AI Agents
where AI agents fit.
A four-week sprint maps where AI agents create the most value across your operations, specs the top priorities, and models the ROI — a leadership-ready plan you own. Built for Salesforce, Claude, or whatever CRM and apps you already run.
Book a discovery call →
Built for companies asking how AI can help.
Process-heavy operations
Legal, insurance, finance, logistics — work that runs on repeatable, high-volume process.
The question is being asked
Leaders and teams are asking “how can AI help our organization?” You need a real answer — backed by numbers, not vendor pitches.
Built on your tools
We find where AI agents create value first, then build where your work already lives — Salesforce, Claude, or whatever CRM and apps you run.
Why build agents.
The same three reasons every time — time, money and quality — and they compound.
Time back
Agents handle the repetitive work in seconds — not hours.
Lower cost
A fraction of the cost of headcount for the same throughput.
Consistent quality
No off days, no dropped steps — the same standard every time.
Scales with demand
Handle 10× the volume without 10× the team.
More from your stack
Put the systems and data you already pay for to work.
Free your people
Hand off the busywork so your team does the work that matters.
Your competitors are already adopting AI fast. The companies that get their implementation strategy right now will win their market over the next few years — the rest will spend it catching up.
Built for process-heavy industries.
Where repeatable, high-volume process meets high-stakes judgment — that's where agents pay off fastest.
What agents changed.
It started with a discovery sprint — the roadmap it produced is what everything below was built from.
Built on Salesforce+ Claude
I’ve been fortunate to work with Adrian at Broughton Partners for the past year. We brought him in as our Fractional Product Lead for AI Agents, through his product and design studio, Impact Velocity Studio, to help drive our AI and automation initiative.
In that time, Adrian led the product discovery, strategy, design, and delivery of 18 custom AI agents across our operation and helped us streamline our case delivery and audit process end to end. The impact has been real: meaningful manual work taken off our team, more consistent output, and he’s helped drive our AI initiatives forward.
Beyond the build, Adrian has a knack for aligning stakeholders and getting everyone on the same page, paired with a keen attention to detail that keeps complex work organized for the development team. His communication and creativity have lifted the quality of our projects across the board.
I’d recommend Adrian to any team looking to get an AI or product initiative organized, on track, and actually shipped. And thank you, Adrian, for caring about our mission and treating these projects like they were your own.
From first-touch triage to document review and case delivery, agents now run the operational front line — end to end.
From idea to a shipped agent.
The discovery sprint stands on its own. If leadership decides to build, phase two takes it to production — with your sign-off at every gate.
Discovery sprint
Requirements
Build & ship
Support
After Phase 1, leadership decides whether to roll into Phase 2 — prioritised on the ROI and the AI agent roadmap the sprint produces. No commitment to build to get value from discovery.
Four weeks, week by week.
Exactly what happens across the discovery sprint — from onboarding to the go / no-go on build.
Onboarding & goals
Discovery & interviews
Opportunity map & AI spec
Review & decision
Agents we've shipped.
A look at what we've built — and the anatomy of each one.
Lead triage agent
Scores inbound leads, routes them, and drafts the first touch.
Quote assistant
Assembles CPQ quotes and checks them against discount rules.
Case deflection agent
Resolves tier-1 cases and escalates the rest with full context.
Renewal-risk agent
Flags at-risk accounts early and drafts the save play.
Contract review agent
Reviews contracts against your playbook and flags the risk.
RFP response agent
Drafts RFP and proposal responses from your knowledge base.
Content engine
Turns a brief into on-brand drafts across channels.
Ops knowledge agent
Answers process questions from your SOPs and runs checklists.
These are a few we've shipped. Yours starts with a conversation about the work you want off your team's plate.
Book discovery call →Agents for every team.
Wherever there's repeatable work, there's an agent that can take it on.
Finance
Invoice & expense triage
HR
Onboarding & policy Q&A
Product
Feedback & research synthesis
Operations
SOP execution & checklists
Legal
Contract review & intake
Customer Success
Health monitoring & saves
Sales
Lead triage & follow-up
Marketing
Content & campaign drafts
We wrote the playbook.
When a legal-marketing firm needed to scale case qualification, we mapped the whole operation and wrote the definitive playbook on agent-driven audit — built on Salesforce.
How to build AI agents for mass tort case qualification & audit.
We didn't just build the agents. We mapped the whole intake-to-delivery operation, found where it breaks, and wrote the playbook for fixing it with agents.
Built on SalesforceIntake scales exponentially. Audit capacity scales linearly with headcount. The gap between them is where margin goes to die.
Discovery first. Build second.
Most AI vendors sell you agents. Most consultants sell you frameworks. We run a sprint to find where agents and AI actually create value in your operations — then help you build what makes sense on the tools you already run. Discovery first. Build second. Always in that order.
The only one that checks every box.
Most AI help comes from engineers, consultants, or the platforms themselves — and each leaves a gap. We bring product-management discipline to the whole problem: strategy, ROI, and a spec that actually ships.
| Impact Velocity Studio | Engineers | Consultants | Platforms | |
|---|---|---|---|---|
| Product strategy & prioritisation | – | – | ||
| Understands how it gets built | – | |||
| ROI & business case | – | – | ||
| No platform of their own to sell | – | |||
| Ships production agents | – |
Product strategy that understands the build — with no platform of our own to sell you.
Two deliverables. One plan you own.
Strategy first, then the spec. Leadership reads the first; your builder works straight from the second.
Opportunity map & ROI
The strategy piece, first. A portfolio view of where agents and AI create value across your operations — prioritised, with the numbers to back it.
AI product requirement spec
The spec for the top priorities — an AI product requirement spec covering exactly which agents or skills to build, on which platform, and how to roll them out.
Start with discovery. Build when the ROI is right.
The discovery sprint stands alone — fixed price, fixed scope, a roadmap you own. If the math works, we scope the build together. If it doesn’t, you still walk away with the strategy.
AI Implementation & Agent Discovery Sprint
- Opportunity map, ranked by impact
- ROI model per opportunity
- AI product requirement spec for the top priorities
- Which agents or skills to build, on which platform
- Implementation roadmap
- Leadership-ready strategy document you own
Agent Build & Deployment
- Production-ready AI agents
- Fully tested & deployed
- Salesforce, Claude, or the tools you already run
- Handover + documentation
- Team training & adoption
- You own everything we deliver
Build scope and price are set from the sprint's roadmap — no surprises.
Built on the tools you already run.
The sprint decides what to build before deciding where. When it’s time to ship, we build on Salesforce, on Claude, or on the CRM and apps you already run — with a build partner for whatever that is.
Salesforce Agents
Agents that live inside your CRM — Agentforce and custom — acting on the data and records your team already runs on.
Claude Agents
Custom agents for the work that needs real reasoning — reading documents, researching and drafting across your whole stack.
Your existing stack
Already on HubSpot, NetSuite, or a custom system? We build where your work already lives — and bring a vetted build partner for the platform if we need one.
Whatever you run, the platform decision is part of the sprint — made on the evidence, not a vendor’s preference.
Questions, answered.
What does the sprint actually produce?
An AI product requirement spec for your operations. First the strategy: an opportunity map of where agents and AI create value, prioritised, with ROI for each. Then the spec: exactly which agents or skills to build first, on which platform. Then the implementation roadmap. You walk away with a leadership-ready plan you own.
How is this different from every other AI agent vendor?
Most vendors sell you their agent or their platform before they understand your operations. We come at it as product people — opportunity mapping, prioritisation, ROI, and a written spec — so you get an objective answer to what is actually worth building for you, not a pitch for what we happen to sell.
Is this only about agents?
Agents are usually the biggest driver of ROI in operations right now, so they anchor the work. But the sprint identifies the right mix — agents, AI skills, workflows, or automation on tools you already own. You get what fits your situation, not one solution forced onto every problem.
Which platform will we build on?
We work out what to build before deciding where. The build happens on Salesforce, on Claude, or on the CRM and apps you already run. Choosing the platform is part of the sprint’s output, decided on the evidence.
Do we have to build with you?
No. The sprint stands on its own and you own everything it produces. Build with us, build internally, or take the plan to another partner. There is no commitment to a build to get value from the discovery.
How long does it take?
The discovery sprint is a fixed four weeks with sign-off gates along the way. If you move into a build, that typically runs four to twelve weeks depending on scope — set from the sprint roadmap, so there are no surprises.
Is our data safe?
Agents run inside your systems and permissions. Salesforce agents keep data in your CRM; Claude agents use enterprise controls. Nothing trains on your data.
Do we need engineers?
No — that's the point. We build, ship, and support the agents so your team doesn't have to.
Let's run your AI agent discovery sprint.
Tell us about your operations and the AI question you're trying to answer. We'll walk you through what a sprint looks like for your situation — no pitch, no pressure.