and systems investigation, and an RPE baseline established. The single biggest bottleneck identified and agreed, with a costed case for fixing it.
Week 3-4
Design
The fix designed against the bottleneck. The context and data layer specified. First working artifact reviewed by end of stage.
Week 5-6
Build
The fix built and connected to your existing CRM. Data quality issues surfaced and handled.
Week 7-8
Deploy + Measure
Live across branches. Team trained. ROI measured against the RPE baseline, with a decision point on the AI Transformation Partnership.
Common Questions
Do I need to commit to the full build after Discovery?
No. The first two weeks of the AI Strategy Intensive are Discovery. You only commit to the build once you've seen the costed case for fixing your single biggest bottleneck. There is no obligation to continue.
What if Discovery doesn't deliver?
The first two weeks are Discovery. By the end you'll have your single biggest operational bottleneck named, with a costed case for fixing it. If we can't put that in front of you, we refund Discovery in full and stop there. You only commit to the build once you've seen the case.
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
AI across your operations. Live in eight weeks.
The AI Strategy Intensive builds the fix for the bottleneck Discovery surfaces, deployed on your existing CRM. No new software, no data migration, no disruption to your team's workflow. The first two weeks are Discovery: you get a costed case for the fix, or we refund Discovery in full.
From call to working AI on your CRM in eight weeks.
A focused, stage-based process. By Week 8 you have working AI deployed on your CRM, measured against an RPE baseline — with Discovery refundable in full if we can't put a costed case in front of you.
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 Strategy Intensive
We build the fix for the bottleneck Discovery surfaces and deploy it on your existing CRM. The first two weeks are Discovery — a costed case for the fix, or Discovery refunded in full.
8 weeks
3
AI Transformation Partnership
The ongoing engagement that follows a successful Intensive. Keeps your system running at full quality and adds new deployments as your business evolves.
Ongoing
4
Going Wider and Deeper
Once the foundation is proven, we identify the next highest-value workflows and ship additional deployments as the Partnership widens and deepens.
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 discuss where the single biggest bottleneck is likely to sit 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:
An early view of the likely bottleneck and the kind of fix it points to
Outline of what the build would look like for your agency
Honest fit assessment — including whether the data layer needs work first
Fixed-price proposal with a clear 8-week timeline
Duration
30 Minutes
Investment
Free
Outcome
Go/No-Go Decision
2
AI Strategy Intensive
Entry engagement — fixed price, fixed timeline
What Happens:
Weeks 1-2 — Discovery: Shadowing, data and systems investigation, RPE baseline established. The single biggest bottleneck identified and agreed, with a costed case for fixing it
Weeks 3-4 — Design: The fix designed against the bottleneck. Context and data layer specified. First working artifact reviewed by end of stage
Weeks 5-6 — Build: The fix built and connected to your existing CRM. Data quality issues surfaced and handled
Weeks 7-8 — Deploy + Measure: Live across branches, team trained, full handover — all code, prompts, and documentation owned outright by your agency. ROI measured against the RPE baseline
Example Build-Stage Deployments:
The Intensive builds the fix for the bottleneck Discovery surfaces. Illustrative examples of what the Build stage can ship include:
Compliance & Risk Assistant — flags AML/KYC gaps and Consumer Duty / CPR exposure across the pipeline before they become director liability
Market Intelligence Briefing — a weekly briefing per branch, built from your own CRM data plus live market data
Viewing Follow-Up Agent — drafts personalised follow-up emails after every viewing, catching the ones your team doesn't have time to send
Vendor Update Drafter — pulls pipeline status from your CRM and drafts vendor update emails on a cadence
Discovery guarantee — a costed case for your single biggest bottleneck in two weeks, or Discovery is refunded in full
Duration
8 Weeks
Investment
£8,000 (£2,000 Discovery + £6,000 Build)
Outcome
Working AI on your CRM
3
AI Transformation Partnership
Ongoing — your long-term AI transformation partner
What Happens:
Weekly system health check — uptime and output quality review
New deployments as business needs surface
Monthly AI Quality Report: what the system did, what it caught, what it missed
Priority support: same-day response for anything that breaks
Annual data quality review and recommendations
What You Get:
A long-term AI transformation partner without the overhead of a full-time hire
A system maintained at full quality as your data and processes evolve
Movement up the maturity ladder — wider across the organisation, deeper into the operating model
Fixed fees justified by measured time and money saved — not a performance share
Duration
Ongoing
Investment
Fixed fees, justified by measured ROI
Outcome
AI Ops Covered
4
Going Wider and Deeper
What Happens:
We analyse performance data to identify your next highest-value automated workflow
Design and build deployments specific to your agency's operations — beyond the first fix
Integrate with additional data sources as your capability grows
Each deployment is scoped, priced, and delivered as the Partnership widens and deepens
What You Get:
Expanding AI capability tailored to your specific workflows
Deployments built from your operational data, not generic templates
Each step builds on the foundation — compounding returns over time
Duration
Ongoing
Investment
Custom
Outcome
Compounding AI Capability
Your Eight-Week Intensive
What happens stage by stage from contract signature to handover:
Week 1-2
Discovery — Discovery Guarantee
Shadowing, data and systems investigation, RPE baseline established. The single biggest bottleneck identified and agreed, with a costed case for fixing it. If we can't put that case in front of you, we refund Discovery in full and stop there.
Week 3-4
Design
The fix designed against the bottleneck. The context and data layer specified. First working artifact reviewed by the end of the stage.
Week 5-6
Build
The fix built and connected to your existing CRM. Data quality issues surfaced and handled, with branch-specific configuration applied across all locations.
Week 7-8
Deploy + Measure & Team Training
Deployed across all branches at full capacity. Team training session delivered — your staff know exactly how to use, review, and override outputs. Full handover — all code, prompts, and documentation. ROI measured against the RPE baseline. 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 Discovery doesn't deliver?
The first two weeks are Discovery. By the end you'll have your single biggest operational bottleneck named, with a costed case for fixing it. If we can't put that in front of you, we refund Discovery in full and stop there. You only commit to the build once you've seen the case.
How much disruption does this cause to our team?
Minimal. The system runs in the background — your team doesn't need to change their workflow during the Intensive. We handle all technical setup on our side. Training in the Deploy + Measure stage is a single session designed for non-technical staff.
Do we own what's built after the Intensive?
Yes. Full ownership — all code, all prompts, all documentation. You are not renting access to a vendor system. You own the architecture. If you choose not to continue with the AI Transformation Partnership, your team can manage the system independently.
Can we add more once the first fix is live?
Yes — through the ongoing AI Transformation Partnership, which goes wider across the organisation and deeper into the operating model. Most agencies identify additional high-value workflows to automate once they see what's possible.
Do we need a clean data layer (L1) before deploying AI (L2)?
Org design before deployment — we build the data and context layer underneath the AI so the system actually gets used. For most agencies this happens within the Intensive itself; if your CRM data quality is severely degraded, output quality will reflect that. We assess this on the discovery call and advise accordingly.
L3 — AI-Native Organisation
A structurally different business. Built in sequence.
The complete three-stage journey up the maturity ladder. A clean data layer (L1), AI across operations (L2), and an AI-Native Organisation (L3) — each stage 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 Stages. One Transformation.
L1 builds the data layer — structured, governed, compliant. L2 deploys AI across operations — systems doing real work and getting smarter over time. L3 restructures the organisation around AI — org design, roles and workflows built AI-first, human expertise applied only where it creates the highest value.
1
Assess & Design
The AI Strategy Intensive surfaces and fixes the first bottleneck, and maps the journey across all three stages — data maturity, AI readiness, and organisational capability.
8 weeks
2
Build the Data Layer (L1)
A unified data platform, automated pipelines, cross-branch reporting. The clean data layer that everything else runs on.
Ongoing
3
Deploy AI Across Operations (L2)
Through the AI Transformation Partnership, AI deployed and expanded on top of the clean data layer — compound returns build over time.
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
The AI Strategy Intensive — foundation for all three stages
What Happens:
Data position assessment across all branches
AI readiness assessment — CRM data quality, workflow mapping, bottleneck analysis
Organisational capability assessment — team structure, decision-making, change readiness
The single biggest bottleneck fixed, plus a roadmap covering all three stages with RPE projections
What You Get:
Working AI on your CRM plus a sequenced three-stage roadmap with clear dependencies
Technical architecture design for the data layer and AI across operations
Compliance infrastructure blueprint
Organisational design — what roles, KPIs, and processes change at each stage
Executive presentation for board sign-off
ROI measured against the RPE baseline and a decision point on the Partnership
Duration
8 Weeks
Investment
£8,000 (£2,000 Discovery + £6,000 Build)
Deliverable
Working AI + Transformation Roadmap
2
Build the Data Layer — L1
AI Transformation Partnership — 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
Ongoing
Investment
Fixed fees, justified by measured ROI
Outcome
Unified Data Platform
3
Deploy AI Across Operations — L2
AI Transformation Partnership — L2 deployment + expansion
What Happens:
AI deployed across operations on top of the clean data layer — going wider and deeper as the Partnership grows
The next highest-value workflows identified and automated using real production data
Output measured against RPE, with systems doing real work and getting smarter over time
Output quality compounds as the L1 data layer matures — improving over time
What You Get:
AI across operations live in your CRM
Full architecture ownership — code, prompts, documentation — yours outright
Expanding capability as the Partnership widens and deepens
Ongoing optimisation through the AI Transformation Partnership
Duration
Ongoing
Investment
Fixed fees, justified by measured ROI
Outcome
AI Across Operations
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
AI Strategy Intensive
Three-stage assessment and roadmap, with the single biggest bottleneck fixed and working AI deployed on your CRM. Compliance infrastructure mapped. Board presentation delivered. Transformation plan agreed and sequenced.
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 Across Operations — L2
AI deployed across operations once the data layer is stable, going wider and deeper through the Partnership. Output quality compounds as the L1 data layer matures — improving over time.
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
The Partnership adds new AI deployments. The data platform scales with growth. The system improves as the business evolves — compounding returns over time.
Common Questions
Do we have to go through all three stages?
No. Everything starts with the AI Strategy Intensive. From there, the AI Transformation Partnership takes you as far up the ladder as you want to go. But if you want durable competitive advantage — not just a short-term efficiency gain — all three stages working together is what makes it compound. We'll tell you honestly where to start based on your current situation.
Can we deploy AI (L2) before the data layer (L1) is complete?
Org design before deployment — we build the data and context layer underneath the AI so the system actually gets used. Output quality improves significantly when the L1 data layer is clean and structured, so we sequence the data layer first and layer AI across operations on top as the Partnership progresses.
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?
The ongoing AI Transformation Partnership is priced as fixed fees, justified by the time and money it saves — the wider and deeper it goes, the larger it is. We recommend starting with the AI Strategy Intensive (£8,000) to fix your single biggest bottleneck and scope the journey 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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Ready to Get Started?
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.