AI & AUTOMATION CHECK[ ENTRY ENGAGEMENT · 60–90 MIN ]

Find the real automation potential in your business

A focused 60–90 minute analysis call, plus a written 30-day plan with five concrete automation candidates — scored by effort, value and risk. Designed as a low-risk first step before any larger project.

[ WHY IT EXISTS ]

Most automation projects fail before they start

Not because the technology doesn't work — but because the wrong process gets automated, or no one wrote down what the team actually does. The AI & Automation Check fixes that with a short, structured analysis.

  • Symptoms get automated instead of root causes
  • AI tools are bought without a clear use case
  • ROI is impossible to measure because there's no baseline
  • Teams can't tell what should stay manual on purpose
[ WHAT YOU GET ]

What's included

  • 60–90 minute analysis call

    On-site or remote. We listen to how work currently moves through the team — no slide deck.

  • Capture of your key manual processes

    We write down the most relevant workflows so they're auditable by the team, not stuck in someone's head.

  • 5 concrete automation candidates

    Picked from your real processes — not a generic list of AI ideas.

  • Scored by effort, value and risk

    Each candidate rated so leadership can prioritise without becoming the tech expert.

  • A clear 30-day implementation plan

    Concrete next steps, tools, owners and the expected outcome.

  • Optional: pilot workflow implementation

    If it makes sense, we build the first automation directly — fixed scope, fixed timeline.

[ WHO IT'S FOR ]

Who the Check is right for

  • Mid-sized companies that want a measurable first step
  • Teams already using AI in shadow IT and want structure
  • Operations leads with too many manual handoffs
  • Companies evaluating Microsoft 365 / Power Automate / Make
  • Anyone who wants an outside read on "what should we even automate first?"
[ DELIVERABLES ]

What lands in your inbox

  • Written process map of the workflows we discussed
  • 5 scored automation opportunities
  • Recommended tools and rough effort estimate per opportunity
  • 30-day implementation plan with owners
  • A short note on what should stay manual — and why
[ HOW IT RUNS ]

How the Check runs

01

Kickoff

Short prep call to align on goals and which processes are in scope.

02

Analysis call

60–90 minutes with the people who actually do the work.

03

Written plan

Within a few working days you receive the written 30-day plan.

04

Walk-through

30-minute review call to clarify scope, effort and next steps.

[ FAQ ]

Common questions

What does the AI & Automation Check cost?

Price on request — depends on scope and team size. We share a fixed price after the first short call.

Do you sign a confidentiality agreement?

Yes — a standard NDA is signed before the analysis call.

Is this only for companies already using AI?

No. Many engagements begin with no AI in use.

Can we use our existing tools?

Yes — wherever Microsoft 365, Google Workspace, your CRM or ERP can carry the workflow, we use them first.

What happens after the Check?

Either you implement the plan yourself, we implement a pilot together, or we stop there. No lock-in.

[ NEXT STEP ]

Find out what's worth automating in your business.

One call. One written plan. No obligation after — we'd rather tell you it's not the right time than ship a project that doesn't pay off.