Stop guessing what your business needs next.
Get practical advice and a clear playbook for improving your operations, marketing and use of AI.
The problems a consultation sorts out
Most service businesses don't need more software. They need to know which few changes will take the pressure off first.
- Enquiries fall through the cracks, or sit unanswered until the customer goes elsewhere.
- Follow-up is slow, because it depends on someone remembering to do it.
- Too much of the week goes on manual admin: copying details, chasing replies, updating spreadsheets.
- Your website, inbox, chat apps and records don't talk to each other.
- Nobody has written down how the routine work should actually be done.
- You hear a lot about AI agents but can't tell where one would genuinely help you.
What you leave with
A playbook: a prioritised set of actions tailored to your business. It answers four questions.
What to fix first
The changes that remove the most friction for the least effort, in order.
What to automate
Routine work an agent or a simple workflow can take over, and the rules it should follow.
What needs a person
Decisions, exceptions and conversations that should stay with you or your team.
What you'll need
The tools, information and workflows required to put the plan into practice.
Your playbook is a written document, delivered within 3 business days of your third session.
Who does what
A consultation is advice and a playbook. You implement the recommendations yourself, at your own pace. Building your website, configuring a CRM, deploying agents and supervising them over time are part of Setup & Run, not this service.
How it works
Tell us about your business
Share what you do and the main problem you want solved.
Three one-hour sessions
Walk through how work moves today, where it gets stuck and what to change.
Get your playbook
Receive your written, prioritised plan within 3 business days of the last session.
Put it to work
Implement it yourself, or talk to us separately about managed help.
Price
Three one-hour sessions
- Three one-hour consultation sessions, used within 30 days of booking.
- A written, prioritised playbook, delivered within 3 business days of your third session.
- Email follow-up on your playbook for 14 days after the final session.
Prices in USD, excluding any applicable taxes. Reschedule any session free with 24 hours' notice. Full refund if you cancel before your first session; once the first session has taken place, the fee is not refundable.
How AI agents fit in
Part of the playbook covers where agents can help: handling enquiries, updating customer records, following up with leads and preparing routine messages, always inside rules you approve.
Questions
Who is a consultation for?
Owners and managers of service businesses who want a clear plan for reducing admin and improving follow-up, and who are happy to make the changes themselves.
What should I prepare?
A short description of your business, the main problem you want solved, and a rough picture of how enquiries and bookings are handled today. Screenshots or examples help but aren't required.
What does the playbook contain?
A written, prioritised list of actions: what to fix first, what to automate, what should stay with a person, and the tools or workflows needed. You receive it within 3 business days of your third session.
Can I move a session?
Yes. Reschedule any session free with 24 hours' notice. All three sessions are used within 30 days of booking.
Do I need technical knowledge?
No. The advice is written for owners and their teams, not developers.
Is implementation included?
No. You implement the playbook yourself. If you'd rather have it built and supervised for you, that's Setup & Run.
What if I want more help afterwards?
You can book another consultation, move to Setup & Run for a managed system, or run things yourself on our platform.
Book a consultation
Tell us a little about your business and the main problem you want solved. We reply within one business day to arrange your session times and payment.