Free AI & automation review

Tell me how the work actually happens. I’ll tell you where AI and automation would pay off.

This is not a sales call with a deck at the end. It is a working session and a written opportunity map — the same first stage I run at the start of a paid engagement, because it is the only way either of us can tell whether there is a project worth doing.

  • Around 45 minutes of your time, plus a written map back within a few working days.
  • The map is yours to keep, whether or not you ever work with me.
  • No follow-up sequence. If you do not reply, you do not hear from me again.
Request the review ~2 minutes
The work
Step 1 of 3 — the work
Plain language is perfect. “Our team spends two days a month pulling reports together” is more useful than a job spec.
CRM, ERP, spreadsheets, in-house software — whatever is in the mix.
The context
Step 2 of 3 — the context
If this went well, what would be different in six months?
You
Step 3 of 3 — you

I read every enquiry myself and reply within two working days.

What you get

Five things, written down.

Not a recording of a call and not a slide deck. A document you can act on, hand to somebody else, or use to brief a different supplier entirely.

01

A workflow map

How the process you care about runs today, written down — including the manual steps and handoffs that usually only exist in people’s heads.

02

A ranked opportunity list

Every opportunity I can see, each labelled as automation, integration, AI, process redesign or data work, and ranked by impact against effort.

03

A “do not bother” list

The ideas that sound good but would not earn back their cost, and the reasoning. Usually the most useful page in the document.

04

A recommended first move

One thing worth doing next, sized so you can see a result before committing to anything larger.

05

A rough sense of effort

What that first move would realistically take to build, so the recommendation is something you can actually budget against.

06

A one-page summary

Something you can put in front of a board or a budget holder without having to translate it first.

The honest terms

Why this is free, and what the catch is.

The catch is that I am hoping some of these turn into work. That is the whole of it. It is free because the review is genuinely how I decide whether I want the project — and because a review that arrives with a proposal attached is not a review, it is a pitch.

I run a small number of these at a time, because doing one properly takes real work rather than a template.

YESYou keep the map, whether you hire me, hire somebody else, or build it in-house.
YESIt covers what I would not build as carefully as what I would.
YESEverything you tell me is confidential. I do not name clients — the case studies on this site are the proof.
NONo follow-up sequence, no newsletter, no adding you to anything.
NONo obligation to do any of it, and no pressure on the call.
NOIf I do not think there is enough here to be worth your money, I will say so rather than write it up anyway.