Free AI roadmap for professional service firms
If you use a computer in your business, AI should be doing work for you. Tell me what your company does in a quick quiz, then I'll run your answers through my AI roadmap agent. It builds you a roadmap with 3 real-world agent recommendations, based on how much time you'll save each week.
How this works:
Get a free AI roadmap
The first phase of value from AI integration comes from agents running the repeatable work - so you can focus on the human stuff.
3 client meetings today. The Hendersons at 9:00 need the most prep.
Brief is on your desk.
Pull last year's minutes and flag the unsigned authority before 9:00.
> Want me to prep all three?
3 client meetings today. The Hendersons at 9:00 need the most prep.
Brief is on your desk.
Pull last year's minutes and flag the unsigned authority before 9:00.
> Want me to prep all three?
47 matters reviewed - 2 need attention
Two movers - one to bill, one at risk.
Acme Pty - advisory
$4,200 unbilled
18 hours logged, nothing raised in 3 weeks. Ready to invoice.
Jones matter
120 days
WIP aging past your write-off threshold. Bill or re-scope before month-end.
> Want me to draft both invoices?
Morning. 31 deadlines tracked. One needs you today.
Patterson BAS lodgement
Waiting on figures from client
Smith SOA renewal
DraftingASIC annual review
72%Court bundle
Files ThuTax returns x12
MonTrust distribution
Wed> Chase Patterson for the figures?
Answer a few questions and I will map where AI should take repeatable work off your plate first.
Get a free AI roadmap
You're not going to receive a generic list of ideas with this. David reviews your answers, refines it for your specific business, and sends you the final version personally.
Chris runs a translation business in Germany. His website had been hacked and his host was threatening to take it down if it wasn't fixed fast.
An agency quoted him $16k to rebuild it. We did it for a quarter of that, in a third of the time. Then we did something even better: we overhauled how his work actually gets done.
Every human correction feeds the AI, reducing work on every pass.
Starting from
$5,000
Scope-dependent
Managed (p/m)
$1,000
Optional
Hey, my name's David. I started my data career in Australia, spent 5 years working as a Finance Data Consultant in London, then left.
I built my own Body & Performance Coaching practice, automated it with AI, and that takes us to here.
Once I saw the power AI could have in liberating business owners from the boring... I knew I had to come back to my roots.
Tap through the quiz and I'll turn your answers into a tailored AI roadmap for your business – including which agent unlocks the most value first.
Your AI Integration Roadmap
Time-back estimate
8 hrs / week +Recovered once the Billing agent starts; everything after it compounds.Tap through below, then I'll review the shape of your business, find what AI should be doing – and you'll get a personalised roadmap within 24 hours.
Personalised roadmap within 24 hours
I'll QA it before it's sent
Then we'll do the install (starts from $5,000)
Get a free AI roadmap
A short, practical plan showing where AI agents can remove repeatable work from your firm first. You answer a two-minute quiz, my AI roadmap agent drafts a roadmap with 3 agent recommendations ranked by hours saved per week, and I review it before it reaches you.
Australian professional service firms: law firms, accounting and bookkeeping practices, financial advice practices and consulting agencies. If your team runs on email, documents and deadlines, there's almost certainly work an agent should already be doing.
Start with one workflow, not a platform. In most small firms the first agent drafts client briefs, chases unpaid invoices or watches deadlines. The quiz works out which workflow gives your firm the most hours back, so you start where the payoff is largest.
Your firm's data (emails, documents, client records, spreadsheets) connected in one place that AI agents can safely read and act on. It's what lets an agent do work with your firm's real context instead of producing generic output.
The quiz and the roadmap are free. If you want the roadmap built, an install of your first agent starts from $5,000, and I can keep running the system for you from $1,000 per month. There's no obligation to go past the free roadmap.
For ideas, yes. For implementation, usually not. ChatGPT and Claude don't know your systems, your data quality or your constraints. I use AI to draft the roadmap, then review it myself so the recommendations fit your firm rather than being generic prompt output.
The quiz takes about two minutes and your personalised roadmap arrives within 24 hours. Every roadmap is reviewed by me before it's sent.
Ready to see yours? Start the two-minute quiz above.
