For a CEO, MD or owner

Decide where AI earns its keep first.

Which part of the business should change first, and is it worth your team’s time?

You need to decide where AI is worth the investment, which workflow deserves attention first, and who will own the change. I help you examine the work, the people involved and the decisions needed before you commit.

With Shaz IqbalFounder, CustomerJourneys.ai · Head of AI Enablement, DAY SEVEN

Where I start

I start with one workflow you can see: an enquiry that went cold, a report that takes a day, a decision that waits on one person. We look at where the work waits and where judgement is needed. At Accent, a 115-person HVAC firm, that meant comparing four workflows on value and effort before any build. At Velociti, it meant a leadership day before six practical labs.

The decisions you may be facing

Priorities: Which uses of AI deserve our attention and our team’s time?
Risk: What could go wrong, and who checks the output?
Ownership: Who runs it once the novelty wears off?

What I’ve seen

Redesign the workflow before you give AI agents power. Ownership, permissions, hand-offs and measurement come first.

What do you need help with?

Help my team use AI effectively.

Training and practical labs through DAY SEVEN, for any sector, including trade businesses.

Your organisation owns production changes, approvals and day-to-day use.

AI training for leaders and teams Book a workflow review

Improve enquiries, quotes and bookings in my trade business.

Scoped automation and CRM implementation through CustomerJourneys.ai (CJAI).

CJAI delivers the agreed build, testing and handover. You approve the operating rules and accept handover; ongoing operation and support are agreed in scope.

Automation and CRM for trades Book a workflow review

Relevant experience

Work I’ve done.

Each case study says what I did, what was delivered and where the evidence stops.

Commercial HVAC

Accent

AI opportunity assessment

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 study

Delivered assessmentFour operational workflows

Technology services

Velociti

AI enablement & labs

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 study

Delivered programmeThree-month project

Home services

Empire Home Solutions

Earlier workflow & attribution work

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 study

Earlier delivery workEnquiry through follow-up

Your questions

I run a small trade firm. Is this for me?: Yes. Start with how a job comes in and where it gets stuck. If something simple will fix it, I’ll tell you.
What does the first call cover?: One problem, the people and tools involved, and what you want to improve. I’ll tell you whether I can help and what a sensible next step looks like.

Start with one workflow.

Bring one workflow you suspect is costing you time or work. I’ll tell you whether I can help and what a sensible first step looks like.

30 minutes with Shaz. If there is a fit, we agree the next step towards a proposal.

Book a workflow review