AI Opportunity Planner

Free Software - Discover Your Best AI Opportunities

Discover where AI could give your business a competitive edge. Our AI-powered planner analyses your workflows, team structure, and growth goals to create a personalised AI opportunity report.

What you'll get

A personalised AI opportunity report built around your specific business

AI Opportunity Report

Top 3-5 AI opportunities ranked by impact with estimated ROI for your specific business.

Team Impact Map

Visual breakdown of how AI could free up time across each of your departments.

Action Plan

Quick wins vs strategic plays, with a recommended path forward tailored to your goals.

How it works

Three simple steps to your personalised AI opportunity report

01

Tell us about your business

Answer questions about your industry, team, and the workflows that take up the most time.

02

AI analyses your opportunities

Our AI asks smart follow-up questions to dig deeper into the areas with the highest potential.

03

Get your personalised report

A beautiful, shareable report with actionable recommendations and estimated ROI.

What we'll ask you about

You only answer for the departments relevant to your business

Sales & Quoting

Quote speed, conversion rates, and proposal bottlenecks

Customer Service

Response times, repetitive enquiries, and contact channels

Operations & Admin

Data entry hours, manual processes, and system usage

Finance

Invoice tracking, overdue chasing, and payment workflows

Onboarding

Customer and employee onboarding time and manual steps

Your report preview

Here's a taste of what your personalised AI opportunity report looks like

Executive Summary

Your business has strong AI potential across Sales & Quoting and Customer Service. Implementing AI in these areas could save an estimated $180K annually and free up 40+ hours per week.

Top Opportunities

Automated Quote Generation

Sales & Quoting

High Impact

$85K/year

Customer Enquiry Triage

Customer Service

High Impact

$62K/year

Invoice Follow-up Automation

Finance

Medium Impact

$33K/year

Quick Wins
  • Quote template automation
  • FAQ auto-responder
Strategic Plays
  • Full sales pipeline AI agent
  • Customer service automation
Recommended Next Step

AI Agents Package

Based on your profile, we recommend starting with an AI Agents deployment to automate your quoting workflow.

Is this relevant to your business?

This tends to work well for businesses that:

  • Generate $1M - $100M in revenue
  • Have 10 - 200 staff
  • Run on established systems (email, CRM, business software)
  • Have repetitive workflows that eat up staff time
  • Are growing, and feeling the admin pressure that comes with it

This probably isn't right for you if:

  • You're pre-revenue or still finding product-market fit
  • Your processes aren't defined yet
  • You're looking for a chatbot or customer-facing AI

Ready to discover your AI opportunities?

Apply for access to the AI Opportunity Planner. We'll set you up with a personalised assessment that maps the AI opportunities specific to your business.

Apply for Access

No commitment required.