Only 1 Engagement Per Week - Next Available: Feb 24
Only 1 Per Week - Next Available: Feb 24
For Business Operators in Australia Scaling Past 5 Staff
Reclaim 10–15 Hours Per Week in 5 Days
Still Doing It Manually?
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No hiring. No guesswork. No consultant who vanishes after the strategy deck. I embed in your business for one week, shadow your team, uncover where time disappears, and implement practical AI automations on the spot. You leave with immediate time savings and a clear roadmap to scale without operational chaos.
No hiring. No guesswork. No consultant who vanishes after the strategy deck. I embed in your business for one week, shadow your team, uncover where time disappears, and implement practical AI automations on the spot. You leave with immediate time savings and a clear roadmap to scale without operational chaos.
.
AI is leverage. Done right, it multiplies output without increasing headcount.
AI is leverage. Done right, it multiplies output without increasing headcount.
Trusted by scaling businesses across Australia
Trusted by scaling businesses across Australia
Proven At The $100M+ Level
Still Doing It Manually?
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Before Phlo, I fixed operations for PE-backed companies scaling from $5M to $50M in revenue.
Before Phlo, I fixed operations for PE-backed companies scaling from $5M to $50M in revenue.
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I spent 2 years embedded in portfolio companies of a $100M private equity fund—working across financial services, SaaS, and professional services businesses.
Every company had the same problems: leadership too busy to optimize, teams drowning in manual work, and expensive consultants who delivered reports that never got implemented.
So I developed a different system: 5 days embedded. Map the bottlenecks. Build solutions on the spot. No PDFs, just results.
That approach saved portfolio companies an average of 10-15 hours per week and reduced manual work by 50%—without hiring additional staff.
Now I'm bringing that same playbook to Sydney's scaling businesses, at a fraction of the PE consulting price.
I spent 2 years embedded in portfolio companies of a $100M private equity fund—working across financial services, SaaS, and professional services businesses.
Every company had the same problems: leadership too busy to optimize, teams drowning in manual work, and expensive consultants who delivered reports that never got implemented.
So I developed a different system: 5 days embedded. Map the bottlenecks. Build solutions on the spot. No PDFs, just results.
That approach saved portfolio companies an average of 10-15 hours per week and reduced manual work by 50%—without hiring additional staff.
Now I'm bringing that same playbook to Sydney's scaling businesses, at a fraction of the PE consulting price.
$100M+
Portfolio AUM
$100M+
Portfolio AUM
12+
Companies Optamised
12+
Companies Optamised
10-15hrs
Avg Saved Per Week
10-15hrs
Avg Saved Per Week
50%
Reduced Manual Work
50%
Reduced Manual Work
How We Helped HFG Scale To $3.6B+ in Loan Settlements
How We Helped Real Balance Eliminate 3+ Hours Per Client Every Month
From manual broker referrals to AI-powered marketplace serving 227,000+ Customers
From manual broker referrals to AI-powered marketplace serving 227,000+ Customers
THE CHALLENGE
THE CHALLENGE
Hash Financial Group's borrowers were stuck in an outdated system. Finding and comparing mortgage brokers required manual research, phone calls, and endless back-and-forth. The friction was killing conversions and slowing loan approvals.
Their operations team was drowning in:
Manual broker referrals and matching
Repetitive qualification calls
Lead drop-offs due to slow response times
Brokers wasting time on unqualified leads
They needed to scale without hiring an army of support staff.
Hash Financial Group's borrowers were stuck in an outdated system. Finding and comparing mortgage brokers required manual research, phone calls, and endless back-and-forth. The friction was killing conversions and slowing loan approvals.
Their operations team was drowning in:
Manual broker referrals and matching
Repetitive qualification calls
Lead drop-offs due to slow response times
Brokers wasting time on unqualified leads
They needed to scale without hiring an army of support staff.
THE SPRINT
THE SPRINT
Shadow & Map We embedded in HFG's operations team, shadowing broker coordinators and listening to hundreds of borrower calls. We mapped the entire workflow from initial inquiry to broker handoff, identifying where leads were dropping off.
Build & Prototype We built the foundation for two solutions:
Marketplace: AI-powered broker matching system connecting borrowers with 6,000+ certified brokers
Hannah AI Assistant: Conversational AI (text + phone) that qualifies leads, answers FAQs, and books broker meetings automatically
Roadmap & Implementation We delivered a strategic implementation roadmap for full CRM integration, lead scoring, and scaling the AI systems across all channels. Then worked alongside their team to bring it to life.
Shadow & Map We embedded in HFG's operations team, shadowing broker coordinators and listening to hundreds of borrower calls. We mapped the entire workflow from initial inquiry to broker handoff, identifying where leads were dropping off.
Build & Prototype We built the foundation for two solutions:
Marketplace: AI-powered broker matching system connecting borrowers with 6,000+ certified brokers
Hannah AI Assistant: Conversational AI (text + phone) that qualifies leads, answers FAQs, and books broker meetings automatically
Roadmap & Implementation We delivered a strategic implementation roadmap for full CRM integration, lead scoring, and scaling the AI systems across all channels. Then worked alongside their team to bring it to life.
THE RESULTS
THE RESULTS
✓ $3.6B+ in loan settlements across 227,000 customers ✓ 6,000+ brokers connected through the platform ✓ 80% reduction in manual qualification work ✓ Instant borrower engagement via Hannah (24/7 availability) ✓ Brokers now focus only on qualified, ready-to-proceed leads
HFG transformed from a manual, phone-based operation to a scalable, digital-first lending platform—without hiring additional operations staff.
✓ $3.6B+ in loan settlements across 227,000 customers ✓ 6,000+ brokers connected through the platform ✓ 80% reduction in manual qualification work ✓ Instant borrower engagement via Hannah (24/7 availability) ✓ Brokers now focus only on qualified, ready-to-proceed leads
HFG transformed from a manual, phone-based operation to a scalable, digital-first lending platform—without hiring additional operations staff.
TESTIMONIAL:
"The system Phlo built streamlined our investor onboarding and internal operations. What used to require manual work is now automated and scalable."
— Head of Operations, Hash Financial Group
"The system Phlo built streamlined our investor onboarding and internal operations. What used to require manual work is now automated and scalable."
— Head of Operations, Hash Financial Group
The Problem
The Problem
⏰
Time Disappears Daily
Every week, 10-15 hours vanish into manual data entry, copy-pasting between systems, and repetitive tasks. Your team is busy, but you can't figure out where the time actually goes.
📈
Growth Creates Chaos
What worked at 5 people doesn't work at 15. Processes are breaking, everyone's overwhelmed, and hiring more people just adds complexity instead of solving it.
📄
Consultants Give Reports
You've tried consultants before. They gave you Zoom calls, recommendations, and a 50-page PDF that collects dust. You don't need another report—you need someone to actually fix it.
5 Days. On-Site. Real Results.
5 Days. On-Site. Real Results.
Here's exactly what happens when I embed in your business for one week.
DAY 1-2: Shadow & Map
I sit in your meetings, shadow your team, and document every manual process. I identify where 10-15 hours per week disappear into repetitive tasks.
DAY 1-2: Shadow & Map
I sit in your meetings, shadow your team, and document every manual process. I identify where 10-15 hours per week disappear into repetitive tasks.
DAY 1-2: Shadow & Map
I sit in your meetings, shadow your team, and document every manual process. I identify where 10-15 hours per week disappear into repetitive tasks.
DAY 3-4: Build & Implement
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Class ChatBot{
address public owner;
int private response;
constructor(){
owner = msg.sender;
}
function
I build quick-win automations (connecting tools & workflows, integrating AI, getting the most out of your data) that you can start using immediately. No waiting, no "we'll implement later."
DAY 3-4: Build & Implement
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Class ChatBot{
address public owner;
int private response;
constructor(){
owner = msg.sender;
}
function
I build quick-win automations (connecting tools & workflows, integrating AI, getting the most out of your data) that you can start using immediately. No waiting, no "we'll implement later."
DAY 3-4: Build & Implement
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2
3
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5
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7
Class ChatBot{
address public owner;
int private response;
constructor(){
owner = msg.sender;
}
function
I build quick-win automations (connecting tools & workflows, integrating AI, getting the most out of your data) that you can start using immediately. No waiting, no "we'll implement later."
DAY 5: Deliver & Roadmap
Trigger
Prompts
Send Email
You get working solutions already in place, plus a strategic roadmap showing bigger automation opportunities (custom dashboards, AI assistants, full system integrations) scoped and priced for you to greenlight.
DAY 5: Deliver & Roadmap
Trigger
Prompts
Send Email
You get working solutions already in place, plus a strategic roadmap showing bigger automation opportunities (custom dashboards, AI assistants, full system integrations) scoped and priced for you to greenlight.
DAY 5: Deliver & Roadmap
Trigger
Prompts
Send Email
You get working solutions already in place, plus a strategic roadmap showing bigger automation opportunities (custom dashboards, AI assistants, full system integrations) scoped and priced for you to greenlight.
AI-Driven Solutions
AI-Driven Solutions
AI Chat Assistant
AI Chat Assistant
Process Mapping
Process Mapping
Data Insight
Data Insight
Custom Dashboards
Custom Dashboards
Security Optimised
Security Optimised
Agentic Workflow
Agentic Workflow
Team Training
Team Training
Trusted by Businesses Like Yours
Trusted by Businesses Like Yours
“The system Phlo built streamlined our investor onboarding and internal operations. What used to require manual coordination is now structured, trackable, and far easier to manage.”
Hash Financial Group
Head of Operations
“The system Phlo built streamlined our investor onboarding and internal operations. What used to require manual coordination is now structured, trackable, and far easier to manage.”
Hash Financial Group
Head of Operations
“The system Phlo built streamlined our investor onboarding and internal operations. What used to require manual coordination is now structured, trackable, and far easier to manage.”
Hash Financial Group
Head of Operations
“Phlo brings structure and pace to complex AI and automation projects. That makes delivery far more predictable.”
Sapien Group
Managing Director
“Phlo brings structure and pace to complex AI and automation projects. That makes delivery far more predictable.”
Sapien Group
Managing Director
“Phlo brings structure and pace to complex AI and automation projects. That makes delivery far more predictable.”
Sapien Group
Managing Director
“Phlo has been our development partner from day one, building the platform from the ground up and managing seven distinct products and features with different requirements.”
Studyfin
Founder
“Phlo has been our development partner from day one, building the platform from the ground up and managing seven distinct products and features with different requirements.”
Studyfin
Founder
“Phlo has been our development partner from day one, building the platform from the ground up and managing seven distinct products and features with different requirements.”
Studyfin
Founder
Recent Works, Notable Impact
Hash Financial Group
HFG leveraged AI to streamline investor onboarding, automate KYC, and create personalized marketing experiences—reducing manual effort while accelerating deal flow.
Studyfin
Full-Stack Build
Saig
Saved 80% on AI Operations
Hash Financial Group
HFG leveraged AI to streamline investor onboarding, automate KYC, and create personalized marketing experiences—reducing manual effort while accelerating deal flow.
Studyfin
Full-Stack Build
Saig
Saved 80% on AI Operations
Hash Financial Group
HFG leveraged AI to streamline investor onboarding, automate KYC, and create personalized marketing experiences—reducing manual effort while accelerating deal flow.
Studyfin
Full-Stack Build
Saig
Saved 80% on AI Operations
Simple Pricing
Three Ways to Work Together
All packages include on-site delivery in Australia.
All packages include on-site delivery in Australia.
Discovery Sprint
Ideal for businesses that want to identify bottlenecks and implement quick wins.
$3,000
One-Time
What's Included:
5-day on-site audit
Strategic AI roadmap
Quick-win implementations
Operations Sprint
Popular
Designed for scaling teams that want problems fixed, not just identified.
$5,000
One-Time
What's Included:
Everything in Discovery Sprin
3-5 quick-win automations
Operations Playbook
Custom workflows
14-day implementation support
Bounuses
AI Mastery Guide
Priority Queue Access
Partnership
Package
For high-growth businesses that want VIP treatment and long-term optimization
$9,500
What's Included:
Everything in Operations Sprint
Up to 5 custom builds
60-day support
3 monthly strategy calls
Full Team training session
Need to Know