BM AI Solutions mark
AI Growth for Research Firms

Your research pipeline.
Built to run itself.

BM AI Solutions LLC builds AI Growth systems for niche and market research firms — intake, respondent screening, reporting, and client follow-up, engineered to run without you.

6

Systems Deployed

24/7

Autonomous Intake

1

Unified Study Pipeline

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01 — What We Do

We don't sell software. We build systems that work.

A dashboard waits to be checked. An AI system has a job description: it monitors its inputs, runs the workflow, hands off to a human when it should, and reports what it did. We map the tasks eating your team's hours, then build the systems to own them — in intake, panels, reporting, client communication, data, and quality.

The Workforce

AI Systems — Every Function

Intake, screening, panel follow-up, reporting, client updates, quality oversight. Name the workflow; we build the system that owns it.

Build

Done-For-You Builds

We design and install AI systems inside your firm — wired into the survey platforms and panel tools you already use. You own the result.

Run

Fractional AI Ops

An AI operations partner on retainer — monitoring, tuning, and expanding your systems study over study.

Problems We Solve

Where studies get stuck

  • Respondent applications sit unscreened for days
  • Panel follow-up and reschedules eat analyst hours
  • Topline reports get rebuilt by hand every cycle

Why BM AI Solutions

Built for real fieldwork

  • Custom systems scoped to your workflow, not off-the-shelf tools
  • Human oversight stays available at every checkpoint
  • Performance is logged, reviewed, and tuned over time

02 — Who It's For

Any research firm with work worth handing off.

Flagship — Market Research Firms

Market Research Firms

Full-service quant and qual shops running back-to-back studies for enterprise clients — screening, fieldwork, and reporting on a deadline.

Insights Agencies

Consumer Insights Agencies

Turn raw survey and interview data into client-ready insight decks without an all-nighter before every deliverable.

Panel Providers

Panel & Fieldwork Vendors

Keep respondent panels full and reschedules handled automatically, so recruiters spend time on quality, not chasing replies.

Academic & Public Sector

Academic & Institutional Research

Run leaner on grant-funded studies with automated intake, screening, and reporting built for compliance.

03 — AI Growth Services

BM AI Solutions designs, builds, connects, and manages AI systems for research firms.

We work across study intake, respondent screening, panel follow-up, reporting, client status updates, and quality oversight — no generic chatbot, no off-the-shelf tool you have to bend your process around.

Intake & Screening

Study Intake & Screening

Capture new study requests and respondent applications the moment they arrive, screen against quotas, and route qualified candidates without a human touching a single form.

Panels & Fieldwork

Panel & Respondent Follow-Up

Automated reminders, reschedules, and incentive confirmations keep panels full and fieldwork on schedule, across email, SMS, and chat.

Data & Records

Data & Records Unification

Pull survey platforms, panel providers, and CRM tools into one clean record set, so every study lives in a single source of truth.

Reporting

Reporting & Forecasting

Turn raw fieldwork data into client-ready topline reports and forecasts on a schedule — no more all-nighters before a deliverable is due.

Client Communication

Client Status & Check-Ins

Clients get proactive study-progress updates and milestone check-ins automatically, so your team stops fielding 'where are we' emails.

Quality & Oversight

Oversight & Quality Safeguards

Every automated step is logged and reviewable, with built-in checkpoints so your team stays in control of data quality and client-facing output.

04 — The Systems

Meet a few of the systems.

Nora, Intake Screener
On Shift

Nora

Intake Screener

Intake

Theo, Panel Follow-Up
On Shift

Theo

Panel Follow-Up

Fieldwork

Priya, Reporting Analyst
On Shift

Priya

Reporting Analyst

Reporting

Owen, Client Check-Ins
On Shift

Owen

Client Check-Ins

Client Success

Ava, Data Unification
On Shift

Ava

Data Unification

Data & Records

Marcus, Quality Oversight
On Shift

Marcus

Quality Oversight

Oversight

Grace, Panel Recruiter
On Shift

Grace

Panel Recruiter

Fieldwork

Iris, Study Coordinator
On Shift

Iris

Study Coordinator

Intake

Talk to us about your workflow

05 — How It Works

Four steps. No software project.

A straightforward four-step process built for research firms that can't afford fieldwork downtime.

Research analyst reviewing study data at a desk
01

Discovery Call

We map your current intake, fieldwork, and reporting workflow to find exactly where manual work is slowing your studies down.

02

Strategy & Scope

You get a written build plan — which systems, which tools they connect to, and what each one replaces on your team's plate.

03

Build & Integrate

We build against your real survey platforms, panel providers, and CRM — nothing goes live until it's tested on your actual data.

04

Launch & Optimize

Once live, we monitor performance and tune the system as your study volume and client roster grow.

06 — Proof, Not Promises

We run this system on our own studies first.

Before BM AI built for research firms, we built Ledger— a five-agent AI system running intake, panel follow-up, and reporting for our own study operations. It's still running today. Everything we install for you has already survived contact with a real fieldwork pipeline.

5systems

One coordinated AI team, live in production

24/7

Studies monitored & follow-up sent around the clock

0

Manual data entry across intake and reporting

Results

Built to grow with your study volume

180+

Studies Automated Monthly

26 hrs

Analyst Hours Reclaimed / Week

2.1×

Faster Topline Turnaround

$4.2M

Fieldwork Under Automation

Panel recruitment used to eat two analysts' entire week. Now it runs itself and they're back on actual analysis.

Carla Whitfield

Founder, Meridian Insights Group

Our clients get status updates before they even think to ask. That alone changed how our renewals conversations go.

Devon Achebe

Managing Director, Northfield Research

We doubled study volume without adding headcount. The reporting pipeline is the reason that was possible.

Priya Ramanathan

Operations Lead, Vantage Point Research

Insights

Notes on running research operations

07 — Questions

Asked on almost every call.

08 — Start

See your first system on a live call.

Bring your study workflow. We'll show you a system handling intake, follow-up, or reporting for your firm — before the call is over.

Start a Conversation

Let's scope your first system

Tell us about your firm and where manual work is slowing your studies down. We'll reply with next steps within one business day.

Emailhello@bmaisolutions.com
Phone(800) 555-0164