01
AI Kickstart
Any business starting out with AI
Staff are using AI in a scattered way, or not at all, with no agreed tools, no guidance on what is safe to put in, and no clear idea of where it would actually save time.
What’s included
- A short audit: I talk with you and two to four key staff, walk the main processes and review the software you already use.
- Copilot or ChatGPT Team set up in your account: users, settings, data and privacy options, and shared workspaces or custom GPTs where they fit.
- A starter prompt and template library tailored to the business.
- A simple one-page AI use guideline for staff.
- One team training session of about two hours, on site or online.
- A short findings report: the top opportunities, ranked, with a recommended next package and a fixed quote.
Timeline · 2–4 weeks
Indicative price · $2,000–$2,500 ex GST
Fixed price. Built in your accounts. Handed over.
Natural next step. Whichever build the audit ranks first. Often the Inbox & Admin Assistant or the Company Knowledge Bot.
02
Inbox & Admin Assistant
Owners and office staff buried in email and admin
Routine emails are written from scratch, enquiries get lost, and the same data is copied between email, spreadsheets and other systems by hand.
What’s included
- Email sorting and labelling rules, with AI-drafted replies for the common enquiry types. Staff review and send. Nothing goes out on its own unless you and I have agreed that.
- Up to an agreed number of admin automations. A typical scope is three: for example an enquiry into a spreadsheet or CRM, filing, meeting notes, or follow-up reminders.
- Reply templates and prompts tuned to the business’s tone.
- Training for the people who will use it.
Timeline · 3–4 weeks
Indicative price · $2,500–$4,000 ex GST
Fixed price. Built in your accounts. Handed over.
Natural next step. Quote & Proposal Builder, if enquiries turn into quotes, or the Company Knowledge Bot if replies depend on internal information.
03
Quote & Proposal Builder
Trades, services and B2B firms that quote often
Quotes are slow, inconsistent and dependent on one or two people. Good proposals take hours, and slow replies lose jobs.
What’s included
- A structured intake, a form or a checklist, that captures what is needed to quote.
- An assisted draft of the quote or proposal from that intake, your price list and approved wording, in your own template.
- Up to an agreed number of templates. A typical scope is two or three quote or proposal types.
- A human review step before anything is sent, and an optional push of an accepted quote into the accounting or job system.
- Training for the people who quote.
Timeline · 4–6 weeks
Indicative price · $3,000–$5,000 ex GST
Fixed price. Built in your accounts. Handed over.
Natural next step. Reporting & Dashboards, to track quotes sent, won and lost.
04
Company Knowledge Bot
Businesses with SOPs, policies, price lists and new starters
Staff interrupt the owner or senior people for answers that already exist somewhere. Onboarding is slow and inconsistent.
What’s included
- A review and light tidy of an agreed set of source material: policies, SOPs, price lists, FAQs, product information and onboarding documents.
- An internal question-and-answer assistant that answers from those sources and shows where the answer came from.
- A simple new-starter path, such as a first-week guide the assistant can walk people through.
- Clear rules on what it covers and when to ask a person.
- Training for staff and for the person who will keep the content current.
Timeline · 4–6 weeks
Indicative price · $3,000–$5,000 ex GST
Fixed price. Built in your accounts. Handed over.
Natural next step. Inbox & Admin Assistant, or an After-hours Enquiry Handler if you want a customer-facing version.
05
After-hours Enquiry Handler
Businesses losing enquiries outside office hours
Missed calls and unanswered web enquiries become lost jobs. Voicemail is rarely returned quickly, and staff are not available to answer at night or on weekends.
What’s included
- A voice agent, a web chat, or both, that answers after hours or on overflow, captures the caller’s details and the enquiry, answers an agreed set of common questions, and books into your calendar or booking system where that is possible.
- A summary sent to the right person by email or SMS, and logged in the CRM or a spreadsheet.
- Agreed scripts, escalation rules and a list of what the agent must not do.
- Phone number set-up or call forwarding, and testing with realistic scenarios.
- Training for the staff who review and follow up the enquiries it captures.
Timeline · 5–7 weeks
Indicative price · $4,000–$6,000 ex GST
Fixed price. Built in your accounts. Handed over.
This is a capture-and-book service inside your own phone and booking accounts. It is not ongoing support from me. You pay the voice and phone costs directly.
Natural next step. Reporting & Dashboards, to track enquiries captured and followed up.
06
Reporting & Dashboards
Owners who want a clear weekly picture of the numbers
Numbers live in Xero or MYOB, the job system, the CRM and spreadsheets. Pulling them together is manual, late, or does not happen.
What’s included
- Agreement on a short list of measures. A typical scope is 8 to 12.
- An automated weekly summary by email or Teams, with a plain-English note on what changed.
- A simple dashboard, with the number of pages agreed in the scope, drawing on your systems.
- Training for you and whoever reads the reports.
Timeline · 3–5 weeks
Indicative price · $2,500–$4,000 ex GST
Fixed price. Built in your accounts. Handed over.
Natural next step. Quote & Proposal Builder or Inbox & Admin Assistant, usually wherever the numbers show the biggest time cost.
07
Shopify AI Pack
Shopify retailers with a meaningful catalogue
Product descriptions are thin or inconsistent, customer service replies take time, and abandoned carts are not followed up well.
What’s included
- A product description workflow: a brand tone guide, prompts and a review process, applied to an agreed batch of products, with the method left in place for the rest.
- Customer service reply assistance for common questions, reviewed by staff before sending.
- Abandoned cart flows, and browse-abandonment if you want it, set up or improved, with assisted copy.
- Training for the people running the store.
Timeline · 4–6 weeks
Indicative price · $3,000–$4,500 ex GST
Fixed price. Built in your accounts. Handed over.
No Shopify client delivery yet. A first pilot with a family-run garden store is planned. Until that is delivered, I do not claim past Shopify work or results.
Natural next step. Reporting & Dashboards, or the After-hours Enquiry Handler.