What we do

We take the manual steps out of everyday work.

Seven things we do, each explained without the jargon. You do not need to know which ones you need. Working that out is what the free session is for.

Get my free AI action planHow it works

01 Also called automation

Routine jobs done for you

A repeatable job set up to run the same way every time: a follow-up sent, a record updated, a reminder raised, a report put together.

Use casesThe Complete AI Setup
The problem
Hours go on chasing, copying and retyping instead of the work customers pay for.
For example
After a quote goes out, follow-ups are sent on a schedule and stop the moment the customer replies.
How it works
We write down the steps and your rules, then set the job to run when something happens or on a schedule. Small automations where they are useful, not everywhere.
What we do
The setup, the rules written down, and testing on your real work before it runs on its own.
What we need from you
Someone who knows how the job is done today, and access to the tools it touches.
Where a person decides
What needs approval depends on the process and the risk, and it is agreed with you. Sending, spending and deleting always stop and ask.

02 Also called AI agents

AI that finishes the job

An agent is AI given one defined job, the information it needs, and a written list of what it may do on its own. A chatbot answers a question. An agent carries the work through.

Try the demosCustom Agents & Builds
The problem
Jobs that need some reading and judgement, like sorting enquiries, drafting replies or preparing quotes, wait until someone is free.
For example
Each new enquiry is read and sorted, the details are pulled from your records, and a reply is drafted in your wording for you to approve.
How it works
It works from your own information, such as your price list, past jobs and wording, and follows your rules. Anything that needs a decision lands with a person to approve, change or reject.
What we do
The agent, its written boundary, and the monitoring that watches it once it is live.
What we need from you
The rules: what it may do on its own, and what must always come to you.
Where a person decides
Every agent has a written boundary: what it may do on its own, and what it must always put in front of someone. Sending, spending and deleting always stop and ask.

03 Also called integrations

Your tools, working together

The software you already use, passing information between itself, so things are entered once.

Your tools
The problem
The same details are typed into three systems, and you cannot get a straight answer without checking several of them.
For example
A job booked in your diary appears in your job system and your accounts, once.
How it works
We build the connections ourselves, so the question is not whether a tool is on a list. It is whether it has a way in: an API, a webhook, an export or an inbox. Bespoke software you had built years ago is normal.
What we do
The connections, and the checks that they keep working.
What we need from you
Access to your accounts, on your own licences.
Where a person decides
Spot checks on what moved, and anything that looks wrong goes to a person.

04 Also called custom software

Your own app, built around how you work

Software made for your business, with the AI agents built into it, for when off-the-shelf tools keep forcing workarounds.

The NextStep AI Transformation
The problem
The business runs on spreadsheets and workarounds because nothing off the shelf fits how you actually work.
For example
One screen that shows every job, what is waiting, and what needs a decision.
How it works
Map, improve, automate. Every relevant process is documented as it works today, redesigned around what people and AI each do best, and the app is built around the improved version.
What we do
The audit, the app, the agents inside it, and training your team. The software, code and prompts we build for you are yours.
What we need from you
Time for the interviews, and the decisions on what goes in. Every line of the recommended work is priced, so you choose.
Where a person decides
Recommendations come in stages, from must-haves to nice-to-haves, and nothing is built until you have agreed it in writing.

05 Also called AI assistant

An assistant that knows your business

An AI assistant set up with your services, processes, documents and ways of working, so anyone can ask a question in plain English and get an answer from your own information.

The Complete AI Setup
The problem
Answers live in one head or in several systems, and you become the person everyone asks.
For example
A new starter asks how you price a callout and gets the answer from your own pricing, not a guess.
How it works
Claude, our AI assistant of choice, configured properly and given your information. Your files can stay in a folder on your own computer rather than in the cloud.
What we do
The setup, the privacy settings and permissions, and the training to use it well.
What we need from you
Your documents, and a business breakdown: how each part of the business works, mapped in your own portal with an AI assistant guiding you.
Where a person decides
We tell you exactly what the assistant can and cannot see before anyone uses it.

06 Also called adoption

Training your team to use it

Teaching the people who do the work to use the new way of working, check it, and know when to step in.

How it works
The problem
A system nobody uses changes nothing, however good it is.
For example
Whoever does the quoting is shown what changed about quoting. That is the whole lesson.
How it works
Hands-on sessions, run by us, on your own work rather than a demo. The Complete AI Setup includes a four-hour, hands-on training session.
What we do
The sessions, and what you need to roll it out to the rest of the team.
What we need from you
Your team’s time.
Where a person decides
Your team keeps the decisions, the relationships and the exceptions. The system takes the routine, not the judgement.

07 Also called ongoing support

Looking after it once it is live

Two monthly plans so what we built keeps running. AI Partner, the one we recommend, is monitoring around the clock and a real person to message any time. Standby is maintenance, monitoring and upgrades.

Ongoing support
The problem
Software nobody looks after drifts, and the tools around it keep changing.
For example
AI Partner adds a monthly AI meeting and a monthly update on the new features worth your time.
How it works
Monitoring runs around the clock. A real person, not a bot, is there to message. We talk you through the plans and their prices on the call.
What we do
Maintenance, monitoring and upgrades, and on AI Partner the monthly meeting and update.
What we need from you
Your own AI usage, paid by you directly at cost, never marked up.
Worth knowing
New builds are not part of a monthly plan. Anything substantial is scoped and priced as its own project.

The examples show the kind of work we do. They are not descriptions of a particular client’s system.

08 How it fits together

Seven parts, three ways to buy them.

You do not pick services one by one. Each offer is a set of these parts for a different kind of problem, and on the free call we tell you which fits, if any.

  • Smaller businesses wanting AI across the business

    The Complete AI Setup

    From £1,700

    AI set up across the business you already have. No custom app or bespoke agents.

    • Routine jobs done for you
    • Your tools, working together
    • An assistant that knows your business
    • Training your team to use it
  • Businesses ready to run on AI

    The NextStep AI Transformation™

    From £5,000

    Your own app with agents inside it. The Complete AI Setup is included and connected to it.

    • Routine jobs done for you
    • AI that finishes the job
    • Your tools, working together
    • Your own app, built around how you work
    • An assistant that knows your business
    • Training your team to use it
  • One specific problem

    Custom Agents & Builds

    Get a quote

    One problem, one build: a single agent or system, such as a booking system, a sales agent or a CRM.

    • AI that finishes the job
    • Your tools, working together
    • Your own app, built around how you work

Custom Agents & Builds is usually one of the listed parts, for one problem. Once anything is live, a monthly plan can look after it: AI Partner or Standby.

09 Human oversight

AI that works within your business rules.

We design every workflow around clear responsibilities and approval lines. Routine work moves on its own where that is appropriate. Important decisions and exceptions come to the right person.

  1. AI handles a defined task

  2. The system checks it against your rules

  3. A person reviews exceptions and approvals

  4. The work carries on

What needs approval depends on the process and the risk, and it is agreed with you. Sending, spending and deleting always stop and ask.

Not sure which of these you need? You do not have to be.

Tell us how your business works today. In one free hour we find where the time goes, and afterwards we send you an AI action plan with what is worth doing first.

Get my free AI action plan

Free 60-minute session. No obligation.