What to expect

Exactly what you get for £500

A written report, delivered in 3 working days, showing where your business is losing time and what to do about it. Here is what that looks like in practice.

Sample report

See what you actually receive

Every report is specific to your business. This is an example of the format and depth, based on a typical trades client.

AI Efficiency Audit·Westbrook Plumbing Ltd

Prepared by Joe Armstrong, Cortel

Executive Summary

The main operational drag is time lost to manual quoting and invoice follow-up, an estimated 6 hours per week between Pete and Sarah. The highest-value system to build first is a quote-to-job pipeline that removes manual re-entry between jobs. Combined with automated invoice reminders, this returns roughly 7.5 hours per week to the business within the first month.

Proposed Systems

Priority	System	Time saving	Effort
Start here	Quote-to-job pipeline	4 hrs/week	Low
Month 1	Overdue invoice reminders	2 hrs/week	Low
Month 2	Job scheduling from WhatsApp	1.5 hrs/week	Medium

System 1: Quote-to-job pipeline

The workflow being addressed

Pete writes every quote from scratch in a Word template, entering client details, job description, and parts list manually, roughly 25 minutes per quote. Accepted quotes are re-entered into Xero as invoices by hand. There is no record of which quotes are open or which have gone cold.

What Cortel builds

A quoting form connected to Westbrook's existing Xero account. Pete describes the job in a short form; the system generates a formatted quote, logs it, and converts it to a Xero invoice on acceptance. If a quote receives no response in 7 days, a follow-up is triggered automatically.

Report continues - typically 8-12 pages covering all systems in full

Your report will be specific to your business, your tools, and your workflows, not a generic checklist.

Book a free 20-minute call to ask about your audit

Example audit findings

What this looks like in practice

Every audit is different, but these are the kinds of findings that come up regularly.

Building contractor

“Spending 3 hours a week copying job details between WhatsApp, a spreadsheet, and their invoicing tool.”

One automation handles the transfer. Saves roughly 150 hours a year.

Recommended: Make.com connecting WhatsApp, Google Sheets, and Xero

Low effort

Recruitment agency

“Manually sending follow-up emails to candidates 48 hours after application - when someone remembered.”

An automated trigger now sends them instantly, every time. Response rates went up.

Recommended: Automated sequence via their existing ATS and email provider

Low effort

Physiotherapy clinic

“Reception spending 45 minutes each morning chasing no-shows and rescheduling by phone.”

Automated reminders cut that to under 10 minutes. Fewer no-shows too.

Recommended: SMS reminder flow integrated with their booking system

Low effort

Case studies

Results from the field

View all case studies

Building contractor

170 hours a year recovered from a single automation

An 8-person firm was copying job details between WhatsApp, a spreadsheet, and their invoicing tool. One Make.com scenario eliminated the manual step entirely.

3.5 hrs/week → 20 minutes

Recruitment agency

Follow-up rate went from 60% to 100% in two weeks

A 4-person agency was sending candidate follow-ups manually - when someone remembered. Automated triggers from their ATS now handle every one.

6 hrs/week saved

Physiotherapy clinic

No-show rate cut by 60% with automated reminders

Reception was spending 45 minutes every morning chasing no-shows by phone. SMS reminders went live in a day and paid for the entire audit in week one.

22% → 9% no-show rate

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