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AI Workflow Assessment

Find out where your admin hours go - and get a plan to reclaim them with AI.

We sit down with you, diagnose where your time actually goes, and give you a report built entirely around your business - custom AI agent opportunities identified, step-by-step automation recipes, and a prioritised plan to get your hours back. If you’d rather we built it, we do that too.

Report in two working daysUK-registered company
Book your assessment - £799 →

Money back if your report doesn’t show 5+ hours a week.

Recent client outcomes

The kind of result we publish.

Real clients, in their own words - the full story, what we found, and the measurable change in their week.

Headshot of Joanne South
Joanne South
Co-director, UK Growth Coach

“Knowing something and doing something are completely different things.”

Read Joanne’s story →
Projected~7-8 hrs/week
Identified in the report, achievable once the roadmap is in place

See all case studies

Joanne South case study
Sound Familiar?

You know AI could help.
The work is still being done by hand.

You’ve tried a few AI tools, or someone on the team has. Some were clever. None of them changed how the week runs. Meanwhile the same jobs come round every week: the inbox, the chasing, the copying from one system to another. The tools exist. What’s missing is knowing which ones matter for your business, in what order, and who is going to set them up.

So we start with 60 minutes on how your business actually runs, find where the hours go, and give you a plan ranked by what each fix is worth. You can work through it yourselves, or we build it for you.

By early 2026, more than half of the UK firms surveyed by the British Chambers of Commerce were using AI, up from 23% in 2023.
See the full picture: UK business AI statistics 2026.

What You Get

What you get.

Every assessment follows the same process, whether it’s just you or your whole team.

01

Pre-session questionnaire

Five minutes of your time. You tell us about your business, your tools, and your biggest time drains. This means we hit the ground running - no wasted time on your diagnostic session.

02

60-minute live diagnostic session

A video call where we walk through your workflows together.

03

Your personalised report

Within two working days, we build a passcode-protected digital report around your business: AI agent opportunities, step-by-step automation recipes, a prompt library, and a prioritised implementation plan.

04

A live review call

A 30-minute call where we walk you through your report, highlight the top priorities, and explain the reasoning - then the link and passcode land in your inbox.

05

Follow-up support

We check in at 7 days and 30 days to see how it’s going and answer questions.

Book your assessment - £799 →

Money back if your report doesn’t show 5+ hours a week.

What the assessment looks at

We map your whole business, then find the biggest drains.

The assessment starts with the whole business - every function, every day - then works backwards to find the drains worth fixing first.

The six areas we look across

By the end, you know where the time actually goes - and the plan starts with the highest-value fix, not the easiest one.

What your report covers

Custom AI agent opportunities flagged

We identify two to four places where a bespoke AI assistant would save you serious time, and describe what each one would do, the material it would draw on, and the hours it would give back. If you’d rather we built one, we quote for it after a scoping call.

Automation recipes with exact steps

Named automations like “Quote to Invoice Generator” with the specific menus, buttons, and settings to click. Not “consider automating” - actual step-by-step recipes.

Prompt library you’ll use weekly

3-6 ready-to-paste prompts tied to your recommended AI assistant. Each one includes when to use it, what to type, and what output to expect.

Impact vs effort matrix

Every opportunity ranked by how much time it saves versus how hard it is to set up. You’ll know exactly where to start.

Tool recommendations

Specific tools for YOUR problems, with costs, setup time, and expected hours saved. No generic lists.

5-day implementation plan

Day-by-day instructions naming exact menus, buttons, and settings, starting with the quickest win so you can make a start the day your report arrives.

ROI projections using your actual numbers

Hours saved and money recovered, calculated from your real billing model - not a generic formula. Honest ranges with stated assumptions.

What we deliberately left out

A section explaining what we’re not recommending and why. Knowing what to skip is just as useful as knowing what to do.

Personal note and a live review call

Every report opens with a personal note from our founder. We also walk you through it on a live review call, pointing you to where to start and why.

How it compares
What’s actually in the £799 reportWhat you usually get
Automation recipes - with setup time and hours saved
Automation opportunities identified
Prompts written out, ready to paste
General tips, no prompts
Week one mapped day by day, with timings
Phase one, phase two
7 in 10 tools we name are free, or something you already pay for
A shopping list
Every step written from what you said on the call
Written from a template
The spend to skip, and why
Everything framed as an opportunity
A plan you work through, that remembers where you got to
A PDF you read once
MONEY-BACKGUARANTEE100%MONEY BACK
Money-back guarantee

The report either shows the time or you don’t pay.

Our reports surface real time, on real workflows, in your real business.
If yours doesn’t show at least 5 hours a week worth reclaiming, the £799 comes straight back.

We’ve never had to issue a refund.

We guarantee what we deliver, not what you do with it.

Choose your package

One payment. Plan, review call, and follow-up.

A diagnostic session, a personalised report, a live review call and follow-up support, for one payment. Anything we build afterwards is quoted separately, and only if you want it.

Is This For You?

Built for business owners, and the people who run operations for them.

This is for you if…

  • You run a business, or you run operations for the person who does
  • The same jobs come round every week, and they’re taking hours from you or your team
  • You’ve tried AI tools and aren’t sure which ones are worth keeping
  • You want a ranked plan built from how your business actually runs, with every step written out
  • You want the choice afterwards: do it yourselves, have us build it, or have us keep it running
  • Your business is based in the UK
What could you save?

See what this is worth for your business.

Sliders are guesswork until someone looks. If your report doesn’t show at least 5 hours a week worth reclaiming, the £799 comes straight back.

What your £799 actually buys

A report you’ll actually act on - and a guarantee behind it.

Built from your interview, specific to your workflows, written so you can act on it tomorrow - no technical background needed.

How you’ll use the report

A report that walks you through itself.

Your report opens with a working checklist of every recommendation, with a live bar at the top counting how many items you’ve done and how many hours a week you’ve added back. When the plan is finished, the report shows you what those hours are worth across a year, then opens a 30-minute call so we can plan what comes next. You’re not left guessing whether you’ve done enough.

Aaron Leary

Founder & CEO, Bedrock Learning

Aaron Leary

Client result

Splendidly finished. The account management team have had their minds blown. Hundreds of reports done in 60 seconds - which would have taken us 10 weeks manually. Genuine game changer.

Read Aaron’s story →

After your report, you choose.

Your report is written so you can act on it yourself, with every step set out. If you’d rather not, there are three ways we help.

  • An Implementation Session (£349)

    A 90-minute working call where we set up an item from your plan with you, in your own accounts.

  • A build

    We scope and build the automations or agents your report names, in your own accounts. Priced in writing after a scoping call, before any work starts.

  • Ongoing support

    We keep what’s built running and keep the list moving.

See what we build and how it’s priced. For larger teams we run it as a programme, with everyone interviewed and a set number of implementation days each month. How programmes work.

Book a session. Get a clear read on where your time goes.

Book a 60-minute diagnostic session. Get a personalised report, a live review call, and follow-up support. Money back if your report doesn’t show at least 5 hours a week worth reclaiming.

Book your assessment - £799 →