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.
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.
Most engagements end at handover. Every problem, idea, or question after that means finding someone new or going it alone. Partnership breaks that cycle.
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.
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.
A standing meeting to review priorities, raise questions, and keep your automation and AI strategy aligned with where the business is going.
Scores updated, recommendations refreshed, progress tracked across the quarter. Evidence the partnership is moving the needle, not just running in place.
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.
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.
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.
A written assessment of your automation and AI maturity, updated every quarter. Scored, tracked, and something you can put in front of stakeholders.
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.
A written summary after every advisory call. Decisions made, actions agreed, and hours used. Nothing lost between conversations.
Ongoing visibility of roadmap status, hours consumed, and next milestones. The dashboard above is what this looks like in practice.
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.
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.
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.
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.
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.
Starting from scratch? The AI and Automation Audit is a natural first step before moving to Partnership.
Start with a conversation about what your business needs. We agree the rhythm, scope, and success measures up front.