Services

AI assessment first, implementation second

The assessment gives you a clear view of where AI can save time or create revenue. Implementation work is scoped only after the highest-value opportunities are visible.

How the assessment works

From intake call to action plan

1

Interview

A focused intake call maps what the business does, which tools are used, where time goes, and what currently causes the most friction.

2

Analyse

The transcript is reviewed for pain points, repeated work, missing systems, tool gaps, and opportunities with practical AI or automation fit.

3

Prioritise

Recommendations are ranked by effort, impact, cost, and speed to value so the highest-return quick wins are obvious.

4

Report

You receive a professional report with specific tools, implementation notes, a quick-win plan, and estimated value of the time saved.

5

Implement

The follow-up call turns the report into a decision: self-implement the simple wins or scope a done-for-you build.

AI Business Assessment

A structured review of your workflows, tools, team handoffs, and daily bottlenecks, delivered as a practical AI opportunity report.

48-Hour Opportunity Report

Clear recommendations, quick wins, effort versus impact prioritisation, tool options, implementation steps, and estimated financial return.

Quick-Win Implementation Plan

A short action plan that shows what to change first, which tools to trial, and how to avoid turning AI adoption into another project.

Automation Builds

Zapier, Make, CRM, reporting, document, and task-management automations that remove repetitive steps from proven workflows.

Knowledge Assistants

Custom GPTs and internal AI agents trained on your documents, FAQs, processes, and customer information so answers are easier to find.

Speed-to-Lead Agents

AI-assisted lead response systems that answer common questions quickly, qualify enquiries, and help book the next step.

Report contents

What you receive after the assessment

The output is designed for business owners who want a decision, not a lecture. It identifies the best first moves, estimates the value, and makes implementation feel manageable.

  • Executive summary of the biggest workflow constraints
  • Effort versus impact matrix for every recommendation
  • Specific tools matched to each pain point
  • 4-day quick-win implementation plan
  • Estimated hours saved and financial impact
  • Larger implementation opportunities for later
01 Opportunity map

Where AI fits, where it does not, and what to do first.

02 Tool shortlist

Specific products matched to the current workflow.

03 Implementation path

Self-serve quick wins and scoped done-for-you builds.

Done-for-you options

Common builds that follow the report

Process optimisation

Simplify the workflow before automation so the business is not paying to automate wasted steps.

Automation build

Connect apps, forms, CRMs, documents, dashboards, and task systems into dependable workflows.

Knowledge system

Create an internal assistant or custom GPT that answers from company documents and repeated decisions.

Speed-to-lead agent

Respond to enquiries while the team is busy, answer FAQs, qualify interest, and push qualified leads to booking.