Our scheduled agents started running hours early
After a restart, some of our scheduled AI agents began firing hours ahead of time. What we paused, what we check now, and what is still open.
Insights
Notes from running our own companies.
What we learn putting sales follow-up, back office systems and AI to work, first in our own businesses and then in our clients'.
- 3 min read
- 3 min read
The quote went out before anyone checked the numbers
Quotes leak more money than most owners realise, and AI-drafted quotes leak it faster. A simple approval path for contractors, workshops and service firms.
- 3 min read
A generic AI persona does not know how your firm works
Built-in 'marketing expert' and 'legal assistant' personas sound capable and know nothing about your firm. Write your own role profiles instead.
- 3 min read
Keep one client's facts out of another client's proposal
Reusing last month's proposal is how one client's numbers end up in front of another. A checklist for service firms, with and without AI.
- 3 min read
Write down what can go out without you
Every owner approves too much or too little. A short written list of standing approvals, each dated and limited, fixes both.
- 4 min read
CRM agents scored near zero on knowing what is confidential
A Salesforce benchmark found AI agents lose ground over multi-step CRM work and barely recognise confidential data. What a sales team should do about it.
- 4 min read
Your files hold what you wrote, not what you decided
An AI connected to your documents will find the plan you abandoned and recommend it again. Decisions and failures need a home of their own.
- 4 min read
We misread a client brief twice. Write the exceptions down
Good defaults cause expensive mistakes when nobody writes down where they stop applying. What our own misread brief taught us about rules with exceptions.
- 3 min read
A check that cannot fail is worse than no check at all
A check that cannot fail gets trusted anyway. We found two in our own systems this weekend. How to test the approvals in your business.
- 3 min read
Our finance dashboard showed 100% margin on every engagement. Here is what was wrong.
A double-entry ledger with no callers, demo data in production and a runway figure summed across currencies. How we rebuilt our own numbers, and a checklist for yours.
- 3 min read
Who is allowed to send what, and from which company?
When one team runs mail for several businesses, a message eventually leaves from the wrong one. A one-page sender table stops that.
- 3 min read
How to tell whether your AI rollout actually saved time
A four-column time log any owner can run for two weeks. It shows whether AI saved hours, where review ate them, and which part a company memory can fix.