Knowing where the business stands without building it by hand
Every month someone spends two days pulling numbers out of three systems and pasting them into a spreadsheet. By the time the report circulates it describes a month that's over. That's driving by the rear-view mirror.
Sound familiar?
If two of these sentences get said in your company, this process is costing you money every week.
- The monthly report is built by copy-paste, and arrives too late to decide on.
- Everyone has their own spreadsheet, and two people quote different figures in the same meeting.
- Nobody can say where the clients who actually sign come from.
- Decisions get made on a feeling about how the month went.
How we do it
We pick the few numbers that govern
Few and honest. In an estate agency: leads by source, cost per lead, viewings per completed deal, time to signature. In another trade, four others. Nobody looks at a thirty-metric dashboard.
We pull them from where they actually live
Your CRM, your portals, your accounts. If one of those systems is closed and exports nothing, it gets opened first — that's usually the real work behind a dashboard.
It updates with nobody touching it
Current every morning. And every number says where it came from, so the first meeting that discusses it doesn't turn into an argument about the number.
A rough order of magnitude
2 days building the report × 11 months
= 22 days a year assembling numbers
Where we apply it
Estate agencies
Portal leads, prospecting, transaction files.
See the sectorProperty management
Incidents, meetings and minutes, contractor invoices.
See the sectorDistribution and wholesale
Email orders, locked stock data, order tracking.
See the sectorLogistics and transport
CMRs, proof of delivery, shipment tracking.
See the sectorStart tonight, without us.
Four short how-tos, with the full prompts. We road-test them on client work before publishing. Free, no sign-up.
Set up your AI in 20 minutes
The first move: give it your context once.
20 min · once · no technical skillsOpen the workshop1:1s that prepare themselves
Everything gets transcribed, an agent files it, your check-ins prepare themselves.
20 min to set up · then 2 min before each check-inOpen the workshopEmails written in your voice
It learns your style from your sent mail, and drafts your replies.
20 min for the style · 10 more for the automationOpen the workshopYour company context, written down
What the AI needs to know about your company, written once and maintained.
20 min for v1 · then 15 min a weekOpen the workshopYour company already generates data. Make it generate margin.
Thirty minutes to identify the first process worth automating. You leave with an answer, whether you hire us or not.
Request your audit30 minutes · no commitment