Not sure which AI tools you actually need? Let’s fix that.
Answer a few simple questions about how you handle leads, bookings, no shows and payments. I’ll analyse your answers and match you with a vetted automation partner who can actually build the right systems for your business.
Get a clear plan
Get a clear plan for what to automate first (no more guru roulette).
See the right tools
See the tools & workflows that actually fit your size, team and budget.
Get a partner intro
Optional intro to a partner who can build it – you stay in control.
No forced sales calls. Just straight recommendations and an optional partner intro.
Where you are now...
- Leads sit in someone’s inbox until they “get a minute”.
- Quotes and proposals take days, so hot leads go cold.
- No-shows quietly chew through your calendar.
- You’re forever chasing invoices instead of planning growth.
- You’ve tried a couple of AI tools that promised magic and delivered… admin.
Where you want to be...
- Every new enquiry gets a fast, professional response – even at 11:47pm.
- Follow-ups, reminders and nudges happen on autopilot.
- Quotes go out on time, in a consistent format, without copy-paste chaos.
- Cashflow is smoother because payments and reminders run themselves.
- There’s a grown-up in charge of your automations who actually knows what they’re doing.
You don’t have a tools problem. You’ve got a fit and strategy problem.
Everyone’s been told “AI can do everything”. But most tools are built for everyone (so perfect for no one). Stringing random apps together in Zapier at midnight ends in tears.
The "Hub" Illusion
“Every tool swears it’s ‘the hub’ – until you try to plug in the next thing.”
Not Their Job
“Your team already has a job. Becoming integration developers isn’t it.”
More Logins, Not Profit
“You end up with more logins, not more profit.”
Here's how we fix this:
- Focus on one main outcome first , not 27 side quests.
- Map your answers to proven automation “plays” that work in real businesses.
- Match you with specialists who’ve actually shipped systems , not just slidedecks.
From Automation Chaos to Automated Clarity
Stop trying to glue everything together yourself.
BEFORE
"Where did that lead go? Did anyone reply? Who's chasing this invoice?"
AFTER
"Lead replied in 2 mins. Follow-up scheduled. Invoice paid. Nice."
How the Automation Matchmaker Works
Pick Your Main Objective
Start by choosing one of four outcomes: Speed to lead, Cut no-shows, Faster quotes, or Get paid faster.
Answer Practical Questions
The survey is simple, multiple-choice, and has no tech jargon. We focus on response times, channels, and bottlenecks.
Get Your Plan + Partner Match
Get a plain-English summary, a suggested tool stack, and a recommended partner with an optional warm email intro.
"You’re not sold to. You’re matched with. Big difference."
Choose Your Primary Objective
Speed to Lead
Reply to new enquiries in minutes, not days. (Auto-replies, routing, follow-ups).
"Great for service businesses who live and die by response times."
Objective #2Cut No-Shows
Stop prospects ghosting you. (Confirmations, reminders, reschedule links).
"Perfect for coaches, consultants, and appointment-based businesses."
Objective #3Faster Quotes
Get proposals out before your competitors. (Draft quotes, auto follow-up).
"A must-have for agencies, trades, and B2B sales teams."
Objective #4Get Paid Faster
Make cashflow behave itself. (Automated invoices, payment links, reminders).
"If you send invoices, you need this. It's that simple."
Stop Doing This. Start Doing This.
"Me, manually copying leads from email to a spreadsheet at 2 AM"
"My 'simple' 47-step Zapier automation that breaks every Tuesday"
"Me, watching leads get replies while I'm at lunch (thanks to my partner)"
What You Get After the Survey
Why You Can Trust the Partner Match
How partners earn their spot
- They show real-live results , not theory.
- They focus on numbers owners care about: response time, show-up rate, revenue.
- They agree to keep things simple, documented, and transparent (no hostage situations).
What happens behind the scenes
- Feedback from matches is tracked. Partners who delight people get more leads.
- If they stop delivering, they stop getting matched. No drama – just standards.
- You can still give the plan to your own tech person if you prefer.
See What's Possible
Example: Lead → Quote → Follow-up
Example: Booking & Reminder Sequence
Example: Invoice + Payment Nudges
Example: Time Saved vs Revenue Gained
A quick word from Mark
Founder – Savvy Business Profits
"I’ve seen too many business owners get burned by vague AI projects and half-built workflows that cost a fortune and deliver frustration. So, I built this: a neutral matchmaking layer instead of another shiny tool."
"It's simple: I get paid a small referral fee from the partner, but only if you decide to work with them *and* the project is a success. It’s transparent, grown-up, and keeps everyone focused on results."
What Other Business Owners Are Saying
"I finally know what to focus on. My partner handled the setup in a week, and our lead response time went from 'whenever' to 3 minutes flat."
Sarah K.
Founder, SK Interiors
"No-shows were killing us. The plan Mark sent was gold. Our partner set up automated reminders and we've cut no-shows by 40%."
David L.
Owner, Peak Performance Physio
"I thought this would be complicated. It wasn't. The survey was easy, and the partner I was matched with 'got it' immediately. Highly recommend."
Michael T.
Director, Titan Landscaping
Frequently Asked Questions
How long does the survey take?
About 2-5 minutes. It's fast, multiple-choice, and designed to be simple.
Am I going to be bombarded with sales calls?
Absolutely not. You get the summary and partner intro by email. You decide if and when to talk to them. No forced calls, ever.
Do I need to be 'techy' for this?
Not at all. The survey is about your business process (e.g., "how long does it take to reply to a lead?"), not code. The summary is in plain English.
What does this cost?
The survey, summary, and partner recommendation are 100% free. If you choose to hire the partner, you pay them for their work. My fee comes from them, not you.
What if I already have a tech person?
That's great! You can just take the summary and action plan and give it to your existing team. You're in complete control.
Which countries / industries do you work with?
Our partners are global, but most work with businesses in the US, UK, Canada, and Australia. It's a great fit for service businesses, agencies, coaches, and e-commerce.
Ready to see what you should automate first?
Take the free Automation Fit Survey now. You’ll get your summary and partner recommendation by email shortly after.
Automation Fit Survey
"One short survey. One clear objective. One partner who actually knows what they’re doing."