Research for operators, not research for the shelf. We study enquiry handling, automation adoption, founder dependency and what changes when better systems meet better human support.
Methods first. Evidence next.
Download the study protocols and see exactly what we plan to measure.
2026 research programme in development. Download our study protocols and practical models. Sample sizes shown are recruitment targets for planned studies.
A proposed empirical analysis of 300+ service businesses examining the cost of unhandled inbound calls, delayed quote follow-ups, and fragmented CRM pipelines.
Download Free PDF PDF / Study protocolA proposed comparison of speed-to-lead, qualification accuracy, appointment show-rates, and customer satisfaction across AI and human front desks.
Download Free PDF PDF / Study protocolAn economic modeling framework for the transition from freelance marketplaces to managed, daily-monitored remote staffing.
Download Free PDF PDF / Modeling paperComplete our 2-minute diagnostic assessment to receive a customized score and actionable blueprint to automate your operations.
An indicative self-assessment, not a validated benchmark or a revenue-loss estimate. Each question contributes equally to a score out of 100.
Score = round((calls + quotes + admin) ÷ 9 × 100). Higher scores indicate greater self-reported operational maturity. No answers are sent or saved.
Practical architectures for everyday operational bottlenecks. Open a blueprint to explore its sequence and controls.
Twilio + Vapi + WebVortex CRM. A proposed design for continuous enquiry capture; the title is an operational goal, not a guarantee of uptime.
Measure: capture rate, failed handoffs, qualification accuracy and time to human response.
Technical references: Twilio Voice · Vapi documentation
A proposed multi-channel cadence for active quotes. Start with the customer’s agreed communication preferences and stop automatically on reply, acceptance, rejection or opt-out.
Check that the quote arrived and offer to clarify scope or timing.
Ask what information the customer needs to make a decision.
Confirm whether to proceed, revise the quote or close the opportunity.
Measure: reply rate, quote-to-job conversion, opt-outs and gross contribution per won job. This cadence is a starting hypothesis, not a proven optimum.
Progress from repeatable tasks to accountable operational ownership. Advancement should follow demonstrated quality and clear decision rights.
Measure: net founder hours recovered, rework time, service quality and total loaded cost.
Vertex Research is powered by SJ Vertex Group Ltd. Our mission is to replace theoretical AI hype with empirical operational playbooks.
Contact the Research TeamPlanned studies, models and completed analyses carry distinct publication labels. Sample targets are never presented as collected data.
Publish definitions, inclusion criteria, assumptions and limitations alongside any future findings.
The lab is part of SJ Vertex Group, whose ventures include AI automation and managed staffing. Research is group-funded; institutional independence is not claimed.
Background and technical references. These sources do not substantiate findings from our planned studies.
Start with your process, then decide what the team and technology need to do.
Six questions. An actionable checklist, with no email gate.
ExploreBuying guideBranch routing, booking integration, total cost and human handoff.
ExploreOperating modelCompare the trade-offs and choose a process to pilot.
ExploreImplementation guideStages, handoff acceptance and follow-up stopping rules.
ExploreDiscuss a clinic-group operational review · Read the wider UK business automation guide