Need a wider AI roadmap?
We map how it really runs.
You do not need an audit to enquire or to receive a quote for a straightforward implementation. The audit is for businesses that want a review across several processes: it maps how work arrives and gets done, puts a number on each leak, and produces a prioritised implementation plan. Standard audit £750; more complex projects are scoped separately.
Four areas.
Your real numbers.
We spend the time inside your business, not in a slide deck. We look at how work arrives, who handles it, what it costs you in hours, and which systems hold it all together.
- Sales and enquiries. How a call, message or web visit becomes a booking — and where it dies. Answer rates, after-hours demand, response times, follow-up.
- Staffing and admin. Who does what by hand: reception, diary juggling, reminders, invoices, chasing, reporting. The hours that are really spent on it.
- Marketing and outreach. Social posts, emails, review requests, lapsed-customer nudges. What goes out, how often, and what it costs you to produce.
- Systems and data. The calendar, booking tool, CRM, payment system, spreadsheets and inbox — what talks to what, what has a proper interface, what does not.
- Phone and voicemail
- Website and web forms
- Calendar or booking tool
- CRM, spreadsheets, inbox
- Payments and invoicing
- Social, email and reviews
The evidence says the hours
are there to be found.
These are published figures from independent research, not our results. Your audit replaces them with numbers measured in your business — and every figure in your proposal cites the assumption behind it.
What the studies measured.
A plan you could hand
to anyone.
The audit is a diagnosis and a plan, not a build. It stands on its own: if you took it to another provider it would still be worth the fee. If you go ahead with Starter, Growth or Pro within 30 days of the readout, the standard audit fee comes off the setup fee in full.
- How your business runs today. One map of every customer and staff journey: call, web, walk-in, booking, payment, aftercare, admin.
- Where the hours and money go. An itemised leak inventory — missed calls, slow follow-up, no-shows, hand-typed admin, marketing that never goes out.
- What AI can reduce, automate or grow. Each opportunity scored on effort against return, with the source of every number and the assumption behind it.
- The plan and the price. A 90-day roadmap, the package that fits, and a fixed-price proposal. The audit fee comes off it in full within 30 days.
- 01Call or web visitAny time, any device
- 02Answered in secondsDiscloses it is AI
- 03QualifiedWho, what, where, when
- 04Booked or capturedInto your calendar or inbox
- 05You are toldConfirmation + summary
The audit leads straight
into the work.
Answering and booking is usually the clearest leak, so the plan often starts with Starter or Growth. Social posts, emails, reminders, review requests and lapsed-customer nudges are the easiest things to automate and usually the first to go live.
What actually happens.
One 90-minute working session with the decision maker, an async review of your call logs, website traffic, calendar and admin load, then a 45-minute readout. Six to eight hours of our work across five working days.
- 0–10 — the business: revenue band, staff, locations, tools
- 10–25 — calls and leads: who answers, after hours, where jobs die
- 25–40 — operations: booking, payments, admin hours
- 40–55 — customers between visits: follow-up, marketing, reviews
- 55–75 — the numbers: missed calls, job value, hours on admin
- 75–90 — fit: which package, what would block us, next step
- £750 standard; £1,000 if multi-site, tangled software or regulated (dental, clinical)
- Paid upfront on invoice. Not VAT registered; no VAT added
- The standard audit fee is credited in full against the setup fee of Starter, Growth or Pro if you sign within 30 days of the readout
- No obligation to buy; if the leak is not big enough to justify a retainer, we say so
- Complex discovery across multiple systems or a wider programme is quoted individually, with the fee agreed beforehand
- No live agent, no website rebuild, no app work inside the audit
Tell us where it hurts. We confirm the start date by email.
- We reply within one working day to confirm the price band and propose the session
- The invoice is issued on confirmation and the five days start on payment
- You will need the decision maker in the room and a rough idea of call volume and job or membership value
Not sure you need it? Book a free 20-minute call first. For a straightforward implementation we can go straight to a scoped proposal without an audit.
Prefer email? Write to dylan@impactlayer.co.uk ↗