How we work

The whole engagement, start to finish.

Four steps, in the order they happen: the assessment that finds the hours, the knowledge base underneath, the agents that do the work, and the monthly help if you want it. Read it before you book anything.

1The AI Assessment

The fixed-price front door. Everything here is covered by the 5-hour guarantee.

a

Find 5 hours a week or your money back

You pick a slot and pay the fixed fee. That's the only commitment. If the assessment doesn't find you at least five hours a week, you get it all back, so the worst case is a free 45-minute conversation about your business.

We spend 45 minutes on where your week actually goes. We ask, you talk, and we don't pitch anything. The point is to surface the tasks that eat your time and the ones you'd happily never do again.

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Agenda

Name Business Date
  1. The fork

    If AI could fix one thing in your business in the next 30 days, would you want it to make you more money, give you back hours, or make your customers happier?

  2. Repetition

    What is the task you or your team repeat most often every week?

  3. Friction

    Where do things most often slow down, get stuck, or fall through the cracks?

  4. Quantify

    How many hours a week does that eat, and who is doing it?

  5. Magic wand

    If that one thing ran itself, what would change for you?

  6. The maths

    And to put a figure on it: what is an hour of your time worth, how many hours a week are going to waste, and how many people are on the team?

    € / hr Hrs / wk Headcount
b

Your time drains, the tools that fix them, and what you get back

We take the call away and work through it properly: every pain point pulled out, then off-the-shelf AI tools researched and matched to each one. We right-size every pick to your business, so a four-person team isn't sold enterprise software it doesn't need.

A short, plain-language plan arrives before we next speak: your main time drains, the tools that fix them, and the hours and money you get back. It ends with a 4-day quick start, one small action a day, so an overwhelmed week isn't a reason to stall.

Then we go through the report together, recommendation by recommendation. You decide what's most urgent, and whether you want to run with it yourself or have us build it. If we're done here, you still walk away with a plan worth more than you paid.

What's in the report
  • Quick wins, one pain to one tool
  • Cost, setup time and hours saved
  • Your monthly ROI, in real numbers
  • A 4-day plan to get started

2The Knowledge Base

The groundwork. Do this once and everything after it works better.

Everything your company knows, in one place AI can use.

We execute the plan from the assessment, connecting your data sources into a single structured knowledge base. Not a folder dump. An organised system of record.

Where your knowledge lives today
Email inboxes CRM Shared drives and documents Spreadsheets Experienced employees’ knowledge
Knowledge base
One source of truth
Pricing Process Customers History
Outcomes
  • One source of truth for pricing, process, customers and history
  • Structured for AI, so you get real answers instead of guessing
  • Useful on day one for your people too, not only the AI
  • Maintained and current, not a snapshot that rots

3Managed AI Agents

Done for you, quoted per project.

An employee that does one job, all day, every day

We build, deploy, host and manage agents that handle specific functions, with full context on how you work. You just see the work get done.

How an agent differs from a chatbot
  • Onboarded on your company, not the internet
  • Owns a function: one job, done consistently
  • Managed: monitored, improved and updated
Managed AI Agents
  • 01Speed to LeadManaged
  • 02Speed to QuoteManaged
  • 03Lead QualificationManaged
  • 04Knowledge MaintenanceManaged

4AI Concierge

Or keep going with us. Two working calls a month, on a capped roster.

Twenty-four builds a year

The first win is rarely the last. Something always slips back: the quote that goes out three days late, the enquiry nobody rang back, the marketing you keep meaning to post. The concierge is the standing arrangement for that. Two 45-minute working calls a month, month to month, on a roster we cap at eight.

Every call ends with something running in your business instead of a document about it. Quote follow-up that sends itself, review requests that go out after every job, a month of posts drafted from one hour of you talking, the weekly numbers written up while you sleep. You pick what we start with. We share screens and build it while we direct: what to open, what to click, what to type. You drive, so by the time the call ends you understand what you have and can run it without us.

One short intake form before the first call is all the paperwork there is. It tells us where your week goes, so we start building in session one instead of spending it finding out, and after that we just keep building. The recording, the transcript and the action items land in your Notion hub the same day, which means the business keeps what we built and not just whoever sat in on the call. Between calls a voice note on Voxer comes back inside 12 business hours, so the small thing that would have stalled you for a fortnight gets sorted that afternoon.

Then it stacks. Next session we fix whatever did not stick, then put the next piece on top. Twenty-four sessions a year, everything we set up is yours and stays yours if you stop, and you can stop any month you like.

  • AI Concierge pre-call intake questionnaire in Jotform

    Pre-call questionnaire

    Surfaces your bottlenecks and time-heavy workflows.

  • Booking a 45-minute strategy call on the calendar

    Two 45-min calls a month

    Working sessions where we build automated workflows, live.

  • Notion documentation hub logging every call, takeaway and build

    Notion documentation hub

    • All recordings and transcripts
    • Top takeaways and action items per call
  • Unlimited Voxer voice-and-text access between sessions

    Unlimited Voxer access

    • Voice and text, like a walkie-talkie
    • No waiting two weeks for help
    • 12-business-hour response

Twenty minutes on your business, then you decide. Book a Discovery Call