A shared way to use AI across software delivery.
I led AI enablement and labs across a three-month project, connecting leadership decisions with practical software-delivery sessions.
Read the case studyDelivered programmeThree-month project
The work
Find the work closest
to your challenge.
Training a software team, deciding where to invest, or improving the office process in a trade business. Each case sets out the problem, my role and what was delivered.
I deliver AI training through DAY SEVEN and trades automation and CRM through CustomerJourneys.ai. The examples below are grouped by the problem they address. Earlier work is labelled as such.
Leadership and team training
Practical AI enablement with leadership and software-delivery teams.
Trades and field-service operations
An operational assessment and earlier work on enquiries, quotations, bookings and follow-up.
Choosing where to invest in a 115-person HVAC business.
I worked on an assessment of repair quotes, coordination, purchasing and renewals, giving leadership four priorities and a phased plan.
Read the case studyDelivered assessmentFour operational workflows
Connecting enquiries, bookings and follow-up.
Earlier work connecting enquiry capture, qualification, booking and follow-up, where the process had relied heavily on the owner.
Read the case studyEarlier delivery workEnquiry through follow-up
Connecting ServiceM8 quotes to follow-up.
Earlier work connecting ServiceM8 quoting to a sales pipeline and follow-up tracking.
Read the case studyEarlier delivery workServiceM8 quoting and follow-up
Getting electrical enquiries ready for a quoting decision.
Earlier enquiry qualification and quote-progression work across phone, WhatsApp and web for an electrical business.
Read the case studyEarlier delivery workFirst contact to booking decision
Earlier commercial workflow experience
Earlier prospecting and outreach delivery, separate from the current training and trades offers.
One process for prospecting, outreach and replies.
Earlier commercial workflow work connecting prospect selection, email, LinkedIn and reply handling into a process the team could run.
Read the case studyEarlier delivery workProspect selection through nurture
A useful place to start
Which problem would
you like to solve?
Tell me what your team needs to do better, or where an enquiry or quote gets stuck. We’ll discuss whether training or a systems project is the right next step.
Book a workflow review
30 minutes · Video call · With Shaz