Free call · 20 minutes
The AI Margin Snapshot.
Twenty minutes on a call. You describe how the business runs. I map your three biggest leaks live and put a dollar figure on each. If AI systems can realistically close them without hiring, I show you how. If not, I say so.
What happens on the call
- How money moves. Revenue, rough margin, team size, and where you personally still get pulled in.
- The map. Onboarding, reporting, delivery and admin: who touches what, in which tools, for how many hours a month.
- The number. Payroll hours doing work clients don’t pay for, and what seven points of margin is worth on your revenue.
- A straight answer. Which three problems would need solving, in what order, and whether it’s worth doing at all.
Who it’s for
- Founder-led agencies, productised services and SaaS companies doing $150k to $600k a month, with 10 to 60 staff.
- The founder is still the glue: approvals, client updates, chasing invoices, fixing what the team missed.
- At least one recurring-revenue offer, and a named person on your side who could own the systems.
Who it’s not for
- Under $150k a month. Start with the free Automation Scorecard and the Margin Lab instead.
- Anyone looking for an AI magic button, or mid-way through a pivot or an acquisition.
What you leave with
Your own numbers, said out loud and written down. A short recap by email within two hours. No pitch unless you ask for one.