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AI & Technology Opportunity Assessment

Find out where AI can cut your costs.

In 2–3 weeks we show you where AI can reduce cost, which software you can replace with something smarter, and how your systems can work better. Every opportunity is ranked by what it saves and how fast it pays back.

Timeframe2–3 weeks
InvestmentFrom $5,000
If you go aheadCredited to your build

Who it’s for

Established retailers who know they’re paying too much to run the business.

Typically $10m–$100m in revenue, selling online, in store and through partners, in home, furniture, outdoor, camping, baby, toys or tech.

It’s a fit if any of these sound familiar:

  • Your software bill keeps growing, and you’re not sure what each tool is really worth
  • Your customer service team answers the same delivery, assembly and parts questions every day
  • Orders, stock and reporting still rely on spreadsheets and copy-and-paste
  • Shopify, your ERP, helpdesk and retail partners don’t talk to each other
  • You know AI could help, but not where to start or what it’s worth

What we look at

Four areas where AI and better systems save the most.

Customer service

Where AI and self-serve tools can answer, route and resolve, so your team handles fewer tickets.

Operations & processes

Purchase orders, stock, returns and reporting: what can be automated and what it saves.

Software & systems

Which tools you’re overpaying for, what leaner AI tools could replace, and how to connect what stays.

Media & creative

Where ad and creative spend is wasted, and where it should go to grow profitably.

How it works

Three steps, two to three weeks.

Light on your team’s time. We do the digging; you get the answers.

Week 1

Discover

Short interviews with your key people, and read-only access to your store, helpdesk, data and software list.

Week 2

Analyse

We map your systems and processes, find the waste, and put a value on every opportunity.

Weeks 2–3

Recommend

You get the ranked report and a scoped first build, walked through in a working session with your leadership team.

What you get

A clear plan, with the numbers behind it.

No 80-page deck. A focused report you can act on the week you get it.

  • Where AI can reduce cost in customer service, operations, product data and reporting
  • Which software you’re overpaying for, and what could replace it
  • A map of your systems, data and manual processes, with the fixes that matter
  • A review of your media and creative spend against your P&L
  • Every opportunity ranked by savings, effort and time to payback
  • A recommended first build, scoped and costed, and a session with your leadership team

Book your Assessment

From $5,000

Fixed fee, agreed upfront based on the size of your business. If you go ahead with a build, the full fee is credited to it.

We’ll confirm scope and price on the call. No obligation.

Growing brand?

Start with the Growth Audit.

For ecommerce brands ready to scale. One week on your paid media, creative and conversion, from $1,800 and credited to your retainer.

See the Growth Audit

Questions

Good to know.

How much of our team’s time does it take?

About three to five hours across the 2–3 weeks: a kickoff, short interviews with the people who run service, operations and marketing, and the final working session.

What access do you need?

Read-only access to your store, helpdesk, ad accounts and analytics, plus a list of the software you pay for. We never change anything during the assessment.

Do we have to build with you afterwards?

No. The report is yours to act on however you like. If you do build with us, the full fee is credited to the project.

What if AI isn’t the answer?

Then we’ll tell you. Some of the biggest savings come from simpler fixes, like connecting two systems or cancelling a tool nobody uses.

Why does the price start “from” $5,000?

The fee depends on the size of your business and how many systems are involved. We agree a fixed price on the intro call before anything starts.

Who will we work with?

A senior strategist leads every assessment from start to finish. No hand-off to a junior team.

Know what’s worth doing before you spend a dollar on it.