Sample report · illustrative beta data

AI Business Diagnostic — Sample Report

This is the structure every client report follows: where you are today, what each bottleneck is worth, what to fix first, and the fastest path to a working automation. Client reports carry your own numbers from your 30-minute interview; this sample uses illustrative beta data.

Client · Acme Recruitment Ltd (illustrative)Sector · Recruitment · 12 employeesDelivered · 48 hrs after call

1 · Executive summary

Acme's consultants spend 2–3 hours per consultant per week on manual timesheet entry and CRM hygiene, and late follow-up on inbound candidates costs an estimated 3–4 placements a quarter. The three opportunities below were ranked by annual value against implementation effort. All figures are annualised and verified against 2026 recruitment-sector benchmarks.

2 · Verified savings table

Timesheet automation (capture → Xero-ready)High impactLow effort
Candidate matching & follow-up AIHigh impactMedium effort
CRM duplicate detection & data entryMedium impactLow effort
Identified annual quick-wins£20,300

Each line item in a client report breaks the figure down: hours reclaimed × loaded hourly cost × working days, with the benchmark source noted.

3 · Impact / effort matrix

OpportunityAnnual valueEffortPayback
Timesheet automation£9,400Low — connects Bullhorn + Xero< 1 month
Candidate matching AI£6,800Medium — prompt set + review loop~ 2 months
CRM data entry£4,100Low — dedupe rules + enrichment< 1 month

4 · Your day-by-day quick-win plan

Day 1Map the timesheet flow; connect capture points to the automation; test with two live consultants.
Day 2Xero-ready output format; error handling; duplicate detection rules live in the CRM.
Day 3Candidate follow-up AI: draft sequences against your tone-of-voice; human-review loop configured.
Day 4Go live with the whole team; success metrics dashboard; handover documentation + 30-min walkthrough.

5 · What happens after your report

A 30-minute walkthrough call covers your findings line by line. If you want the quick-wins built, the full £797 diagnostic fee is credited against the Quick-Win Build — you only pay the balance after you've seen it working.

Ready to find your number?

One 30-minute call. A real £ figure on your biggest admin bottleneck. Human-reviewed report in 48 hours.

Book your diagnostic — £797

This sample is illustrative and does not contain client data. Figures shown are drawn from published UK SME benchmark research used in our beta programme.