01 / MAP
Automation audit
We sit with the people doing the work and inventory the repetitive tasks — what it is, how often, how long, which systems it touches. Then we rank by hours saved against effort to build.
03 — AI implementation & business automation
Use AI to eliminate repetitive work.
You don’t need another AI strategy presentation. You need someone to find the three things your team does over and over, build the thing that does them instead, connect it to the software you already pay for, and stay around while it settles in.
Where the hours actually go
- Answering the same questions from leads, customers and new hires.
- Moving data by hand between the CRM, the scheduler and the books.
- Chasing quotes, appointments, documents and payments.
- Writing the same things — estimates, follow-ups, job notes, reports.
- Assembling reports nobody enjoys assembling.
In most small businesses this is somewhere between five and twenty hours a week, spread thin enough that nobody notices it as a cost.
The problem
Everyone agrees AI is useful. Almost nobody has shipped anything.
The gap isn’t belief or budget — it’s implementation. Business owners don’t have time to learn a new category of software, and consultants who explain AI beautifully often can’t build it. We sit on the build side of that line.
- You’ve read that AI could help. You have no idea where it plugs into your business.
- Someone tried a chatbot once. It was worse than nothing and got switched off.
- Your software vendors all added “AI features” that nobody on your team uses.
- The obvious wins need two systems to talk to each other, and they don’t.
- The knowledge that runs the business lives in one long-tenured person’s head.
- You’re considering another hire to handle work that isn’t really a job.
Before & after
What “implemented” actually looks like.
No abstractions. These are the kinds of workflows we build, in the order businesses usually want them.
Before
Every inbound lead is answered by hand, in office hours, in the order someone happens to see them.
After
An AI assistant replies in under a minute at any hour, asks your qualifying questions, offers real calendar slots and routes a briefed lead to the right person.
Before
The phone rings during a job and goes to voicemail. Most callers don’t leave one.
After
Missed calls trigger an instant text back that starts a conversation, captures the details and books the appointment.
Before
Someone spends hours a week copying job details between the CRM, the scheduler, the accounting software and a spreadsheet.
After
The systems are connected. Data is entered once and stays correct everywhere, automatically.
Before
Estimates are written from scratch each time, and open quotes are followed up only when someone remembers.
After
Drafts generate from your own pricing and past jobs for a human to approve in a minute, then open quotes chase themselves on a schedule.
Before
New hires interrupt your best people twenty times a day with questions that have documented answers.
After
An internal assistant trained on your pricing, process and paperwork answers instantly and cites the source document.
Before
Monthly reporting is a day of copy-paste, so it happens late or not at all.
After
Numbers pull automatically into one dashboard, with a written summary in your inbox every Monday morning.
Before
Reviews, emails and messages pile up unanswered because writing a good reply takes real time.
After
Drafts are ready in your tone, with context attached. A human approves and sends in seconds.
What we build
Practical systems, in four categories.
Customer-facing AI
The front door: everything that touches a prospect or customer before a human does.
- 24/7 lead response and qualification by SMS, chat and email
- Missed-call text-back and after-hours coverage
- Appointment booking, confirmation, reminders and rescheduling
- First-line customer service that escalates cleanly to a person
- Review and message response drafting in your voice
Operations automation
The plumbing: getting the tools you already pay for to work as one system.
- Connecting CRM, scheduling, field service, accounting and email
- Eliminating duplicate data entry between systems
- Automated job, invoice and document workflows
- Lead routing, task assignment and internal alerts
- Onboarding and offboarding checklists that run themselves
Internal AI tools
Turning what your best people know into something the whole team can reach.
- An internal assistant trained on your pricing, process and policies
- Searchable knowledge base built from documents you already have
- Estimate and proposal drafting from your own historical jobs
- Job notes, summaries and handover documents generated automatically
- Training material for new hires that stays current
Reporting & visibility
Knowing what’s happening without anyone assembling a spreadsheet.
- One dashboard pulling from every system that matters
- Automated weekly and monthly summaries in plain language
- Alerts when a number moves the wrong way
- Time-saved and cost-per-outcome tracking on every automation
- Attribution tying marketing spend to booked revenue
The process
Small, proven, then expanded. Never a big bang.
We’d rather ship one automation that saves six hours a week than spend three months designing a transformation programme.
02 / PILOT
Build the first one
We pick the highest-payback, lowest-risk item and build it end to end. You get something working in weeks, not a roadmap. It either saves the time we said it would or we adjust before doing more.
03 / EXPAND
Work down the list
Once the first one is proven and the team trusts it, we build the next. Each addition is scoped, measured and documented on its own so nothing becomes a black box.
04 / MAINTAIN
Monitor, fix, improve
Software changes, APIs break, businesses evolve. We monitor what we build, fix it when something upstream shifts, and keep improving it as the model landscape moves — which it does, constantly.
How we build it
Principles we don’t bend on.
A human stays where it matters
Pricing, contracts, complaints and anything clinical or legal keeps a person approving before it goes out.
Guardrails, not vibes
AI answers from your approved information, escalates when uncertain, and logs everything so you can audit it.
Your data stays yours
Business-tier services that don’t train on your data, built in your accounts, with the data flows written down.
Fails loudly
Every automation is monitored. If something breaks, you get told — you don’t discover it in a month.
Documented in plain English
Anyone technical should be able to pick up what we built and maintain it. Including someone who isn’t us.
We’ll tell you not to
Some things shouldn’t be automated, and some aren’t worth the build cost. We say so before you pay for it.
What it costs
What it costs
Automation audit, credited against the build$500–1,000
Pilot build$2,000–4,000
Ongoing monitoringfrom $300/mo
Software and AI usage costs are paid directly by you to the vendors, never marked up.
FAQ
Questions we get asked
Is this going to replace our people?
That’s not what we’re selling and it’s rarely what happens. The work we automate is the work nobody wants: retyping, chasing, copying, remembering. What owners usually do with the recovered hours is take on more volume without hiring, or move someone off admin and onto something that actually earns. If your goal is headcount reduction, say so and we’ll be honest about what’s realistic.
We’re not a tech company. Is our team going to be able to use this?
The best automations are the ones nobody notices. Most of what we build has no interface at all — it runs inside the tools your team already opens. Where there is something to learn, we train the team, write it down in plain language, and stay available while it beds in.
How do you decide what to automate first?
We look for tasks that are high-frequency, rule-based, and currently done by a person: the ones where volume × time saved is largest and the risk of getting it wrong is lowest. Then we sequence by payback period. You’ll get a ranked list, with our estimate of hours saved per week for each item, before you commit to anything.
What if the AI gets something wrong?
We design for that from the start. Anything customer-facing runs inside guardrails: it answers from your own approved information, escalates to a human when it’s uncertain or the topic is sensitive, and logs every interaction so you can audit it. High-stakes steps — pricing, contracts, clinical or legal content — keep a human approving before anything goes out.
What about our customer data and privacy?
Systems are built in your own accounts with your own credentials. We use business-tier AI services that don’t train on your data, keep sensitive data out of prompts where it isn’t needed, and document what flows where. If you operate under HIPAA or similar obligations, we scope to that from day one rather than bolting it on.
What does it actually cost to run?
Usually less than people expect — most small-business automations cost single-digit to low-double-digit dollars a month in AI and platform usage. Those run in your accounts so you see the real numbers. We quote a build fee for the implementation and a flat monthly for ongoing monitoring and improvement, and we’ll tell you the expected payback period before you start.
Do we get locked into your tooling?
No. We build on platforms you own and can access without us: your CRM, your automation platform, your AI accounts. Everything is documented. If you take it in-house or move to someone else, it keeps working — that’s the test of whether it was built properly.
Can you work with the software we already have?
That’s the usual starting point. Most businesses don’t need new software; they need the five systems they already pay for to talk to each other. Connecting what exists is cheaper, faster and far less disruptive than a migration.
Next step
Tell us what your team does over and over. We’ll tell you what we’d automate first.
Bring one process that annoys you. On the call we’ll map it, estimate the hours it’s costing you per week, and tell you honestly whether it’s worth automating — including when the answer is no.
Free · 30 minutes · You leave with a prioritised list either way