Find the work that slows your business down. Then build a practical way to improve it — with AI, automation and systems that fit how your team actually works.
These are starting points for a conversation. We assess your tools, data and process, then agree the features, integrations and safeguards your business needs.
01 / BUSINESS SYSTEMS
Win and follow up.
A clearer path from the first enquiry to the next conversation.
Sales CRM & dashboardsKeep contacts, opportunities, next actions and sales performance in one useful view.
AI appointment setting & follow-upsAnswer approved questions, qualify enquiries and guide people to a booking, with consent, clear limits and a human handover.
Pre-call research briefsBring together relevant public business information and existing client context before a conversation.
Pitch decks & proposal assistancePrepare a first draft from approved offers and discovery notes for your team to review.
Sales call reviewReview consented recordings against an agreed scorecard to find coaching opportunities.
No-show rebookingGive missed appointments a considerate route back to the calendar.
02 / BUSINESS SYSTEMS
Deliver a better client experience.
Less chasing. Clearer handovers. Clients who know what happens next.
Client portals & project boardsOne place for agreed deliverables, files, progress and responsibilities.
Onboarding flows & callsCollect the right information, assign tasks and schedule the first call within an agreed response window.
Client roadmaps & results trackersTurn the agreed plan and available performance data into a clear picture of progress.
AI client recapsDraft updates from approved notes, completed work and project information for your team to check.
Client health & quiet-client alertsFlag missed milestones, long gaps in communication and other agreed signals for human review.
Feedback & NPS surveysAsk for feedback at sensible points and route responses to someone who can act.
03 / BUSINESS SYSTEMS
Give your team time back.
Practical tools for the repeated work between the important work.
SOP libraries & knowledge assistantsMake approved procedures and business knowledge easier to find, with source references and appropriate access.
End-of-day reportsGather structured team updates and surface blockers without another round of chasing.
Document & inbox workflowsExtract information, categorise requests and prepare suggested actions with checks before consequential changes.
Quote & estimate assistanceDraft scopes and calculations from approved inputs, with a person responsible for the final quote.
App integrations & data entryConnect compatible tools and reduce repeated copying, with error alerts and a recovery process.
04 / BUSINESS SYSTEMS
See what needs your attention.
Useful information for decisions, with the detail still within reach.
CEO & operations dashboardsBring agreed measures from sales, delivery and operations into a view you can use.
AI chief-of-staff supportA reviewable daily brief of priorities, follow-ups and decisions, drawing on the systems you choose.
AI opportunity auditsIdentify suitable tasks, check data readiness and compare likely value, implementation effort and ongoing costs.
Custom AI tools & assistantsScope a tool around a specific business problem when an existing product is not a good fit.
Team training & ongoing improvementHelp people use the system, monitor its output and maintain prompts, workflows and integrations.
A PRACTICAL WAY FORWARD
Start focused. Prove the value. Build from there.
The right solution might be a better process, an existing tool, a simple automation or a custom build. We work that out before adding complexity.
01
Find the opportunity
Map the problem, the people involved and the result that would make the work worthwhile.
02
Agree the pilot
Set a clear scope, responsibilities, cost and success measures. Review data access and human approval points.
03
Test real work
Run agreed examples, check failure cases and measure the result with your team before wider use.
04
Make it usable
Document the workflow, train the team and agree monitoring, support and ongoing software costs.
ONE CONNECTED SALES SYSTEM
Every part has a job. Every enquiry has a next step.
Connect the useful parts of your sales process, with approved business knowledge and a clear route to your team.
Capture
Connect the agreed website forms or messaging channels to a shared customer record. Your team can see what the person asked and where the enquiry came from.
CONDITIONAL FOLLOW-UP
Useful when an eligible enquiry goes quiet.
Follow up only with the agreed permission and timing. Stop sales chasing on a reply, booking, opt-out or human takeover.
SHARED FOUNDATION
Customer context. A human owner.
The CRM records the conversation and next action. Your team stays responsible for important decisions and exceptions.
AN ILLUSTRATIVE CONVERSATION
A useful question. A relevant next step.
The assistant uses approved information and what the person has already shared. It does not need a long script to be helpful.
Use the existing enquiry context.
Ask one useful missing question.
Offer the appropriate next step.
Hand over when a person is needed.
Fictional example – not a live chat, customer transcript or performance claim.
EXAMPLE · AI ASSISTANT
Prospect
Our enquiries come through the website. We lose track once a quote goes out.
AI assistant
A shared pipeline and agreed follow-up could help. Where do you track quotes now?
Prospect
A spreadsheet, mostly.
AI assistant
That gives us a starting point. Would you like to discuss a clearer quote-to-next-step workflow with the team?
BEFORE WE TALK
A few useful answers.
01
What does Takeoff do?
Takeoff helps businesses find useful applications of AI and automation, then designs and implements the systems around their goals. That can include websites and marketing, enquiry handling, sales follow-up, customer management and everyday workflows.
02
Do you still build websites and provide SEO?
Yes. Website design, standalone custom CRMs and all our existing SEO and marketing services remain part of Takeoff. We can connect them with the sales and operational systems around them, depending on what your business needs.
03
Do I need to replace my current website or tools?
We review what you already use. Where it makes sense, we build around it. Any integration or migration is checked and scoped before work begins.
04
Can AI answer enquiries and help with bookings?
We can scope supported channels to answer approved questions, gather useful details and guide people to a booking. The setup depends on your channels, calendar and business rules, with a clear route to your team.
05
Will this run the whole business for me?
We focus on repeated steps that can be handled reliably. Your team keeps control of important decisions, exceptions and the work customers are buying. The scope sets out what is automated and where people stay involved.
06
What does it cost?
The business check compares three scoped options based on all your selected outcomes and existing tools. It does not calculate a price. We confirm the scope, setup cost, any optional care, software and usage costs, and tax treatment in a written quote before work begins.
07
Is my existing basic website offer still honoured?
Yes. Existing agreed basic website offers keep their agreed scope and terms. Additional functionality or ongoing services are discussed separately.
08
Do you guarantee more sales?
No business result can be guaranteed. We agree what the system should improve and track useful measures such as response time, suitable enquiries, attended appointments and the manual work involved.
09
Can I speak to a person?
Yes. You can book a free 30-minute discovery call with Alex or contact Takeoff directly. You do not need to complete the business check first.
10
Is this your own software?
Takeoff provides the consulting, implementation and ongoing management. We use established platforms and integrations where they fit, and explain the setup and responsibilities as part of the scope.
LET’S FIND THE USEFUL PART
What’s taking more effort than it should?
Tell us where the friction is. We’ll help you work out whether a better website, connected systems or AI could make a practical difference.
