The exact process to unlock $50K+ a year in untapped billable capacity with AI.

Backed by our guarantee · your AI plan, in three parts · yours to keep

Golden SkyAI
The process

What holds most firms back, and what you get instead.

“We don’t know where to start”→Your prioritised AI roadmapFoundations first, then each phase in order, so you know exactly what to implement first, and what should stay human.
“We don’t know if AI will have a return on investment”→Every solution costedThe capacity it unlocks, what that’s worth at your team’s real rates, what it costs and when it pays back. At least $50,000 a year, guaranteed.
“We are worried about client data”→Safe by designEach solution shows which data it touches and where it runs. Sensitive client data only goes to enterprise AI that doesn’t train on it, your own cloud account, or your own machine. Plus your AI policy.
“We are worried AI will get client work wrong”→Checked at every stepHuman review and quality controls in every solution, every risk named, every rule your regulators set checked, and a pack showing your team how to check the work.

So you can take on more work and more revenue, without hiring.

02
How it works

Three steps, one plan.

01

Map your firm from the top down

02

Identify and prioritise the AI solutions

03

Your prioritised AI roadmap and operating model

Your team: a few minutes eachUs: your AI plan, all three parts, within 72 hours

Guaranteed: at least $50,000 a year, or we refund your fee and send you $1,000.

03
Pillar 01

Map your firm from the top down.

So your plan is based on facts, not guesses.

Golden SkyAI
Leadership Department heads Every person
Pillar 01 · Map your firm

Wide and deep, down to the individual task.

  • Leadership: where the firm is going, every regulator and professional body you work under, and who you compete with
  • Department heads: the tools, data and processes their team runs on
  • Every person: the tasks AI could support, and how long each takes

A few minutes each, on the part they know best.

05
YOUR TEAMPROCESSESDATATOOLSYourfirm
Pillar 01 · The AI layers

Every layer AI depends on.

  • Your team: How ready is your team for AI, and what are they already using?
  • Processes: Which are written down, and which live in someone’s head?
  • Data: Is your data clean, and who owns it?
  • Tools: Does each tool connect to AI, and how?

Where a layer isn’t ready, the roadmap deals with it first, in the Foundation phase.

06
Pillar 01 · What it’s worth

Then we put a value on the capacity AI could free up.

Hourseach task takes a week, from the person who does it
×
AI’s shareof that task, at the low end of the range
×
Their rateeach person’s hourly rate
×
48 weeksa working year
=
Capacity unlockedand what it’s worth, a year
3 hrs×60–75%×£195×48=£16,848–£21,060

Example: Richard Marlow, Managing Partner at Marlow Keane (a fictional firm), one solution

Keep jobs inside the hours you budgeted

Write off less of your billable time

Take on more work with the same team

07
Pillar 01 · Your Key Findings Report
“Implement AI in these areas to increase efficiency.”

This is the detail we go into.

All of this, from a few minutes per person.

  1. 1What we foundYour whole firm on one page: the hours your team spends, what that time costs, how much AI could take on, and how ready you are, scored.
  2. 2LeadershipYour leadership’s goals and appetite for risk on record, and every regulator and professional body you answer to, with what each expects of your AI.
  3. 3Your businessWhere you stand in your market, and how your competitors use AI, competitor by competitor, with where you still have the edge.
  4. 4Software & SystemsEvery tool you run on, and whether AI can connect to it, how, and within what limits.
  5. 5Your dataEvery data source: where it lives, who owns it, how clean and complete it is, and what AI must never touch.
  6. 6Your teamHow ready your people are for AI and change, your champions, the training they need, and which processes are written down or live in someone’s head.
  7. 7People & their workEvery person and every task, with the hours it takes, the tools used and what slows them down, in their own words.
  8. 8AI in use todayEvery way AI is already used in your firm, including free tools nobody signed off, and how well each one works.
  9. 9Client journeyEach stage from enquiry to paid client: how long it takes, where it hurts, and where AI fits.
  10. 10Where time goesWhat each department’s hours cost a year, how much AI could take on, how often jobs run over budget, and how much time is written off.
  11. 11AI roadmapEvery AI opportunity we found, with its risks, what it depends on, the output it produces and what good looks like.
  12. 12RisksEvery risk mapped by likelihood and impact, so you know where to focus first.
08
Pillar 01 · Why the plan is accurate

Every AI solution in your roadmap is:

  1. 1Aligned with where your leadership is taking the firm
  2. 2Shaped by your department heads and your peoplewho know how the work flows, and who do it every day
  3. 3On solid AI foundationsclean data with a clear owner, tools that connect to AI
  4. 4Set up to match the data it handlesthe more sensitive the client information, the more secure the setup
  5. 5Checked against the rules of every body you answer toso you can show exactly how it meets each one
  6. 6Fully costed, with its return on investmentwhat it costs to implement, and what it gives back
09
Pillar 01 · Set up for the data

The more sensitive the client information, the more secure the setup.

The client informationWhere the AI runsWhat that means
Everyday workA business AI accountthat doesn’t train on your data
More sensitiveYour own private cloud accountthe AI runs inside your firm’s own account
Most sensitiveA model on your own machineclient data never leaves your firm
10
Pillar 01 · Done before

A 13-person UK company: measured once it went live.

Client mark
$109,970worth of their team’s time unlocked
What they put in
What came back

3.2× return on their implementation in the first 6 months

11
Pillar 02

Identify and prioritise the AI solutions.

The ones that can realistically unlock that capacity, with the human review, quality controls and risks your firm requires.

Golden SkyAI
Pillar 02 · Every opportunity costed

For every AI solution, you see:

  1. 1What the solution does
  2. 2How much capacity it could unlock
  3. 3The annual value of that capacity
  4. 4What it should cost to implement
  5. 5Its expected payback period
  6. 6What needs to happen before it goes live

Each one has an owner, and shows exactly how it works and how it’s checked.

One solution card from the AI Roadmap of Marlow Keane, a fictional firm

13
Pillar 02 · Safe by design

And every solution is safe by design.

The four layers we checked in Pillar 1, then governance and data security for every solution, before it is implemented.

Your AI solutions
Governance
Data security
Your team
Processes
Data
Tools
Enablement packs

Each one costed, owned by a named person, with a clear ROI.

Checked against the rules of every body you work under, so you have a clear answer when a regulator, client or insurer asks.

Your client data stays protected: each solution shows exactly which data it touches and where it runs.

Ready for AI, with the AI they already use on record.

Written down, so AI works to your standard.

Clean, complete, with a named owner.

Connected to AI the right way, within their limits.

We show every person how to use each solution safely.

How it starts · what you get · check it the way you do today · if it looks wrong, don’t use it

14
Pillar 02 · Never locked in

You’re never locked into one AI company.

Each solution is written as a file any AI can follow.

advisory-report-drafter.mdyour file
## Your process: the steps it follows
## Your data: what it may use, and where
## Your tools: what it connects to
## Your checks: before anything goes out
## Its owner
↓
Gemini

If a vendor puts prices up, limits usage or changes its terms, you move to another.

You own the system, not a contract.

15
Pillar 03

Your prioritised AI roadmap and operating model.

Rather than dozens of AI ideas, and no idea where to start.

Golden SkyAI
Pillar 03 · Your roadmap

Which solutions, in what order, and how.

What to implement firstWhat should stay humanWhere your biggest returns are
Most valuable first
Foundations the data, tools and written processes the solutions depend on
Phase 1 the most valuable
Phase 2 the next most valuable
Phase 3 and the rest, in order

Valuable by its return, the capacity it unlocks, or what your leadership wants first. Each phase shows what has to be true first, what it costs, and the return.

How it’s implemented
  1. A compliance check before anything is set up
  2. The owner picks their best past work, to set the bar
  3. An interview to capture their voice, format and context
  4. The data organised, complete and ready
  5. The solution set up around their examples
  6. Used on live work until the owner approves it
  7. Added to your Solutions Registry, every output tracked
  8. Handover, then tuning
How each person uses it

An enablement pack for every person: each of their solutions, with

  • How it starts
  • What you get
  • How to check it
  • If it looks wrong, what to do
  • Who needs to know
17
Pillar 03 · Investment and return

Every solution shows what it costs, and what it returns.

Implemented one solution at a time, so you see the return on each before you commit to the next.

£550one-off implementation
£17,000–£21,000value of the capacity it unlocks, a year
1–2 weeksto pay for itself
×31–38year-one return
£550 in, oncePaid for itselfvalue of capacity unlocked, low to high024681012weeks after it goes live
How we work out the value
3 hrs a week the task takes today, from Richard’s own intake page
×60–75% AI’s share of it; Richard stays the author
=1.8–2.3 hrs a week of his capacity unlocked (0.8–1.2 hrs stays with him)
×£195 his hourly rate
=£351–£439 a week of his capacity, freed up
×48 working weeks a year
=£16,848–£21,060 a year

The roadmap rounds it: £17,000–£21,000. Against £550 to implement, it pays for itself in 1–2 weeks.

Example: one solution at Marlow Keane, a fictional firm, from its AI Roadmap (advisory reports for the Managing Partner)

18
Pillar 03 · Everything around the solutions

The parts firms usually get stuck on.

Your AI policy

Based on published government guidance, with your firm’s details filled in, ready to adopt.

Your compliance strategy

Every rule from every regulator and professional body you work under, where the plan meets it, and the part only your firm can play.

A message for the whole firm

And for each team, so you can explain how AI is there to support them and makes every role more important.

Proving Capacity

Three ways to measure each solution once it’s live, so you can show the return, not just estimate it.

19
Pillar 03 · New AI opportunities

Where AI lets you do business better.

Your leadership and your team tell us where AI could let you do business better. We map each one, with an owner, alongside our own recommendations.

A better experience for your clients

at every stage of the journey

A better service

more personal to every client

Things you’re not doing yet

that AI now makes possible

20
Operating model

Where AI works, at every stage.

Every stage today, each phase, then AI-native
Every department and the capacity unlocked in each
Every person and the AI solutions working for them
Every solution who owns it, what it does, what it uses
Every tool and data source and what connects to what
Search find any person, solution, tool or data
20b
Pillar 03 · The goal, and how quickly

Free up capacity for more valuable, billable work.

Help your existing team free up capacity to take on more valuable, billable work, scaling revenue without adding headcount.

Your team

Finishes their intake pages

72 hrs
Us

Your AI plan, all three parts

Together

We walk your leadership through them and agree the priorities and the order of the phases

72 hrs
Us

The final versions

21
What you get

Your AI plan, in three parts.

Which solutions, in what order, and how

  • ✓Every AI solution costed: what it costs, what it unlocks, when it pays back
  • ✓Prioritised: foundations first, then phase by phase
  • ✓How each solution is implemented, set by its data: the governance for that data, and how sensitive it is
  • ✓An implementation plan for every solution
  • ✓An enablement pack for every person
  • ✓Your AI policy, compliance strategy and a message for the whole firm
  • ✓Proving Capacity, and new AI opportunities, each with an owner

Examples: Marlow Keane, a fictional 13-person accountancy firm. Password: demo1234

The three pillars

Can you see how this gets you to at least $50,000 a year in untapped billable capacity?

And for a firm of your size, we’d expect much, much more.

Pillar 01

Map your firm from the top down

Pillar 02

Identify and prioritise the AI solutions

Pillar 03

Your prioritised AI roadmap and operating model

= at least $50,000 a year
23
That covers everything

Everything you get, done for you.

Pillar 01 · Map your firm
Pillar 02 · Identify and prioritise
Pillar 03 · Roadmap and operating model
Done for you
5included
  • ✓Leadership, department heads and every person mapped
  • ✓Every regulator and professional body you work under
  • ✓Your team, processes, data and tools checked
  • ✓The value of the capacity, at each person’s real rate
  • ✓Your Key Findings Report, all twelve tabs
4included
  • ✓Every AI solution costed: cost, value, payback, return
  • ✓Governance and data security for every solution
  • ✓An enablement pack for every person
  • ✓Every solution written as a file any AI can follow
8included
  • ✓Your prioritised roadmap: which solutions, in what order
  • ✓An implementation plan for every solution
  • ✓Your AI policy, ready to adopt
  • ✓Your compliance strategy
  • ✓A message for the whole firm and each team
  • ✓Proving Capacity: three ways to measure each solution
  • ✓New AI opportunities, each with an owner
  • ✓Your operating model, at every stage
5included
  • ✓We send every intake link, and chase the detail
  • ✓We check every answer against every other
  • ✓All three parts of your AI plan within 72 hours of the last intake page
  • ✓A walkthrough with your leadership
  • ✓Your final versions within 72 hours of it
And it’s guaranteed

We’ll find at least $50,000 a year in capacity that AI can unlock within 72 hours, or we refund your fee, send you $1,000 for your time, and you keep our findings.

Worst case

Your fee back, $1,000 for your time, and you keep our findings.

Best case

At least $50,000 a year in capacity, every solution costed, and the plan to unlock it.

Conditions: more than 5 staff, every person’s page completed by the date we agree, a true hourly rate for everyone, and the walkthrough attended. It covers what we find, not what you go on to save.

After the yes

A few minutes from you. Your whole AI plan from us.

StepWhoWhenYour time
1Your agreement Sign and pay in the same placeYouOn this callAbout 2 minutes
2Your welcome email With your roster formUsTodayNothing
3Your roster Your people and departments, on one pageYouThe day you signAbout 10 minutes
4Onboarding call Your team’s intake pages go out the same dayYou and BenWithin 3 working days30 minutes
5Every person completes their own page A few minutes for each task they listYour teamBy the date agreedA few minutes each
6Your AI plan, all three parts Key Findings Report, AI Roadmap, Operating ModelUsWithin 72 hours of the last pageNothing
7Walkthrough with your leadership We agree the priorities and the order togetherYou and BenWhen your AI plan landsOne session
8Your final versions UsWithin 72 hours of the walkthroughNothing

Your part: about two minutes today, ten for the roster, one 30-minute call, a few minutes per person, and the walkthrough. Everything else is done for you.

Our clients

In their words.

“[Testimonial: Ben to send who and what they said]”

Role, a 13-person UK company