We start with a free 15-minute call so I can learn the basics of your business and we can both see whether this is a fit. If it is, we book a 45-minute Deep Dive Strategy Session over Google Meet where I identify up to 5 leaks in your systems. A week later, I send you a written report with a complete analysis of your current systems, a custom Implementation Roadmap, and automation recommendations. We walk through it together on a Strategy Review Call to choose the one leak to plug first, and from there we work through the roadmap side by side, with two done-with-you implementation sessions each month.

- A 45-minute Deep Dive Strategy Session over Google Meet

- A follow-up report: complete analysis of your current systems, and automation recommendations

- A 30-minute Strategy Review Call

- Done-with-you implementation, twice a month, 45 minute sessions

- Voxer access, four days a week

I work alongside you. We build and set up the automations together in 45-minute working sessions, rather than me handing you a to-do list and leaving you to it.

The Concierge is a 3-month retainer at $1,500 per month. Systems take time to put in place and settle in, and three months gives us room to audit, build, and adjust without rushing.

Yes. Your $997 Assessment fee is credited toward the AI Concierge if you decide to continue with it.

We don't offer refunds, because our work starts right away and takes real preparation time. You can cancel the Concierge service with one month's notice, and will not bill you for the remaining months.

Voxer is a voice-and-text messaging app. When a question comes up between sessions, you send me a message and I reply. I'm available on Voxer four days a week and respond within 8 business hours, Pacifc time.

1. Summary

- Brief overview of the business.

- Key findings and proposed areas of improvement.

- Expected impact of AI and automation solutions.

2. Current Business Analysis

- Operations: Analyse workflows, bottlenecks, and manual tasks.

- Marketing Strategies: Evaluate current campaigns, content creation processes, and customer targeting methods.

- Sales Processes: Review lead generation, nurturing, and conversion processes.

- Team Productivity: Assess team roles, task distribution, and time utilisation.

- Systems and Tools: Document existing software and processes in place.

3. AI and Automation Opportunities

- Operations:

- Streamlining workflows (e.g., task delegation, reporting automation).

- Reducing manual data entry and error-prone tasks.

- Marketing:

- Automating social media content creation, scheduling, and analytics.

- Implementing AI-driven customer segmentation and personalisation.

- Utilising tools for email marketing and ad optimisation.

- Sales:

- Automating lead scoring and follow-ups.

- Implementing chatbots for customer service and FAQs.

- Team Collaboration:

- AI-driven task prioritisation and project management tools.

- Automating internal communication workflows.

- System Integration:

- Connecting disparate tools for seamless data sharing.

4. Proposed Tools and Solutions

- Overview of recommended tools (e.g., CRM, AI-powered marketing platforms, automation software).

- Comparison of options (cost, functionality, ease of use).

5. Potential Impact Analysis

- Time savings for the team.

- Cost reductions through increased efficiency.

- Expected sales and profit growth.

- Metrics to monitor post-implementation.

6. Implementation Roadmap

- Phased approach to deploying solutions:

- Short-term (quick wins).

- Mid-term (more complex integrations).

- Long-term (scalable automation strategies).

- Timeline and milestones.

7. Training and Change Management

- Recommendations for team training.

- Strategies to encourage adoption of new systems.