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."
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?
No. You get the summary and partner intro by email. You decide if and when to talk. No forced calls.
Do I need to be 'techy' for this?
No. The survey is about your process, not code. The summary is in plain English.
What does this cost?
The survey and recommendation are free. If you hire a partner, you pay them. My fee comes from them.
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."