AI Business OS. Built around your work.
We set up and connect your CRM, automation and AI memory. A working system, configured for how you run the business.
✓ Configured for your business · ✓ Running live in my own agency · ✓ No tech skills needed
When the work sits between the tools.
If the inbox is your contact list and every reminder depends on you, there is a system to put in place.
Enquiries stay in the inbox
A message arrives. The contact record and next action still need to be added by hand.
You're doing it all manually
Moving details into the CRM. Sending the same email. Setting another reminder.
The pipeline is hard to follow
Your contacts, pipeline stages and next actions need a place you can check.
The working routine lives in your head
The tools are only part of it. You also need a routine for using them.
The AI Business OS: the tools and the working routine.
Forms and CRM entry points
We connect the forms and entry points that feed your CRM.
HubSpot CRM Pipeline
We map and configure your sales stages in HubSpot.
Make.com Automation Workflows
We configure workflows between your CRM, reminders and client emails.
Branded Email Templates
HTML email templates matched to your business.
AI Business Memory System
A Claude-based setup for daily briefings, coordinating AI agents and decision support.
Handover and support
We agree the handover and support on your call.
- ✓Daily Operating Protocol — Your step-by-step AI workflow for each day
- ✓30-Day Support Window — Direct access to Garth for questions + optimisation
- ✓Optimisation Call (Month 2) — Review and tune everything after 30 days live
- ✓Ecosystem Playbook — A guide to how your tools connect.
How it works
Discovery
We map your current setup and identify the gaps.
Architecture
We plan which tools, triggers and workflows the system needs.
Build
We configure and connect the tools in your scope: CRM, automation, email and AI memory.
Test & Launch
Full end-to-end test. You watch it work live before we hand over.
Support
30-day support window + Month 2 optimisation call.
“I built this system for my own businesses first. The Grooming Boutique, Bookd, Studio 72 — all running on it. This isn't theory. It's what I use every day.”
The work agreed on your call.
We review your setup and put the scope in writing.
Optional ongoing support if you want it
- ✓Forms and CRM entry points
- ✓HubSpot CRM Pipeline Setup
- ✓Make.com Automation Workflows
- ✓Branded HTML Email Templates
- ✓AI Business Memory System
- ✓Daily Operating Protocol
- ✓30-Day Support Window
- ✓Month 2 Optimisation Call
We'll look at your setup and talk through the scope.
Common questions
Do I need to be technical?
No. We build and configure the system. You take part in the discovery call and the handover.
What if I already use different tools?
We review your existing setup on the call. We can work with the tools you already use or recommend alternatives as part of the scope.
What does "done for you" actually mean?
We configure the tools, write the automations and build the templates in your scope. You don't need to write code.
Can I see the system working?
On the call, Garth can show you the live system used in his own businesses. Your scope sets out what would be configured for you.
What happens after the 30-day support window?
Ongoing support is optional and scoped on your call. Support can also be arranged as needed.
Is this only for Cardiff businesses?
No — we work UK-wide and remotely. Cardiff is just our home base.
Ready to stop doing it manually?
We'll look at your current setup, identify the gaps and show you what we would build.
Book a callScoped on your call