The AI Workflow Audit

Stop running your business by hand.

We map the manual work draining your team, then build the automations that matter first — so you can take on more clients without burning anyone out.

Built forService Businesses
CURRENT · MANUAL
01Lead replies, typed by hand4H/WK
02Documents chased over email3H/WK
03Copy-pasting between tools4H/WK
04Follow-ups & rebooking4H/WK
AFTER THE AUDIT15 hrs/wk back
The problem

Growth shouldn’t mean more busywork.

Most small service teams don’t have a sales problem — they have a capacity problem. The same manual steps repeat every day, and every new client adds more of them. Eventually the only way to grow is to hire, or to burn out the people you have.

WHERE THE HOURS GO PER WEEK
Lead replies, typed by hand ~4 HRS
Documents chased over email ~3 HRS
Copy-pasting between disconnected tools ~4 HRS
Follow-ups, reminders & rebooking ~4 HRS
Lost to manual work 15 hrs/wk
What changes

Practical AI, pointed at the right work.

15+
Hours back per week

Reclaimed from repetitive admin and handoffs across the team.

<1hr
Lead response time

Automatic first replies so no enquiry sits waiting overnight.

Clients, same team

Take on more work without adding headcount or overtime.

0
Things falling through

Documented, automated processes that run whether you’re in or not.

How it works

Four steps. No big-bang rebuild.

We start narrow, prove it on your highest-impact process, then expand. You keep your tools — we make them work together.

01
Audit

We sit with your team and map every manual step in your day-to-day, end to end.

02
Prioritise

We rank automations by hours saved versus effort, and agree what to build first.

03
Build

We connect your tools and build the workflows — tested against real cases, not demos.

04
Hand off

You get clear documentation and a team that knows how to run and extend it.

Who it’s for

Built for service businesses like yours.

01 / REAL ESTATE

Real Estate Agents

Instant lead follow-up, listing & document prep, and showing scheduling — so hot enquiries never go cold while you’re in a viewing.

02 / BOOKKEEPING

Bookkeepers & Accountants

Automated client intake, document chasing, and recurring reminders — fewer late files, less month-end scramble.

03 / HOME SERVICES

Home Service Companies

Quote-to-booking workflows, automatic reminders, and no-show recovery that keeps the calendar full and the crew busy.

04 / PROFESSIONAL SERVICES

Professional Service Teams

Onboarding, proposals, and status updates handled automatically — so billable people spend their time on billable work.

The offer

The AI Workflow Audit

A focused, fixed-scope engagement to start. We map your manual processes, quantify the time they cost, and build your first high-impact automation. From there, most clients stay on a simple monthly Care Plan — so the system keeps running and keeps growing.

Timeline
2–3 weeks
Format
Remote + working sessions
Then
The Care Plan, monthly
Book the audit →
WHAT YOU GET
01
A full process map
Every manual step, documented end to end.
02
A prioritised automation plan
Ranked by hours saved vs. effort to build.
03
Your first automation, built
Live and working before the engagement ends.
04
A plan you own
Clear documentation, yours to keep either way.
THE CARE PLAN
Ongoing automation care
We monitor and maintain what we built, adapt it as your business changes, and ship new automations every month.
BILLED MONTHLY · CANCEL ANYTIME
Questions

Before you book.

No. We work with the tools you already use and connect them. The goal is to remove manual steps, not to add another system your team has to learn.

Most audits run two to three weeks, including working sessions with your team and the first automation built and live before we wrap.

The audit is a fixed fee agreed up front — no hourly surprises. We’ll quote it on a short intro call once we understand your specific use case.

Yes. We work within your existing accounts and permissions, follow least-access principles, and never move data into systems you don’t control.

No. But we can provide you with our Care Plan. 

That’s exactly what the audit answers. You’ll get an honest, quantified picture of where automation pays off — and where it doesn’t — before committing to building anything.

Start with the audit

See exactly where AI gives you your week back.

Start with a fixed-scope audit and your first automation built — then keep it running and growing on a simple monthly Care Plan.

Book the audit →