Sample work
Each sample uses a fictional business to show the shape of what we hand over. Real case studies will join them when clients agree.
The first page of an audit
A fictional distributor with 30 staff. The register lists the workflows the audit found, with the hours each takes a year and what that costs, worked out as hours times the loaded rates the owner gave us. This page shows four of the seven we found.
Sample · Opportunity register
Fictional distributor, 30 staff
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Quotes built by hand from emailed job sheets
Sales and the ops coordinator
520 hours · $33,800 a year
First build Draft each quote from the job sheet for a person to check
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Matching proof of delivery to invoices
Accounts
310 hours · $20,150 a year
First build Match them daily and flag the gaps
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"Where is my order?" emails
Customer service
260 hours · $16,900 a year
First build Draft replies from the tracking data
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The monthly management report
Owner
96 hours · $9,600 a year
First build Assemble it from the accounts system and the job system
Four of seven found
1,186 hours · $80,450 a year
Cost is hours times the loaded rates the owner supplied.
A Monday list of moves
One account owner's list from our CRM for a fictional business. Rules rank the moves from what the CRM holds, with money owed first, then meetings in the next three days, dated work, deals gone quiet and chases. Each Monday an agent adds the ten biggest gaps among the services customers don't buy yet.
Sample · Moves
Monday morning
Alex, four moves this week, ranked.
Money owed
Example Catering
Their March invoice is 18 days overdue and no one has chased it.
Move Call their accounts contact today.
Meeting
Example Dental Group
You meet their operations lead on Wednesday. Their last project wrapped 11 months ago.
Move Read the account notes before you go.
Gone quiet
Example Freight
Their proposal has had no reply for 19 days.
Move Call the sponsor this week.
Expansion
Example Joinery
They buy your maintenance service but not the yearly review that similar customers take.
Move Raise it at the next check-in.
Ranked by rules on what the CRM holds. Fictional business and names.
A Monday briefing
A weekly output for a fictional fire and air-conditioning services firm. It lists up to five items, rates each for what it means to the business and ends with the competitors we checked that had nothing new.
Sample · Monday briefing
Fictional fire and air services firm
High rating
A competitor now lists a fixed yearly price for fire servicing across multiple sites.
For you Three of your multi-site customers renew this quarter on per-visit rates.
Medium rating
A competitor has advertised two HVAC technician roles in the south-east.
For you They may be adding capacity where most of your best customers sit.
Low rating
A competitor's newest case study names an independent school.
For you Schools come next on your plan, so expect company in that market.
Checked, nothing new
Five other competitors' websites and news pages.
Everything in this briefing is fictional.
Start with 30 minutes.
Bring the job that costs your team the most hours, and we'll tell you whether AI can help and where we'd start.
