AI & Automation Efficiency Review
Streamline your business. Save time. Work smarter—with AI that fits your flow.
This isn’t just an audit— it’s a personalised plan to simplify your systems and free up your time.
You’re juggling a dozen tools and a hundred tasks—and you’re the one holding it all together.
The AI & Automation Efficiency Review is a strategic, collaborative service to uncover where your time is leaking and how you can use automation and AI to plug the gaps.
Together, we’ll identify smart, simple improvements using the tools you already have—or could easily implement.
1. Discovery Call (30 mins – Free)
A relaxed, no-obligation chat to understand your goals and make sure this service is right for your business.
You’ll also receive a short pre-session form to help me understand your tech stack and daily tasks.
What’s Included
2. Systems & Workflow Review (1–2 hours)
A focused Zoom session where we:
- Map out your core tools, platforms and business processes
- Identify repetitive or manual tasks you’d love to simplify
- Highlight any friction or inefficiency slowing you down
💡 No tech knowledge needed—I’ll guide you through it all.
3. Personalised Efficiency Report
Delivered within 5–7 working days. Your report includes:
✔️ 3–5 automation and AI opportunities tailored to your business
✔️ Tool suggestions (e.g., ChatGPT, Zapier, Notion, Airtable, Make)
✔️ Step-by-step action plan prioritising high-impact changes
✔️ A simple visual workflow diagram to bring your future systems to life
4. Optional: Implementation Support
Prefer help setting up your new automations?
Once you’ve reviewed your plan, I can quote for hands-on setup and support to bring it to life.
What You’ll Walk Away With
✨A clearer picture of how your business actually runs
✨ A strategic but simple plan to reduce time spent on admin
✨ Confidence to use AI tools like ChatGPT effectively
✨ A roadmap to scale without burnout
✨ (And yes… more time back in your week)
This Is Perfect If:
✅ Solopreneurs and service providers who are their own ops team
✅ Business owners overwhelmed by manual tasks
✅ Creatives, coaches, and consultants who want to grow without hiring
✅ Anyone using AI tools like ChatGPT—but not yet strategically
💸 Investment
Option | What’s Included | Price |
|---|---|---|
Efficiency Review Only | 1–2 hour session, custom report, workflow visual | £199–£249 |
Review + Setup Support | As above + implementation setup (quoted separately after review) | POA |
Final pricing confirmed after your Discovery Call.
Client Success Stories
OMG Thank you for today I think we are onto a winner with your help. I can see the vision it’s coming xx
Her methodical, reassuring approach helped me take control of my business processes with confidence.
Ready to simplify your business?
Ready to streamline your business systems? Tell me about your current setup to explore possibilities.
Sometimes the smallest changes to your systems can create the biggest impact. If you’re curious about finding those efficiency sweet spots in your business, let’s chat about how an automation review could help.