“What exactly is an AI Automation Audit?”

It’s a focused review of your current processes – enquiries, booking, on-boarding customers, follow-up, content, admin – to identify where AI can safely take over repetitive work. You’ll get a clear, plain-English report showing:

• Which tasks to automate first

• Suggested tools or systems

• The estimated time and cost savings

• A simple implementation plan

No jargon, no tech overwhelm – just a practical roadmap.

“Do I need to be ‘techy’ for this to work?”

No. You don’t need to understand how AI works under the bonnet.

I handle the strategy, make tool recommendations, and (if you go ahead beyond the audit) can help oversee setup, testing, and refinement. Your job is to tell me how your business runs – I translate that into smart systems.

“Will AI replace my team?”

The goal isn’t to replace good people – it’s to free them from low-value tasks.

AI can handle things like repetitive emails, basic FAQs, reminders, and data entry so you and your team can focus on higher-value work: serving clients, improving offers, and growing the business.

“Is my client data safe?”

Data privacy and security are baked into every recommendation.

I will only suggest tools that allow you to control what data is stored, where it’s stored, and who has access. During the audit, we’ll also look at how you’re currently handling data and suggest safer, more robust options where needed.

“What kind of tasks can I actually automate?”

Typical quick wins include:

• Handling routine enquiries and FAQs

• Lead capture, qualification, and follow-up sequences

• Appointment booking, reminders, and rescheduling

• Onboarding emails and client check-ins

• Simple reports, summaries, and data entry
  If you’re doing the same thing more than a few times a week, it’s usually a candidate for automation.

“How quickly will I see a return on this?”

Many businesses start seeing time savings within weeks of implementing their first automations.
The audit prioritises “easy win” tasks that free up hours fast – so you can often recoup the cost of the audit and implementation in saved time alone, before you factor in improved response times and extra clients.

“What happens after the audit?”

You’ll have two options:

1. DIY: Use the roadmap to implement the recommended automations at your own pace.

2. Done-With-You: I help you design, configure, and test the key systems so they actually get finished and start delivering results.

There’s no obligation to continue beyond the audit – but most clients choose support for at least the first wave of automations.

“Is this right for my type of business?”

If you rely on bookings, enquiries, ongoing client contact, or content, then yes – AI automations can almost certainly help.
Coaches, consultants, designers, wellness practitioners, and other service businesses are particularly well-suited because there’s so much repeatable admin around each client.

Ready to See What You Could Automate?

If you suspect you’re spending too much time on emails, admin, or follow-ups, an AI Automation Audit will show you exactly where to win back hours and reduce costs – without adding more staff or stress.