Applied AI for B2B service operations

Remove the manual handoffs slowing your team down.

Loopwright designs and ships AI-assisted workflows for growing B2B service firms—one measurable bottleneck at a time, integrated into the tools your team already uses.

Based in Bath. Working remotely across the UK.

  • Fixed scope
  • Human approval
  • Existing tools
  • Measured before and after
controlled.workflowhuman-led
Concrete inputs
Email
Calls
CRM
Docs
Controlled processing
extractcheckdraftrouteupdate
mandatory review before action
Structured outputs
Reviewed draft
Risk notes
CRM update
Follow-up
inputs: knowncontrols: explicitoutputs: reviewed
Who it’s for

Senior time is disappearing into the joins between your systems.

Discovery calls become notes, notes become scopes, scopes become proposals, and delivery data becomes client reports. In many service businesses, people manually carry context between every step. Loopwright turns selected handoffs into controlled workflows that structure, draft, route and update—while people retain judgement.

Best-fit organisation

  • UK B2B service business.
  • Roughly 20–150 employees.
  • Repeated, document-heavy workflows.
  • Work crossing email, documents, CRM and delivery systems.
  • A named owner for the process.
  • Enough volume to measure the current cost and subsequent change.

Typical firms

  • Agencies and consultancies.
  • Recruitment and staffing businesses.
  • Specialist professional services.
  • Insurance, risk and compliance-adjacent firms.
  • Other client-service businesses with operational delivery teams.

Usually not a fit

  • Generic AI-tool training.
  • A one-off chatbot with no operational owner.
  • Low-volume tasks whose value cannot be measured.
  • Fully autonomous high-stakes decisions.
  • Projects whose primary requirement is staff reduction.
Worked example

From discovery call to reviewed proposal—without losing the judgement.

A common service-business workflow is spread across call recordings, notes, CRM records, previous proposals, pricing rules and senior people’s memory. Here is how Loopwright would redesign it.

Illustrative workflow—not a claimed client result.

    Workflow

  1. 1Extract objectives, constraints, deadlines and stakeholders.
  2. 2Identify missing information, assumptions and contradictions.
  3. 3Produce a structured scope and delivery outline.
  4. 4Draft the proposal, risks, dependencies and follow-up questions.
  5. 5Route everything to the accountable person for review.
  6. 6After approval, update the CRM and prepare the follow-up.

Input

  • Discovery-call transcript and notes.
  • Account and opportunity context from the CRM.
  • Service catalogue and delivery constraints.
  • Relevant previous proposals.
  • Pricing and commercial rules.

Controls

  • No automatic client send.
  • Mandatory human approval.
  • Assumptions and unresolved questions shown explicitly.
  • Source context retained where practical.
  • Commercial rules treated as constraints, not suggestions.

Outputs

  • Reviewed proposal draft.
  • Scope and delivery outline.
  • Assumptions and risk register.
  • Missing-information checklist.
  • CRM update.
  • Follow-up email draft.

Metrics to baseline

  • Proposal turnaround time.
  • Senior hours consumed per proposal.
  • Number of revision cycles.
  • Missing-information rework.
  • Longer-term proposal quality and conversion.
Bring us a similar workflow
Fixed-scope services

Diagnose one bottleneck. Build one workflow. Expand when the evidence supports it.

AI Leverage Review

Starting at £4,00010 business days

A quantified business case and implementation plan for one priority workflow.

Includes

  • Up to three stakeholder conversations.
  • Mapping and scoring of up to five candidate workflows.
  • Baseline cost, cycle-time and quality measures.
  • Selection of one priority workflow.
  • Data, systems and control assessment.
  • Target workflow and solution blueprint.
  • Go/no-go recommendation.
  • Fixed-scope Build Sprint proposal.

Boundary: This is a decision and design engagement, not a production build.

Best for: Teams that know operational drag exists but do not yet know which workflow merits investment.

Bring us a workflow

Workflow Build Sprint

Starting at £12,000Typically 3–6 weeks

One useful, controlled AI-assisted workflow operating inside the tools your team uses.

Includes

  • One defined workflow.
  • Up to two core system integrations.
  • Explicit success and acceptance criteria.
  • Human-review and escalation controls.
  • Evaluation against representative examples.
  • Pilot deployment.
  • Operating documentation.
  • Team handover and launch support.

Boundary: Data migrations, broad platform rebuilds and additional integrations are scoped separately.

Best for: A workflow with a clear owner, repeated volume and measurable cost.

Entry rule: A direct Build Sprint is possible where the workflow, baseline and success criteria are already clear; otherwise begin with the Review.

Bring us a workflow

AI Operating Partner

Starting at £3,000 per monthInitial three-month engagement

Ongoing workflow improvement without building an internal AI delivery function immediately.

Includes

  • One active workflow-improvement cycle at a time.
  • Performance and failure review.
  • Iteration of existing workflows.
  • Prioritisation of the next opportunity.
  • Team enablement and office hours.
  • Vendor and tool assessment where needed.
  • Quarterly operating roadmap.

Best for: Available after a Review or Build Sprint.

Entry rule: Available after a Review or Build Sprint.

Bring us a workflow
How the work runs

No baseline, no build. No evidence, no expansion.

  1. 01

    Baseline

    Measure present volume, cycle time, labour, rework, error cost and ownership.

  2. 02

    Define

    Agree the target outcome, acceptable failure modes, human controls and success criteria.

  3. 03

    Ship

    Build the smallest useful workflow that can operate in the real environment.

  4. 04

    Measure and hand over

    Compare results with the baseline, document ownership and expand only where value has been demonstrated.

Metrics row

  • Cycle time
  • Senior hours
  • Throughput
  • Rework
  • Error rate
  • Response time
D
Who is behind Loopwright

The person diagnosing the workflow stays involved in the build.

Dan

Founder and operator-engineer

Loopwright is led by Dan, an operator-engineer whose background spans early-stage startup operations, specialist financial services and six years of software engineering across small and scale-up firms. Every engagement is led directly from process diagnosis through implementation and handover. Specialist collaborators are added only where the work requires them.

Founding partner programme

Three suitable businesses. Direct founder delivery. A shared interest in proving the result.

Loopwright is selecting three UK B2B service firms for founding engagements. Founding partners receive direct founder delivery and preferential fixed-scope terms. In return, we ask for candid feedback and permission to publish an anonymised case study where the work succeeds.

Selection is based on workflow fit, not first-come-first-served urgency.

Apply with a workflow
Concierge Workflow Fit Score

Is this workflow worth improving with AI?

Send the essentials. Dan will assess the value potential, process repeatability, likely integration complexity, required human controls and the smallest sensible next step.

No automated score pretending to be certainty. You will receive a considered reply.

Prefer to write directly? hello@loopwright.co

FAQ

Questions before you bring a workflow.

What counts as a workflow?

A repeated sequence of work with recognisable inputs, outputs, owners and handoffs—for example, turning a client call into a scope and proposal or converting delivery data into a weekly client report.

Do we need to know what should be automated?

No. The AI Leverage Review exists to identify and prioritise the opportunity. A clear pain point is enough to begin.

Will this replace our existing systems?

Usually not. The default is to improve the flow of work across the tools already in use rather than introduce another unnecessary silo.

How is sensitive data handled?

Data access, retention, approved providers, human review and escalation requirements are agreed before implementation. High-risk decisions are not silently delegated to a model.

Why do prices start at a figure rather than being fixed universally?

Integration complexity, data condition, process risk and the number of teams involved change the implementation scope. The engagement boundary and fixed price are agreed before work starts.

Do you work with software teams?

Yes, where the problem is a defined team-level delivery workflow. Generic coding-assistant training is not the core offer.