Consulting

Business Process & AI Diagnostic

I look at how the work is done today, then deliver written findings and a prioritised list of improvements. I recommend; deciding and doing is yours, with whoever you choose.

The diagnostic at a glance

£349 one-off, fixed

  • Up to three clearly defined processes, agreed with you
  • Written findings and prioritised improvements
Book the free 30-minute call

The call is free and helps establish whether the diagnostic is right for you. The diagnostic itself is a separate paid service.

Why a diagnostic first

A small business rarely lacks ideas. What it lacks is a clear view of which changes are worth the time. The diagnostic gives you that view before you invest in new tools or automation.

  • Improvements ranked by effort and expected benefit, not by how fashionable the tool is
  • Plain-language findings you keep, to use with any supplier or with none
  • Where a simpler process fix is the better answer, the finding says so

What the diagnostic covers

The price is fixed: £349. It covers:

  • A short discovery interview about how the work is done today
  • Up to three named, bounded processes reviewed
  • Plain-language written findings you keep
  • A prioritised list of improvements
  • Ordinary process improvements recommended where AI is unnecessary

Boundaries

  • It is a fixed-scope review, not an open-ended audit
  • It does not include implementation of any improvement
  • Software licences, hosting and usage charges are agreed separately and passed through at cost

How it works

  1. Free call

    We talk for 30 minutes, free of charge, to see whether the diagnostic is right for your situation.

  2. Agreement

    The price is £349, fixed. We agree the processes, the preparation and the timings before work starts.

  3. Discovery interview

    I ask about how the work is done today, following the agreed processes with you or your team.

  4. Findings

    You receive short written findings and a prioritised list of improvements. The duration of the interview and the delivery of the written findings are agreed before the diagnostic starts.

What the findings can look like

Fictional example. Not a client result.

A small cleaning company wants to review its enquiry handling. This is what one page of the findings could look like. Names and numbers are invented for illustration.

The reviewed process, in short

  • Enquiries arrive by phone, WhatsApp and email, and land wherever the owner happens to see them
  • Quotes are written by hand, one at a time, in the evenings
  • If a quote is sent, its status lives in the owner's head

1. Record every enquiry in one place

Why it matters: with enquiries scattered across phone, WhatsApp and email, some are answered late and a few are missed entirely. A shared enquiry record with a simple status and a responsible person makes the backlog visible at a glance.

Next step: agree a single enquiry record with the team and a short daily check to keep it current. (This is a process improvement, not an AI feature.)

2. Prepare quotes from a price list

Why it matters: hand-writing each quote makes the evening workload unpredictable and the quotes inconsistent. A one-page price list that states what is included in each type of job makes quotes consistent and faster to prepare.

Next step: draft a one-page price list from the last twenty quotes and review it with the team.

3. Track the status of sent quotes

Why it matters: while the status of sent quotes lives in one head, follow-up depends on memory. A simple status field with a weekly review makes follow-up deliberate rather than accidental.

Next step: choose a simple status field for quotes and review the list once a week.

The diagnostic does not assume AI is the answer; where AI genuinely helps with the first reply or with drafting, the findings say so. In this example, the improvements above are process work, not AI.

In this example, the written findings would summarise observations like these for the agreed processes and close with a prioritised list. Everything would be phrased factually; nothing would be promised about results.

Free call or diagnostic?

The free 30-minute call

A conversation to help establish whether the diagnostic, or another route, suits your situation. No cost, no obligation.

The diagnostic

Paid work with a fixed price: up to three clearly defined processes, agreed with you, reviewed and documented. You keep the findings whatever you decide afterwards.

Common questions

Do I have to buy implementation afterwards?

No. The findings are yours to keep. You can implement with anyone, at any time, or with no one.

What preparation do I need?

A rough description of one or more candidate processes is enough to start. Where a walkthrough or real examples help, we use them in the interview. Any access to systems is agreed case by case, not required by default.

Is AI always the answer?

No. Where a simpler process improvement works better, the findings say so.

Where to start

Bring a rough description of one or more candidate processes, roughly how much time they take each week, and the tools you already use.

You will leave the free call with a clear view of whether the diagnostic suits your situation. If it does not, I will say so plainly.

You keep the written findings whatever you decide afterwards. Booking runs on Calendly and opens in a new tab. No account is needed to book.

Book the free 30-minute call