Four services, usually in this order.
You can take just one, or all four from start to finish. I'd usually start with the audit, because it shows what's worth building.
Systems audit & roadmap
Before I build anything, I find out what's actually slowing the business down. You get a clear write-up of where the time goes and a plan for what to fix first.
- How the work moves, start to finish
- Where time and money are lost
- What to fix first, second, and never
- A costed plan you can act on
AI & automation build
Then I build it. I take the work that repeats, like quotes, reports, scheduling, follow-ups and record-keeping, and set it up so your team only handles the parts that need a person. I only use AI where it does the job better than a simple rule.
- Automating admin and reporting
- Joining up the tools you already pay for
- AI that drafts documents for you to check
- Dashboards that show the numbers you use
Client-facing systems
Some firms do excellent work and still lose jobs because their proposals don't show it. I build what goes in front of your clients, such as capability presentations, proposals, tender responses and credentials packs, in a format your team can update for each new meeting.
- Capability and pitch presentations
- Proposal and tender templates
- Case studies and credentials packs
- A reusable format your team can refill
Handover & support
Everything I build has to keep working after I've gone. By the end, your team can run it and change it themselves, with written guides and my support while they settle in.
- Written how-to guides in plain English
- Walkthrough sessions with your team
- Support while your team gets used to it
- Longer-term help only if you want it
Not sure which one you need?
Tell me what's taking up too much of your week and I'll say where I'd start.