Services
Practical engagement packages designed around outcomes—from initial assessment through implementation and ongoing support.
Discovery & Recommendations
Entry PackageGoal: Scope out your business, identify pain points, and provide clear, actionable recommendations.
- Free initial consultation to understand your operations
- Process review & assessment of workflows, manual tasks, and current tools
- Identification of automation & AI opportunities (quick wins and longer-term improvements)
- Practical roadmap / recommendations tailored to your business
Pricing: Free consultation + fixed fee for full report
Duration: 2–4 weeks
Value: Clarity on what can be automated or improved—without committing to implementation yet.
Implementation Package
Project-Based / One-Off FeeGoal: Take recommendations and implement them in your business.
- Everything from the Discovery & Recommendations package
- Designing and building automation workflows or AI tools specific to your business
- Testing and ensuring the solution works within your existing operations
- Staff training / handover on how to use and maintain the solution
Pricing: Fixed project fee, based on scope and complexity
Duration: 8–12 weeks (depending on business size and workflows)
Value: A working solution, without worrying about the technical details.
Full-Service / Ongoing Support
Subscription / RetainerGoal: Full implementation + continuous improvement, monitoring, and support.
- Everything in the Implementation Package
- Ongoing monitoring of workflows and automations to ensure adoption and performance
- Updates, tweaks, and improvements as business needs evolve
- Advisory support on new opportunities for AI/automation
- Regular check-ins / progress reports
Pricing: Monthly subscription / retainer
Duration: Ongoing
Value: Peace of mind, continuous optimization, and access to expert guidance—without hiring internally.
Common challenges we help with
Manual, repetitive work
Teams spending hours on tasks that should take minutes—copying data between systems, updating spreadsheets, preparing reports, sending routine emails, or chasing approvals.
Processes that rely on people, not systems
Work gets done because certain individuals "know how things work," not because there's a clear, documented process anyone can follow.
Disconnected tools and information
Data spread across emails, spreadsheets, accounting systems, CRMs, and shared folders—with no single, reliable flow between them.
Inconsistent or error-prone operations
Manual steps lead to mistakes, rework, and delays—especially during busy periods or staff absences.
Reporting that takes too long
Management reports requiring manual data collection, last-minute fixes, and significant staff time every week or month.
Processes that don't scale
What worked with 5–10 people starts to break at 20–50. More volume means more stress, not more output.
Unclear ownership and accountability
Tasks fall between teams, approvals get stuck, and no one is quite sure who owns what.
AI confusion and pressure
Leaders feel they "should be doing something with AI" but don't know where it actually adds value—or how to avoid wasting time and money on hype.
Technology decisions without guidance
Too many tools to choose from, conflicting advice, and uncertainty about what will still make sense in 2–3 years.
Low adoption of new tools
Previous software or automation initiatives that looked good in theory but were never fully adopted by the team.
Example businesses that benefit
These are examples—not an exhaustive list. If you recognise similar challenges in your business, we should talk.
Retail & Shops
- Tracking sales and stock manually → errors, overselling, lost revenue
- Preparing daily/weekly reports by hand
- Sending promotions or updates to customers manually
Accounting & Finance Firms
- Consolidating client data for tax or financial reports
- Manual invoice processing and payroll entries
- Collecting and sorting client documents via email or spreadsheets
Law Firms
- Searching for client files across drives, email, or paper
- Drafting standard letters, reminders, or filings repeatedly
- Tracking case deadlines or billable hours manually
Service Businesses
Salons, clinics, repair shops, small offices
- Scheduling appointments and sending reminders manually → missed bookings
- Tracking client history across notebooks or spreadsheets
- Creating invoices, quotations, or reports from scratch every time
Not sure which package fits?
Start with a free consultation. We'll discuss your situation and recommend the right approach.
Get in touch