PROFESSIONAL SERVICES · AI & MACHINE LEARNING

AI & Machine Learning for Professional Services

We help Professional Services teams put predictive models into production. Lead scoring and propensity models, so business development works the best leads first.

30%
CVR — Smiota
$56M
sales pipeline built
Form → retainer
traced end to end

The ads are the easy part. The plumbing is where the money leaks.

(01) THE APPROACH

Why ai & machine learning for Professional Services is a different job

Lead scoring and propensity models, so business development works the best leads first.

One system, from the first click to the signed engagement letter, carrying attribution the whole way. Source, campaign and touch history travel with the lead from the site through your automations into custom CRM fields — Pipedrive, HubSpot or Salesforce — and stay attached when the matter closes.

A model that lives in a slide deck has never changed a single decision. Artificial intelligence only counts when it runs in production, changes what your team does next, and shows up in revenue you can measure against a clear baseline. Everything else is expensive theater.

(02) WHAT'S INCLUDED

The build.

01

Predictive Models & Recommendations

Scoring, churn, LTV, segments, and recommendations built to convert. We train models on your closed-won history and customer behavior: lead scoring, churn propensity, lifetime value, and demand forecasting, plus catalog-trained recommendations that raise order value and repeat purchase. Scores retrain as your funnel shifts and land in your CRM views.

02

Generative AI & Private LLMs

Your own language models, grounded in your data, running in your cloud. We deploy internal LLMs and retrieval pipelines over your documents, knowledge base, and warehouse. Your data stays inside your environment, behind your access controls, powering search, drafting, and answers your team can trust.

03

Language, Vision & Audio AI

Sentiment, transcription, and classification across text, media, and calls. We build pipelines that classify tickets, reviews, calls, and leads, score sentiment, and route what matters to the right owner. Speech-to-text, video understanding, and image analysis turn media libraries and feedback into searchable, reportable data you can act against.

04

Custom AI Solutions

If it is a data problem attached to revenue, we have built it. Fraud detection, pricing and promotion optimization, anomaly detection: we scope the use case and backtest it against your own history. We tell you before you pay whether the data can carry a model that beats what you do today.

(03) PROOF
30%CVR
Smiota
demand, engineered
$56M SALES PIPELINE
TRUSTED BY 80+ COMPANIES
ArcticBrandable BoxCoolBotSmiotaGold CollagenUFITUtopihenScience in SportAG0ChainCirque du SoleilArcticBrandable BoxCoolBotSmiotaGold CollagenUFITUtopihenScience in SportAG0ChainCirque du Soleil
CMMNAustralian Tattoo ExpoThunder LaserTrend HunterFuture FestivalPacific DomesUnbound SummitsMomentous GroupCloud MedHiltonKGCASU+GSV SummitCMMNAustralian Tattoo ExpoThunder LaserTrend HunterFuture FestivalPacific DomesUnbound SummitsMomentous GroupCloud MedHiltonKGCASU+GSV Summit
(04) HOW WE WORK

A plan, from day one.

01
Audit & Roadmap

We inventory your data, systems, and current decision-making, then rank candidate AI use cases by revenue at stake and data readiness, whether that is a predictive model, an internal LLM, or a language or vision pipeline. You end the month with a scored roadmap, a named first build, and an honest read on any foundation work it needs. We commit to the highest-value problem before writing a line of code.

02
Build & Validate

We assemble clean training and grounding data, build the first solution, and validate it against your own history and real workloads to prove it beats your current approach. You see the expected lift and the baseline it cleared before anything goes near production. If the data cannot support the build, we tell you immediately and adjust the plan.

03
Deploy & Measure

The first build deploys into your stack, and its output flows into the CRM, ad platforms, or internal tools where decisions get made. A clear baseline goes live so we can measure real incremental impact. You finish the quarter with AI in production, a first read on impact, and the next build already scoped.

(05) WHAT YOU GET

Deliverables that ship.

(06) FAQ

Questions, answered.

Yes. Our published work includes Smiota at 30% CVR. We run AI & machine learning inside a full-stack engagement built for Professional Services, so it is wired to the same measurement layer, CRM and first-party data the rest of your growth runs on — which is what makes the numbers defensible.

CATALIST NEWSLETTER

Monthly dose of growth marketing.

Get marketing tips, narratives, guides, and playbooks delivered to your inbox.