Find where AI can make a worthwhile difference to your business
You can see the potential. The harder questions are where to start, what your business is ready for and whether the investment will be worthwhile.
We work with commercial leaders to explore those questions properly. Together, we identify the problems worth solving, assess the people, processes and information involved, and turn the strongest opportunities into a practical plan.
Built around B2B businesses, with particular experience in lubricants, engineering and manufacturing.
Where could AI help you most?
There is usually no shortage of ideas. Someone wants a chatbot. Someone else wants faster quotations. The sales team is experimenting with prompts, while the technical team is wondering who will check the answers.
A useful starting point is to follow the work. Where do customers wait? Which tasks keep pulling experienced people away from higher-value activity? What information exists but is difficult to use? Where does an opportunity lose momentum?
These are the questions that help us work out whether AI has a useful role, what needs to change around it and which opportunity deserves attention first.
| What you may be experiencing | What we explore together | What a useful improvement could look like |
|---|---|---|
| Enquiries arrive through several channels with inconsistent follow-up | Response steps, qualification, ownership and handovers | A clearer route from enquiry to a prepared salesperson |
| Customers struggle to navigate a technical product range | Buyer questions, application details, product data and decision rules | A guided product selection journey with the right expert checks |
| Experienced colleagues answer the same questions repeatedly | Recurring questions, approved knowledge and escalation needs | Easier access to reliable information, with experts involved where needed |
| Salespeople spend too long preparing and writing up meetings | Available account information, preparation habits and follow-up tasks | Better preparation and more consistent follow-through |
| Marketing activity produces interest but limited commercial insight | What buyers ask, how leads progress and what sales learns | More useful content and a clearer connection between marketing and sales |
| Different teams use AI in different ways | Current tools, confidence, permissions and working practices | Shared priorities and a manageable approach to adoption |
Illustrative opportunities. The right solution depends on your business and the evidence we uncover.
Your buyers give us a reason to look
The quality of the help available before a conversation is commercially relevant. And inside suppliers, individual use is running ahead of organisational readiness. These findings are from our lubricants research, rather than a measure of every B2B sector.
For us, that points to a practical question: how can your business turn individual experimentation into something customers and colleagues can rely on?
We explore opportunity and capability together
An attractive idea still needs the right conditions to work. We examine both the potential benefit and what your organisation would need to deliver it.
| Area | Questions we work through |
|---|---|
| Commercial opportunity | Who benefits? How often does the problem occur? What does it cost in time, missed opportunities or customer effort? |
| Process | What happens today? Where does work slow down? Who owns the next step? |
| Data and knowledge | What information is available? Is it current, consistent and approved for the intended use? |
| People and capability | Who would use the solution? What confidence, training and management support would they need? |
| Systems | Which existing tools could support the change? What access or integration would be required? |
| Judgement and control | Which answers or actions need approval? What should happen when information is missing? |
| Investment and measurement | What would a useful first version cost? How would we know it was helping? |
You do not need a technical specification before speaking to us. You need a business challenge you would like to understand better.
Keep the commercial purpose in view
We consider opportunities through three connected lenses.
Authority
Can buyers find and understand your expertise? This may point towards improving your content or exploring an AI Authority Audit, which focuses specifically on how clearly your business communicates its expertise online.
Capture
What happens when somebody expresses interest? We examine how enquiries are acknowledged, understood and assigned. Where that is the priority, Always On may provide an appropriate starting point.
Convert
What helps your people move a worthwhile opportunity forward? The answer could involve preparation, access to knowledge or a focused AI product development project.
The recommendation may also be a simpler process change or better use of software you already have. Consultancy should help you make that decision with confidence.
Start with a focused AI opportunity and scoping session
Bring the challenges your team keeps discussing. We will work through where AI could help, what is realistic and what should happen next.
What we cover in the session
We review your commercial priorities, map the most relevant workflow and explore potential improvements. We consider the information, systems and people involved, then agree which opportunities deserve further investigation.
What the report gives you
- A summary of the commercial problems and desired outcomes.
- A prioritised opportunity shortlist, with the reasoning behind it.
- An initial view of readiness, information gaps and dependencies.
- A recommended first step and outline of a potential first phase.
- Suggested measures of success and questions that need answering before a build.
This is a standalone piece of consultancy. You can use the report to guide an internal decision, prepare your team or consider a delivery project with us. Commissioning the session does not commit you to a build. A three-hour session establishes direction; complex integrations, extensive data reviews or a detailed technical specification may require further discovery, which we would scope separately.
Enquire about a scoping sessionWhy work with Plan Grow Do?
We approach AI through the commercial work it needs to improve. That means considering the buying experience, the sales conversation, the handover and the manager’s ability to see what is happening.
Our Buyer Revolution research, AI readiness research and work in specialist B2B markets provide the starting point. Your business provides the detail. We bring those together to recommend a practical next step, with a clear explanation of its purpose.
Questions about AI consultancy
Do we need to know what we want to build?
No. You may have a specific idea, or simply know that a part of the business takes too much effort. We can help define the problem and assess the available options.
Can you help if we already use AI?
Yes. We can look at what is working, where use is inconsistent and whether your existing tools could support a more connected process. There may be more value in improving adoption than adding another application.
Who should take part?
Include someone who can make commercial decisions and colleagues who understand the process in practice. Depending on the challenge, that may include sales, marketing, technical support, operations or IT. We can help agree the right people before the session.
Is this the same as the AI Authority Audit?
The Authority Audit focuses on the way your business and expertise are understood online. Consultancy looks more broadly at opportunities, workflows, systems, people and implementation priorities across your commercial operation.
Can we commission advice without development?
Yes. The scoping programme stands on its own. Any subsequent development or further consultancy is a separate decision with its own agreed scope.
Leave with a clearer next step
Tell us where work slows down, what your customers find difficult or where you think AI could help. We will help you work out a sensible place to begin.
Share your business, the challenge you are considering and what you would like to improve.
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