AI consulting & implementation
We don't sell AI. We remove the work that costs your team hours every week.
Badia Partners designs and ships AI automations inside the tools you already run — Salesforce, HubSpot, SAP, Holded — so the busywork disappears and your people spend their time where it actually moves the number.
- Salesforce
- HubSpot
- SAP
- Holded
The problem
The work isn't hard. There's just too much of it — and it never ends.
Every process in your company leaks hours into manual, repetitive steps that nobody enjoys and everybody does anyway. You don't have an AI problem. You have time draining out of the day, one copy-paste at a time.
Most "AI vendors" want to sell you a model. We start with the hours you’re losing — and only bring AI in when it’s the right tool to win them back.
- 01
Reps sell after hours. Updating the CRM, logging calls and writing follow-ups eats the evening — so the selling happens in whatever time is left.
- 02
Finance retypes everything. Invoices arrive by email, get keyed in by hand, cross-checked against a PO, then keyed in again. Multiply by hundreds a month.
- 03
Leads go cold waiting. A prospect raises their hand on Tuesday and hears back on Friday — by then the moment, and often the deal, is gone.
- 04
Nobody had time to look. Renewals slip and risks surface late because reading the full account history was a job no one could fit in.
Free tools
Find your starting point — in minutes.
Two tools. No account needed. Both give you a concrete number or score you can act on today.
How many hours is your team losing?
Adjust three sliders and get an annual saving estimate — plus the typical payback period.
Calculate my ROI →Is your business ready for AI?
5 questions about your tools, data and processes. You get a score and specific recommendations.
Take the audit →What we do
Three ways in — starting with one that costs you nothing.
No open-ended "custom AI" engagements. Clear deliverables, a low-risk way to begin, and you only scale spend once you’ve seen it work on your own process.
Automation Assessment
We map one of your processes end-to-end and find exactly where the hours leak — then rank the automations by ROI and effort.
- Written opportunity report
- Hours-lost map per step
- Ranked automation shortlist
- Indicative ROI per opportunity
Scoped Pilot
We build the single highest-ROI automation from the assessment and ship it into your real tools — measured against a baseline you agree up front.
- One automation, in production
- Runs inside your stack
- Before/after measurement
- Go / no-go decision, no lock-in
Implementation & Support
Roll the proven automation across the whole process, integrate the edge cases, and keep it monitored and maintained as your tools change.
- Full process rollout
- Integrations & exception handling
- Monitoring & maintenance
- Your team trained to own it
How we work
A method you can see — because a process you can't see is the oldest trick in the book.
AI makes non-technical leaders nervous for good reason: it’s easy to hide vagueness behind jargon. So we show the whole method up front. You always know what happens next and what you’ll have in hand.
Diagnosis
We sit with the people who do the work, map the process, and quantify where time is actually lost.
You get: a written assessment report.
Pilot
We build the single highest-value automation and run it against a real baseline in your tools.
You get: a working automation + measured result.
Implementation
We roll it out across the process, handle the edge cases, and integrate it cleanly into your stack.
You get: production system + documentation.
Support
We monitor, maintain and adapt it as your tools and team evolve — and train you to own it.
You get: a system that keeps working.
Example implementations
What this looks like in a real business.
Representative builds across the processes we focus on. Figures are indicative ranges based on the workload these automations remove — not client-specific guarantees.
Revenue & CRM · Salesforce · HubSpot
Salesforce + Fireflies
Call transcript → CRM & follow-ups
Reps spend evenings logging calls and writing follow-up emails instead of selling.
An agent reads every call transcript, extracts decision-makers, objections and next steps, updates the CRM via API and drafts the follow-up.
HubSpot + Clearbit
Dynamic lead scoring & routing
Inbound leads wait days for a first response and get routed by guesswork.
Incoming leads are enriched, scored against your ICP by an LLM, routed to the right rep and handed a personalized first message.
Salesforce
Pre-renewal account intelligence
Renewals are prepared blind because nobody can read the whole account in time.
An agent aggregates account history, support tickets, product usage and recent news into a briefing with risks and upsell openings.
Finance & ERP · SAP · Holded
SAP
Supplier invoice processing
Invoices are keyed in by hand and cross-checked against POs, one by one.
OCR + LLM extraction pulls date, amount, tax ID; validates against the PO in SAP; posts automatically and flags only discrepancies.
SAP
Financial data in plain language
Every ad-hoc report means a ticket to IT and a wait.
A chat interface turns "margin by line, Q1 vs last year" into an SAP query, pulls the data and presents it — no IT in the loop.
Holded
Receivables forecast 30/60/90
Cash-flow visibility relies on a manual spreadsheet that’s out of date the day it’s built.
The agent cross-references payment history with open invoices to forecast collections with a probability per customer.
Indicative implementations and result ranges shown for illustration. We agree the baseline and the measurement with you during the pilot — and report the real numbers.
About Badia Partners
Method over magic.
We're a consulting practice for leaders who want the result, not the hype. Four principles keep us on the right side of that line.
01
We show our work.
You see the method, the measurement and the build. No black boxes, no "trust us."
02
We start small.
A free assessment and a fixed-price pilot before any big commitment. You scale spend only after it’s proven.
03
You own everything.
The automations live in your tools, on your accounts. We train your team to run them without us.
04
We measure against a baseline.
Every engagement has a before and an after in hours or euros. If it doesn’t move the number, we say so.
The brand opens the door; people close the sale. Real bios and faces go here — the named, accountable people who’ll work on your project.
One next step
Find out where your hours are leaking — for free.
A 30-minute call and a written assessment of one process. No slides, no pitch deck — just where the time goes and what it would take to win it back.
30 minutes · no cost · no obligation
Or book directly: contact page