Know Exactly Where Your Sales Team Is Losing Time.
Delivered in 2 Weeks.
We map the hidden admin tasks draining your sales team’s time and model the measurable bottom-line impact of each fix. If we can’t find 3× the fee in waste, you pay nothing.
3× ROI guarantee — or you pay nothing
What You Get
The Deliverable
The Ell Advisory Investment Matrix: every AI opportunity ranked by Financial Impact vs Implementation Speed, with a board-ready 90-day execution plan.
Outcome
On Day 14, you can present to the board knowing exactly where to invest, what it returns, and in what order to move.
How It Works
Discovery
We shadow your sales team, sit in on pipeline reviews, pull data from your CRM, and map every manual task draining their selling time.
The Investment Matrix
Every AI opportunity is ranked by financial impact vs implementation speed, delivered as a board-ready 90-day execution plan with a pound sign on each fix.
Is This Right for You?
The Investment Roadmap is built for UK manufacturers, logistics firms, and industrial services businesses where the following are true:
Your reps spend 2+ hours a day on admin
CRM updates, quote chasing, meeting notes typed up after the fact. Every hour on admin is an hour not selling.
Quoting takes 3+ days
By the time your quote lands, the buyer's already talked to a faster competitor. The problem isn't your pricing — it's your process.
Pipeline forecasts are wrong every month
Because nobody updates the CRM until Friday afternoon, if they do it at all. Board meetings are built on stale data.
You have 8+ field sales staff
The ROI calculation only works at scale. Fewer than 8 reps and we'll tell you to come back when you've grown.
What We Need From You
2–3 hours of your Sales Director's time
Spread across the 2 weeks. We'll schedule around their diary.
Read-only CRM access
We pull pipeline data, activity logs, and conversion metrics. Nothing gets changed.
4–6 introductions
To reps, ops leads, and anyone who touches the quote-to-cash process. 30-minute calls.
Common Questions
Do we need to know which AI tools to use before we start?
No — that's precisely what the Roadmap determines. We assess your workflows, your data, and your existing stack before recommending anything. You'll leave knowing which tools solve which problems, in what order, and for what return.
What if we tried AI before and it didn't work?
Most failed AI projects fail because they started with the technology, not the business problem. We start with your most expensive manual workflow and work backwards to the fix. No solution searching for a problem.
Can this work with our existing Salesforce, SAP, or Dynamics setup?
Yes. We work within your existing stack. The Roadmap identifies integrations that make your current systems work properly — no ripping and replacing.
What happens after we receive the Roadmap?
You own everything in it. You can implement internally, use a third party, or continue with us on the MVP Build Sprint. There's no lock-in and no obligation to proceed.
Two Ways In
Not ready to commit to a full Roadmap? Start with the workshop. It's credited in full if you proceed.
Step 0 — Start Here
AI Deep Dive Workshop
Half-day with your Sales Director, MD, and Ops lead. We map your workflows, quantify the waste, and leave you with a prioritised action plan — whether you proceed with us or not.
100% credited toward the Roadmap if you proceed
Step 1 — Full Engagement
AI Investment Roadmap
Two-week deep-dive. We shadow your team, pull CRM data, and deliver a board-ready 90-day execution plan with a pound sign on every fix.
If we don't identify at least 3x our fee in actionable value, you pay nothing.
See It in Action
A global manufacturer with 4,500 field reps used this exact Roadmap approach to identify 351,000 hours of annual admin waste — and £10.1M in recoverable value. Read the case study →
A SaaS team was spending £450 and 2 weeks to repurpose each webinar. We mapped the workflow and built a pipeline that does it for £2 in minutes — reclaiming 1,890 hours per year. Read the case study →
Ready to Know Exactly Where to Invest in AI?
Right now, your sales team is spending thousands each month on admin that could be automated. This Roadmap finds exactly where and puts a pound sign on it.
Fawad will ask three questions about your sales team and tell you within 5 minutes whether this problem exists in your business.
“Relentlessly high productivity describes Fawad best. He has a laser-focus on delivery and is very comfortable challenging whatever isn't working.”