How I work with your business.
Seven stages, one person the whole way. You always know what happens next, what I need from you and what you get at the end of each stage.
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Stage 1: Online snapshot
What happensYou answer three quick questions about your business and where the week goes.
What you doA rough guess at the hours is fine.
What you getThe three jobs to fix first, and what the time is worth.
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Stage 2: Free AI assessment
What happensWe talk through your snapshot together. If AI isn't the right fix for your problem, I'll tell you.
What you doBring the one job you'd most like gone.
What you getA straight answer on whether a Deep Audit is worth your money.
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Stage 3: Deep Audit
What happensA 60 to 90 minute interview, then read-only access to your main tools to see how work really moves through the business.
What you doOne interview, plus read-only logins for email, accounts and your CRM or job system.
What you getA written report: workflow map, opportunity matrix, 90-day roadmap and a fixed-price quote.
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Stage 4: Foundations
What happensAccounts are set up in your business's name, each agent gets only the access it needs, and your AI use policy is written.
What you doApprove the accounts and put the subscriptions on your card. About an hour.
What you getCompany-owned accounts, an AI use policy and your Handover Vault, started.
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Stage 5: Set up and test
What happensEach job is set up one at a time in your accounts, then tested on real work: it drafts, a person checks, nothing reaches customers.
What you doLook over a handful of shadow-mode drafts and tell me what's off. About two hours.
What you getEverything checked against your real work before anyone relies on it.
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Stage 6: Go live with your team
What happensEach one goes live with approval steps switched on. Your team gets a short walkthrough and knows exactly who to call.
What you doGive your team 30 minutes per job for the walkthrough.
What you getWorking systems, a team that knows how to use them, and everything documented.
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Stage 7: Look after and improve
What happensI keep an eye on everything, fix problems within one business day and tune them as your business changes. Approvals are relaxed only when you're ready.
What you doA short monthly check-in, or just read the report.
What you getA monthly report on hours saved, issues fixed and what to build next.
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If we ever part ways
Everything keeps running in your accounts. You get a handover session and your Handover Vault, and there's nothing to unlock or migrate.
At every stage.
Book a free AI assessment.
Answer three quick questions, then spend 30 minutes with me on where AI would save you the most time. No cost, no obligation.