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2-minute assessment 2-min assessment
03Run · 01 of 03

Ongoing Partnership.

Quick answer

You get direct access to someone who becomes embedded in your operation. Not a project that ends at handover. Not a ticket system. The context we build together is what makes every next problem faster and cheaper than the last.

What this actually means

Not a project. A person who knows your business.

Most engagements end at handover. Every problem, idea, or question after that means finding someone new or going it alone. Partnership breaks that cycle.

Without partnership
With partnership
A new problem surfaces
Find someone who can help.
Explain your business, stack, and context from scratch.
Scope the work, start the clock, wait.
They deliver. They leave. Next time, start over.
A new problem surfaces
David already knows your stack, your data, and your priorities.
Agree whether to act now, wait, or look closer.
Work done within retained hours. No scoping from scratch.
Context stays. Every month builds on the last.
An idea to improve an automation
Search online. Results are generic or contradictory.
Hours spent, still not sure the approach fits your setup.
Test it yourself. It half-works. Move on unsure.
An idea to improve an automation
A straight answer on whether it is worth pursuing, based on your actual setup.
If yes, it goes on the roadmap. If not, you know why in minutes.
No hours lost. No half-finished ideas sitting idle.
A quick question about AI
Search online. Conflicting answers, none specific to your situation.
Guess, get it wrong, test, learn, repeat.
Hours later, an answer you are still not confident in.
A quick question about AI
David can tell you exactly what actually works.
Direct answer based on your specific setup.
No guessing. No wasted hours. No starting from scratch next time.
A vendor pitches you a new tool
Research it yourself. Sales material is not exactly neutral.
Sit through demos with no independent view on whether it fits.
Commit and hope. Or dismiss it and hope that was right too.
A vendor pitches you a new tool
David knows your stack inside out and has no interest in selling you anything.
You get an honest view on whether it fits, what it would replace, and whether it is actually worth paying for.
One conversation instead of three weeks of research.
What is included

A standing seat on your ops bench.

01

Direct access

A direct line when you need it. No ticket queues, no waiting behind unrelated work. When something comes up, you contact me and we deal with it.

02

Retained advisory hours

Agreed monthly hours used on advisory, scoping, training, refining what is already running, and walking through decisions. Net new builds run as separate fixed-fee engagements at the partner discount.

03

Monthly advisory calls

A standing meeting to review priorities, raise questions, and keep your automation and AI strategy aligned with where the business is going.

04

Quarterly AI audit refresh

Scores updated, recommendations refreshed, progress tracked across the quarter. Evidence the partnership is moving the needle, not just running in place.

05

Strategic roadmap

Your automation and AI strategy reviewed and evolved as the business changes. A running picture of what has worked, what has shifted, and where to focus next.

06

Lower cost per build over time

Two things compound. Context, so each new build needs less scoping and less briefing before it can start. And the 30 per cent partner discount on new builds, new audits, and overage hours. The result is consistently lower quotes than the standalone equivalent.

What you get

The formal record that it is working.

The access to David's advice, answers, and judgement is the day-to-day value. These are the formal outputs that prove the partnership is building something, not just running in place.

  1. 01

    Quarterly AI Scorecard

    A written assessment of your automation and AI maturity, updated every quarter. Scored, tracked, and something you can put in front of stakeholders.

  2. 02

    Roadmap document

    Your strategic roadmap revised each quarter. Where you started, where you are, what changed, and what is next. A living record of the partnership's direction.

  3. 03

    Monthly call notes

    A written summary after every advisory call. Decisions made, actions agreed, and hours used. Nothing lost between conversations.

  4. 04

    Partnership progress view

    Ongoing visibility of roadmap status, hours consumed, and next milestones. The dashboard above is what this looks like in practice.

What this looks like

An embedded partner, not a vendor.

A one-off build solves one problem and ends at handover. A partnership runs differently. The product is access. Specifically, access to an AI and automation specialist who knows your stack and your data, and gives you an honest answer on the questions you would otherwise sit on, guess at, or get wrong on your own.

What you can actually ask

A vendor pitches an AI add-on at £50 a month on top of an existing subscription. Worth it, or is it overlapping with something you already pay for? Send the email or the demo notes through, and you get an unbiased read inside the working hours. Pressure-tested against your stack, your spend, and whether the claim actually holds up.

A team member starts using ChatGPT to draft client emails. Where does that sit on the policy line? What guardrails should you put around it before it becomes a habit you cannot walk back from? One working session, and you walk out with a decision and a one-page guide for the team.

A regulator tightens the rules on AI and the trade press is loud about it. Does any of it apply to you? We read the original source rather than the headline summary, and translate it into plain English on whether action is needed in the next 30 days.

The unifying thread is an independent AI and automation specialist who knows your business and has no commercial interest in any answer except the one that fits you. The unbiased read is the product.

How a partnership runs

Retained advisory time each month, used on whatever the priority is. Refining what is already running, scoping the next automation or AI integration before it goes to build, training a team member who has just inherited a process, walking through a vendor proposal, or pressure-testing a strategic decision. Net new builds run as separate fixed-fee engagements at the partner discount; the partnership scopes them, shapes what they need to do, and accelerates the brief. The rhythm of the working sessions is set in the service agreement and adjusted as the business changes.

Between sessions, you have direct access for questions, not a ticket queue. A short question gets a short answer the same day. A larger question gets booked into the next session or scoped properly if it warrants its own piece of work. The point is that the relationship is open enough that the small things get handled and do not accumulate into a quarterly project that nobody is looking forward to.

Monthly reports cover what was built, what was changed, what is running, what was reported on, and what is recommended next. Quarterly reviews step back and look at the strategic picture. Is the roadmap still right. What has changed in the business that the automation and AI plan should respond to. What should come off the roadmap because it is no longer worth doing. What should go on it because something new has surfaced.

Why compounding matters

The cost of the first build in any new relationship is largely setup. Understanding the business, learning the stack, agreeing the design language, building the trust to ship without micro-management. The cost of the second build is lower. The cost of the tenth is lower still. Two things compound across the partnership. The context, so each new build needs less scoping and less briefing before the work can start. And the partner discount of 30 per cent on new builds, new audits, and overage hours, so the eventual quote lands lower than the standalone equivalent. By the time the partnership has been running for two or three quarters, scoping a new build is the work of a working session inside the retained hours, the build itself runs as a separate engagement at the discounted rate, and there is far less ambiguity to resolve along the way.

The same logic applies to AI use cases. A team that has been working with us for six months has already had the conversations about where AI helps, where it does not, what governance looks like, and which models fit which tasks. New use cases get scoped and built in a fraction of the time those conversations would otherwise take. Teams reading where UK businesses are getting ahead on AI often find that the difference is not the technology but the cadence: small, regular, well-scoped work, not big-bang projects.

Where this fits

The partnership is the strategic relationship. Managed Automation is the operational one: keep what is running, running. They are complementary, not interchangeable. When a partnership accumulates enough live automations that monitoring and incident response would start eating the partnership advisory hours, Managed Automation runs alongside the partnership so the advisory time stays protected for the strategic work it exists for. If your operational stack is already covered elsewhere, the partnership runs on its own.

A one-off Automation Build is the right fit when the business has a single defined problem, the team can absorb the running automation afterwards, and there is no obvious second or third workflow waiting behind it. The partnership becomes the right fit once a business has several processes worth automating over time, AI use cases worth scoping properly, and a team small enough that hiring in-house automation and AI capability is not yet justified.

A six-month initial term is standard. Long enough for the context-building on both sides to start paying off, short enough that committing does not feel like a ransom. After that the agreement runs month to month, and the exact terms (retained hours, response window, included services, commercial structure) are set in the service agreement after a scoping conversation. We are independent AI and automation specialists. No vendor pays us. No commission flows from any of the tools or models we recommend across the partnership. The advice on what to build, what to buy, and what to leave alone is the advice that fits your business.

Is this you?

Built for businesses that want a relationship, not a rota.

You want someone to call before committing to a new tool or platform, not after you have already paid for it.
You want automation and AI to keep improving month on month, not sit static once a project ends.
You do not want to manage an internal hire or brief a new agency from scratch every time something changes.

Starting from scratch? The AI and Automation Audit is a natural first step before moving to Partnership.

Want a partner, not a vendor?

Start with a conversation about what your business needs. We agree the rhythm, scope, and success measures up front.

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