You Don’t Need to Master AI. Just Know What Matters In Your Business.

If AI feels confusing, overhyped, or slightly intimidating, this audit shows you what to automate first (and what to ignore), so you stop wasting time and money guessing.

persons hand with white long sleeve shirt

You didn’t start a business to feel like a full-time admin.

If you’re stuck in the weeds, overbooked, and under-supported, it’s time to clear the clutter and claim your time back.

During the audit, we will pinpoint the exact tasks you're still doing manually and map the simplest automations and AI assistance to take them off your plate without adding 12 new tools.


🎯
Example: turn enquiry emails into booked calls, auto-send onboarding, follow-ups that don’t rely on your memory.

£997 - includes 90-minute audit call, custom report, tool recommendations and implementation roadmap.

Delivered within 5 days.

😫 Sound familiar?

If you’re anything like the clients I work with, your business is full, your calendar is packed, and your brain feels like a browser with 37 tabs open.

You’re not lazy - you’re running a business on memory, manual effort, and crossed fingers.

And every attempt to “fix it” just becomes one more thing to figure out after 9pm.

  • You’ve saved 12 posts about AI tools… and still don’t know which one applies to you.

  • You start free trials, then abandon them when setup makes your brain melt.

  • You keep doing things manually because you’re scared you’ll “break something.”

  • You hear everyone talk about AI… but no one shows you how it fits your business.

Somewhere in between, you’re on your fifth free trial this month - still unsure if any of it is actually improving your business.

The truth?

You don’t need another shiny tool.

You need to know what actually matters.

❌ Myth 1: “If I just buy the right tool, everything will fix itself.”
❌ Myth 2: “I’m not techy enough for this.”
❌ Myth 3: “Once I hire a VA, it’ll sort itself out.”
❌ Myth 4: “AI is only for big teams or tech people.”

✅Truth: AI is a shortcut for small businesses — when you know exactly what to use it for (and what to ignore).

The problem isn’t effort.
It’s not knowing where to start and not wanting to waste more time guessing.

🌟 This is where the Simple Systems AI Audit comes in.

Your report will show you what to automate first, what to ignore, and what will actually move the needle.

A power-packed, audit to uncover your hidden time sucks, streamline your backend, and show you where automation can hand you

back hours, headspace, and your weekends.

💬“Breathe. Simplify. Automate.”
That’s the vibe.

We’ll review your business across 5 key areas

(Sales, Marketing, Client Delivery, Operations & Admin) and uncover:

✅ Where you're leaking time and energy
✅ What to automate (and in what order)
✅ The simplest tools for your style + stage
✅ A clear, easy-to-implement action plan

ai & automation audit

Super Simple 3 Step Process

90-Minute Audit Call

  • Complete analysis of your current business systems

  • Review of sales & marketing processes

  • Assessment of team & client onboarding

  • Evaluation of internal workflows

  • Identification of automation opportunities

Custom Implementation Report

  • Detailed report outlining specific AI solutions

  • Step-by-step automation recommendations

  • Priority implementation schedule

  • ROI projections for each solution

  • A visual map of proposed systems

30-Minute Roadmap Review

  • Walk-through of your customised report

  • Clear action steps for implementation

  • Questions answered and concerns addressed

  • Strategic guidance for moving forward

Ready to get started?

💡 Who this is for:

This audit is built for service-based solopreneurs, coaches, and online business owners who are:

✔️ Fully booked or this close to burnout

✔️Wearing all the hats — and feeling it
✔️ Juggling client work, content, and everything else

✔️ Keen to simplify without sacrificing quality
✔️ Ready to scale — but need more space first
✔️ Curious about automation but overwhelmed by the options


So if you're someone who’s waking up to Slack pings and crashing into Canva at midnight... If you're someone who’s secretly googling “how to automate client onboarding” fo the 3rd time this week... If you're someone who knows you're the bottleneck—and you're done with it...

Then you've already made the decision—otherwise, you wouldn't have read this far.


If you’re doing “all the things” and it’s starting to show — this is for you.

🚫 Who this isn’t for:

This won’t be the right fit if you’re:

❌ Brand new with no offers or clients
❌ Avoidant of tech or resistant to systems
❌ Looking for done-for-you setup (this is strategy, not implementation)

persons hand with white long sleeve shirt

🔍 What happens inside the audit?

Here’s what we cover together in your 90-minute session:

1. Quickfire discovery of how your business flows

2. Walkthrough of your current systems across 5 core pillars

3. Identify inefficiencies and time drains

4. Match the right tech tools to your unique needs

5. Identification of automation opportunities

6. Evaluation of team and internal processes

No jargon. No fluff. Just clarity and direction.

📈 What you’ll walk away with:

✅ A clear audit of what to automate → So you can streamline operations without starting from scratch

✅ A personalised, prioritised action plan tailored to your business → So you know exactly what has impact — and what to ignore

✅ A Priority Matrix → So you stop wasting time on low-impact fixes

✅ Relief, focus, and the energy to do what matters most → So you finally have capacity for the vision you’ve been putting off

✅ A clear roadmap to reclaim 10+ hours a week → So you stop spinning plates and start seeing traction

✅ Easy-to-implement tech recommendations → So you get quick wins without needing a tech degree

✅ Calm in your nervous system → So decision-making feels grounded, not rushed or reactive

✅ Confidence in your next steps → So you move forward with clarity — not second-guessing

✅ Time back in your calendar → So your days feel spacious, not squeezed


Imagine logging off on Friday knowing your content, client follow-ups, and admin are already sorted.

This isn’t about doing more. It’s about doing less — better.

Life before and after automation...

  • You're answering emails during dinner

  • You stop spending Sundays catching up

  • You miss another client DM

  • Client onboarding runs without you chasing forms

  • Your brain is fried from endless admin

  • Follow-ups go out automatically so leads don’t go cold

The Simple Systems Audit

ai & auomation audit

This isn’t just another strategy call. It’s a step into freedom.


If you’re ready to stop firefighting and start scaling with ease…

Here's what you get:

  • Deep dive across Sales, Marketing, Client Delivery, Ops + Admin

  • Discover hidden inefficiencies and time sucks

  • Get clear tech tool matches (without the overwhelm)

  • Prioritised roadmap delivered within 5 days

Today Just £997

Includes: Audit call + clarity report + tool recommendations + implementation roadmap

Hi, I’m Kate! 👋

You built a business that works.

Now you want one that doesn’t require you to hold everything together.

I work with founders who are tired of being the behind-the-scenes system.

I audit, restructure, and rebuild how your business actually runs, using simple systems, practical AI, and strategy designed around humans, not hype.

Before this, I spent 20 years in education. Which means I don't just implement solutions, I make sure you understand them.
Not so you can become a tech expert.
So you stop feeling intimidated by your own backend.

My approach is simple:

No hype.
No overcomplicated automations.
No glorifying the grind.

Just clear structure, intelligent use of AI, and systems that reduce dependency on you.

Because running a business shouldn't feel like drowning in your own success.

STILL NOT SURE?

Frequently Asked Questions

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 them to implement. However, if you do decide to use our services your £1500 audit fee can be fully redeemed against your service fee.

What is the refund policy if we aren't happy with the report?

No, not at all. You are very welcome to take the report back to your team for them to implement. However, if you do decide to use our services your £1500 audit fee can be fully redeemed against your service fee.

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.

What if I’m not techy?

Perfect. This is built for non-tech founders who need a clear plan.

READY TO IMPLEMENT AI & AUTOMATION?

If you're done guessing and ready to know exactly where AI can give you your time back - book your audit below.

© 2026 The Simple Systems Co