Before we start

We build a way to handle a specific task, such as preparing content for review or bringing campaign results together. It connects to your tools and includes checks, approval steps and training. Before we start, we agree what we’ll deliver, the cost and how we’ll measure success.

We work with your IT team to choose tools whose terms rule out using your data to train AI. We check the contracts and settings, including for AI built into tools you already use.

We also check whether providers can process your requests without keeping a copy, known as zero data retention. We confirm which features qualify and any exceptions before setup.

Yes. We start with the tools your team already uses. Your IT team helps us check what can connect, which licences you need and what information each tool can access.

Drafts use your approved information, brand guidance and compliance rules. We set up checks to flag claims that lack a source and missing disclosures. Your reviewers check the content and approve it before publication. Your firm remains responsible for any advice it publishes.

We agree the review steps with your compliance team before building. Together, we decide who approves the work, which sources and draft versions to keep, and how long to keep approval records.

That depends on the tools we use and how they’re set up. Before connecting your data, we check where each tool stores it, who can access it and how long it is kept. Your IT team reviews these details against your requirements.

We start with one task and test it with the people who do the work. Once it works well, we help other teams use the same approved information and process. Each team gets suitable access and practical training on checking results, correcting mistakes and asking for expert help.

We review your customer records, campaign responses and any outside data you want to use. Before using that information to prioritise prospects or draft follow-up, we check its accuracy, whether you have permission to use it and each person’s contact preferences.

We agree what to measure before we start. That could include time spent reviewing content, corrections needed, campaign launch time or enquiries from suitable prospects.

We bring together results across your channels so your team can see what performs well and what to change. We flag missing data and review progress with you before extending the work to more teams.