All Seasons Group × Montaj Digital · AI Opportunity Audit findings, 3 November 2026
Today: how ASG can keep the work it's already earned, grow the engineers without growing the back office, and run the whole business from one place.
Why we're having this conversation: you want to grow from about 15 engineers to 30 while the service desk stays at around six. Everything we found comes back to three things. Today we'll show you how ASG can do all three.
Every month without it, about £0 of revenue within reach goes unclaimed (about £0 at margin).
From the pre-call, the onsite day with every team, the customer success session and the Simpro figures Mich shared. Grouped under the three things that matter most.
Engineers earn the money; the back office costs it. If the desk grows at the same rate as the engineers, doubling the field team means doubling the desk. The OS is how you double one without the other.
Six more people in the back office, each one more salary, desk and management overhead.
The desk stays close to today's size. The same people handle twice the work, with better information.
Every process we mapped, grouped by team, with how it could be AI-amplified. Some need a process fix first, some an automation, some an AI agent working alongside your team. Filter to see each kind.
Every quote gets an owner and next action; follow-ups are drafted for the PM; large bids are flagged; lost quotes get a second approach.
The same quote agent works the repair pipeline, so unanswered quotes are chased instead of forgotten.
Every enquiry logged in Simpro with its source, an owner and an acknowledgement, so marketing knows what works.
One standard survey record on site, linked to the quote, so anyone can pick it up.
Case studies drafted from PM answers, the right proof pulled into bids, and AI video editing for site footage.
Engineers answer a short checklist on site; a draft customer report is ready for the desk to check, with gaps flagged.
A shortlist of suitable engineers by skill, travel time and knock-on effects, for the desk to choose from.
Report data pulled automatically and a draft prepared for review each cycle.
Price and delivery requests tracked with due dates, automatic reminders, and proactive customer updates when a delivery slips.
A simple custody log captured as cylinders move, checked against rental invoices.
Tier 2 progress updates drafted from site notes and photos; a named handover into maintenance at close-out.
Requests routed to Colin with the price, job and budget position attached, within agreed approval limits.
At close-out, the agent reads the O&M pack and flags the systems that need a maintenance quote.
Each invoice arrives with its order, job, variations and cost position gathered and discrepancies flagged. Steven or Elliot still decides.
A holds register with a reason, owner and release condition for each, feeding the payment list.
A readiness check on completion, an owner for every blocked job, and PO reminders that stop when the PO arrives.
A weekly aged-debt list with drafted, staged chase emails for accounts to approve and send.
Card transactions coded automatically; scaffolding records moved out of the spreadsheet.
A churn-risk and touchpoint agent scores every account and tells its owner who needs contact, why and when.
One home in the OS for how ASG works, used by your team and their AI tools, so everyone gives the same answer.
Live trends for leads, quotes, conversions, average value and debtors against creditors, plus a weekly report-up check-in for each team.
The procedures that matter most, written once, owned by someone, and found in one place.
The maps we built from the onsite day, redrawn so you can step through them. Pick an area, then switch between how it runs now and how it runs with ASG OS. Grey boxes are what ASG OS and its agents take on; dashed coral boxes show where there's most to gain.
Where the process begins and ends.
A step your team does.
A step on the customer's or supplier's side.
A step ASG OS, an agent or an automation does.
A fork in the road, made by a person.
Where the OS makes the biggest difference.
ASG OS connects the systems you already use and puts everything in one view: the numbers, the accounts, the procedures and the actions your agents surface each week. Your team works from the same information, and you see the business without chasing anyone for it.
Illustrative mock-up with example figures. The real views are designed with you in the first sprints, from your own data.
Information comes in from the systems and people you already have. ASG OS holds it in one place, and the outputs go back to the people who need them, ready to check and act on. Hover or tap any source or output to trace where it goes.
Four agents do the gathering, drafting and reminding inside the OS. Your people stay in charge of every decision: nothing is paid, posted or sent to a customer without someone approving it.
Builds on Ella's handover designs. Keeping one tier 1 client can be worth more than every hour saved elsewhere.
Aimed at the gap between 55% won by number and 28% by value.
Around 234 hours a year back for the desk and PMs, and reports customers notice.
Around 115 hours a year of senior time back, and less risk of paying for unapproved work.
Most of your work comes from clients you already have. The OS gives each tier its own rhythm of contact, so nobody drifts away because the team was busy. We'll agree the tier definitions and rhythms with you in the first sprints.
Impact runs left to right; effort to build and change runs bottom to top. Quick wins sit bottom right, big swings top right. Filter by part of the OS or by phase, and click any point to see what's behind it.
Every opportunity we found, with the time it could free up, the size of the build and our confidence in the numbers. Sort by any column, search, or open a row for the detail. It's also provided as a spreadsheet.
| ID | Opportunity | Part of the OS | Phase | Hours a year | Value of time | Revenue at stake a year | Build | Confidence |
|---|---|---|---|---|---|---|---|---|
Hours and value of time are yearly, central case. Revenue-led opportunities now show the revenue at stake, from the calculator below, so moving a slider there updates this table. Time and revenue are different kinds of value and aren't added together.
Here's everything we've discussed, in the order we'd build it. We work in two-week sprints so we can gather the right processes and integrations properly as we go, and we present our findings to you at the end of every sprint to make sure we're on the right track.
We gather the data and trace how information moves between teams and systems, then bring it into one hub. Everything else builds on this.
Quotes and lost-quote recovery go live early, because that's where revenue is leaking now.
Client retention, on-site reporting and the invoice pack follow, each live and trained before the next.
Each workstream against the sprint it lands in. Green dots mark where a piece goes live; the value forecast counts its revenue a little after that, to stay on the safe side.
Tools only pay back if people use them. Every sprint ends with your team trained on what's just been built, and marketing gets its own track.
A session at the end of each sprint on what we built: the desk on the OS, engineers on the checklist, account owners on the weekly digest.
Turning site footage and interviews into case studies, reels and bid material, edited with AI so Mich and Ruby spend their time on the story, not the timeline.
Projects set up with ASG's voice, case studies and services, so drafts start from what you already know and stay consistent.
Every default comes from what you told us or the Simpro figures you shared; the few assumptions are marked and get replaced with your own data in the first sprint. Move any slider. Revenue, hires avoided and time are different kinds of value, so each one stands on its own.
The bigger value is harder to count: every team reporting its own numbers each week, decisions made on live figures, and one answer whoever picks up the phone.
Revenue, hires avoided and time are three different kinds of value, so we show them separately. Every assumption is replaced with your own figures in sprint 1.
We start where the money is, so the work pays its way early, then build the foundations and spread out across the business. You see the results every two weeks and decide what comes next.
Large-bid flag, quote chasing and a second approach on the £2.4m of repair quotes. First results in weeks.
Sprints 1 and 2ASG OS connected to Simpro and Sage, with live dashboards and the weekly report-up.
Sprints 1 to 4Tier rhythms, the churn-risk agent and the handover from projects into maintenance.
Sprints 3 to 5On-site checklists, drafted reports and tier 2 updates, filed for the desk to check.
Sprints 4 to 6The supplier-invoice review pack, run alongside your current checks, then live.
Sprints 5 to 7Cumulative revenue within reach as each piece goes live, from the figures in the calculator above. Change a slider and this updates.
The value above is already within reach; until the system is in, it stays on the table. Here's what each month without it costs, from the same figures.
Revenue is shown with margin alongside, and team time separately; they aren't added together. Desk hires avoided aren't counted here, as they only bite once the engineer headcount grows.
We'll walk through the investment options together. Whichever you choose, the work runs in two-week sprints with a review at the end of each, so you see the results before the next piece starts.
New tools fail in predictable ways. We plan for each one from the first sprint.
Built inside the tools people already open, with a named owner and a trial alongside the current process.
When the system isn't sure about a match, it hands the decision to a person.
Every automated step alerts if it stops, and owners get a weekly list of exceptions.
Agents work from approved information, and missing facts come back as questions.
We review the rules with each owner as prices, suppliers and tiers change.
Nothing pays, posts or messages a customer without a person approving it.
Founders and teams we've worked with, in their own words.
"I was running about like a headless chicken trying to get introducers to get me clients. I'll never go back to not having this system."
"It felt like we were finally in safe hands."
"Kai and the team have been exceptional from day one. Their communication, creativity and expertise have been invaluable. I've already referred several businesses."
I cannot recommend this highly enough. The AI training I received was unlike anything else I have come across — it was practical, commercially focused, and immediately applicable to real-world business challenges. Rather than getting lost in theory, every concept was tied directly to tangible outcomes: automating workflows, leveraging AI tools to drive revenue, reducing operational costs, and staying ahead of the competition. The skills I walked away with were not just interesting — they were genuinely marketable. I now have a confident understanding of how to integrate AI into business strategy, use prompt engineering effectively, and identify where AI delivers the highest commercial return. Within weeks of completing the training, I was already applying these skills in my role and seeing measurable results.
We’ve had a great experience working with Kai at Montaj Digital Ltd. His knowledge and understanding of AI, automation, and modern digital systems is extremely impressive. He doesn’t just talk about AI trends, he truly understands how to apply AI in practical, real-world business operations to improve efficiency, workflows, and customer experience. Kai has been professional, responsive, forward-thinking, and genuinely passionate about technology throughout the process. It’s clear he stays ahead of the curve and invests heavily in understanding emerging AI tools and strategies. If you’re looking for someone who truly understands AI and how to leverage it for business growth, I would highly recommend Kai and the team at Montaj Digital Ltd.
Working with Montaj Digital has been a game changer for McQueen Media. Their deep knowledge of AI automations helped us streamline internal workflows and deliver smarter, faster solutions to our clients. From refining lead generation processes to building scalable content workflows, their strategic input has been invaluable. The communication has been clear, the implementation seamless, and the results speak for themselves. More efficiency, more impact, and more time freed up for creative thinking. Highly recommend them to any agency looking to stay ahead with AI-driven systems. — Brad McQueen, McQueen Media
As a busy business owner, I’m aware of how pivotal the implementation of AI in our business is. The problem is, my knowledge around AI is limited and I do not have enough time to understand it to implement it efficiently. This is where Kai & Montaj proved their worth and massively helped. They created a plan & structure for us to use AI efficiently which created so many valuable and attainable leads which has seen huge growth within our business over the last 6 months. Thanks Kai & Montaj Digitial!
Kai and the Montaj Digital team have been such an asset and amazing team to work with when building our SEO for Hire website. From their expertise, professionalism, speed, quality, and solution-driven outlook, to their wholesome personalities...They've been an all-round pleasure. If anyone is looking to build a professional site, our team fully endorse Montaj Digital. They've been nothing short of amazing!
After dealing with 2/3 marketing agencies, I was in desperate need for a company that actually could improve our online marketing. Kai and the team did that and so much more. They surpassed all expectations. Their level of commitment to our company and professionalism throughout meant so much to me because it has made a huge different to my company.
Kai and the team have been exceptional from day one. Their communication, creativity, and expertise have been invaluable. We are thrilled with our new website! I've already referred several businesses to Kai and the team, and I can't recommend them highly enough!
Montaj Digital completely transformed our business with seamless AI integration. Our processes are so much more efficient and automated. They made complex AI applications simple and practical for our team. Highly recommend for any business looking to leverage AI!
I’ve had the pleasure of working with Kai at Montaj Digital, he’s creative, reliable, and a great team player. Always brings smart ideas to the table and follows through with care and precision. Highly recommend working with him!
Montaj have been great at setting up our new website, they made the switch over from the old website as smooth as possible! Thanks to Kai and the team
Excellent week of presentations and discussion. Really helped to frame how helpful AI can be to leverage time and boost productivity.
best agency i have worked with, been with them for over a year now and it only gets better and better!
Great work at short notice! Thanks
We had the pleasure of working with Kai at Montaj Digital on our digital marketing, and the experience has been exceptional from start to finish. His professionalism stands out immediately - he’s organised, responsive, and clearly takes pride in delivering high-quality work. What truly sets Kai apart, however, is his unrivalled knowledge of AI integration. He has an impressive ability to identify opportunities to automate and streamline processes, helping us significantly speed up workflows while maintaining accuracy and consistency. His solutions weren’t just technically strong - they were practical, tailored to our business, and delivered with remarkable efficiency. If you’re looking for someone who combines technical expertise with commercial awareness and a genuinely proactive approach, I would highly recommend Kai and the team at Montaj Digital. Steven - ASG
I attended a few of the seminars delivered by Kai and the Montaj Digital team recently and genuinely came away impressed. What stood out wasn’t the hype around AI or just focusing on ‘chat’, but how practical it’s already becoming in everyday working life with automation and agents etc. Seeing how much time can be saved on the repetitive admin, chasing information, notes, calendars and general day-to-day noise definitely got my interest in understanding it properly for myself. Not to replace people or thinking, but to create more time and headspace for the things that actually need attention. For anyone still thinking AI is a distant concept, I’d say we’re already well past that point!
My initial experience with Montaj Digital at their AI workshop was incredibly impressive. Their knowledge and experience were both intriguing and eye-opening, and they have a way of explaining things in such simple, easy-to-understand terms that makes learning feel comfortable and accessible. The team was so welcoming and genuinely passionate about helping people succeed with the right tools, guidance, and support. I left feeling excited to learn more and truly inspired. Very impressed and looking forward to working with them more in the future!
After meeting with Kai, I have completely changed the way I work! He showed me practical ways to start using AI in my day-to-day business tasks, and the impact was immediate. Before our session, I knew AI was something I should be looking into, but I wasn't sure where to start or how it could actually help me. Kai made everything easy to understand and showed me practical ways to use AI, that I could put into action straight away. THANK YOU!
Attending the AI Summit was a genuinely valuable experience. Kaiyan delivered the session with real energy, clarity, and expertise, making complex topics feel accessible and relevant to today’s workforce challenges. The discussions were thought-provoking, forward-looking, and grounded in practical application, with clear takeaways that can be implemented immediately within business and talent environments.
Kai and the team at Montaj Digital were a massive help in getting AI and automation set up at our Design Studio, Blinc. It’s made day-to-day work way smoother and saved us loads of time. Super practical, no jargon, just proper solutions that actually work. Look forward to working with Kai and the team in the future.
We used Montaj Digital to develop our website and they have been amazing. Their communication has been outstanding. It was an absolute pleasure to work with Montaj Digital, their knowledge on websites is incredible, highly recommend working with the agency.
Montaj Digital really know their stuff when it comes to AI and lead gen. The team is top quality, sharp and easy to work with, and they helped me put smarter systems in place that genuinely improved the quality and consistency of our leads.
I highly recommend this Google ads ppc and Meta ads agency that deliver impressive results. A very professional service for any size business that is looking to grow and drive valuable sales online. Thank you so much.
Amazing presentations that have given me the insight and now confidence to use AI in my everyday working and personal life. Great work Kai 👏🏼 👍🏼 🤓
Kai and the Montaj Team are real Professionals and their dedication and skill makes working with them great
Great communication throughout and deliverables. Highly recommend!
Every month without the system, about £0 of revenue within reach goes unclaimed.
We confirm the priorities and name an owner for each part of the OS.
We map how your information flows and connect Simpro, with starting numbers set from your own data.
At the end of each sprint we show you what's built, what we found and what's next.
We'll follow this session with a written proposal for the programme.
