Jake McMahon
Led by Jake McMahon
8+ years B2B SaaS · LinkedIn

Process · Automation · Data · AI

AI amplifies whatever's underneath. We make sure that's a clean foundation.

Most businesses come to us asking for AI. What they actually need is clean processes, automated workflows, and structured data — then AI on top. We build the foundation and layer the intelligence.

Fixed-scope delivery · No retainers · No billing surprises

Three ways to engage

Full Custom Build Start from scratch
Fix & Implement Clean up, then build
AI & Automation Layer Add intelligence on top
Built for B2B teams with real operational complexity
Gainify
Guardio
monday.com
Payoneer
thirdweb
Canary Mail
CircleUp
PROCESSES
FIXED

Every broken workflow diagnosed and rebuilt before intelligence goes on top. The automation works because the foundation does.

AUTOMATION
LIVE

Repetitive steps eliminated — handoffs, reporting, approvals, data entry. Your team works on judgment, not admin.

INTELLIGENCE
LAYERED

Predictive scoring and AI decision-making built on clean data. Not on guesswork.

Book a free scoping call →
Connect to your entire tech stack
HubSpot Salesforce Slack Stripe Pipedrive PostgreSQL

What we build depends on where you operate.

Different industries have different operational bottlenecks. Pick yours to see the AI and automation solutions that actually apply.

SaaS companies sit on more operational data than almost any other business — and use almost none of it. We build the systems that turn product usage, billing, and support data into automated decisions: which leads to prioritise, which accounts are about to churn, and which onboarding paths actually convert.

  • Lead scoring agents pulling from product analytics + CRM
  • Churn prediction models trained on your actual usage data
  • Automated onboarding flows that adapt to user type
  • Support triage bots that resolve or route with full context
  • Revenue and pipeline dashboards generated weekly by AI
  • Product-qualified lead pipelines connected to sales workflows

Your product data starts driving revenue decisions — automatically

Most SaaS teams track everything and act on nothing. We connect the data layer to the decision layer so your team acts on signals, not reports.

Healthcare operations run on paperwork, manual handoffs, and systems that don't talk to each other. We build automation for the administrative layer — patient intake, scheduling, referral routing, billing reconciliation — so clinical staff spend their time on patients, not on data entry.

  • Patient intake automation — forms to structured records without re-keying
  • Referral routing that matches speciality, availability, and insurance
  • Billing reconciliation between EHR, practice management, and payers
  • Appointment scheduling agents that handle rescheduling and no-shows
  • Clinical document summarisation for handoff efficiency
  • Compliance-aware data pipelines (HIPAA-aligned architecture)

Administrative load drops. Clinical time goes back to patients.

The bottleneck in healthcare is rarely clinical skill — it's the operational layer around it. We automate the admin so clinicians can focus on care.

Fintech operations deal with high transaction volumes, regulatory requirements, and fraud detection pressure. We build automation for KYC/AML screening, transaction monitoring, risk scoring, and compliance reporting — so your team handles exceptions, not the entire pipeline.

  • KYC/AML screening automation with exception-only escalation
  • Transaction anomaly detection and fraud flagging
  • Risk scoring models for lending and credit decisions
  • Regulatory reporting pipelines — automated, auditable, on schedule
  • Customer onboarding flows with document verification
  • Reconciliation automation across payment providers and ledgers

Compliance runs on rules, not on people manually checking every transaction

The volume of transactions in fintech makes manual review impossible at scale. We build the automation layer that handles the routine and surfaces the exceptions.

E-commerce brands generate massive behavioural data — browse patterns, cart behaviour, purchase history, return rates — and most of it sits in disconnected tools. We build the systems that turn that data into personalised experiences, smarter inventory decisions, and automated customer re-engagement.

  • Product recommendation engines trained on your purchase data
  • Abandoned cart recovery flows with personalised messaging
  • Demand forecasting models tied to inventory and procurement
  • Customer segmentation agents — RFM, lifecycle, and predictive LTV
  • Returns and refund automation with exception handling
  • Cross-sell and upsell sequences triggered by purchase behaviour

Every customer touchpoint gets smarter without adding headcount

The data already exists. We connect it to the decision points — product pages, email sequences, inventory orders — so the right action happens automatically.

Professional services firms — agencies, consultancies, legal, accounting — run on billable hours and client relationships. The operational overhead of proposals, time tracking, invoicing, and resource allocation eats into the time that should be spent on clients. We automate the back-office so your team bills more hours, not fewer.

  • Proposal generation agents that pull from past SOWs and templates
  • Time tracking automation — less manual entry, more accurate records
  • Resource allocation models that match skills to project needs
  • Client reporting dashboards generated automatically from project data
  • Invoice generation connected to time logs and milestone approvals
  • Knowledge base agents that surface relevant past work for new briefs

Utilisation goes up because admin overhead goes down

Every hour your team spends on proposals, reports, and invoicing is an hour they can't bill. We automate the operational overhead so more of the week is client-facing.

Logistics and operations businesses handle high volumes of coordination — routes, schedules, inventory, supplier communication, compliance documentation. We build automation for the coordination layer so your team manages exceptions, not the entire workflow manually.

  • Route optimisation models that account for real-time constraints
  • Inventory reorder agents triggered by demand signals, not manual counts
  • Supplier communication automation — POs, confirmations, follow-ups
  • Shipment tracking dashboards pulling from multiple carrier APIs
  • Compliance and documentation automation for cross-border operations
  • Exception alerting — delays, shortages, quality issues flagged in real time

Coordination runs on systems, not on someone chasing emails

Logistics breaks when coordination is manual. We build the automation layer that handles the routine — so your team focuses on the exceptions that actually need human judgment.

You already know the problem. It's not the AI — it's the mess underneath it.

Most businesses have the same four blockers before AI can work: scattered data, undocumented processes, broken integrations, and manual steps that should have been automated two years ago. Here's what that looks like in practice.

"We want to add AI but our data is everywhere — spreadsheets, email threads, shared folders, three different tools."

AI can't work without a coherent data foundation. The model is the easy part. Getting your business information into one place, in a consistent structure, so anything can query it — that's the actual project.

"Half our week is manual work that shouldn't be manual — status updates, data entry, report generation."

The tasks eating your team's time are usually the easiest to automate. The problem isn't identifying them — it's that nobody's mapped the workflow end-to-end before trying to replace steps in the middle of it.

"We bought a tool. It didn't fix anything. The team still does it the old way."

Tools don't fix broken processes — they just move them into a new interface. If the underlying workflow is unclear, any automation built on top of it will break the same way. We fix the process first.

"We have a decent tech stack. We just don't know how to make it smarter."

When the infrastructure is already solid, the path forward is straightforward: map the decision points, identify what can be automated or predicted, and add the intelligence layer. No rebuild required.

By the end of this sequence, you have an AI-ready operation. That’s not possible any other way.

Whether you’re starting from scratch or cleaning up existing infrastructure, the work follows the same four-stage sequence. Every stage produces something your business can run on. Skip any of them and the AI layer that comes after won’t hold.

01 / PROCESS IMPROVEMENT

Find what's broken. Fix it before touching a tool.

Map the current operation: where decisions get made, where information moves, where things fall through. Identify the gaps that automation would lock in and fix them first. The work that happens here determines whether everything downstream actually works.

02 / WORKFLOW AUTOMATION

Remove the manual steps that eat your team's week.

Once the process is clean, we automate the repetitive steps. Status updates, handoffs, data entry, report generation, approval chains. The goal isn't replacing people — it's freeing them from work that adds no judgment value and should have been automated two years ago.

03 / DATA STRUCTURE

Centralise everything. One source of truth.

Build the database layer that unifies your business information. CRM records, operational data, customer history, product usage — all in one place, in a consistent structure. This is the prerequisite for any AI that needs to reason about your business. Without it, you're giving the model noise.

04 / AI INTEGRATION

Layer intelligence on top of the clean foundation you built.

Now the AI actually works. Agents that make decisions with full context. Automations that handle exceptions, not just happy paths. Predictive logic embedded in the tools your team already uses. The intelligence is only as good as what's underneath it — which is why we build in this order.

Choose the entry point that matches where your operation is today.

The right starting point depends on what you already have. If your infrastructure is solid, we add intelligence. If it’s messy, we fix it first. If there’s nothing there yet, we build from the ground up.

ENGAGEMENT TYPE 01

Full Custom Build

You're running on Excel sheets, email threads, and shared folders. There's no real infrastructure — just people holding things together manually. We come in and build everything from the ground up: database, workflows, automations, the whole operation.


Right for you if

  • Your team is the system — remove anyone and knowledge disappears
  • There's no single place where your business data lives
  • You've outgrown spreadsheets but haven't yet replaced them
  • You want to build it properly once — not patch it again in six months

A working operational infrastructure your business can actually run on.

ENGAGEMENT TYPE 03

AI & Automation Layer

Your tech stack is solid. The data is clean. Processes are documented. You don't need a rebuild — you need intelligence added on top. Agents, decision logic, predictive automations. No restructuring required, no disruption to what already works.


What we build

  • AI agents embedded in your existing workflows
  • Automated decision logic with exception handling
  • Predictive scoring — churn risk, lead quality, pipeline health
  • Natural language interfaces over your internal data
  • Monitoring and feedback loops so the system improves

Intelligence that works inside your operation — not alongside it.

HYBRID

Sometimes the work spans two engagement types — a full custom build for one department, then direct integration into your existing ERP or CRM so the new and old systems run together. Common in larger organisations with established tooling in some parts of the business and nothing in others. Scoped individually.

Every AI project that actually delivered ROI started with a boring infrastructure cleanup. Not the model. Not the tooling. The data and processes underneath.

AI doesn't create operational clarity — it requires it. If your data is fragmented, your processes are undocumented, and your team is still reconciling reports manually, layering intelligence on top makes things more complicated, not less.

Real systems their teams run on the next day. Not slide decks.

Every engagement ends with something your business can operate on immediately. Here's what that looks like in practice.

A lead scoring agent that runs inside HubSpot

Pulls product usage, support history, and billing data into one score. Sales sees who's ready to buy and who's about to churn — inside the CRM they already use. No new tool to learn.

Onboarding that auto-adjusts to the user type

New signup triggers a classification step. Solo user gets one flow. Team admin gets another. Enterprise buyer with a procurement layer gets a third. All automated, all tracked.

A support triage bot that handles 60% of tickets

Reads the ticket, checks the user's account data, and either resolves it or routes it to the right person with full context attached. Your support team handles judgment calls, not "have you tried restarting?"

Weekly executive briefings generated automatically

An agent that pulls from your CRM, product analytics, and billing system every Monday morning — and delivers a formatted briefing with the numbers that actually matter, the changes from last week, and what needs attention.

A unified customer database from 4 disconnected tools

CRM records, product usage events, billing history, and support tickets — all in one place, deduplicated, with a single customer ID. Every team looks at the same data.

A churn prediction model that flags accounts 3 weeks early

Trained on your actual data — login frequency, feature adoption, support tickets, payment failures. Flags at-risk accounts while there's still time to intervene, not after they've already cancelled.

Six disciplines. All of them required before AI delivers a real return.

AI models are only as good as the data they can query. If your business information lives in spreadsheets, siloed tools, and email threads, no model will make sense of it. We build the data layer that unifies everything — structured, accessible, and actually queryable.

  • Data audit — where everything lives and in what state
  • Database architecture design for your operational reality
  • CRM, billing, product, and support data unification
  • Data normalisation and deduplication
  • Single source of truth — one place, consistent structure
  • Data quality monitoring and ongoing hygiene rules

Clean, centralised data that AI can actually reason about

We don't start with the model. We start with what the model needs to work on. Every AI project that failed started with skipping this step.

Most businesses automate the wrong things — or automate broken processes and just make them faster. We map the workflow first, fix what's broken, then remove the manual steps that eat your team's week without adding any judgment value.

  • End-to-end workflow mapping before any automation is built
  • Identification of bottlenecks and manual steps to eliminate
  • Handoff and approval chain automation
  • Status update and reporting automation
  • Data entry elimination across your stack
  • Exception handling — automations that don't break on edge cases

Your team works on judgment, not admin

Automation built on undocumented processes breaks constantly. We fix the process first — then automate it so it holds.

AI agents make decisions autonomously — qualifying leads, triaging support tickets, generating briefs, flagging anomalies. But they only work when they have access to clean, structured data and a well-defined scope. We build agents that survive contact with your real operation.

  • Agent scope definition — what decisions, what context, what escalation
  • Lead qualification and scoring agents
  • Support triage and routing agents
  • Internal reporting and briefing agents
  • Anomaly detection and alert agents
  • Monitoring and feedback loops so agents improve with use

Agents that make the right calls — inside the tools your team already uses

We don't build agents that need a separate interface. We embed them in your existing workflows so the output lands where your team already works.

Your stack has a CRM, a billing tool, a product analytics layer, and a support platform — none of which talk to each other properly. Your team copies data between systems by hand. We connect them so the information flows, deduplicates, and arrives where it's needed without anyone pushing it.

  • Integration audit — which systems, which data, which gaps
  • API and webhook integrations across your stack
  • CRM ↔ billing ↔ product data sync
  • ERP and enterprise system integration
  • Data deduplication and conflict resolution rules
  • Custom middleware for tools without native integrations

One connected stack — no manual reconciliation

When your systems talk to each other, your team stops spending half their week copying things between them. The data arrives where it's needed automatically.

Churn risk, lead quality, pipeline health — the metrics that matter most are the ones that tell you something is about to happen before it does. We build predictive models on top of clean data so your team can act early instead of responding late.

  • Churn risk scoring — flagged weeks before cancellation
  • Lead quality scoring for sales prioritisation
  • Pipeline health monitoring and forecast accuracy
  • Customer health scores across product, support, and billing signals
  • Anomaly detection for operational and financial metrics
  • Dashboard setup — scores visible where decisions get made

Flagged before it shows up in a report — not after

Predictive scoring on clean data changes how your team operates. Instead of reacting to last week's numbers, they act on next week's signals.

You can't automate a process you haven't documented. And you can't document a process you don't fully understand. We map your operation end-to-end — how decisions get made, where information moves, what breaks — before anything is automated or built on top of it.

  • Cross-functional workflow mapping
  • Decision point identification and documentation
  • Gap analysis — where the process breaks under load or edge cases
  • Process redesign before automation is scoped
  • Handoff documentation for team ownership
  • Change management — getting the team to use what's been built

A mapped, documented operation that automation can actually hold

Process mapping is boring. It's also what separates AI projects that deliver from ones that break in month three. We do it first — every time.

You end every stage knowing exactly what you have and what comes next.

01

Scoping call — 30 minutes

We map your current operation: where data lives, how decisions get made, what's manual that shouldn't be. By the end of the call you know which engagement type fits and what the first piece of work looks like.

02

Diagnostic — before anything gets built

A structured audit of your processes, data structure, and existing tooling. We identify the gaps, document the current state, and produce a prioritised build plan. This is what we work from — nothing gets built without it.

03

Build — on a fixed scope

We build against the plan. Regular check-ins with your team at each milestone. You see progress throughout, not just at the end. Scope changes require a conversation — nothing goes out of bounds quietly.

04

Handover — your team owns it

Full documentation. A working system your team can maintain. If the engagement includes ongoing AI logic, we define the monitoring and feedback loop before we close out — so it improves with use and doesn't degrade quietly.

This works for businesses with a real operational problem to solve.

Good fit

  • You have a real operational problem — not a vague interest in exploring AI
  • You want someone to own the build end-to-end, not fill a Jira ticket queue
  • Your team will maintain what we build — you need the first version designed and delivered
  • You're prepared to start with a diagnostic before committing to a full build
  • You want a fixed scope and a clear finish line, not an open-ended retainer

Not the right fit

  • You want to "experiment with AI" with no defined problem to solve
  • You need staff augmentation — developers to work on your backlog
  • You're expecting the tool to fix a process you haven't mapped yet
  • You need enterprise procurement cycles and multi-month vendor assessments
  • You're looking for the lowest-cost way to add a ChatGPT box to a form

One person. Accountable for the outcome, not just the output.

No account managers, no junior handoffs. Jake runs every engagement directly — from the first scoping call through to handover — because that’s the only way to guarantee the work is actually right.

Jake McMahon
Jake McMahon — AI & Automation Strategist
I'm Jake, the founder of ProductQuant. I've spent 8+ years in B2B SaaS product and growth — not as a developer shipping features, but as the person accountable for whether those features moved the business. I built AI and automation layers on top of real product and data infrastructure, and I know the difference between what works in demos and what survives contact with a live product.
I started doing this for other companies because I kept seeing the same failure mode: teams running AI pilots that died in month three because nobody had mapped the process or cleaned the data first. The problem was never the technology — it was the absence of a structured foundation underneath it.
What I won't do:
  • Recommend AI tools without first mapping the process they're replacing
  • Build black-box pipelines your team can't maintain after I'm gone
  • Scope an engagement around technology instead of the business outcome
  • Produce a strategy deck and call it a deliverable
  • Start the AI layer before the data foundation is clean enough to support it
What I will do:
Design and build AI systems that are actually production-ready — documented, maintainable, and tied to a measurable outcome. Every engagement starts with a diagnostic that maps your current processes, data quality, and integration points before a single model is touched. You get working systems, not prototypes. And if the foundation isn't ready to support AI yet, I'll tell you that upfront.

Four things you can hold us to before work starts.

Every engagement is backed by these commitments, written into the scope document before anything is built.

Diagnostic Guarantee

You'll know exactly what's broken and why before a line of code is written. The diagnostic is included in every build engagement — no guesswork, no surprise scope.

Scope Guarantee

What's in the scope document is what gets built. Price agreed upfront. No scope creep, no surprise invoices. If requirements change, we agree the change in writing first.

Foundation Guarantee

If your infrastructure isn't ready for AI, we'll tell you that upfront — before you spend on intelligence that won't perform on a broken foundation.

Handover Guarantee

Every engagement ends with full documentation and a handover session. Your team will own what we built from day one — not dependent on us to keep it running.

What most people ask before booking a call.

That's exactly what the scoping call is for. In 30 minutes we'll get a clear picture of your current infrastructure, where the bottlenecks are, and what type of engagement makes sense. Most clients arrive thinking they need one thing and leave the call with a much clearer view of where to start. There's no cost and no commitment involved.
No — messy data is usually the starting point, not a prerequisite. If you had clean, centralised data and documented processes, you probably wouldn't need the first two engagement types. The diagnostic phase at the start of every engagement is specifically designed to map what exists, identify what's missing, and build a plan from there. Come as you are.
Rarely. The Fix & Implement engagement is built specifically for businesses with existing infrastructure that isn't working as well as it should. We diagnose the gaps — data inconsistencies, broken integrations, automation logic that doesn't handle exceptions — and fix the foundation without tearing out what's already working. A full rebuild is only the right call when the underlying structure is fundamentally misaligned with how the business actually operates.
Every engagement starts with a written scope document: exactly what gets built, what's out of scope, what the deliverables are, and when the engagement ends. The price is tied to that scope. If something changes mid-project — new requirements, a different direction — we have a conversation and agree a scope change in writing before any additional work starts. You never receive an invoice for work you didn't approve.
An AI & Automation Layer engagement on a solid existing stack can run 4–8 weeks. A Fix & Implement project — diagnosis, cleanup, then build — is typically 8–14 weeks depending on the complexity of the existing infrastructure. A Full Custom Build from scratch starts at 12 weeks and scales with the scope. These are working estimates; the scoping call and diagnostic will give you an accurate timeline for your specific situation.
That's a core requirement, not an afterthought. Every engagement includes full documentation of what was built and how it works. Handover includes a walkthrough session with your team. Where the work includes AI logic or automation flows, we define the monitoring setup before we close out — so your team can identify when something needs attention rather than finding out when something breaks. The goal is for you to own it fully from day one.

Thirty minutes. You leave knowing exactly what to build and where to start.

Tell us where your operation is today. We’ll map the bottlenecks, identify which engagement type fits, and tell you honestly whether we’re the right people to do it.

No pitch. No questionnaire. A diagnosis of your operation and a clear first step.