One strategic session.
Total clarity on what to automate, delegate, or drop.
Your Personalized Automation & AI Roadmap
You're booked, brillant, and out of bandwidth.
You already know you need automation, but you're not here to waste hours watching tutorials just to fix one problem.
You want a clear plan. Smart systems. And tech that runs quietly behind the scenes without needing more of your attention.
Your backend is full of moving parts: Leads to track. Clients to onboard. Content to create. Tasks to remember.
And every “automation” tutorial out there just recommends yet another tool.
Let’s fix that with a strategy-first approach built around you.
Here's What We'll Do Together
🔸1:1 Strategy Intensive (up to 3 hours)
We’ll deep dive into your business model, systems, team workflows and current tools to understand what’s working, what’s broken, and where you’re losing time.
🔸Backend Access + Deep Audit
I’ll step behind the curtain of your business and assess your tools, automations, integrations and workflows to identify exactly what to improve, eliminate, or rebuild.
🔸Your Custom Systems Blueprint
You’ll get a detailed, written plan outlining your highest-impact automation opportunities, what to do next, and which tools are best suited to your needs.
🔸Implementation Credit
If you decide to move forward with a build, £250 of your investment will be credited towards the project.
Outcomes You Can Expect:
✅ Total clarity on the current bottlenecks in your systems
✅ A prioritised roadmap tailored to
your business model
✅ Confidence in what to build, streamline, or delegate next
✅ The ability to continue scaling without adding complexity
What You Get
✔️ One 1:1 strategy session (up to 3 hours)
✔️ Pre-call questionnaire to clarify your goals + systems
✔️ Custom workflow map tailored to your current business structure
✔️ Tool recommendations based on how you work best
✔️ Full recorded walkthrough with notes + action plan
✔️ Option to apply £250 toward an Automation Build (if booked within 14 days)
All mapped. No confusion. Just clear next steps.
Investment: £595
This is your shortcut to systems that scale with you without the burnout, 100 YouTube videos, or wasted time.
You can apply £250 of this session toward an Automation Build if booked within 14 days.
The next right step is rarely more tools.
It’s more clarity.
Let’s build your plan so you stop second-guessing and start automating properly.
FAQs
What’s the difference between this and just booking an Automation Build?
The Systems Audit is strategy-first. It’s for you if you’re not sure what to automate, how to connect your systems, or where to begin.
If you already know exactly what you want built, skip straight to the Build Day.
If you’re unclear on your tech stack, processes, or priorities, this session will save you weeks of wasted effort.
Can I apply the Systems Audit cost toward a build?
If you decide to move forward with an Automation Build after your Systems Audit, you'll receive a £250 credit toward the next step.
This way, you’ve already done the heavy lifting on strategy and we can jump straight into implementation with total clarity.
What will I walk away with?
→ A visual map of your core workflows
→ A prioritised automation plan
→ Tool recommendations that match your business (not someone else’s)
→ A recorded walkthrough of your strategy with clear next steps
You’ll know exactly what to automate, in what order, and how to do it properly without any confusion.
Is this for beginners?
It’s for business owners who are smart, capable, and ready to stop wasting time on patchwork systems.
You don’t need to be techy. You just need to be clear that manual work is no longer the way forward.
What kind of businesses is this best for?
→ Coaches
→ Consultants
→ Agencies
→ Service Providers
→ Small teams
→ Business owners who are scaling and sick of copy + paste
If you’re using more than 3 tools and still doing things manually, this is for you.
Can we cover AI in this session too?
Absolutely. If you’re curious about integrating AI, we can absolutely map how it could support your business alongside automation and backend structure.
Can I bring my OBM, VA, or team member into the session?
Yes, if they’re involved in your backend or will help implement the strategy, they’re absolutely welcome to join.
This session is about clarity and execution, and I’m happy to align everyone from the start.
What if I want a retainer or longer-term support?
The Systems Audit is often the first step in a longer partnership.
If your business needs phased implementation, ongoing build days, or long-term optimisation, I’ll share options after the session.
You don’t need to figure that out now.
Start with strategy. Then we build what’s needed.
