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Case study

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An AI opportunity diagnostic across a 115-person operation.

Commercial HVAC · 115 staff

A commercial HVAC business wanted to know where AI would actually pay back across the whole operation — a plan, not a pilot.

01 · Strategy

Where we started

We ran a paid diagnostic — our Revenue Diagnostic at scale — starting from where money and time leak, not from the technology. Every candidate scored for impact, effort and payback.

02 · Implementation

What we built

Mapped repair-quote conversion, coordinator capacity, purchase orders and contract renewals
Scored each opportunity for impact, effort and payback
Sequenced the shortlist into a prioritised, phased programme
Delivered as a roadmap the leadership team can act on

03 · Outcome

What changed

  • A clear, costed AI roadmap for the whole operation
  • Leadership aligned on what to do first
  • A plan they own — build it with us or anyone

Want an outcome like this?

Book a 20-minute call and we'll tell you where AI would pay back fastest in your business.