Data
Data
What you already have and where it lives. The customer records, quotes, job sheets and emails you hold, and whether they're tidy enough for a tool to actually use.
AI consultancy
There is a lot of noise about AI right now, and almost none of it tells a busy owner what is actually worth doing in their own business. AI consultancy for owner-led businesses should be a straight answer, not a strategy deck. I run a short, affordable assessment that looks at how your business really works, then tells you plainly where AI helps and where it doesn't.
The honest bit
They have manual processes that grew by accident and were never written down. Quotes chased from memory, the same email retyped a dozen times a week, a job that only moves when one person remembers to move it.
Bolt AI onto a process like that and all you do is make the mess faster. So the assessment maps and tidies the work first, then looks for where AI actually earns its place. Half the value is often just seeing your own week laid out clearly. The AI is the part that comes after.
What the assessment covers
A simple audit built for an owner-led business, not a six-week enterprise programme. We walk through five areas together and find where the time really goes.
Data
What you already have and where it lives. The customer records, quotes, job sheets and emails you hold, and whether they're tidy enough for a tool to actually use.
Integrations
The tools that do and don't talk to each other. Your inbox, calendar, invoicing and any job software, and every spot where you're rekeying the same details by hand between them.
Process
How the work really flows, step by step. We map a live job from first enquiry to paid invoice and mark the repetitive, rules-based steps that are doing nothing but eating time.
Tools
What you run today and whether it earns its place. Sometimes the fix is a setting in something you already pay for, not a new tool. When that's the case, I'll say so.
People
Who does what, and what only lives in someone's head. The job one person always gets stuck with, and the bottleneck when they're off, is usually the best thing to take off a plate.
What you get
Not a slide deck and not theory. A plain-English document you could hand to anyone in the business and they'd understand it. It contains:
The whole point is that you finish knowing exactly what to do next, in what order, and what to ignore.
How it works
You start with a free call and decide from there. Nothing is locked in until you say so.
Twenty minutes. I learn what you do and where the time goes, and we both decide if a paid assessment is worth your while. If it isn't, I'll say so.
A day or two of focused work, on site or over a screen-share. We go through the five areas with you and your team and map how the work really runs.
You get the written report and I talk you through it: the opportunities ranked, the honest not-yet list, and the one I'd start with.
If you want the first automation built, I quote it flat and the assessment fee comes off the price. No obligation if you'd rather take the report and run with it yourself.
What it costs
The assessment is the cheap, low-risk front door, not a big engagement. It sits in the same entry band as a single automation, and if you go ahead with a build, the fee comes straight off the price. So if you do proceed, the assessment effectively costs you nothing.
You can see the full ranges on the pricing page. The reason to start here is simple: you find out exactly what is worth doing before you spend a euro building anything.
Who this is for
If you run an owner-led business and you're doing the same jobs by hand every week, an assessment usually pays for itself. It's written for the same trades the rest of the site is built around:
And any owner-led business doing the same admin by hand every week. If that's you, the line of work matters less than the pattern.
Common questions
No, and that's the whole reason to bring someone in. You bring the knowledge of your business, I bring the knowledge of what's possible. The report comes back in plain English, with no jargon and no homework for you to do.
No. The assessment is built to give you a straight answer, and sometimes that answer is you don't need much, or you don't need anything yet. I only make money on a build if there's a build genuinely worth doing. A report that talks you into the wrong thing is bad for both of us.
Yes. I work on the principle of looking at as little as I need to. I don't copy or export your customer data, I look at how the work flows rather than hoarding records, and I'm happy to sign an NDA before we start. Everything is handled with GDPR in mind. That's practical data care, not legal advice.
Then I tell you that plainly, and you've saved yourself the money you'd have spent building the wrong thing. A clear not yet, and here's what to tidy up first is a perfectly good outcome. You leave knowing exactly where you stand instead of guessing.
A day or two of focused work for an owner-led business, not a six-week programme. The intro call is 20 minutes. The assessment itself is quick because it's scoped to your business, and the written report follows shortly after.
Book a free 20-minute call. We'll see if an assessment makes sense for your business, with no pitch and no jargon at the end.