AI Boardroom Plan

Where AI wins you work and gives you time back

IT support, 14 staff, Surrey · prepared for the two co-founders

At a glance

9 hrs

a week of the owners' time found, mostly in sales admin and month-end reporting

£31k

a year in costs and capacity, from your own figures

actions: 5 quick wins for the next 30 days, 7 on the roadmap

Guarantee check: at least 5 hours a week or £10,000 a year. Met on both.

What we found, in your numbers

Grow itYour market is 1,240 firms. You've spoken to about 60. New business comes almost entirely from referrals, and you have no list of the firms you want next.

Grow itAI search recommends two competitors for "IT support Guildford". Not you. Their sites answer the questions buyers ask. Yours lists services.

Run it leanerEvery quote is written from scratch: about 3 hours each, 4 a week. Most of the wording is the same each time, and only the owners know it.

Step backMonth-end figures take the owners a day to pull together. Nobody else can see how the business is doing until then.

Quick wins, next 30 days

Action	Who	Gives back
Quote template, drafted from your last 20 quotes	You, with Claude	5 hrs/week
Answer the ten questions buyers ask, on your services pages	You	AI search
Weekly figures pulled from your accounts package automatically	Off-the-shelf tool	2 hrs/week
Name the 50 firms you most want as customers	You, from the TAM list	Focus
One owner stops attending the weekly ops meeting	You	1 hr/week

Costed roadmap

Piece	Cost	Return	Live by
Outbound to your 1,240-firm market	Quoted	8 to 12 new conversations a quarter	Week 6
Quote and proposal drafting from call notes	Quoted	3 hrs per quote	Week 8
Live dashboard of the business's KPIs	Quoted	Month-end in an hour, team owns its numbers	Week 10
Know-how bot for the service desk	Quoted	Fewer questions to the owners	Week 14
Website rewritten for AI search	£1,200 copywriter	Recommended by AI search	Week 16

Your next step

Do it yourselfThe quick wins and the plan are yours to run.

Build it with meI build the agents with your team.

I run it for youI build and run the agents monthly.

Every figure comes from what the owners told us on the boardroom call: hours, costs and how new business is won. Market size is counted from Companies House.