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How to choose an AI automation agency

Short answer

Judge on three things: whether they will show ROI before you sign, whether they name a date for the first working process, and whether the result gets handed to your team. Case studies with numbers beat logo walls. If the first deliverable is a strategy document, you are buying consulting, not automation.

Five questions that separate builders from deck-writers

What will be running in production four weeks after signature? A builder answers with a process name. What is the ROI arithmetic on that process — hours, loaded cost, payback month? A builder has it on one page. Who owns the automation after handover, and what does a change cost in six months? Silence here means lock-in.

Then: which of your case studies is closest to my process, and what number moved? And finally — when should I not hire you? A vendor with no honest answer to the last one has not thought about fit, only about closing.

Signals worth walking away from

A paid discovery phase before anything is built. Case studies with logos but no numbers. A proposal that leads with model names rather than with your process. Any refusal to quote a first project — that means the scope does not exist yet. And demos on the vendor's data rather than on yours, which prove only that the demo works.

None of these mean the vendor is bad. They mean the vendor is selling something other than working automation, and you should know which product you are buying.

Matching the vendor to the size of your problem

Most bad outcomes are mismatches, not incompetence. An enterprise programme vendor engaged to automate one process will deliver governance you did not need at a price you did not want. A boutique engaged to run an organisation-wide transformation will be underneath it.

Size the problem honestly first: one process, a product build, or a programme. Then pick the shape of vendor that matches. We keep a side-by-side of the named vendors in this category — including where we are the wrong answer — on our comparison page.

Related questions

Specialist or generalist?

For a regulated industry with sector-specific rules, a specialist earns the premium. For automating sales, support, or operations processes — which look broadly similar across industries — a generalist with process depth usually ships faster.

How important are case studies in my exact industry?

Less than most buyers assume, with one exception. What transfers is process shape, not industry: lead intake works the same in real estate and in logistics. The exception is regulated data — healthcare and finance — where sector experience is genuinely load-bearing.

Big consultancy or boutique?

Big consultancy for organisation-wide programmes with procurement and governance requirements. Boutique for getting one process working this quarter. The mistake is buying the first shape when you have the second problem.

Run the five questions past us first. The free diagnostics answers most of them on your own process, and costs nothing to find out.

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