Professional Services Tech Talks is about what actually happens when you put technology to work in a professional services firm.
Garwood Growth’s Adam Maze and George White share what they’re trying, why they’ve made particular choices, what’s worked, what hasn’t and what they’d do differently. They’re starting with AI, before getting into the wider technology questions facing professional services firms.
Practical, honest and based on what they’re actually doing.
Professional Services Tech Talks Episode 6: How We Automated Our CRM with AI
Since September, we've added 236 contacts and 44 companies to our CRM at Garwood Growth, with AI doing much of the work. For a professional services business, where relationships play such an important role in winning work, that's a significant improvement. It gives us a more complete picture of who we're talking to, which businesses we're building relationships with and where there may be opportunities to develop those relationships further. It also means that valuable information is availab...
20 Oct 2026
Episode 5: Building an AI-powered lead magnet
There's a lot of valuable expertise sitting within consulting firms, often captured in frameworks, methodologies and other IP. But what if you could use AI to turn some of that knowledge into interactive tools that clients and prospects can use for themselves? In this episode of Professional Services Tech Talks, Adam Maze and George White take us through how we've used Claude Code to build our new online Value Builder assessment. The tool draws on Garwood's existing IP to assess a professiona...
9 Oct 2026
Episode 4: Who’s taking the notes?
Meeting transcription tools are hardly new. But automatically producing a set of notes after a call is only part of what they can do. In this episode of Professional Services Tech Talks, Adam Maze and George White talk through how Garwood chose its meeting transcription platform, Fellow, and what they wanted from it beyond transcription accuracy. They also look at what becomes possible once meeting content is connected to the rest of your technology. George shows how he can use a conversation...
22 Sept 2026
Episode 3: Getting AI to follow your brand – and why tone of voice is hard
Creating a client deck often starts the same way: find an old one, strip out the content and spend far too much time getting fonts, colours, logos and layouts where they’re supposed to be. We’ve been experimenting with a different approach. In this episode, Adam and George go behind the scenes of the AI skills we’ve built at Garwood. George opens up our branding skill in Claude, shows what sits behind it and demonstrates how we can turn unformatted content into a branded PowerPoint or Word do...
22 Sept 2026
Episode 2: AI at work - What are the rules?
You’ve chosen your AI tools. Now comes the bit that probably didn’t feature in the demo: policies, data protection, security and working out what people should actually be allowed to do with them. In this episode, Adam and George talk through the AI governance Garwood has been putting in place, from what we expect from our technology providers to the policies and controls we need internally. The challenge is getting the balance right. You need to protect client and company information without...
22 Sept 2026
Episode 1: Choosing our AI Platform
ChatGPT? Claude? Copilot? Something else entirely? When we started looking at which AI platform to use across Garwood, we didn’t begin with a comparison of models and features. We started by looking at how our team actually works. Where were people losing time? What were they already using AI for? What information would we need the platform to handle? And what would make people actually use it once we’d chosen one? Adam and George talk through the process, from surveying the team and turning ...
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