What if the audit doesn't find much opportunity?

Then that's a useful answer in itself. In practice, audits for owner-operated businesses almost always surface plenty of room to save time and free up the owner to grow the business. If the audit finds materially less than the fee, that tells you something valuable: your operation is already lean, and the next move is process work, not AI work. No refund, but the roadmap and the clarity are still yours.

How is this different from the free Readiness Assessment?

The Readiness Assessment is a self-scored 20-minute review of whether your business is set up to use AI well. The Opportunity Audit is a 1-2 week paid engagement that maps your specific workflows, shows where AI can save you time and help the business grow, and delivers a 30/60/90-day implementation plan. The first tells you whether to start; the second tells you what to do. Take the free assessment first if you are not sure.

What happens if the audit shows AI isn't right for us yet?

Then I tell you. The audit ends with a written recommendation, and "AI is not the right move right now" is a valid recommendation. If the foundations need fixing first (data, skills, governance), the roadmap says so. You leave with clarity instead of a half-built AI project.

Do you sell tools or take referral fees from vendors?

No. I don't take commissions, referral fees, or affiliate revenue from any tool I recommend. The recommendations are based on fit, not margin. If ChatGPT Team is the right answer for your business, that's what the audit says, even though I make nothing from it.

Can I do the build myself with the roadmap?

Yes. That's the point. The roadmap is written so an in-house team or a different consultant could implement it without me. You're welcome to have me build it — usually that's faster and the continuity helps — but the roadmap is structured to be portable. No lock-in.

What's the deliverable format and who else sees it?

The roadmap ships as a written document (your choice of Notion or Google Doc), a workflow diagram, and a tool shortlist. The findings session is recorded. Everything is yours and confidential. I don't publish client work, list client names without permission, or share anything between engagements.

The audit

The AI Opportunity Audit

There's opportunity hiding in your business. This is how I find it.

Book the audit

The problem

What the audit solves

Your enquiries live in three places.

Email, voicemail, the Facebook page, and a notepad on the office desk. Whichever one the team checks first wins; the rest go cold.

Your team retypes the same information every week.

Customer details, quote data, supplier names, opening hours. The same paragraph keyed into three different systems. Multiply by everyone on the team.

You've tried ChatGPT. Now what?

You've drafted a few emails. Maybe summarised a meeting. It's clearly useful, but you have no idea how to turn that into anything systematic.

Your best knowledge is stuck in someone's head.

There is a person on the team who knows how to do the difficult thing. If they leave, or just go on holiday, the business gets harder by Tuesday.

The deliverables

What the audit actually delivers

1.
Workflow map
Visual map of your business's day-to-day operations, showing where time and energy quietly leak away, workflow by workflow.
2.
Top 5 AI opportunities, ranked by payback
The five workflows where AI gives you back the most time and the most room to grow, ranked, with the reasoning written out for each.
3.
Risk register
Data privacy, vendor lock-in, change-management, and reputational risks tied to each opportunity. UK GDPR-aware.
4.
30 / 60 / 90-day implementation plan
What to do in the first 30 days, the next 30, the next 30. Calibrated to your team's actual bandwidth.
5.
Tool shortlist with monthly costs
Specific software recommendations (named products, not categories) with monthly costs and free-trial paths.

The process

How it runs

Phase 1 · 1-2 weeks elapsed

Interviews

A handful of people for a smaller team, more for a larger one. 30-45 minutes each. A mix of leadership and operational staff. Recorded if everyone consents.

Phase 2 · 5-7 days offline

Workflow mapping and analysis

Workflow diagrams drawn up. Time-and-cost analysis. Tool research and shortlist. Risk register written. No status calls during this phase; you get your week back.

Phase 3 · 90 minutes

Findings session and delivery

In-person in Devon, or video call for everywhere else. Walk through findings and roadmap. Open Q&A. Written deliverables ship within 48 hours of the session.

The artifacts

What you take away

Roadmap document (your choice: Notion or Google Doc)
Recorded findings session (video file)
Workflow diagrams (PDF plus Miro source files)
Prompt library (markdown your team can paste into ChatGPT, Claude, or Copilot)
Tool shortlist with monthly costs (spreadsheet)
One-page AI policy template (UK GDPR-aware)

Pricing

What it costs

Small

£5,000

Team size: 10-25 staff
Engagement scope: Single-site, single team

Mid

£10,000

Team size: 25-60 staff
Engagement scope: Multi-team

Large

£15,000

Team size: 60-100 staff
Engagement scope: Multi-site or regulated sector

50% deposit, 50% on roadmap delivery
One 30-minute follow-up call within 30 days
Roadmap is yours to keep, even if you never hire me to build

The fit

Who this is for

Profile

Owner-operated
Founder still hands-on
Doing work AI could do
Ready to act on a plan

Common bottlenecks

Quotes take too long
Slow to reply to leads
Chasing payments by hand
Repetitive paperwork
Scheduling by hand
Data re-typed between systems

When the audit is not the right fit

What you should book if this isn't right

I'm not the answer for everyone. Two better-fit paths if the audit isn't yours.

Too early? Try this first.

If you're not sure AI is right for your business yet, start with the free AI Readiness Assessment. Score yourself across seven areas, find out where the gaps are, take 20 minutes. No commitment, no email required.

Take the free Readiness Assessment

Too big? Go to a bigger firm.

If you have an internal data team and a £200k+ budget for production AI builds, you'd be better served by a larger consultancy. OpenKit and Faculty are two UK firms with the team size and infrastructure to handle that scale. I won't try to be them.

I ship software too

What I've built before

Most consultants stop at the slide deck. I build production software solo, in regulated industries, end-to-end. The flagship is the TRT Platform: a multi-tenant clinical management SaaS for specialist UK health clinics.

TRT Platform

Live build. Doctor login, patient flows, AI-assisted blood-test analysis all running. Multi-tenant auth (Clerk), Next.js, Prisma, Neon, CQC-aligned audit logs, GDPR-minded data handling.

See all my work Open the live app

An illustrative example

How the maths works: a plumbing business

~£50,000 annual revenue uplift

Illustrative — a composite scenario, not a named client. It shows how an audit reasons about a lost-revenue leak and the order of magnitude involved.

A 4-engineer plumbing and heating business in Plympton, just outside Plymouth. Family-run, twelve years in business, good word of mouth, owner-operator who'd been on the tools every day since he started.

The starting situation: 60% of out-of-hours callers never rang back. By the owner's own estimate, about £4,000 a month was walking straight to whichever competitor answered first. He'd tried hiring an answering service. Too generic, too transactional, missed jobs anyway.

What the audit found: the lost revenue was almost entirely in evenings and weekends, mostly from boiler emergencies (high-margin, urgent). The existing CRM was a mix of paper notepads and his iPhone Notes. No booking system. No qualification step. The owner was the single point of triage for every enquiry, twenty-four hours a day.

The roadmap the audit would put forward: an AI voice agent answers every out-of-hours call, asks five qualifying questions (address, problem, urgency, access, contact preference), books the job into a shared calendar, and texts the owner a summary by morning. Tool cost: around £99 per month. Setup time: roughly 8 hours. No new hires.

How the maths lands: recover even half of those missed evening jobs and you're looking at a few thousand pounds a month — on the order of £50,000 a year — against a tool cost of about £1,200 a year. The bigger change is usually the one that doesn't show up in the spreadsheet: the owner stops being the single point of triage twenty-four hours a day.

Read the full story

Questions

Things buyers ask before booking

The booking

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Book the audit and we'll find where AI can save you time and help you grow.

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