Case study
- Strategy
- AI Automation
- Whitelabel
Open Velocityand White Bridge
How a strategy consultancy added an execution layer for AI and marketing automation
12-month retainer
+
workflows automated
+
hours of manual work saved
%
faster operational turnaround
%
fewer repetitive marketing-ops tasks
client projects supported
concurrent projects supported
Snapshot
- Partner
- Open Velocity, an expert-led marketing strategy consultancy
- Based in
- York, United Kingdom
- Services used
- Marketing and AI-assisted workflow automation, lead and CRM workflows, reporting, client onboarding, content and research workflows, QA
- Partnership
- 12 months. Began with a small workflow-automation pilot and became an ongoing delivery retainer
The Partner
Open Velocity works on go-to-market, positioning, audits, fractional CMO support and AI process integration. It is a consultancy, not an agency: senior consultants do the work, and there are no handoffs.
The Problem
The consultancy was helping clients introduce AI and improve marketing workflows, which added delivery pressure.
- 01
A reliable execution layer was needed.
- 02
Senior consultants had to stay on strategy.
The Partnership
A small workflow-automation pilot became a 12-month white-label retainer.
What We Delivered
- 01
Marketing workflows
Workflows for day-to-day marketing operations.
- 02
AI-assisted workflows
Workflows that use AI inside the process.
- 03
Lead and CRM workflows
Lead and CRM automation.
- 04
Reporting and data processing
Reporting and data handling.
- 05
Client onboarding
Onboarding workflows.
- 06
Content and research
Content and research workflows.
- 07
Marketing operations
Broader marketing-operations support.
- 08
Workflow QA and testing
Checks before workflows went live.
How We Worked Together
A fixed routine covered tasks, testing and reporting.
Team
Dedicated automation team and a delivery lead
Daily contact
Slack
Workflow
Shared project-management workspace
Environment
CRM and marketing-platform integrations with staging
Quality control
Two-stage workflow QA
Reporting
Weekly
Reviews
Bi-weekly optimisation
The Outcome
Over the retainer, White Bridge automated 65+ workflows and saved 950+ hours.
- 31% faster operational turnaround.
- 35% fewer repetitive marketing-operations tasks.
- 18 projects supported.
- 5 concurrent projects supported.
Senior consultants stayed on strategic client work.
An execution layer let the consultants stay on strategy. Over 12 months, White Bridge automated 65+ workflows, saved 950+ hours, and supported 18 projects.
