01
How it works now
a simple map of the real process, not the one in the handbook.
How I Help
You don't need to know what "automation" or "AI" actually means to know something in your business is taking up more time than it should. That's where we start — not with the technology, with what's actually happening day to day. The tools come in once we know what they're for.
The path
How working together actually goes
1. Business Leak Check
Free, about 5 minutesYou answer a short set of questions about how your business runs. You get your main leak, one secondary opportunity, one thing worth leaving alone, and one thing you can test yourself this week. No call needed, and nothing is sold to you at the end of it.
2. Fit Call
Free, 20–30 minutesA conversation about your business and the problem you've spotted, to work out whether an Audit is the right next thing. Sometimes it isn't. “You don't need me yet” and “your current software can already do this” are both real answers, and you'll get them if they're true.
3. Business Systems Audit
£750Pre-work on how your business currently runs, a structured conversation of about 90 minutes, and a written report in seven sections. It's built to be useful on its own, whether or not anything ever gets built.
4. The Fix
Quoted after the AuditThe priority from your report, scoped and fixed-priced before any work starts. Sometimes that's configuring something you already own. Sometimes it's a system built from scratch. You'll know which, and what it costs, before you decide.
5. Equip
Included in the FixA handover, short training, a walkthrough recording you can go back to, written process notes, and a named person inside your business who owns it. The aim is that you don't need me afterwards.
What the Audit gives you
The report is the deliverable. Seven sections, in plain English, in the order you can act on them.
02
Where time, money or enquiries are leaking
ranked, with the evidence for each, and no invented figures.
03
What you already have and aren't fully using
the subscriptions and features that may solve part of this before you buy anything new.
04
What I'd fix first
the recommended priority, and realistic options for doing it.
05
What I wouldn't touch
the processes that should stay human, and the places where change isn't justified.
06
Your AI, data and responsible-use position
what's safe to put into these tools, who can see it, and where a person needs to stay in the loop. Practical guidance, not legal advice.
07
Your 90-day plan
the order of work, set against the capacity you actually have.
The part most people don't expect
Some of what I recommend will be to leave things alone. If a human conversation is the thing your clients actually value, if automating something creates more risk than it removes, or if the way you work now is already good enough, I'll say so and explain why.
I'd rather be the person who told you not to build something than the person who built it and moved on. The Audit is paid work in its own right — I'm not on commission from any software company, and I don't need your project to turn into a build for the Audit to have done its job.
I start with what you already pay for
Most businesses I look at are already paying for something that does more than they realise. Before anything new gets suggested, section three of your report accounts for the tools you already have and what they can genuinely do.
If your booking system, your CRM or your accounts software can solve the problem, I'll show you where to look. I'm not tied to any one platform and I don't resell software, so there's nothing I'm quietly trying to move you onto.
How pricing works
The Business Systems Audit is £750, agreed before we start. There's no hourly rate quietly running in the background.
Implementation is quoted separately, once we know what actually needs fixing. That work ranges from switching on a setting you already pay for to building a system from scratch, and pricing those as though they were the same job wouldn't be honest.
What moves an implementation quote
- how many systems have to talk to each other
- whether existing information has to be moved, rather than used where it sits
- how many people need training and support through the change
- whether anything new has to be bought
Talks, workshops and in-house training are quoted on request. Ongoing support is available where it's genuinely useful and scoped to the system — I don't sell it as a monthly package by default.
I'm currently working with three founding clients. The Audit is the same £750, and if you read the report and don't think it was worth what you paid, tell me and I'll refund it. Implementation is at a founding rate, with more of my time than I'll be able to give once this is a full practice. What I ask in return is some baseline numbers before we start, honest feedback as we go, and permission to write up the factual results once you've seen them.