AIOS
Case studies
Resources
Let's Chat
Case studies / Merge Media
Merge Media · Two months · 3 October 2026
Sales call to onboarded, six of eight steps on their own.
An Auckland studio doing web design, branding and ongoing marketing.
10 hrs
saved each time a client goes from sales call to onboarded
6 of 8
steps after a sales call run on their own
4
kinds of work AI drafts and they finish
2
more in the pipeline
What they came to us for
To automate their sales and onboarding.
What we delivered
Sales through to onboarding is automated, plus quoting, which wasn't in the brief. Now we're helping across other areas.
Tools used
How it came together
We set it up
- One AI system on the tools they already use
- Their own portal for the team
- The admin after a sales call first
We taught them
- Two days face to face
- Taught to build, not handed something finished
- What to automate and what to keep by hand
They build, we support
- Renee built the website hand-off herself
- Weekly catch-ups with Finn
- We build alongside them on quoting
Every step after a sales call
6 of 8 steps after a sales call now run off the transcript. Checking it and sending it stay with them, on purpose.
What else is running
Sales and onboarding were the brief. Quoting wasn't, and we delivered it anyway. Now we're helping with other areas.
Automated
Runs without them
-
Sales to onboarding
Everything from the sales call through to onboarding a new client
10 hrs saved each time
-
Website hand-off
Finds the brief form and drafts the hand-off email. Renee built this one herself
Augmented
AI drafts, they finish
-
Pitch decks
Claude writes the deck, Renee polishes it in Canva
-
Client design work
Briefed and built faster, finished by the team
-
Social templates
Repeat patterns and templates for social posts
-
Quoting
Built on Renee's three walkthroughs. AI drafts the quote, the team checks it
Not in the brief, delivered anyway
In the pipeline
Being built now
-
Social planning
Planned per client first, then a skill for each platform and content type
-
Design systems
For Merge and each client, so Claude gets work about 90% of the way
The time that comes back goes into design, clients and winning new work.
What's next
Now · plan it first
- Goals, platforms and content types for social
- A source of truth for each client
Next · build the skills
- One skill per platform and content type
- Quoting finished on top of the walkthroughs
Longer term · a content calendar
- Statics made from each client's design system
- The team edits rather than starts from blank
“Having what is effectively a 2 day face-to-face course, plus the ongoing support to get our business up and running on AI systems, is the best business investment I’ve made.”
The 10 hours is per new client, from sales call to onboarded. Other figures come once measured. Every figure is the client's own estimate, not something we measured.
AI inside your business. Built with you, owned by you.
Book the Audit
© 2026 Minimise Ltd.
All rights reserved.
Merge Media case study. The automated/by-hand contradiction is resolved toward the step list and needs a ruling; Renee's title conflicts with the homepage.