Services
Three ways to work together. All of them start with the problem, not the technology.
I sell outcomes and projects with prices agreed up front. Hourly work puts the risk on you, so I avoid it. The audit is where almost everyone starts.
Start here
Technology & AI Opportunity Audit
From AUD $2,500
Fixed price, agreed up front. Typically $2,500 to $5,000 depending on the size of the business and the number of systems.
A structured investigation into where your business is losing time, leads and money, and what technology, automation or AI would genuinely fix it. It ends with a ranked roadmap you can act on with or without me.
Who it’s for
Businesses that know something is inefficient but don't know exactly what, where to start, or what it's worth fixing first.
What’s covered
- Interviews with owners, managers and the staff doing the work
- Review of your customer journey, lead handling and sales follow-up
- Walk-through of admin workflows and where information is re-keyed
- CRM health check: structure, data quality, adoption
- SaaS stack review: what you're paying for, what overlaps, what's missing
- Integration and data review: which systems talk, which don't, which should be the source of truth
- Reporting review: what management sees, what it can't, what it needs
- Honest assessment of where AI would help and where it would not
- Baseline measurements for the problems that matter most
What you get
A written Technology & AI Opportunity Roadmap: every opportunity ranked, with the problem, the current cost as far as it can be measured, the recommended intervention, a realistic cost estimate, and how success would be measured. Presented and discussed with you, not just emailed.
What a roadmap item looks like
Illustrative example. Figures are hypothetical.
- Problem
- Around a third of web enquiries receive no first contact within 24 hours. After-hours enquiries are the worst affected.
- Baseline
- Contact rate and time to first contact measured across the last 90 days of enquiries.
- Impact
- Estimated using your average enquiry value and current conversion rate. Stated as a range, not a promise.
- Intervention
- Single enquiry queue with ownership, instant acknowledgement, follow-up escalation, missed-call capture, weekly management report.
- Cost
- A fixed-price estimate for design, build, training and the first month of monitoring.
- Value
- The business case: what has to be true about contact rate and conversion for this to pay for itself, and how likely that is.
- Measurement
- Contact rate and speed to first contact reviewed weekly for the first month, then monthly.
Fix what's worth fixing
Implementation Projects
Typically AUD $10,000 to $20,000+
Fixed scope and fixed price, agreed from the roadmap. Larger programs are broken into stages.
Designing, building and rolling out the fix for a specific, prioritised problem. I build much of it myself and manage developers and vendors where needed. Either way I'm accountable for it working in your business.
Who it’s for
Businesses with a clear, sized problem to solve. Usually this follows an audit, but not always.
Typical projects
- Lead response and follow-up systems, so every enquiry is acknowledged and worked
- Quote follow-up that's consistent, measurable and keeps a person involved where it matters
- CRM clean-up, restructure and adoption, so the team uses it and trusts it
- Connecting your systems so information moves once and moves correctly
- Removing repetitive admin: re-keying, chasing, manual reporting
- Customer onboarding that runs itself and doesn't drop steps
- Reactivating dormant customers and past enquiries in a structured way
- AI review of sales calls, enquiries and documents where interpretation adds value
- Internal tools and knowledge systems that help staff find answers faster
- Reporting that gives management a true picture without the Friday spreadsheet
What you get
A working, documented system that your team has been trained on, with the baseline and success measures agreed before we start and reviewed after go-live.
Optional, after a project
Ongoing Technology & AI Advisor
From AUD $1,500 per month
Scoped to what you need. Typically $1,500 to $3,000 per month. Month to month, no lock-in.
A senior technology person on call without hiring one. For businesses that want continued improvement, someone to sanity-check vendor proposals, and a steady hand as the systems and the team grow.
Who it’s for
Businesses that have completed a project and want to keep the momentum, or that face regular technology decisions and want an experienced, independent opinion.
What’s covered
- Regular review of what's working, what's drifting and what's next on the roadmap
- Ongoing small improvements and fixes to systems already in place
- Independent advice on software purchases, renewals and vendor proposals
- Guidance on where AI can be introduced sensibly as the tools mature
- Oversight of external developers and vendors on your behalf
- A point of escalation when something breaks or a decision needs making
What you get
Continuity. Systems that keep improving instead of decaying, and a technology decision-maker who already knows your business.
Independence
What I won't recommend
You’re paying for judgement. That only works if I have no reason to steer you towards a particular answer.
- AI for a job that a simple rule would do better.
- Automating a process that's broken. We fix the process first.
- Replacing a system your team has finally adopted, unless it's truly the bottleneck.
- Removing people from decisions that need judgement or carry real consequences.
- Software I'd get a commission on. I don't resell anything.
- A return on investment I can't show you how to measure.
The next step
A 30-minute conversation about your business. No pitch.
The discovery call is for working out whether an audit makes sense. I'll ask about your business, your systems and where things are getting stuck. You'll get a straight opinion on whether I can help, and what I'd look at first.
Step 1
You tell me what's frustrating you
Slow follow-up, double handling, a CRM nobody trusts, an AI question you can't get a straight answer to. Whatever it is.
Step 2
I ask the questions I'd ask on day one of an audit
Which systems, who does what, where the information lives, what management can and can't see.
Step 3
You get a straight opinion
Whether an audit is worth doing, what I'd focus on, and roughly what it would involve. If I'm not the right person, I'll say so.