Assessment Report
We walk through your day-to-day, find where the hours disappear, and identify AI automation opportunities with six quick wins and the savings behind them.
- Operational walk-through
- Impact–effort matrix
- Six costed quick wins
Penultimate Intelligence delivers data, automation and AI solutions for local businesses from clearing your inbox and scheduling appointments to customer service bots with humans in the middle.
Your business doesn't need more software. You need to know which hours are worth automating first and what those hours are costing now.
We walk through your day-to-day, find where the hours disappear, and identify AI automation opportunities with six quick wins and the savings behind them.
We plug AI into the tools your team already use. We start with quick wins that make your existing inbox, CRM, calendar and messaging get faster without being rebuilt.
We tackle difficult but high impact opportunities with custom AI automation built around your tools. We monitor and optimise while you oversee results and ROI.
8 hours a week at £50/hour is your time spent on work that could be automated. Our assessment report shows your own numbers and potential savings.
Missed calls, quote chasers and tedious admin are usually the first hours to automate. We'll talk through your issues, where your time is wasted, the tools you use, and then help you automate and save up to 8 hours per week.
We'll walk through your typical work week: the missed calls, the quote chasing, the endless admin. Together we'll pinpoint the bottlenecks costing you the most time and money.
Most businesses already pay for software that either have AI or can integrate with it. We'll track how many hours you spend using your tools, then we connect and automate around what you have.
The assessment report sorts everything into high impact and low effort. We show the quick wins that can be integrated into the tools you already use. Then we build custom AI automations to tackle the harder opportunities.
Every opportunity we find, plotted against how much it would take to do. Quick wins, major projects, fill-ins, and the ones to ignore for now.
The specific jobs eating your week, each paired with the fix — from chasing bookings to answering the same delivery questions.
Our recommended tools with the real monthly cost, the setup time, and the hours each one gives back. No affiliate software, just what works.
A day-by-day start you could run yourself this week, naming the tool and the task for each of the four days.
The three bigger projects worth phasing in once the quick wins are paying — so you know where this goes next.
Monthly net ROI, weekly time returned, and total tool cost. One page you can put in front of whoever signs things off.
We document everything we automate and how to reproduce it. If the person who built/runs it goes on leave or leaves your business, someone else can pick it up, and even improve it step by step.
Typical figures from the quick wins we put live for local businesses. Your report carries your own, costed against your own hours.
Book a discovery call with an expert, or take the same assessment with our AI chatbot. You'll receive the impact-effort matrix, six quick wins, and the right tools in a report along with a follow-up call.