Unlock Management

BACKGROUND

Please describe your company and position.

I am the CEO of ABC

Describe what your company does in a single sentence.

Set up and production in big events.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Unlock Management to accomplish?

• Help us with AI
• Leverage in tech
• Cybersecurity

SOLUTION

How did you find Unlock Management?

Referral

Why did you select Unlock Management over others?

• High ratings
• Great culture fit
• Good value for cost

How many teammates from Unlock Management were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We have partnered with Unlock Management to accelerate our innovation efforts and explore how artificial intelligence can add value across different areas of the business. The collaboration focuses on identifying strategic AI use cases, designing a long-term roadmap, and implementing practical solutions using technologies such as machine learning, natural language processing and generative AI. Their support is helping us streamline internal processes through intelligent automation, improve decision-making with data-driven insights, pilot AI-powered tools for content generation and customer support, and ensure responsible and compliant AI adoption across the organization.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We use to divide the projects per milestones, this means that, inside of every milestone there are specifics to me completed

Describe their project management. Did they deliver items on time? How did they respond to your needs?

From the very beginning they have met expectations, delivering everything on time and with great quality, holding weekly meetings.

What was your primary form of communication with Unlock Management?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They are the most committed team we have been working with, they are actually part of the company.

Are there any areas for improvement or something Unlock Management could have done differently?

Maybe I would say, sometimes they take too much time on doing deep dive about an specific things that are not giving us that much value (at least we don't see it).

BACKGROUND

Introduce your business and what you do there.

I'm the CEO of Seica Partners. We are a small boutique fund.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Unlock Management?

We needed help with a go-to-market strategy. We had a problem in one of our portfolio companies, and the board member and operating partner in this portfolio company was involved. 
And the problem was that we received some funds, and we, in fact, invested some funds in the company because we decided to implement a new business model. 
So, this new business model, we had great expertise in the B2C space, and we needed some help in the B2B space. The idea is, they help us to sell this energy product to SMBs.

SOLUTION

What was the scope of their involvement?

Unlock Management provided business consulting, market research, and go-to-market strategy services.  We started by providing them with a document that outlined our previous market strategy and the main characteristics of our product. From there, they conducted market research and analyzed the energy sector to determine which SMBs would be the best fit for our product. Ultimately, they recommended targeting property managers and gyms.

What is the team composition?

We worked with three people, including the CEO, a key account, and an analyst.

How did you come to work with Unlock Management?

We found them through a referral. We have friends in common with their CEO. We chose them because of their expertise in go-to-market strategies, particularly in the B2B space. We needed help switching our strategy from B2C to B2B in the energy sector, and they had success stories in that area.

How much have you invested with them?

We spent between €12,000–€15,000.

What is the status of this engagement?

We worked together from January–June 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We spoke with around 80 potential clients, had 10–15 demos, and 2–3 POCs. Overall, the quality of their work met our expectations.
The problem with strategy consultants is not the results, research, or management themselves. It's that they don't get into the dirt as much as you are requesting because they are strategy consultants. 
They are not operators. I'm an operator. The problem, and it's not their problem—it could be my problem or my team's problem—is that I'm hiring a strategy consultant, and the strategy consultant, well, they invest money on your behalf, marketing money. They are providing, well, they hire on your behalf, a customer relations and management program. They are providing very good or good PPTs with very good information, but they are not operators. That's your problem.

How did Unlock Management perform from a project management standpoint?

They delivered on time and within budget. However, we think they could improve their communication by having more touchpoints. We communicated and managed the project using Trello, email, and Google Docs.

What did you find most impressive about them?

They chose the right tools to gather information and achieve results, which I think is the best part of the job.

Are there any areas they could improve?

They could provide more detailed information and be more hands-on.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of Swipet, an insurtech company that provides pet insurance.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Unlock Management?

We needed an alternative to a call center, so we asked Unlock Management to create an AI support system for our clients. We wanted to build a customer-only services system.

SOLUTION

What was the scope of their involvement?

Unlock Management has developed two AI systems: one for WhatsApp and Instagram and another for phone calls. We plan to build one for Outlook as well. The team has also integrated the AI into our existing systems and learned how to implement the AI into our programs.

We’ve worked on the project in two phases: implementation and training. The first phase involved creating a conversational AI system, and the second phase has involved training the AI with documents and real conversations. The project also includes automation, which is meant to help us with our data collection and training models efforts.

What is the team composition?

I work with two people from Unlock Management, including Jaime, the CEO.

How did you come to work with Unlock Management?

An investor in our company recommended Jaime. They told me Unlock Management was one of the best companies for this type of implementation and cybersecurity.

How much have you invested with them?

We’ve spent €10,000.

What is the status of this engagement?

We started working together in May 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’re still improving WhatsApp's AI. The implementation of the phone call AI will be finished in September 2025. So far, Unlock Management has done a great job with the implementation and training. I like that they think of more ideas and other ways to use the AI.

How did Unlock Management perform from a project management standpoint?

Unlock Management meets deadlines and stays on budget. They're very involved in the pricing. Moreover, we use Miro for project management and communicate via WhatsApp, Google Meet, and email.

What did you find most impressive about them?

I’m impressed with the team’s dedication to the project. Furthermore, both Jaime and the other team member have pets, which is important to me.

Are there any areas they could improve?

There's nothing Unlock Management can improve on. We have a great AI system so far. I recommend working with them. 

Do you have any advice for potential customers?

Explain your company’s mission and vision so they can understand your company.

BACKGROUND

Please describe your company and position.

I am the AI for CRM of Fudeat

Describe what your company does in a single sentence.

Fudeat is a digital catering marketplace that enables companies to browse, compare an book corporate and office catering services in just a few clicks

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Unlock Management to accomplish?

• We hired UM to help us integrate AI into our CRM so we could automate repetitive task and improve how we manage and follow up with clients
• Our goal was to use AI to get better insights from our CRM data and personalize our customer interactions more effectively

SOLUTION

How did you find Unlock Management?

Referral

Why did you select Unlock Management over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Unlock Management were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

UM helped us design and implement an AI solution integrated with our CRM system. The scope included analyzing our existing customer data, identifying automation opportunities, and developing custom AI models to improve lead scoring and client follow-ups. They also created workflows to automate repetitive tasks like data entry and email reminders.

Key deliverables included:
- A full audit of our CRM data and processes.
- Development and deployment of AI models for customer segmentation and lead scoring.
- Integration of the AI features with our existing CRM.
- Training sessions for our team on how to use the new AI tools.
- Ongoing support and performance monitoring.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Thanks to UM’s work, we saw measurable improvements in how we manage our leads and client interactions. The AI models helped us increase our lead qualification rate by 30% and reduced the time spent on manual data entry by around 40%.

We also improved our follow-up response times, which contributed to a noticeable increase in client retention. Overall, the project helped us make better use of our CRM data and boosted our team’s efficiency

Describe their project management. Did they deliver items on time? How did they respond to your needs?

UM’s project management was excellent from start to finish. They communicated clearly at every stage, kept us updated on progress, and delivered all the agreed deliverables on time — sometimes even ahead of schedule. They were always quick to respond to our questions and adapted the scope whenever we needed adjustments. We felt supported throughout the entire project and appreciated how proactive they were in anticipating potential issues.

What was your primary form of communication with Unlock Management?

Virtual Meeting

What did you find most impressive or unique about this company?

What impressed us most about UM was how they combined deep technical expertise with a genuine understanding of our business needs. They didn’t just deliver an AI solution — they really took the time to understand our processes and find practical ways to add value. Their proactive attitude and ability to adapt the project to our feedback made the whole experience feel collaborative and tailored to us.
 

Are there any areas for improvement or something Unlock Management could have done differently?

Honestly, there’s not much we would change. If anything, maybe we could have had even more regular progress meetings, but UM was always available when we needed them. Overall, we’re very satisfied with how everything has been handled.

BACKGROUND

Introduce your business and what you do there.

I'm the founder and CEO of Entradium, a ticketing platform similar to Ticketmaster and Eventbrite. So, we're in the events industry. Our technology allows event organizers to create their own events and provides them with the tools they need to sell tickets, including payment gateways and QR codes for ticket redemption at the event entrance.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Unlock Management?

We initially engaged Unlock Management for AI software development, and we later expanded the project to focus on cybersecurity. This aspect was crucial, since we handle around 2–3 million transactions per year.

SOLUTION

What was the scope of their involvement?

Unlock Management has provided both AI development and cybersecurity services. The team has recommended and installed hardware and software solutions to help us advance our system and software. They have really gone deep into our cybersecurity system as well.

Unlock Management has also provided penetration testing services. We work remotely because we don't have a physical office. We handle our hosting ourselves.

What is the team composition?

We work with three people from Unlock Management.

How did you come to work with Unlock Management?

We started working with Unlock Management two years ago.

How much have you invested with them?

We've spent over €200,000.

What is the status of this engagement?

We started working together in September 2023, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Unlock Management's work has pleased us so far. Their team has provided us with reports every month or every two weeks. They're always focused on measurable results.

How did Unlock Management perform from a project management standpoint?

Unlock Management meets deadlines and stays on budget. The team is transparent about any budget changes. We use Trello and GitHub for project management and communicate via email. We also have quick meetings every 2–3 weeks to ensure we're all on the same page. We're also happy with their management.

What did you find most impressive about them?

We appreciate that Unlock Management meets deadlines and values time management. We're a remote company, and they have adapted to our organization and preferred communication style. This way, we can save time with one email instead of having a meeting. They have a rich team with different profiles. They really take care of everything, which we appreciate. It all really worked out.

Are there any areas they could improve?

There's nothing they can improve on.

Do you have any advice for potential customers?

Be clear about your expectations. If there's something you prefer to do differently, let Unlock Management know because they'll adjust to your preferences.