AI & automation · Automation review
For a business with a few jobs that could run on their own and no obvious first one. Chris spends 90 minutes going through how you run things, then you get a written plan: the jobs worth automating, in order, with a rough price for each. It costs £395. If you go ahead with a build within 60 days, the £395 comes off it.
Most firms need the first one. The second is for a bigger business, several departments, or a process that crosses more than one system.
Ninety minutes and a written plan. For a firm with a few jobs that could run on their own, where the order matters more than the build.
A proper look at how the work moves through the business. For a bigger firm, several departments, or a process you'd want mapped before anyone touches it.
The fee comes off the first build we sign together within 60 days of your review date. Don't go ahead, and you still have the written plan: it's yours to keep, and it's written so that any builder could work from it.
If one job is obviously first, the free call is enough: we give you a written price and start with a paid pilot. And if what you want is the phone answered, plumbing and heating firms get a free 14-day test instead of a review.
Four steps, and the fourth one doubles as the decision.
Eight questions, about ten minutes: what the business does, which jobs eat the week, what software you use, where enquiries land and what gets missed. We read it before we meet.
A video call with Chris. We go through how the week runs, job by job, who does what, what you've tried before and what a good result would look like to you.
Up to three jobs worth automating, in order, with a rough price for each. The changes you can make yourself. What we'd leave alone for now, and why.
We go through the plan together. If you want to go ahead, the plan becomes the brief, the £395 comes off the build, and the first job starts as a paid pilot.
The same shape every time, so you can compare it with anyone else's and so it's quick to act on.
One paragraph on the business and the jobs we went through, so the plan makes sense to anyone you show it to.
For each: what happens today, what would happen by itself, what stays with a person, and a rough setup and monthly price. The order is the point.
Settings, templates and habits that fix part of the problem with no build. Often the first thing to do.
The jobs that aren't worth automating yet, and why. Sometimes that's most of the list.
The pilot for job one, the credit, and the date it runs out.
Every trade page shows the three jobs a review usually finds for that kind of business. Yours will differ, which is what the review is for.
The free call is 20 minutes and answers one question: is there a job here worth automating. The review is 90 minutes and a written plan, for a business with several possible jobs where the order matters. You're paying for the thinking, and it comes off the build.
No. The plan is yours to keep, and it's written so any builder could work from it. The credit only applies to a build with us.
Then the plan says so, and lists the changes you can make yourself. You've spent £395 finding that out rather than £1,500 on a build you didn't need.
Most firms under ten people need the £395 one. The deep review is for several departments, more than one system, or a process you'd want mapped before anyone touches it. If you're not sure, the free call settles it.
The form, 90 minutes, and whoever actually does the job on the call if that isn't you. The best plans come from the person doing the work.
Then it's a standalone review and the build is priced on its own. If you know you'll need longer, say so before the 60 days are up.
Fill in the form, pick a time, and you'll have a written plan within three working days of the session. If the free call is the right place to start, say so and we'll do that instead.
Page updated 19 October 2026.