How we work
From first call to verified savings.
Every Coaley Peak engagement follows the same six-stage process, ending with independent third-party verification of every saving before we invoice.
Delivered via Owlpen our proprietary cost intelligence platform.
01
Day 1–2
Discovery call
A focused conversation with your Finance Director, CTO, Operations lead, or MD. We ask the right questions about your current stack, cost base, and commercial objectives. No slide decks, no sales pitch. If we can't find material savings, we say so on the call.
02
Week 1–3
Process audit
We connect Owlpen to your existing platforms. Our team maps every workflow against your cost base and benchmarks it against sector peers. You receive a full audit report (identifying the highest-value opportunities) at no charge, regardless of whether you proceed.
03
Week 3–4
KPI agreement
Before implementation begins, we agree the exact KPIs in writing: cost reduction targets, timelines, measurement methodology, and what constitutes a verified saving. This becomes the sole basis of every invoice we raise, and the framework your independent verifier will use each month.
04
Week 4–8
Implementation
Owlpen deploys across your agreed scope, typically 4–8 weeks for full rollout. Your team stays informed through a live Owlpen dashboard; we handle the implementation.
05
Ongoing
Live monitoring
Owlpen runs 24/7 once live, continuously identifying new saving opportunities, flagging cost creep, and surfacing anomalies. Monthly reporting lands on a fixed date each month with a plain-language summary of what changed and what it saved.
06
Month-end
Independent verificationHow it works →
Every saving is independently verified by a qualified professional, typically a chartered accountant, practising solicitor, or registered expert relevant to the savings category. We fund this entirely. Only after verification is complete do we issue an invoice. If targets are missed, there is no invoice, and we pay up to £10,000. Applies to contracts started after 24 March 2026.
Our commitments
What you can hold us to.
No retainers. No setup fees.
For engagements delivered under our pay-on-results model, our only revenue is a pre-agreed percentage of independently verified savings. There are no monthly management fees, no onboarding costs, and no minimum spend. Training courses are separately funded and governed by their own terms.
No invoice without independent sign-off.
Every saving is verified by a qualified third party before we bill. You receive a copy of the verifier's report alongside your monthly savings summary.
No long-term lock-in.
You can exit the engagement with 30 days' notice. We operate on trust, if the numbers aren't there, neither are we. Subject to the terms of your commercial agreement.
Up to £10,000 if targets are missed.
If we miss agreed targets, we pay up to £10,000 in total, capped per 12-month engagement period. Applies to contracts started after 24 March 2026 and documented in your commercial agreement.
Use cases and capabilities, important notice. The use cases, needs, and capabilities described on this website are illustrative examples of areas where AI and automation may be able to add value. They are not representations, warranties, or guarantees that any specific outcome, saving, or improvement will be achievable for any particular client. The applicability of any use case depends on the client's specific IT infrastructure, data architecture, operational processes, workforce arrangements, contractual obligations, and regulatory environment. Coaley Peak will assess compatibility, including system integrations, data handling requirements, and human and technical constraints, during the scoping and audit process before any engagement begins. No work will commence on a specific use case until its feasibility has been assessed and agreed in writing. Nothing on this website constitutes advice, a representation, or a commitment in relation to any specific use case or technology. Descriptions of approaches, methods, and techniques are general in nature; Coaley Peak makes no representation as to whether any specific implementation may be subject to third-party intellectual property rights (including patents) and clients are responsible for obtaining independent legal advice where required. Where use cases reference regulated activities, including but not limited to anti-money laundering, FCA-regulated functions, KYC, data protection compliance, employment law, or sector-specific regulatory obligations, implementation does not reduce, replace, or discharge any statutory or regulatory duty incumbent on the client, and clients remain solely responsible for compliance with all applicable regulatory requirements. Data handling capabilities are subject to the client's infrastructure, applicable data protection legislation (including UK GDPR), and the terms of any data processing agreement in force between the parties. Queries: legal@coaleypeak.co.uk.
Pay on results, eligibility notice. Results-based pricing applies exclusively to contracts signed on or after 24 March 2026. Engagements entered before this date (including renewals) are not subject to pay on results terms unless a written addendum has been executed by both parties. All pay on results contracts carry a document reference beginning contract_payonresults. Queries: legal@coaleypeak.co.uk.
We fund independent verification of every saving.
Before any invoice is raised, the savings figure is reviewed and confirmed by an independent qualified professional, a chartered accountant, solicitor, or registered expert. We pay for it. You receive their report.
Before your audit
See your potential gain in under two minutes
Start with an audit.
No commitment, no cost. We map your spend, identify the opportunities, and share the findings, under mutual NDA.
Document reference: ISO_webpage_our-process_v1
Last modified: 24 March 2026
Our Process