THE 3-DAY AI ASSESSMENT / FOR SERVICE BUSINESSES

Stop paying
yourself $150/hr
to do $15/hr
admin.

In three working days we map your workflows, flag every task AI can handle better than you can, and hand over a plan that pays for itself in the first month — or you don't pay.

30-min call, no pitch 100% money-back Australian-owned
Trusted by service teams across
Mortgage brokers Accountants & bookkeepers Real estate agencies Allied health & physio Law firms & conveyancers Trades & home services Building & construction Dental & cosmetic clinics Financial planners Veterinary clinics Marketing agencies Cleaning & facilities Personal trainers & studios Migration agents
— THE COST OF DOING NOTHING

Every hour on admin is an hour not in your pocket.

Plug in your numbers. We'll show the quiet bleed — and what it costs to ignore it for another year.

$
hrs
11 person10
Weekly cost $2,250
Monthly cost $9,743
Annual bleed $116,910
Claim these hours back Clients typically recover this in their first month.
— HOW IT WORKS

A roadmap in three days.
Not a 50-page PDF in three months.

No generic frameworks. No recycled decks. Every step is built specifically for the way your business runs today.

01
Monday · Discovery

We map your top 5 workflows end-to-end.

60 minutes on Zoom. We shadow every manual step, every "we've always done it this way," every hand-off that makes you wince.

Workflow mapping Time assessment Tech stack review
02
Tuesday · Analysis

We score every task by impact × effort.

Each automation gets a weekly hours-saved number, a dollar number, and a tool recommendation. You'll know exactly which domino to tip first.

ROI matrix Tool selection Risk checklist
03
Wednesday · Delivery

Roadmap + Loom walkthrough in your inbox.

Prioritised action plan, exact tools, sequencing. Plus a 15-minute personal video so your team can follow along without a single jargon word.

Priority roadmap Loom walkthrough Build credit
— WHAT LANDS IN YOUR INBOX

The actual deliverable.
No mystery.

Here's exactly what a completed assessment looks like — a prioritised roadmap your team could start building on Thursday morning.

your_business_assessment_v1.pdf
Automation Priority Matrix
01 Invoice follow-ups → Make.com + GPT 6.2 hrs/wk
02 Client onboarding emails → Zapier 4.1 hrs/wk
03 Compliance form intake → Tally + n8n 3.8 hrs/wk
04 Meeting notes → Otter + Notion AI 2.9 hrs/wk
05 Quote generation → Airtable + Claude 2.1 hrs/wk
14 opportunities identified TOTAL: 19.1 hrs/wk • $27,500/mo
01

Full assessment of 5 core workflows

Every manual step, handoff and bottleneck across your most time-consuming processes — mapped out visually.

02

Prioritised automation opportunities

Ranked by impact × effort. Start with the domino that tips the rest — not the shiny thing you saw on LinkedIn.

03

Hard ROI per automation

Hours saved, dollars saved, payback period. Everything defensible to a partner, spouse or CFO.

04

Step-by-step implementation plan

Exact tools, exact sequencing. Hand it to your team, to another agency, or back to us. No lock-in.

05

Personal Loom walkthrough

A 15-minute recorded video walking you through every finding. Re-watch on a plane, on a Sunday, whenever.

06

Build credit — the assessment pays itself back

If you choose us to implement any automation, your assessment fee is credited 1:1 toward the build.

— WHAT CLIENTS SAY

47 assessments. 12,400+ hours back.
Zero refunds.

Service businesses across Australia using the roadmap to buy back evenings, weekends, and headspace.

★★★★★

I was spending 12 hours a week on compliance paperwork alone. After the assessment we automated 80% of it. I have my Saturdays back and my revenue is up because I'm actually talking to clients.

Sarah J.
Mortgage Broker · Brisbane
9.6 hrs
saved / week
★★★★★

Invoices and payment chasing used to eat an afternoon a week. The roadmap showed us exactly how to automate it — and what not to touch. Paid for itself in weeks.

Michael R.
Accountant · Gold Coast
$3.2k
saved / month
★★★★★

I was sceptical about AI in real estate. Daine found 15 hours of automatable work across my team in a single morning. The walkthrough video is what actually made it happen.

Lisa T.
Real Estate Agent · Gold Coast
15 hrs
saved / week
Daine Reid, Founder of Automate Agency
FOUNDER / AUTOMATION LEAD
— WHO'S ACTUALLY DOING THE WORK

An ops lead who builds AI that gives owners their time back.

I'm Daine. I build applied AI for service businesses — intake agents, RAG knowledge bases, document workflows, and after-hours voice/SMS assistants — wired into the tools you already use so nothing gets ripped out.

A decade as an operations lead in multi-site service businesses taught me where the real friction hides. That's why every build ships with guardrails, logging, and a human-in-the-loop checkpoint: AI that holds up on a bad Tuesday, not just in a demo.

What actually drives me: making the business side quieter so owners can get back to the craft they started the business for. You didn't open the doors to chase invoices and retype quotes — my job is to hand that back to you.

— Daine Reid

Perfect — that's exactly the client we do our best work with. We don't speak in jargon, and we recommend tools that operate like magic: you click a button, things happen. If you can use email, you can use what we build.

100%. We sign an NDA before every engagement and only recommend SOC 2-compliant tools that meet the Australian Privacy Act requirements. We don't store your data on our systems — it stays in yours.

Full refund, no argument. In 47 assessments we've never not found at least 10 hours a week of automatable work. Service businesses are swimming in manual processes — they're just invisible because they've been normalised.

Absolutely. The roadmap stands on its own. Hand it to your internal team, to another agency, or sit on it for six months. No lock-in, no pressure, no follow-up calls you didn't ask for.

The assessment is priced so it pays itself back within 4–6 weeks of implementation — book a call and we'll walk you through pricing in context of your numbers. If you proceed to implementation with us, the assessment fee is credited 1:1 toward the build.

None. If we can't find 10+ hours of savings, you don't pay. If you implement with us, the assessment is free. The only way you lose is by staying exactly where you are and doing it all yourself for another year.

4 ASSESSMENT SLOTS LEFT · APRIL 2026

Get your three-day
roadmap. Or get your money back.

Book a free 30-minute AI opportunity call. No pitch deck, no pressure — we'll tell you on the call whether this is a fit. If it is, we'll hold a slot.

30-day money-back guarantee. If we can't find 10+ hours, you pay zero.
Book free call