AI for professional services businesses · No jargon · Free 15-min scoping call Book your free call →
Step 2 of 5

Find out exactly where
your business is losing time
and what it's costing you.

The AI Tools Assessment is a proper piece of analytical work. We map your operations, identify where time is going, calculate what it costs you, and prescribe specific tools that fix it. 45-minute discovery session, delivered in 10 business days.

The promise: We'll identify 10+ hours a week of admin, follow-up, and manual work your business shouldn't still be doing — mapped, ranked, and costed — in 10 business days.

The £799 is credited in full to your first month if you go further with BackCraft.

£799
One-time · you keep the report 90 minutes total. £799 credited toward any retainer.
Book your free 15-minute call first →

We start with a free call to confirm it's the right fit. Assessment books from there.

Not a sales call.
A prescription.

Free audits are sales calls with a different name. This isn't that. The BackCraft AI Tools Assessment is a genuine piece of analytical work — and you keep the report regardless of what you decide at the end.

We use the 45-minute discovery session to walk through how your business actually works. An AI notetaker captures everything so you can just talk — no note-taking needed. We listen for where time is being lost, where leads are going cold, where the team is doing things manually that don't need a human.

Then we produce a 9-slide report with specific tool prescriptions — not custom builds, not vague advice. Tools that already exist, prices included, with a clear calculation of what each one is worth to your business in time and money.

The most common client response on the review call is: "I didn't realise it was that straightforward."

What you leave with
  • A 9-slide personalised reportSpecific to your business. Kept regardless of what you decide.
  • 3–7 tool prescriptionsOff-the-shelf tools, with pricing and implementation notes for each.
  • Financial impact calculationTime saved × your hourly cost = monthly ROI. Your numbers, not ours.
  • A 4-day quick-win planThe fastest things to implement first, mapped out clearly.
  • 30-minute review callWalk through the report together. Every tool explained. Questions answered.
How it works

Four steps. 90 minutes total.

01
15 minutes · Free
Free mini assessment call

A quick conversation to confirm this is the right fit. One key question: what would you most like to fix? We route your answer to the relevant opportunity and confirm whether the £799 assessment is the logical next step.

02
45 minutes
Discovery session

You walk us through your day. An AI notetaker captures everything — no notes needed from you. We ask about the workflows that eat time, the follow-ups that fall through the gaps, and the processes your team does manually that they probably shouldn't.

03
Within 48 hours
Report delivered

The AI analyses the transcript. We review and add context. Your 9-slide report lands in your inbox within 48 hours — specific to your business, with clear tool prescriptions, an effort vs. impact matrix, and the financial calculation for each recommendation.

04
30 minutes
Review call

We walk through the report together. You ask questions. We explain every tool and what it would actually look like in your business. At the end, three questions: which of these is most urgent? Do you want to implement it yourself or get help? What's your timeline?

The 9-slide report — what's actually in it.

Every slide has a job. Nothing is filler. The report is designed to give you a clear decision — and enough information to act on it whether you work with BackCraft or not.

We prescribe off-the-shelf tools — things that already exist, already work, and already have pricing. We're not selling you custom builds or vague AI strategy. We're telling you exactly what to use and what it's worth.

"One recent example: £3,940/month in net time saved against £60 in tool costs."

01
Executive Summary

Your business in a paragraph. The 3 biggest opportunities. The total potential monthly saving. Decision-maker ready.

02
Current State — Process Map

Visual maps of the workflows that eat time. Where handoffs break, where data gets re-entered, where work sits waiting. Drawn from what you told us in discovery.

03
Cost of Inaction

What the current situation costs per month and per year — in hours, in money, and in risk. Your numbers from the discovery session, not our estimates.

04
Effort vs. Impact Matrix

Every recommendation plotted by how easy it is to implement vs. what it returns. Shows you exactly what to fix first.

05–08
Tool Prescriptions (3–5 tools)

One slide per tool. Before/after showing what changes, what it costs, what it saves. Specific. Actionable. Priced. Off-the-shelf tools that already exist.

09
Financial Impact Summary

Hours recovered × your cost rate = monthly and annual ROI. What the tools cost. What the net saving is. Clear maths, your numbers.

After the review call

Three questions. That's the whole close.

At the end of the review call, we ask three questions. That's it. No upsell. No pressure. The report has already done the work — you've seen the numbers for your specific business. The questions are just to work out the next step.

  • Which of these is most urgent to you?
  • Do you want to implement this yourself or get help with it?
  • What's your timeline?

50–60% of assessment clients ask for help implementing. That's the natural path to BackCraft Agent or Concierge. The rest take the report and run with it themselves — which is completely fine. The report is useful either way.

The £799 is never a sunk cost.

If you go further with BackCraft after the assessment, the £799 comes off your first month — whatever retainer you join. Assessment + Agent: first month costs £196. Assessment + Concierge: first month from £701. Assessment + Starter (£149/mo): first month is covered. You're not paying twice.

Who it's for

The assessment is right for you if…

It works for any local business — tradespeople, professional services, SMBs. The common thread is that you have a recurring process (or several) that feels like it should be more efficient, and you want to know exactly what to do about it.

Good fit for the assessment
  • You have a sense that your business is losing time to manual work, but you're not sure where to start
  • You've tried ChatGPT but haven't built anything that stuck
  • You want a prioritised roadmap before committing to implementation
  • You have some team around you with repeating workflows
  • You want the recommendation in writing, not just a conversation
  • You're thinking of joining a retainer but want to see the numbers first
Probably not the right fit
  • You're just exploring AI and don't have a specific business pain
  • You want to implement everything yourself without any guidance
  • Your business is at the very early stage — no recurring processes yet
  • You have no repeating processes — it's genuinely just you, doing completely different work every day with nothing that recurs
Questions

What people ask before booking.

Why does it cost £799 when most agencies offer free audits?
Because free audits are sales calls. You get a 30-minute conversation and a slide deck of their services. The BackCraft assessment is a genuine piece of work — your workflow analysed, your numbers calculated, tools prescribed for your specific situation, delivered in a report you keep. The £799 means you're both invested in it. Free audits produce free-quality output. And if you go further with BackCraft, the £799 comes off your first month anyway.
Do I have to buy anything after the assessment?
No. The report is yours regardless of what you decide. About 50–60% of people go on to work with BackCraft — the rest take the report and implement things themselves. Both are completely fine outcomes. If at the end of the review call the numbers don't stack up for a retainer, we'll say so.
What kind of businesses does this work for?
Any local Yorkshire business with recurring manual workflows — tradespeople, accountants, estate agents, mortgage brokers, recruiters, health clinics, letting agents, small manufacturers. The assessment is designed around your specific business, so sector doesn't limit it. The minimum bar is that you have some repeating processes (not just a one-man-one-job operation with nothing to automate).
What tools do you typically prescribe?
Off-the-shelf tools that already exist — things like AI-powered CRM follow-up sequences, document processing tools, automated scheduling systems, AI notetakers, smart email triage, SMS automation platforms. We don't build custom software on an assessment. We prescribe things you can start using within days, with existing pricing you can verify yourself.
How do I book?
Start with the free 15-minute call below. We'll ask a few questions to confirm the assessment is the right fit for where you are. If it is, we book the 45-minute discovery session from there. The report follows within 48 hours and we schedule the review call.

Start with the free call.
Assessment books from there.

15 minutes, no obligation. We confirm the assessment is the right fit for your business — then book the discovery session.

Usually respond same working day. Yorkshire-based. No offshore teams.