Six problems that cost money. For each one, what fixes it.
This page starts from the problems: six costs a business pays without seeing them, and under each one the systems we've already built to deal with it. No business takes them all, and none should. You start where the loss is most obvious, often with just one: if that piece earns back more than it cost, we look at the next; if not, you stop there. Which one comes first is decided by the method, after we've looked at the business.
As pieces are added, they come together in one place where you can see everything: the Cruscotto.
Below is a summary of each piece. Each one has its own page explaining how it works step by step, what runs on its own and what waits for a person, and which number shows whether it's paying off.
Hours spent doing repetitive work by hand
Time recoveryCapture and first reply
How it works
Enquiries from WhatsApp, email or the website are gathered in one place and sorted in real time. Recurring questions get an answer the business has approved; everything else goes to a person, with the context already gathered.
What that figure really says, and what it doesn't, is covered in the five minutes that decide an enquiry. Where automated enquiry handling is heading, and the caveats, are in Gartner's forecast on customer service.
Automatic document entry
How it works
Emails in foreign languages, PDF orders, delivery notes and invoices are read and turned into structured data, with nothing retyped into the business software. The same mechanism covers bookkeeping prep (recording invoices and transactions before they go to the accountant) and any kind of recurring data entry that currently takes hours by hand.
Enquiries and contacts lost across channels and languages
OperationsMultilingual drafts
How it works
Messages and documents going abroad are drafted in the recipient's language, and always reviewed by a person before they're sent.
Adaptive CRM
How it works
No more scattered Excel files: one central database, synced in real time across sales, stock and leads, instead of spreadsheets nobody updates at the same pace.
Missed bookings and customers who don't come back
Revenue recoveryBooking recovery
How it works
A reminder goes out before the appointment, and anyone who doesn't confirm is contacted again. A slot that would otherwise sit empty can be filled in time.
Customer qualification and reactivation
How it works
Every contact is sorted by priority and status, with a single history. An automatic sequence gets back in touch with dormant customers and tracks the replies and the orders won back.
Money you're owed that arrives late, or not at all
Cost recoveryPayment reminders
How it works
A three-stage sequence of reminders follows up overdue invoices, instead of relying on the mood of the person who was meant to do it that morning.
Keeping track of grants and funding
How it works
Grants and incentives relevant to the sector are spotted and flagged as they come up, instead of depending on one person's memory.
Customers who are out there but don't find you
New demandReview follow-up
How it works
After the visit, the system gathers reviews and drafts a reply, ready for the owner to approve before it's published.
Finding and qualifying new leads
How it works
The system looks for companies that match the buyer profile, checks the details against public sources, rejects those that don't fit and hands over the list with the reason for every pick. A person still does the sending.
Visibility in search engines and AI assistants
How it works
Content, structured data and guidance files written so that search engines and AI assistants understand what the business does, and cite it when someone asks.
Sales copy and materials
How it works
Spec sheets, web pages, emails and posts written in the buyer's language. AI writes the draft, a person reviews it, and the content says so.
Answers from the company's own knowledge base
How it works
An assistant that answers from a knowledge base specific to the business (product sheets, policies, past FAQs), with or without a RAG system depending on how much knowledge there is to handle.
An assistant that talks to people is one of the systems that has to be disclosed as AI. What that actually means for the business using it is set out here.
B2B acquisition engines
How it works
The infrastructure for cold outreach: domain setup, AI-assisted contact research and enrichment, and targeted sequences to the right companies.
The front door to a larger system, not a standalone website
How it works
A website with editorial design, connected to the company's internal systems instead of sitting there as a static shop window cut off from everything else.
Deadlines and numbers nobody checks in time
Internal processesOperational deadline alerts
How it works
Every morning at 7:30 the system checks the coming seven days of deadlines (contracts, compliance filings, renewals) and flags only the ones that need action.
Monthly reporting
How it works
On the first of every month: a written narrative for the owner and a PDF report already in the format the accountant needs. The indicators are the ones set during the Analysis.
On their own they're automations. Together they're a system.
Each point is a piece we've already built, and under each name is the number it's judged by. Switch on the goals you care about and the lines show where they lead. Click a name to open its page.
Time recovery
- Capture and first replyaverage time to first reply
- Document entrydocuments with no manual input
Operations
- Multilingual draftspreparation time
- Adaptive CRMleads and follow-ups no longer lost
Revenue recovery
- Booking recoveryno-shows prevented
- Customer qualificationtime to follow up, leads followed up
Cost recovery
- Payment remindersaverage days to get paid
- Grants and fundingopportunities flagged in time
New demand
- Review follow-uptime to reply to a review
- Finding new leadsqualified leads per week
- Search engines and AI assistantsindexed pages, average position
- Sales copytime from draft to publication
- Chatbot on your documentsaccuracy against the real knowledge base
- B2B acquisitionqualified meetings booked
- Digital storefrontwebsite enquiries that actually qualify
Internal processes
- Deadline alertsdeadlines caught seven days ahead
- Monthly reportingthe delivery date, and any delay
The Cruscotto
Each piece on this page works on its own. The Cruscotto is where you see them together: built on how the business is actually organised, each morning it shows what needs a decision today and stays quiet about the rest.
Every Itria system is built the same way: one piece at a time, each one proven before the next. The method for deciding which piece comes first is the same for every business.
See the methodWant to see these pieces already assembled into a complete system? Real applications for hospitality and for food and agriculture.