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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 hours

Agreed monthly hours for actual work. Builds, fixes, integrations, reviews. Used on whatever matters most that month, not a fixed service menu.

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 project over time

The more context builds up, the less overhead on every project. Less scoping, less briefing, less time getting up to speed. Each build gets cheaper than the last.

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.

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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