Help Your SME Customers Navigate AI. Stay Relevant. Build Trust. Earn Revenue.
See What Your Customers Experience When You Introduce Them to Servita SME
Four steps. One clear path. Here's exactly how it works.
Choose Your AI Roadmap
Three tiers, one goal: giving you the clarity and confidence to act. Pick the depth that fits where you are.
Clarity
First decisionA complete standalone AI Roadmap. Know where AI will pay back, what to prioritise, and what to avoid.
- Where your business is ready (and isn't)
- How AI is reshaping your sector
- Your 3 highest-return AI opportunities
- Expected payback in Year 1
- Your 90-day action plan
Momentum
Moving FastEverything in Clarity, plus deeper analysis, competitor intelligence, and a hands-on delivery playbook.
- Everything in Clarity +
- Deep analysis of your top 3 opportunities
- What your competitors are doing with AI
- Everything you need before launch day
- Step-by-step guide to deliver and repeat
- Key risks and how to handle them
Advantage
High-stakes decisionsEverything in Momentum, plus board-ready strategy, governance, and multiple execution pathways.
- Everything in Momentum +
- Executive video of findings
- Your 2-year strategic roadmap
- Skills and capability you'll need
- Governance and risk guardrails
- 3 strategic paths to choose from
Complete Your Consultation
Access our smart online system and answer targeted questions about your business, operations, and ambition. It's a guided 15-minute digital process, no calls required.
- 15 minutes to complete
- Fully confidential
- Smart, adaptive questions
- Complete on any device
Your AI Roadmap, Delivered
Delivered within 5 business daysThis is a snapshot of what you'll receive within 5 business days.
Our expert team, using our proprietary methodology and AI-powered analysis, evaluate your inputs against industry benchmarks, sector data, and best-practice frameworks. Your bespoke AI Roadmap is delivered on the Applied Circle platform, everything you need to move forward in one complete deliverable. Here's a preview of what's inside.
Your Assessment in a Secure Workspace
Access all findings and your full report in one private workspace - review online or download anytime
Your Assessment in a Secure Workspace
Your completed assessment is delivered to a private workspace where everything is organised and easy to access.
Review your findings online, download a PDF copy, and return to it whenever you need.
No email chains. No lost documents. Just one secure place for all your outputs.
Where You Stand Right Now
Get a clear, visual view of where your business is genuinely ready for AI and where it isn't, before you spend.
Where You Stand Right Now
You get a clear, visual view of where your business is genuinely ready for AI and where it isn't.
Across strategy, data, technology, processes, people, and governance, you'll see strengths, gaps, and risks before you spend a thing.
No guesswork. No generic advice. Just a grounded starting point.
How AI Is Already Reshaping Your Sector
See where AI disruption is already happening in your sector and how urgently it impacts your competitive position.
How AI Is Already Reshaping Your Sector
See what is changing right now in your sector, how quickly adoption is happening, and where the commercial impact is being felt.
We show where disruption is immediate and where you have time to plan, so you can act with the right level of urgency.
This gives you context on where you stand relative to the market.
Where AI Will Actually Pay Back
See indicative ROI ranges for each use case - understand which opportunities are worth acting on now and which can wait.
Where AI Will Actually Pay Back
For each priority use case, you get an indicative ROI range based on conservative, realistic, and optimistic scenarios.
We show expected payback periods, implementation effort, and the specific value drivers behind each opportunity.
This makes it clear which opportunities are worth acting on now, and which are better treated as longer-term bets.
Your 90-Day Plan to Get Moving Fast
Receive a practical 30–60–90 day roadmap that shows exactly what to do first to create momentum quickly.
Your 90-Day Plan to Get Moving Fast
You receive a phased 30-60-90 day roadmap that shows what to tackle first, what depends on what, and how to move forward without stalling.
Each phase includes clear actions, milestones, and success measures so momentum starts immediately.
This is not a strategy deck. It's a practical plan your team can execute straight away.
“We knew we needed to look into AI but didn't know where to start. What Servita gave us was a plan we could actually run with: here's what's worth doing, here's what it could save you, and here's how to get started in 90 days.”
Paul ParrySales DirectorTechnical SalesJohn Sutch Cranes, UKJoin Applied Circle & Transform
First month membership included with your AI Roadmap
Join a growing group of Applied Circle members who are transforming their businesses. Stay ahead with curated events that keep you informed, book expert sessions when you need hands-on guidance, get instant answers from an AI assistant that already knows your business, and accelerate delivery with transformation packs built to save you months of research and consulting fees.
Curated AI Tool Packs
Pre-built bundles of AI tools, templates, and prompt libraries, matched to your recommended use cases and ready to deploy from day one. Each pack is designed for a specific business function so you can skip the research and start implementing.
88% of businesses now use AI in at least one functionMcKinsey, 2025
Teams using AI complete tasks 25% faster with 40% higher qualityHarvard Business School, 2023
83% of growing small businesses are already experimenting with AISalesforce, 2024
88% of businesses now use AI in at least one functionMcKinsey, 2025
Teams using AI complete tasks 25% faster with 40% higher qualityHarvard Business School, 2023
83% of growing small businesses are already experimenting with AISalesforce, 2024
Who You're Working With
We've led AI transformation programmes for enterprises and governments across multiple sectors. Now we're making that expertise accessible to SMEs.
What Your Customers
Can Access
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Need a custom engagement or enterprise-scale transformation? Talk to our enterprise team →
Proven at Enterprise Scale.
Built for Your Sector.
The same transformation methodology trusted by Google, NHS, and GE Healthcare, now packaged for SMEs.
Enterprise pedigree
10+ years delivering AI transformation for enterprises and governments globally
Proven methodology
Frameworks refined across 50+ enterprise engagements, now codified into Applied Circle
Built for SMEs
Same rigour, right-sized for your team, budget, and pace of change
Your sector, covered
Tailored to your industry with sector-specific benchmarks and disruption data
Every AI Roadmap is tailored to your specific sector. Don't see yours? We cover 30+ industries with sector-specific benchmarks and disruption data.
Why Organisations Like Yours Are Partnering With Servita
Your Customers Are Thinking About AI
SMEs know AI matters, but most don’t know where to start. Some ask directly. Others worry quietly and look elsewhere for answers.
You're Expected to Help
Whether you're a platform, advisor, supplier, or network, your customers look to you for guidance on what matters next.
You Don't Want the Risk or Burden
Building AI capability, content, or advisory services is expensive, risky, and distracting.
That's exactly where Servita fits.
Why Partner With Servita
Strengthen Customer Trust
You position your organisation as proactive, informed, and genuinely helpful at a moment when SMEs feel uncertain.
Help Without Selling
You're not pushing AI tools or services. You're helping SMEs get clarity so they can make better decisions.
Stay Focused on Your Core Business
We do the work. You stay focused on what you already do best.
Earn Revenue Effortlessly
You receive a commission for every assessment purchased using your referral link or code. No delivery. No fulfilment. No support.
A Message From Our Head of Partnerships
Rachel leads partnerships at Servita and works directly with organisations like yours to make partnering simple, credible and valuable for both you and your customers.
How the Partnership Works
Sign Up as a Partner
Create your partner account in minutes. You'll receive a unique referral link and code.
Share With Your Audience
Introduce Servita SME to your customers, members, or clients in a way that fits your brand and channels.
We Deliver. You Earn.
We deliver the assessment. You earn commission for every completed purchase.
Most partners start by introducing Servita to a small number of relevant clients and build from there.
No exclusivity. No quotas.
No minimums. No obligation.
A Few of the Transformations Behind Our Work
The same methods trusted by leading organisations now power the SME assessments you introduce.
Azets
Accountancy group
Unified fragmented acquisitions into a streamlined platform, achieving over £2M in recurring savings.
Pinsent Masons
International law firm
Delivered a board-ready cybersecurity programme under deadline pressure.
TalkTalk
Telecoms provider
Helped launch new product delivery cycles three times faster, with right-first-time releases every four weeks.
Emirates NBD
International Banking Group
Designed future-ready HR processes to streamline operations for their workforce.
GE Healthcare
Global Medical Technology
Designed and delivered transformative training to drive workforce capability and change.
Demelza
Children’s Hospice Charity
Pioneered a digital transformation roadmap to modernize palliative care services.
Frequently Asked Questions
Is this a referral or partner programme?
You introduce Servita SME to your customers, members, or clients. If they choose to purchase an AI Opportunity Assessment using your unique link or code, you receive a commission.
There is no delivery responsibility and no obligation to promote beyond what feels right for your audience.
How much involvement is required from us?
You are not expected to explain AI, deliver services, or support customers. Your role is simply to introduce Servita as a trusted option for clarity around AI.
We handle everything else end to end.
Do we need AI or technical expertise?
This is designed specifically for organisations that do not want to build AI capability. Servita's assessments are business focused, not technical, and are delivered entirely by our team.
You do not need to answer questions about AI tools, models, or implementation.
What if our clients already use other advisors or platforms?
What happens after our customer completes the assessment?
You are not required to be involved in delivery, follow ups, or next steps unless you choose to be.
Some partners use the assessment as a conversation starter later. Others simply introduce it and step back. Both approaches work.
Can we track referrals and performance?
You will have access to a partner dashboard where you can see referrals and performance linked to your unique code or link.
Everything is transparent and handled automatically.
Is this suitable for all types of SMEs?
The assessment is designed for small teams through to mid market businesses, across all sectors.
If AI is not relevant for a particular business, the assessment will clearly say so. That honesty is one of the reasons partners trust and recommend Servita.
Are we committing to anything by signing up?
There is no exclusivity, no minimum volume, and no obligation to promote.
You can introduce Servita when it makes sense for your audience and pause at any time.
Why should we partner with Servita specifically?
The SME platform uses the same proven methods, adapted for smaller organisations, and delivered in a simple, fixed price format.
Partners choose Servita because it is credible, independent, and focused on clarity rather than hype.
Partner With Servita
Help Your Customers Navigate the AI Era With Confidence