(01)AI systems built around the work you don't have to do anymore


A fraction
of the cost.

Roleplan builds AI systems for small businesses in the UAE and UK. Sales agents, internal tools, automations, the CRM holding it all together — the work your team shouldn't have to do, designed around how you actually operate. Set up in weeks. Pays for itself in months.

Message on WhatsApp
Your team · live7/7 ONLINE
DEV
Developer
Apps, integrations, dashboards
deployed feature
AST
Assistant
Inbox, scheduling, follow-ups
booked meeting
SEO
SEO
Rankings, content, reporting
updated rankings
SOC
Social
Posts, replies, calendars
scheduled post
CPY
Copywriter
Emails, proposals, ads
sent draft v2
SLS
Sales
Replies, qualification, pipeline
qualified lead
DSN
Designer
Mockups, brand, exports
exported assets
14s
avg reply
24/7
coverage
7
agents
(01) The problem

Growing fast.
Stretched thin.

You need a five-person tech team but you're running with one generalist. The backlog grows, messages go unanswered, and the owner works weekends.

3 hires just to keep up
dev, marketer, admin
£3k+ per month, per head
salary, benefits, tools
6 weeks to fill one role
and 3 more to onboard
Weekends answering messages
because no one else will
(02) What we do

We handle the work your team shouldn't be doing.

→ End to end
/01 · flagshipAI agents

Your 20-hour admin week, down to 3.

Agents that reply to leads in 60 seconds, chase follow-ups, write reports, and handle the admin your team does by hand today — in your tone, under your supervision.

+Inbound reply · lead qualification
+Follow-up sequences that adapt
+Report generation · digests · data entry
+Human handoff when it matters
The Role Plan — your AI team, visualised
floor plan · L01 · 7/7 online
1:20 · N ↑
A · BUILDB · GROWC · CRAFT12.00 mDEVDEVELOPER/01ASTASSISTANT/02SEOSEO/03SOCSOCIAL/04CPYCOPYWRITER/05SLSSALES/06DSNDESIGNER/07N
customer-facingback office— runs 24/7
/02Custom tools

Built around how you actually operate.

Internal tools, portals, dashboards — shaped to your workflow, not a template. The quirks that make your business yours are the starting point, not a workaround.

  • +Ops dashboards · approval flows
  • +Client portals · quoting · inventory
  • +Integrations with what you already use
  • +We build, you own
/03CRM

Customer data that finally works for you.

Your pipeline, organised and connected — so every lead, conversation and deal lives in one place. No spreadsheets, no sticky notes, no lost context.

  • +Custom-built or connected to yours
  • +Data migration · hygiene on autopilot
  • +Pipelines built around how you sell
  • +Monthly pipeline review with us
/04WhatsApp-native

Meet them where they already chat.

Your team and your customers stay in the conversation they were already having. Every message logs itself back — no copy-pasting, no lost threads, no context tax.

  • +WhatsApp Business API · Slack · Telegram
  • +Two-way CRM sync across channels
  • +Shared team inbox with assignment
  • +Templates · broadcasts · compliance
/05Tech leadership

Your tech department. On retainer.

We don't ship and disappear. Every month we manage, optimise, and expand your systems — adding whatever the business needs next as you grow.

  • +Weekly ops review · monthly roadmap
  • +Proactive monitoring & fixes
  • +New builds included in retainer
  • +One team, one bill, one point of contact
→ CRM, assistants and WhatsApp are where most clients start. Where you go next — bespoke tools, agentic workflows, full-stack ops — is what the retainer is for.
Start with a call →
→ Solo founder or operator-CEO running lean? See our new AI Chief of Staff offering.
(03) Who we serve

Small teams.
Big-ticket deals.

→ Six sectors
01 / 06

Advisory firms

Wealth · tax · legal · consulting

02 / 06

Real estate

Sales & lettings · boutique firms

03 / 06

Luxury retail

Watches · jewellery · art · furniture

04 / 06

Automotive

Independents · used specialists · forecourts

05 / 06

Boutique agencies

Architecture · design · events

06 / 06

Music & creative

Management · labels · publishers · studios

— Not on the list?

Your team doing work AI could do faster?

If the deal sizes justify the build, sector probably doesn't matter. Tell us how you actually run, and we'll tell you — honestly — where AI would earn its keep.

Tell us about your business
(04) See it in action

Watch it work.

/01   WhatsApp

Every enquiry,
answered in seconds.

Customer messages in. Helpful reply goes out in seconds. Viewing booked. Lead logged. No one on your team lifted a finger.

Avg first reply
14s
Handled automatically
72%
/02   Your pipeline

Every lead, where it should be.

Leads move through your pipeline automatically as conversations happen. Quiet ones get chased. You wake up to a clean board every morning.

New2
L-0421£58.9k
Sarah K.
Range Rover Sport
L-0405£165k
Chris D.
Aston Martin
Qualified2
L-0418AED 330k
Mohammed A.
Audi RS6
L-0408AED 640k
Elena V.
Bentley Conti.
Viewing1
L-0415£95k
Priya N.
Porsche 911
Offer1
L-0412£48k
James B.
BMW M4
Won0
/03   Automated emails

The right email,
already written.

Pulled from your data, written in your voice, documents attached. Hours of work becomes minutes.

Per-client time
10 min
Approval rate
94%
agent.quarterly · C-0188 drafting
To:j.hartley@hartleyfamilyoffice.co.uk
Subject:Your Q1 2026 portfolio review
Attached: Hartley_Q1-2026_Review.pdf2.4 MB Hartley_Q1-2026_Deck.pdf4.1 MB
tone matched from 48 sent · compliance passed
/04   Live dashboard

Every number, in one place.

Revenue, ad spend, ROAS, CAC — pulled from Shopify, Meta, Klaviyo and the rest, into a single live view your team actually opens in the morning.

roleplan.dashboard / revival-skin.comlive
MRR +14.2%
$0
Ad spend (7d) -6.1%
$0
ROAS +0.8
0.00×
CAC -12%
$0
Active customers +42
0
AOV +3.1%
$0
Creator spend (30d) +18%
$0
Instagram reach (30d) +22%
0
Total orders (30d) +86
0
Conversion rate +0.4
0.00%
— Activity
09:42Meta spend capped at daily budget
09:31Klaviyo flow — 12 new winbacks triggered
09:17Shopify — 23 orders in the last hour
08:58Inventory alert: “Revival Serum” below 50 units
08:42Daily brief drafted · ready for review
(05) Results · client data · 2022–2026
0×
close rate increase
vs. pre-Roleplan baseline
0h
per week returned
to owners & sales reps
0s
avg first reply
incl. overnights & weekends
0%
AI drafts approved
first try, no edits
— Client voices
"

Our business still runs on WhatsApp — but now we're 10× more organised. The CRM updates itself and our client relationships are at another level.

Jacob, Co-founder · Kettle Kids

"

Our paraplanners have their weeks back. Review decks done in 15 minutes, and they look better than before. We're advisors, not designers.

Partner · Hoxton Wealth

"

We're new to e-commerce and both founders run day jobs. The dashboard Roleplan built is gamechanging. Everyone in the team has access to all the data and content they need in seconds.

Founder · Mujo Creatine

(06) How it works

Four weeks in. Running forever after.

→ Fixed scope · fixed price
W101/04

Audit & map

Two days embedded — on-site or remote. Shadow calls. Read your inbox. Map every place a lead comes in and every place one leaks out.

  • Leak report
  • CRM blueprint
  • Automation plan
W2–302/04

Build & wire

CRM configured, WhatsApp API provisioned, AI agents trained on your SOPs and past conversations.

  • Pipelines live
  • WhatsApp connected
  • Agents trained
W403/04

Launch & train

We run it alongside your team for a week. Tune the edges. Hand over a runbook. Then we step back.

  • Team trained
  • Runbook delivered
  • First reports sent
Ongoing04/04

Run & improve

Monthly review. New automations as you grow. A real human on WhatsApp when something breaks.

  • Monthly review
  • 24h support SLA
  • New agents as needed
(07) FAQ

Questions you're probably thinking.

→ Plain answers
01Do we need to change our CRM?
+
No. If you already have one, we connect to it and pull your data across. If you don't, we build you a custom one — designed around how your team actually works.
02How much does it cost?
+
Setup is a one-off (£10k–£50k / AED 50k–250k depending on scope). Ongoing is a monthly retainer starting at £3,000 / AED 15k for the AI agent + support. Most clients break even within 90 days.
03Will the AI sound like a bot?
+
No. We train it on your actual past conversations and messaging tone. A human approves messages for the first two weeks; after that most clients let it run unsupervised on known scenarios.
04Is WhatsApp Business API compliant for outbound?
+
Yes — we handle template approval, opt-in flows, and broadcast compliance. We work inside Meta's rules so you don't get blocked.
05What if the AI screws up?
+
It will, occasionally. We build in human-in-the-loop handoff, and we're on WhatsApp for you directly. Most edge cases we've seen, we already have guardrails for.
06Can you integrate with our existing tools?
+
Almost certainly. Calendly, Xero, Stripe, Mailchimp, bespoke DMS systems for car dealers, PropertyFile for estate agents — if it has an API, we can wire it in.
07Do you work outside the UAE & UK?
+
We're headquartered in Dubai with a London studio, but most clients are remote. GCC, UK, EU & US primarily.
(08) Who's behind this

Built by someone who's run small teams for 20 years.

→ Dubai · London
— IMG/01 · portrait 3:4 field capture
Hannan Malik
Founder · Roleplan · Dubai · London

I spent two decades in music and entertainment — managing artists, running labels, and building a creative agency across London & Dubai.

Along the way I ended up working inside hair salons, a luxury watch retailer, social media agencies — a range I never planned on, but that taught me how differently every business actually runs.

Every one of them had the same underlying problem: a team drowning in admin, chasing leads manually, losing deals to slow follow-up, and patching everything together with WhatsApp and spreadsheets.

I started building systems to fix the problems I saw across these businesses. First for my own. Then for friends who ran theirs. Roleplan is what came out of it.

AI is only useful when someone actually understands how a specific business runs — its people, its quirks, where the leaks are. Writing the code is the easy part now; anyone can do that. The implementation is the hard part, and the part worth paying for.

— Hannan
Founder · Roleplan · Dubai · London

Let us show you what
your business can do.

30-minute intro call. We look at your operations together and tell you straight whether we can help. No deck. No pitch.

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Studios
Dubai · London
HQ Dubai · working worldwide