Skip to content

Free Automation Audit, limited slots this month

Claim yours
Mission complete Case study · Atlas Advisory

A 12-month AI roadmap that paid back in 10 weeks

An operations audit and roadmap for a 90-person consultancy, followed by three high-ROI automations.

Industry
Professional Services
Service
AI Consulting
Timeline
2-week audit
Stack
OpenAI, Notion, HubSpot, Harvest, n8n

Proposal turnaround

2 days

5 days

-60%

  • Proposal turnaround 5 days 2 days

Non-billable hours / consultant / mo

18h

32h

-44%

  • Non-billable hours / consultant / mo 32h 18h

Invoice payment time

30 days

41 days

-27%

  • Invoice payment time 41 days 30 days

The challenge

Atlas knew AI could help but had a dozen competing ideas and no way to prioritise them. Leadership wanted a plan with clear numbers before investing.

What we built

  • Interviewed 18 staff across five teams and mapped 34 candidate processes.
  • Scored each opportunity on impact, effort and risk and built an ROI model for the top ten.
  • Delivered and implemented the first three: AI proposal drafting, automated intake and billing reminders.

The results

The first three automations paid back the entire engagement in ten weeks, and the roadmap is now the firm’s operating plan for AI.

“For the first time, our AI conversations are about numbers, not hype. The roadmap made every decision easier.”
James WhitfieldCOO, Atlas Advisory

Cleared for takeoff

Ready to put your business on autopilot?

Book a free 30-minute automation audit. We will map your workflows, find the hours you are losing and hand you a prioritised flight plan, whether you work with us or not.

No obligation · 30 minutes · Actionable plan