The AI Automation Audit · £1,800

A lot of businesses start with a tool and then hunt for a use for it. Finagling a tool to fit your firm often leads to frustration, and that brings risk. I'll spend time with you working it out the other way round. What work are you doing that could be automated, handed to an existing tool, or solved with something we can build quickly to suit your needs?
That way we take work off your shoulders, map a path that lasts beyond the first fix, and help you make more money while keeping your staff and customers happy. In health, finance, law and insurance, the dull work still has to be right, logged and signed off, so every recommendation says what happens to the data.
What you get
- 01Two interviews. With the people who do the work, and the person who signs it off.
- 02Up to five processes mapped. Step by step, including the systems and data each one touches.
- 03A verdict on each one. Automate it, keep it as it is, or stop doing it.
- 04A risk note on every recommendation. Where client data goes, who checks the output, what gets logged.
- 05AI visibility and accuracy. What ChatGPT and Google's AI say about your firm, and what's wrong.
Some of it will be AI. Some of it will be a better spreadsheet. And if it ain't broke, I won't ‘fix’ it.
How it works
- 1
We pick the processes
On a first call we agree which jobs to look at: usually the ones that eat the most hours, cause the most errors or touch the most client data.
- 2
I talk to your people
Two interviews: one with the people who do the work, one with the person who signs it off. That's where the real process lives, rather than in the procedure manual.
- 3
I map and test
Each process gets mapped step by step, with the systems and data it touches. Where AI or a tool could take a step over, I check whether it can do it safely.
- 4
You get the plan
A written plan, process by process: automate it, keep it as it is, or stop doing it. Every recommendation comes with a risk note.
Some of the brands I've worked with
Questions
- Do I have to hire you to build what's in the plan?
- No. The plan is yours, whoever builds it. Some of it you'll be able to do yourselves, some of it might suit a tool you already pay for.
- What if nothing needs automating?
- Then the plan will say so. If it ain't broke, I won't 'fix' it. Some recommendations will be AI, some will be a better spreadsheet, and some will be to leave things alone.
- Why does it include AI visibility?
- Your clients will ask ChatGPT about you before they ask you. The audit checks what it says about your firm, and flags anything wrong or anything your regulator wouldn't like.
- What does it cost?
- £1,800, fixed price and fixed scope. If you're not sure it's right for you, start with the £49 call and I'll tell you honestly.
Not sure yet? Book the £49 call first, and I'll tell you if the audit is worth it for you.












