The problem
A fast-growing CTV analytics SaaS was carrying a structural problem: its commercial function had scaled without its processes scaling with it. Sales, Marketing, and Customer Success were running on a patchwork of manual workflows, disconnected tools, and parallel data sources. The team was spending an estimated 75 hours per week on manual coordination, data entry, and reporting work that should not have required human time at all.
Leadership knew AI could help. They did not know where to start, what to build, what to buy, or whether the numbers would actually stack up.
The solution
Five deliverables were scoped and delivered across Sales, Marketing, and Customer Success:
1. Current State Audit — Stakeholder interviews across the commercial team. Every workflow documented, every tool in the stack assessed, every gap catalogued. The audit identified 75 hours per week of recoverable manual time and mapped every broken integration and data quality issue blocking automation.
2. Transformation Blueprint — A full future state design for the commercial function. Every workflow redesigned around agentic AI. 40 automations and 11 AI agents specified across Sales, Marketing, and CS.
3. Make vs Buy Analysis — A structured assessment of every component in the proposed stack. What to build on Claude. What to buy off the shelf. What to integrate. Specific vendor recommendations with commercial rationale for each.
4. ROI Model — A quantified model built on Looper's own salary and finance data. Projecting £130,000 in annualised savings and 1,800 hours freed per year across the commercial team. Conservative figures built on confirmed payroll data, excluding employer NI, pension, and benefits.
5. Implementation Roadmap — A phased delivery plan prioritised by commercial impact. Sequenced to allow the internal team and their implementation partner to execute against the blueprint with clear milestones, dependencies, and success metrics.
The outcome
The client has a complete commercial AI transformation strategy, a quantified business case, and a blueprint their team is actively implementing. The ROI model projects £130,000 in annualised savings and 1,800 hours freed per year, with full payback on implementation cost within year one.
What this demonstrates
AI transformation strategy delivered as a commercial engagement, not a technical one. The audit, blueprint, and ROI model gave the business what it needed to implement with confidence and a clear picture of what it will deliver commercially.