Recoup Capital × StingrAI — The Claim Engine (Agreed)

The system

One engine. Your existing data goes in first.

As agreed on the call: this isn't a reactivation bolted onto an engine. Clearing the bottleneck is the engine's first job. Everything currently sitting in your CRM is assessed and pushed into the right stage of the flow, then every new lead follows the same path.

Your existing data, assessed and loaded

Every lead already in your system is read — current stage, notes where they exist — and placed into the right point of the engine. The pot of gold gets worked first, before you spend a penny generating new data.

Year end captured

Pulled from Companies House with intelligent matching (LinkedIn company names are often imperfect — the lookup handles that), and a simple tag as the manual fallback for anything that doesn't resolve.

Deadlines computed

Claim deadline and pre-notification window calculated per lead, with first-time claimants and previous claimants routed down the correct path.

Engagement set to the clock

Sequences fire at the right time and automatically intensify as the window closes — "your July year end is approaching, here's what that means for your 2026 claim."

Educational, sector-aware messaging

An AI that understands R&D the way you do, writing by sector and where possible referencing real projects found from the company's own web presence. Educational, credible, never rubbish. The moment a prospect replies like a human, you take over.

Every call captured

Calls through the system are recorded and transcribed straight into the contact record. You keep making the first calls — the engine takes over after.

Follow-ups that write themselves

After your call, AI drafts the personalised follow-up from the transcript and the prospect's website. You approve at first; it earns auto-send.

Financials requested at the right moment

When the timing engine says the window is open, the request goes out — and gets chased until it arrives.

Clean handover

The engine runs everything that doesn't need a human, and hands over the moment a live conversation starts. Your time goes on closing, not chasing.

The agreed terms

One price. The whole lot.

The build — everything above

£6,000

Invoiced on acceptance · build starts on receipt · go-live date confirmed at kick-off

The complete Claim Engine, all nine steps, built into your existing CRM
Your existing database assessed, segmented and loaded into the engine as its first job
External intelligence layer included — Companies House lookups and the AI that reads your account from outside, which your CRM can't do natively

No retainer until it's proven

£0/month at the start

Exactly as discussed: you pay for the build, we prove it works. No monthly fee until the engine is live and demonstrating value on your data.

Then, once it's working

£500/month for everything

One flat fee covering all monitoring, deliverability, adjustments and a monthly performance summary. Start point agreed together — expected around month two or three.

All prices are exclusive of VAT. VAT is added to all invoices at the prevailing rate. Third-party usage — phone numbers, call minutes, AI usage, sending volume — is set up in your name or recharged at cost, so you always see exactly what things cost.

How this goes

From here to live.

1 · Invoice and kick-off

£6,000 + VAT invoiced now. Build starts the day it lands, with a short kick-off call to confirm your stages and the process map — built around how Recoup works, like the UDC flow was.

2 · Access

We'll need admin access to your CRM and the ability to send from your email. We'll walk you through both — fifteen minutes, none of it hard.

3 · Build and prove

You see it working on your own data: leads placed, year ends captured, the right messages firing at the right deadlines. We confirm the go-live date at kick-off, and the build moves as fast as access and information come through from your side.

4 · Then it runs

Once we both agree it's earning its keep, the £500/month starts and the engine is never left unwatched. Cheaper than a staff member, and it doesn't take holidays.

The Recoup Claim Engine. Agreed and in build.