ATTENTION: BUSINESS OWNERS
TRANSFORM YOUR BUSINESS WITH A COMPREHENSIVE AI & AUTOMATION AUDIT
Designed to uncover hidden opportunities for efficiency, growth, and innovation through AI and automation.
IS THIS YOU?
Dave Ward, CEO OF
PFMR Intuitive Business solutions
IS THIS YOU?
You're a business owner spending countless hours on repetitive tasks
Your team is bogged down by manual processes that could be automated
You know AI could revolutionise your business, but you're unsure where to start
You want to stay ahead of competitors who are already leveraging AI
You're tired of watching opportunities slip through the cracks due to inefficient systems
Don't worry, we can help!
How It Works (Dead Simple)
We Talk - You Show Me What's Really Going On
Proper conversation about your business (about 2 hours)
I'll look at how your business works (not how you think it works)
We'll go through where customers come from and how you handle them
I'll see what's eating up your team's time unnecessarily
You'll show me the systems and software you're using
We'll find the stuff that's driving everyone mental
No corporate nonsense - just honest chat about what's working and what isn't
I'll Show You Exactly What to Fix
Clear report with real solutions (delivered within 10 days)
Specific fixes for the problems we found
What to tackle first, second, and third
Exactly how much time and money each solution will save you
Simple explanations of what needs doing (no tech jargon)
Visual breakdown so you can see the whole picture
Everything is written in plain English that you can understand
We Go Through Everything Together
Sit-down session to make sure it all makes sense (1 hour)
I'll walk you through the report step by step
Answer any questions you've got
Explain exactly what happens next if you want to move forward
Make sure you're confident about what you're getting into
No pressure - just honest advice about what makes sense for your business
You'll walk away knowing exactly what to do and why it's worth doing.
Ready to get started?
The AI revolution isn't coming – it's here.
Every day you delay implementing AI and automation solutions is:
20+ hours of team productivity lost to manual tasks
Thousands in potential revenue left uncaptured
Competitive advantage handed to faster-moving rivals
Growth opportunities missed due to operational bottlenecks
Who's This Perfect For
Businesses with £200K+ annual revenue
Service-based companies looking to scale
Organisations with established processes ready for optimisation
Forward-thinking leaders who want to leverage AI for growth
The Time to Act Is NOW!
Your competitors are already exploring AI solutions. Don't get left behind in the biggest technological transformation since the internet.
Limited spots available to ensure premium service delivery
INVESTMENT
AI & AUTOMATION AUDIT
£1500
2 hour Deep Dive Strategy Session
Complete Analysis of your current systems
Review of sales and marketing processes
CUSTOM Implementation Roadmap
Step-by-step automation recommendations
1 hour Strategy Review Call
Clear Action steps for implementation
Strategic guidance to move you forward
BONUS!!
Your audit fee is fully redeemable against any implementation project when you choose us as your AI integration partner.
MEET THE FOUNDER & CEO
HI, I'm Dave!
I've been where you are.
Twenty years in building services, built a £6 million business, then lost it because I was too stubborn to get help.
That expensive mistake taught me everything about running a business properly.
Now I help other business owners avoid the same trap. I've been in your boots - chasing payments, working weekends, thinking I had to do everything myself.
Here's what I learned:
You don't need to understand AI and automation - you need someone who can explain it in plain English.
While you run your business, I stay on top of the tech and work out what helps real companies.
My job:
Show you how to save time, cut costs, and make more money - without the headaches.
I only work with a few businesses each month. If you're making decent money but working harder than you should be, let's talk.
No nonsense. No jargon. Just solutions that work.
AI & Automation Software Founder
AI & Automation Agency Owner
AI & Automation Agency Owner
STILL NOT SURE?
Frequently Asked Questions
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How long will the report take to come through?
Typically we will be able to generate your report for you within 2 weeks of the initial audit call. However, for more complex cases it may take a week or so longer
Do we have to use you to implement the suggestions outlined in the report?
No, not at all. You are very welcome to take the report back to your team for implementation. However, if you do decide to use our services, your paid audit fee can be fully redeemed against your service fee.
What is the refund policy if we aren't happy with the report?
Due to the nature of the project and the time involved in generating the report we are unable to offer a refund. However, we are happy to clarify any aspect of the report that you don't feel is covered in the debrief call.
What aspects of my business will the report cover?
1. Executive Summary
- Brief overview of the business.
- Key findings and proposed areas of improvement.
- Expected impact of AI and automation solutions.
2. Current Business Analysis
- Operations: Analyse workflows, bottlenecks, and manual tasks.
- Marketing Strategies: Evaluate current campaigns, content creation processes, and customer targeting methods.
- Sales Processes: Review lead generation, nurturing, and conversion processes.
- Team Productivity: Assess team roles, task distribution, and time utilisation.
- Systems and Tools: Document existing software and processes in place.
3. AI and Automation Opportunities
- Operations:
- Streamlining workflows (e.g., task delegation, reporting automation).
- Reducing manual data entry and error-prone tasks.
- Marketing:
- Automating social media content creation, scheduling, and analytics.
- Implementing AI-driven customer segmentation and personalisation.
- Utilising tools for email marketing and ad optimisation.
- Sales:
- Automating lead scoring and follow-ups.
- Implementing chatbots for customer service and FAQs.
- Team Collaboration:
- AI-driven task prioritisation and project management tools.
- Automating internal communication workflows.
- System Integration:
- Connecting disparate tools for seamless data sharing.
4. Proposed Tools and Solutions
- Overview of recommended tools (e.g., CRM, AI-powered marketing platforms, automation software).
- Comparison of options (cost, functionality, ease of use).
5. Potential Impact Analysis
- Time savings for the team.
- Cost reductions through increased efficiency.
- Expected sales and profit growth.
- Metrics to monitor post-implementation.
6. Implementation Roadmap
- Phased approach to deploying solutions:
- Short-term (quick wins).
- Mid-term (more complex integrations).
- Long-term (scalable automation strategies).
- Timeline and milestones.
7. Training and Change Management
- Recommendations for team training.
- Strategies to encourage adoption of new systems.
READY TO IMPLEMENT AI & AUTOMATION?
Get Started Today!
About the In-Person Events
Twice a year, we gather for powerful in-person events.
Two times a year, Platinum members step away from the screen and join forces in person for a time of strategic acceleration.
These aren't your run-of-the-mill industry get-togethers. Our Platinum events are engineered to serve as launchpads for explosive growth.
How do we do it?
Breaking bread together: Nothing stirs up creative energy like shared meals and relaxed conversation. The best strategies often originate over dinner and drinks.
Non-stop networking and brainstorming: We take collaboration to the next level, creating an environment for constant ideation and problem-solving throughout the week.
Dedicated workshops: Our high-powered workshops provide you with invaluable time to strategize and implement new tactics. This is your opportunity to work ON your business, rather than just IN it.
These catalyst events take place in spring and fall, aligning with the seasons of change. So why not change the trajectory of your SaaS journey?
The Next Event is October 2024
February 2023
June 2023
"I used to be a total non-events person... But coming to Matt's events I realized that there's SO much value you can take from these things than if you didn't join.
Everything I listen to I'm like 💡 "I could use that for my own business!"
It's revealed aspects of my business that I didn't even know I needed to focus on. It's opened my eyes to what I should focus on more"
Chris L., LawHustle
Graham Lightner
Chief Operations Officer
Introducing Graham Lightner: the wizard behind the curtain, the operational prodigy who keeps the cogs of HL Pro Tools turning seamlessly. He's not just Matt's right hand man—he's the backbone, the pulse, and the driving force behind the engine of success that is HL Pro Tools.
Graham has a knack for operations and team building. He sees the big picture, sure, but it's the nuts and bolts that truly light his fire. He revels in the intricate dance of systems and processes, choreographing them into a performance that's as seamless as it is impressive.
He's a firm believer in the power of people, of culture, of creating an environment where everyone feels valued and empowered. He knows that a team's success is built on more than just tasks and targets—it's built on trust, respect, and a shared vision of excellence.
Melanie Knueven
Director of Operations
Introducing Melanie Knueven, the brilliant mind behind streamlined operations and efficient project management at HL Pro Tools. As the Director of Operations, Melanie has a remarkable talent for creating standard operating procedures and processes that bring harmony to projects, teams, and tasks.
Melanie's expertise lies in her ability to transform chaos into order. With a keen eye for detail and a passion for optimization, she crafts SOPs that become the guiding light for the entire team. She firmly believes in the adage "what gets measured gets managed," ensuring that every aspect of the business is meticulously tracked and improved upon.
As a true advocate of efficiency, Melanie understands that smooth operations are the backbone of success. By implementing her well-crafted processes, she empowers others to work seamlessly and achieve their full potential. Melanie delivers exceptional results and drives businesses forward with precision and purpose.
"If you're in the SaaS space, if you're an entrepreneur, if you're a marketer... I think this is a great fit. A lot of actionable advice + a lot of super inspiring stories and use cases. It's been an amazing experience, top to bottom."
