
Broking · retention
Renewal-readiness engine
Bring schedules, missing information and quotes together before renewal deadlines.
One working workflow. In 90 days. Fixed fee.
Not because tools are missing. Because the senior person who could point them at the right processes, connect them to real data, and get the team to actually use them isn't in the building.
No CTO, no Head of IT to own a sustained AI programme. The owner ends up doing it in evenings.
£200k+ engagements don't justify themselves at £5–25m revenue. The math doesn't work.
No fractional CIO, no strategist to sanity-check the next decision. You're on your own.
Tools need direction. A senior operator connects your data, designs the process and reviews the work.
Your tools. Your context. Human judgement at the point it matters.
See the approachNo junior consultants. No vague timelines. No surprise invoices.
Not a junior consultant. Not a chatbot. A named operator with 20+ years of relevant experience leads every engagement.
Analysis, content, integration, automation — handled by configurable agents under the operator's direction. Speed and depth a small team alone couldn't match.
No change orders. No expense passes. No surprise extensions. The commercial contract mirrors the delivery contract.
We name the success criteria before any work begins, and close out against them — not against effort.
The client meets one person. Behind them, a configured AI agent stack compresses months into days — workflow, integration, knowledge, content, monitoring. Agents never speak to the client. The operator directs, reviews every output, and applies judgement to everything that matters.
Map the work. Build the workflow. Put it in your team's hands.
Each one is a named workflow with a baseline, a target, and a way to measure it on day 90. Drawn from the operations of the businesses we focus on.
Scored across six criteria — willingness to pay, urgency, AI fit, fragmentation, referability and our access. Three anchor verticals lead.
Ex-SVP, VP, GM or CEO. No juniors, no bench-swap mid-project.
Running in your business, against outcomes we signed before we started.
Every output reviewed by the operator. Where AI is involved, you always know.
The foundational thesis behind Series-X. Why the senior-operator + agent-stack model wins for the underserved middle.
Field note
Argument
Feedback on the websites, content and support we deliver.
“The website is gorgeous. Josh added things I hadn’t even asked for that I love, including the moving images. The layout is very professional and clean, and I’m delighted to be able to start showing it off. Great job from the team.”
Andy Barbeau
MORe LLC
“The first draft was excellent: simple, elegant and understated. I really liked how the website reflected my identity and helped bring everything together into a coherent brand. Seeing my ideas take shape this way was a very useful exercise.”
Dori Milej-Smith
Lyra
“I reviewed the website over the weekend and thought it was great. There was just one small thing I was considering changing, but overall I was very pleased with it.”
Kurt Cannon
The proAKTive Group
“The content created for my upcoming posts is really good. I particularly like the conversational style. I can review it, make a few adjustments and add my own perspective.”

Dr Milan Shah
SETU Dental
Milan also reported around 340 impressions on a platform-created post in a couple of days (23 September). Client-reported; not independently verified or a measure of new patients.
“I appreciate Francis’s patience in helping me understand the platform. I understand it a lot better now, and I like that it suggests topics beyond my weekly essays, including things happening in the news.”
Richard McGill Murphy
Walled City
Not a chatbot rollout. Not a slide deck. An ex-SVP / VP / GM operator, augmented by AI, installing one workflow that actually runs. Thirty minutes to see if it fits.