Lunne × Montaj Digital

Find where AI pays off for Lunne. Then decide what to build.

Where Lunne Is Today

A well-run agency with a busy team, and a leadership group that wants to know what it's missing.

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Years in business, across health and consumer finance
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People across the Dayton and Columbus offices
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Of the business with one client group
01

Growth comes first

You want new clients every week and a broader base, so one relationship carries less of the business. AI-assisted cold email saved time, but it hasn't produced the meetings.

02

Hourly billing changes the maths

Project managers bill by the hour. If AI takes a quarter of their task time before new work arrives, revenue falls. Any plan has to account for that.

03

Your clients set the data rules

Client agreements restrict AI use and proprietary data, and your own policy keeps that data out of open tools. Whatever we recommend has to work inside those limits.

04

Creative stays with your people

You aren't looking for creative shortcuts. The aim is to clear the admin, chasing and coordination around the work, so the team has more room for the projects that deserve it.

05

The team needs bringing along

People use AI at very different levels, and there's some resistance. How you roll changes out matters as much as which tools you pick.

06

A point of view you can sell

You want a clear view on AI that Lunne can market, and one that gives clients a reason to use an outside agency over their in-house team.

Five Questions the Audit Answers

These came straight out of the call. By the end of week two, each one has an answer backed by your own processes and numbers.

The questions

What we'll answer

  1. Where can AI take work off the team without cutting billable revenue?
  2. What can we use AI for within our client agreements and our own policy?
  3. What's stopping more sales conversations, and what would change that?
  4. Which tasks should be automated, which assisted, and which left to people?
  5. What should we do first, what will it cost, and what's it worth?
By the end of week two

What you'll be able to decide

Each one backed by what the audit finds.

  1. The three to five projects to start in the next 90 days
  2. Which ones your team can run itself, and which need outside help
  3. What each one costs, what it returns and when
  4. How to roll it out so the team actually uses it
  5. Whether to bring in a partner for implementation, and on what terms

Saved Hours Aren't Profit Yet

The audit sorts every opportunity into one of four outcomes and shows what each one does to revenue and margin.

Margin

Non-billable admin removed

Work you can't charge for, like chasing approvals, rebuilding status reports and invoice reminders. Cutting it goes straight to margin.

Watch

Chargeable time removed

Billable project tasks done faster. Revenue drops unless the hours are refilled, so we show when and how they would be before recommending it.

Growth

Capacity redeployed

Time moved into strategy, account growth and new business, the direction your client-services team described for itself.

Growth

New gross profit

More work delivered in the same week, more from existing accounts, and new clients won through better follow-up and acquisition.

Every Task Gets One of Three Calls

We map each process step by step with the people who do the work as well as the people who manage it. Then every step gets one of three calls.

Automate

AI or an automation does it

Repeatable, rule-based and low risk. A person checks the output where it matters.

Assist

AI helps, a person decides

AI drafts, sorts or summarises and someone on your team signs it off. Most client-facing work lands here.

Keep human

Judgement and client relationships

Creative direction and sensitive client decisions stay with your people. Plenty of steps come back marked this way.

The map

One shared set of shapes

Everyone maps the same way, so anyone at Lunne can read anyone's process. The colour shows who does each step, which is how you spot the work AI should take on.

Task done internally

A step your team does.

Task done by the client

A step waiting on the client.

Task done by AI

A step AI or an automation does.

Decision

A fork in the road: yes or no.

Start or finish

Where the process begins and ends.

Direction

The order the work moves in.

What the register looks like

Three example rows

An illustration only. Your register is built from your interviews and your data.

StepCallWhyWhat it does to the numbers
Chasing clients for feedback and approvalsAutomateFollows a set rule. The project manager sees every reminder that goes out.Non-billable, so it goes straight to margin
First-draft weekly status reportsAssistAI drafts from the project tracker inside approved tools. The project manager edits and sends.Partly chargeable, so modelled both ways
Concept and art directionKeep humanThis is what clients pay Lunne for.Protected, and gets more of the team's time

What's Included

Two weeks, one fixed fee, with your leadership team and the people who do the work.

What you'll have at the end of two weeks
Private interviews with each function lead (client services, creative, finance and administration, growth) and selected team members.
Current-state process maps for each function, showing who does each step and where work waits.
A data and AI-use review against your client agreements and internal policy, with a plain list of what can go into which tools.
A billing-impact model that separates non-billable time, chargeable time, redeployed capacity and new profit.
A growth review: where enquiries come from, where conversations stall, and what your outreach experiment can teach us.
A scored opportunity register: every opportunity rated on time, value, cost, risk and fit with your data rules.
Quick wins your team can start on straight away, with the resources to do them.
Off-the-shelf or custom: the options for each priority, with indicative costs.
A prioritised 90-day roadmap, including training and how to bring the team with you.
A handover with your leadership team, plus the written report to keep.
Week one

Listen and map

  1. 1
    Kick-off and data rulesWith you

    We agree the sponsor, the interview list and what we're allowed to see. Data rules come first, so nothing gets designed around information we can't use.

  2. 2
    Leadership interviewsWith you

    An hour with each function lead: what the function does, where the time goes and what good looks like.

  3. 3
    Team interviewsWith you

    Shorter sessions with the people doing the work, so the maps show what actually happens day to day.

  4. 4
    Current-state mapsMontaj

    Each function mapped and shared with its lead to check before week two.

Week two

Score, plan and present

  1. 5
    Billing and growth analysisMontaj

    The four-outcome model built on your figures, alongside the review of how new business comes in.

  2. 6
    Opportunity register and costsMontaj

    Every opportunity scored, with tool and custom options and indicative costs.

  3. 7
    Roadmap and adoption planMontaj

    The first 90 days in order, with quick wins, owners and the training each step needs.

  4. 8
    HandoverWith you

    We walk your leadership team through the findings and take your questions. The report is yours to keep.

Your clients' data

Nothing restricted leaves your control

  • We confirm what each client agreement allows before we look at anything.
  • We work from process walkthroughs and samples you've approved, never client creative or proprietary data.
  • Every recommendation is checked against those rules before it reaches the roadmap.
What we need from you

Four things, and we do the rest

  • One named sponsor who signs off the findings.
  • An hour with each function lead, and time with a few people from each team.
  • The AI terms from your client agreements, and your internal AI policy.
  • A few standard reports from Workamajig, such as time by task type and utilisation.

How We Work

You're comparing partners, so here's what you'd get with us.

01

We map before we recommend

We don't arrive with a tool to sell. The audit maps your work first, and the roadmap mixes off-the-shelf tools with custom builds only where a process needs one.

02

We've done this in regulated work

Most recently with the 35-person marketing team of a global compliance business, where client data rules shaped what we recommended. That work covered process mapping, a keynote for the wider business and a full-day team workshop.

03

We run on what we recommend

Montaj runs on its own AI context layer: every client, call and process in one place our tools can read. We built this page from our call the same way. It's the same approach we'd help you build, inside your data rules.

04

Talk to our clients

We'll set up a call with clients who've been through the process, so you can ask them what changed. Tell us who you'd like to speak to and we'll arrange it.

What Our Clients Say

Teams we've trained

Video reviews
Alex ByrneFounder, Checkmate Wealth

"I was running about like a headless chicken trying to get introducers to get me clients. I'll never go back to not having this system."

Hatice Mehmet-QuirkFounder, Omnia Health Group

"It felt like we were finally in safe hands."

Josh PeacockFounder, SEO For Hire

"Kai and the team have been exceptional from day one. Their communication, creativity and expertise have been invaluable. I've already referred several businesses."

Google reviews
★★★★★
I cannot recommend this highly enough. The AI training I received was unlike anything else I have come across — it was practical, commercially focused, and immediately applicable to real-world business challenges. Rather than getting lost in theory, every concept was tied directly to tangible outcomes: automating workflows, leveraging AI tools to drive revenue, reducing operational costs, and staying ahead of the competition. The skills I walked away with were not just interesting — they were genuinely marketable. I now have a confident understanding of how to integrate AI into business strategy, use prompt engineering effectively, and identify where AI delivers the highest commercial return. Within weeks of completing the training, I was already applying these skills in my role and seeing measurable results.
Ben Quarrington-Carter
★★★★★
We’ve had a great experience working with Kai at Montaj Digital Ltd. His knowledge and understanding of AI, automation, and modern digital systems is extremely impressive. He doesn’t just talk about AI trends, he truly understands how to apply AI in practical, real-world business operations to improve efficiency, workflows, and customer experience. Kai has been professional, responsive, forward-thinking, and genuinely passionate about technology throughout the process. It’s clear he stays ahead of the curve and invests heavily in understanding emerging AI tools and strategies. If you’re looking for someone who truly understands AI and how to leverage it for business growth, I would highly recommend Kai and the team at Montaj Digital Ltd.
Hayden Horwood
★★★★★
Working with Montaj Digital has been a game changer for McQueen Media. Their deep knowledge of AI automations helped us streamline internal workflows and deliver smarter, faster solutions to our clients. From refining lead generation processes to building scalable content workflows, their strategic input has been invaluable. The communication has been clear, the implementation seamless, and the results speak for themselves. More efficiency, more impact, and more time freed up for creative thinking. Highly recommend them to any agency looking to stay ahead with AI-driven systems. — Brad McQueen, McQueen Media
McQueen Media
★★★★★
As a busy business owner, I’m aware of how pivotal the implementation of AI in our business is. The problem is, my knowledge around AI is limited and I do not have enough time to understand it to implement it efficiently. This is where Kai & Montaj proved their worth and massively helped. They created a plan & structure for us to use AI efficiently which created so many valuable and attainable leads which has seen huge growth within our business over the last 6 months. Thanks Kai & Montaj Digitial!
George Qc
★★★★★
Kai and the Montaj Digital team have been such an asset and amazing team to work with when building our SEO for Hire website. From their expertise, professionalism, speed, quality, and solution-driven outlook, to their wholesome personalities...They've been an all-round pleasure. If anyone is looking to build a professional site, our team fully endorse Montaj Digital. They've been nothing short of amazing!
Shreya Singh
★★★★★
After dealing with 2/3 marketing agencies, I was in desperate need for a company that actually could improve our online marketing. Kai and the team did that and so much more. They surpassed all expectations. Their level of commitment to our company and professionalism throughout meant so much to me because it has made a huge different to my company.
Toby Bridges
★★★★★
Kai and the team have been exceptional from day one. Their communication, creativity, and expertise have been invaluable. We are thrilled with our new website! I've already referred several businesses to Kai and the team, and I can't recommend them highly enough!
Josh Peacock
★★★★★
Montaj Digital completely transformed our business with seamless AI integration. Our processes are so much more efficient and automated. They made complex AI applications simple and practical for our team. Highly recommend for any business looking to leverage AI!
Soraya Easterbrook
★★★★★
I’ve had the pleasure of working with Kai at Montaj Digital, he’s creative, reliable, and a great team player. Always brings smart ideas to the table and follows through with care and precision. Highly recommend working with him!
Emre Gurler
★★★★★
Montaj have been great at setting up our new website, they made the switch over from the old website as smooth as possible! Thanks to Kai and the team
Max Forrester
★★★★★
Excellent week of presentations and discussion. Really helped to frame how helpful AI can be to leverage time and boost productivity.
Nadine Bourne-Harris
★★★★★
best agency i have worked with, been with them for over a year now and it only gets better and better!
JayemB
★★★★★
Great work at short notice! Thanks
Aaron Georgiou
★★★★★
We had the pleasure of working with Kai at Montaj Digital on our digital marketing, and the experience has been exceptional from start to finish. His professionalism stands out immediately - he’s organised, responsive, and clearly takes pride in delivering high-quality work. What truly sets Kai apart, however, is his unrivalled knowledge of AI integration. He has an impressive ability to identify opportunities to automate and streamline processes, helping us significantly speed up workflows while maintaining accuracy and consistency. His solutions weren’t just technically strong - they were practical, tailored to our business, and delivered with remarkable efficiency. If you’re looking for someone who combines technical expertise with commercial awareness and a genuinely proactive approach, I would highly recommend Kai and the team at Montaj Digital. Steven - ASG
Steven Maxwell
★★★★★
I attended a few of the seminars delivered by Kai and the Montaj Digital team recently and genuinely came away impressed. What stood out wasn’t the hype around AI or just focusing on ‘chat’, but how practical it’s already becoming in everyday working life with automation and agents etc. Seeing how much time can be saved on the repetitive admin, chasing information, notes, calendars and general day-to-day noise definitely got my interest in understanding it properly for myself. Not to replace people or thinking, but to create more time and headspace for the things that actually need attention. For anyone still thinking AI is a distant concept, I’d say we’re already well past that point!
Russell Fox
★★★★★
My initial experience with Montaj Digital at their AI workshop was incredibly impressive. Their knowledge and experience were both intriguing and eye-opening, and they have a way of explaining things in such simple, easy-to-understand terms that makes learning feel comfortable and accessible. The team was so welcoming and genuinely passionate about helping people succeed with the right tools, guidance, and support. I left feeling excited to learn more and truly inspired. Very impressed and looking forward to working with them more in the future!
Natasha Achilleas
★★★★★
After meeting with Kai, I have completely changed the way I work! He showed me practical ways to start using AI in my day-to-day business tasks, and the impact was immediate. Before our session, I knew AI was something I should be looking into, but I wasn't sure where to start or how it could actually help me. Kai made everything easy to understand and showed me practical ways to use AI, that I could put into action straight away. THANK YOU!
Monica
★★★★★
Attending the AI Summit was a genuinely valuable experience. Kaiyan delivered the session with real energy, clarity, and expertise, making complex topics feel accessible and relevant to today’s workforce challenges. The discussions were thought-provoking, forward-looking, and grounded in practical application, with clear takeaways that can be implemented immediately within business and talent environments.
Fran
★★★★★
Kai and the team at Montaj Digital were a massive help in getting AI and automation set up at our Design Studio, Blinc. It’s made day-to-day work way smoother and saved us loads of time. Super practical, no jargon, just proper solutions that actually work. Look forward to working with Kai and the team in the future.
Mario Andreas
★★★★★
We used Montaj Digital to develop our website and they have been amazing. Their communication has been outstanding. It was an absolute pleasure to work with Montaj Digital, their knowledge on websites is incredible, highly recommend working with the agency.
Tropi Box
★★★★★
Montaj Digital really know their stuff when it comes to AI and lead gen. The team is top quality, sharp and easy to work with, and they helped me put smarter systems in place that genuinely improved the quality and consistency of our leads.
Mike Ioan
★★★★★
I highly recommend this Google ads ppc and Meta ads agency that deliver impressive results. A very professional service for any size business that is looking to grow and drive valuable sales online. Thank you so much.
James JP
★★★★★
Amazing presentations that have given me the insight and now confidence to use AI in my everyday working and personal life. Great work Kai 👏🏼 👍🏼 🤓
Colin Cowan
★★★★★
Kai and the Montaj Team are real Professionals and their dedication and skill makes working with them great
Patrick Nolan
★★★★★
Great communication throughout and deliverables. Highly recommend!
Khaled Shahidullah

The AI Opportunity Audit

A two-week audit of how Lunne wins, delivers and looks after its work. It ends in a costed 90-day roadmap you can act on, with or without us.

Fixed fee
Two weeks

AI Opportunity Audit

US$5,000
for the full audit

One fee covers the interviews, the process maps, the data review, the billing-impact model, the opportunity register, the 90-day roadmap and the handover.

IncludesEverything listed on this page
Not includedImplementation, software and travel
StartWithin a week of your go-ahead
Where it goes from here
  1. The auditTwo weeks, ending in a costed, prioritised roadmap.
  2. Quick winsYour team starts on these straight away, with the resources from the audit.
  3. ImplementationIf you want our help, we scope it as a separate proposal from the roadmap.
  4. Training and changeSessions that bring the team with you, planned into the roadmap.

The roadmap is yours either way. Nothing in it ties you to Montaj for the build.

How to Go Ahead

1

Tell us by 1 November

Reply to say go ahead and we'll send a one-page agreement.

2

Kick-off call

We agree the sponsor, the interview list and the data rules.

3

Two weeks later

Your handover, the roadmap and the report to keep.

Confirm the Audit

Questions first? Book a short call

Kaiyan Ali
Kaiyan Ali
Founder, Montaj Digital · kaiyan@montajdigital.io
See the Proposal