Practical AI help — for your systems, processes and the bits that drive you mad.
No buzzwords, no transformation programmes. Just an honest look at how your business runs today, and small, sensible places where AI can quietly take work off your plate.
20 minutes · Free · Fit check, not a sales pitch
What I can help with
Eight calm places to start — and grow from
Most engagements start with one of these. We almost never do all of them at once — that’s the point.
Tap any tile to see what it actually looks like in practice.
Tap to expandShow lessFigure out where to start
We sit down together, look at how your business actually runs, and pick one or two things where AI would genuinely help — not just sound impressive.
Figure out where to start
We sit down together, look at how your business actually runs, and pick one or two things where AI would genuinely help — not just sound impressive.
Most owners don't need a transformation programme — they need a calm second opinion on which one or two changes will actually move the needle. We map your week, spot the friction, and rank ideas by effort vs. payback so the first thing you try is the one most likely to stick.
- A 7-pillar readiness scan across sales, ops, service, marketing, finance, compliance and foundations
- Workflow shadowing — what actually eats your time vs. what feels busy
- A shortlist of 3 high-leverage starting points, with effort/payback scoring
Tap to expandShow lessTame the inbox & admin
Drafted replies, smart triage, summaries of long threads, meeting notes that write themselves. The dull stuff that eats your evenings.
Tame the inbox & admin
Drafted replies, smart triage, summaries of long threads, meeting notes that write themselves. The dull stuff that eats your evenings.
The single biggest quiet win for most owners. We set up assistance that drafts replies in your tone of voice, flags what truly needs you, summarises long threads, and turns meetings into searchable notes with action items already assigned.
- Reply drafts pre-written in your voice, ready for a one-click send
- Triage rules that surface the 3 emails that actually need you today
- Auto-summaries of long threads + meeting transcripts with owners and dates extracted
Tap to expandShow lessSpeed up the boring docs
Quotes, proposals, reports, suitability letters, briefs — pulled together from your own information, in your tone of voice.
Speed up the boring docs
Quotes, proposals, reports, suitability letters, briefs — pulled together from your own information, in your tone of voice.
Document drafting that pulls from your CRM, past work and brand library — so the first draft of every quote, proposal or report lands 80% done, in your tone, with the right numbers already filled in. You stay in control of the final word.
- Proposal and quote drafts assembled from CRM data and past wins
- Suitability letters, briefs and reports drafted from a structured intake
- A living style guide so every document sounds like you, not a robot
Tap to expandShow lessSearch across your own files
Ask questions across your CRM, drive or knowledge base in plain English — and get sourced answers your team can trust.
Search across your own files
Ask questions across your CRM, drive or knowledge base in plain English — and get sourced answers your team can trust.
A private assistant that reads your files, CRM and knowledge base — and answers in plain English with citations back to the source. No more hunting through folders. Your data stays yours: never used to train public models.
- Plain-English Q&A across SharePoint, Drive, Notion, your CRM, etc.
- Sourced answers with links back to the original document
- Private deployment options where data sensitivity demands it
Tap to expandShow lessQuiet little automations
The copy-paste jobs between your tools. Small, safe automations that your team will actually use — and that you can switch off in a heartbeat.
Quiet little automations
The copy-paste jobs between your tools. Small, safe automations that your team will actually use — and that you can switch off in a heartbeat.
Small, reversible automations that handle the copy-paste between your existing tools. Built so a non-technical person can pause, tweak or switch them off — never a black box, never a lock-in.
- New lead in CRM → enrich, score, draft first email, notify owner
- Invoice paid → update spreadsheet, file receipt, send thank-you
- Form submission → triage, route, log, and acknowledge — automatically
Tap to expandShow lessPick the right tools
Vendor-neutral advice on what to buy, what to skip, and what you probably already have a licence for. No reseller agenda.
Pick the right tools
Vendor-neutral advice on what to buy, what to skip, and what you probably already have a licence for. No reseller agenda.
I don't resell software, take vendor commissions, or have partner quotas to hit. You get an honest read on what to buy, what to skip, and what's already sitting unused in a Microsoft or Google licence you're paying for.
- Audit of your current stack — what's earning its keep, what isn't
- Shortlist of 2–3 tools per job, with honest trade-offs
- Negotiation pointers and licence-tier guidance before you sign
Tap to expandShow lessTidy up the systems behind it
AI is only as good as the systems it sits on. We tighten the processes and data first, so what you build on top actually works.
Tidy up the systems behind it
AI is only as good as the systems it sits on. We tighten the processes and data first, so what you build on top actually works.
AI on top of messy data just gives you confidently-wrong answers faster. We quietly clean up the foundations first — your CRM hygiene, file structures, naming conventions, single sources of truth — so every AI layer you add later actually works.
- CRM and pipeline cleanup — duplicates, stale records, missing fields
- Process maps for your top 3 workflows, with named owners
- A single source of truth for clients, products and pricing
Tap to expandShow lessBring your team along
Short, practical sessions for your team — no theory dump. They leave with prompts, habits, and the confidence to use it daily.
Bring your team along
Short, practical sessions for your team — no theory dump. They leave with prompts, habits, and the confidence to use it daily.
Hands-on, role-specific sessions — not a theory dump. Your team leaves with a saved prompt library, daily habits that fit their actual job, and the confidence to use AI without breaking anything or leaking data.
- 90-minute role-specific workshops (sales, ops, service, leadership)
- A saved prompt library tailored to your business and tone
- Light-touch governance — what to use, what to avoid, what to flag
Under the hood
Friendly on the surface — structured underneath
Every engagement runs on the same backbone: a scored diagnostic, a costed roadmap, and a handover your team can actually use. Here's the working you don't have to do.
Diagnostic engine
- Seven-pillar readiness scoring (sales, ops, service, marketing, finance, compliance, foundations)
- Weighted against benchmarks for businesses your size and sector
- Department interviews + workflow audit, not a templated questionnaire
Workflow automation
- Quotes, proposals, reports drafted from your CRM and historical work
- Email triage and reply drafts kept in your tone of voice
- Small, reversible automations between the tools you already pay for
Knowledge & search
- Plain-English search across CRM, drive and knowledge base
- Sourced answers your team can audit — no hallucinated numbers
- Private deployment options where data sensitivity demands it
Governance & ops
- Approved-prompt library and human-in-the-loop checkpoints
- DPA review with each vendor before any client data flows
- Named owner, quarterly re-score, incident response playbook
Board-ready report
Senior-consultant authored. Scores, evidence, named owners.
Costed 90-day roadmap
Foundations · Activation · Scale, with sequencing logic.
Working automations
Built, integrated, documented — and reversible if you stop.
Team-ready handover
Plain-language walkthrough plus prompt library and runbook.
Ways we can work together
From a quick chat to a steady hand on call
Pick whatever feels right — you can always start small.
A free Fit Call
You’re curious and want to check we’re a match.
20 minutes, free. Mutual qualification — we both decide if there’s a fit and which paid track suits. By design, no recommendations are given on this call.
A proper look
You want a clear plan before committing to anything.
I spend time with you and your team, look at your tools and bottlenecks, and write you a short, plain-English plan you can actually follow — with what to try first and what to leave alone.
Hands-on help
You know what you want — you just need someone to make it happen.
I roll up my sleeves and help build it: the small automation, the document workflow, the search across your files. Calmly, at your pace, with your team in the loop.
A steady hand on call
You want someone in your corner as you go.
Ongoing, light-touch advisory. A standing call each month, an inbox you can ping when something new lands, and an honest second opinion when you need one.
Calm, honest, and on your side.
- I won’t sell you AI you don’t need — sometimes the answer is a spreadsheet, a checklist, or a different process.
- I’m vendor-neutral. I don’t resell software, so my recommendations are honestly yours.
- Everything is in plain English. No slide theatre, no pretending it’s magic.
- We move at your pace. One small win first, then the next — only if it’s working.
- Your team is in the loop from day one. The point is to make their lives easier, not replace them.
Common questions
The things most people ask
Systems, processes, timelines, and what you actually walk away with.
Not sure which fits?
Let’s figure it out together.
Tell me a bit about your business on a 20-minute Fit Call. I’ll point you to the right starting place — even if that’s not me.
- 20 minutes
- No commitment
- Plain English