Systems audit
A clear map of how your business actually runs, and where it’s leaking time.
In practice: we follow a client enquiry from first contact to invoice and mark every duplicate entry, wait and manual reminder.
Practical help for the work behind the work
Start with a systems audit, then choose the level of help your business needs.
System design
We decide how work should flow before recommending any software.
In practice: we agree who owns each step, what information they need and what should happen next.
Automation build
Your CRM, intake, finance and follow-up, connected into one system.
In practice: a signed proposal can create the right project, payment schedule and team tasks without retyping details.
Playbook & handover
Documented steps your team can run without you.
In practice: your team gets clear instructions for everyday work and the less common situations that usually end up with the founder.
AI, where it earns its place
Only added once the process is solid, and only where it actually saves admin time.
In practice: meeting notes can become structured follow-up tasks, with a person checking them before anything is sent.
Ongoing operations support
Ongoing help as your business grows past the current fix.
In practice: when a new service or hire changes the workflow, we adjust the setup without rebuilding everything.
CRM automation
We connect intake, payments, onboarding and follow-up into one CRM workflow. See how we reduce admin time and manual handoffs for founder-led businesses.
See CRM automation case studies →Bespoke AI agents
Custom agents that research, draft, sort and check work inside your business — with clear guardrails and a human sign-off where it matters.
See AI agent case studies →Common questions
How much does a systems audit cost?
Systems audits are fixed-price and scoped to the size of the business. Rebuilds are quoted after the audit as a fixed project or phased delivery, so pricing reflects real work rather than a generic day rate.
Do I need to change software?
Usually not. We prefer to use what you already pay for. Many fixes come from better structure, clearer fields, connected handoffs and documented steps rather than another subscription.
How long does a project take?
A systems audit usually takes 1–2 weeks. A full rebuild from audit to live system typically runs 3–6 weeks, depending on complexity.
Do you build with AI?
Only where it genuinely removes admin work. We fix the process first, then add AI where it earns its place — drafting follow-ups, classifying leads or pulling data from documents, with a human checking before anything is sent.
Ready to make work feel simpler?
Start with a free systems audit. No pitch, no pressure — just a clear map of where your time is going.