Turn “We Need Help With AI” Into a Low-Risk Revenue Stream
Your clients are experimenting with AI—guide them safely while we streamline your operations. Start with no upfront commitment: We partner on assessments (revenue share), pass through software costs, and quote setups as needed.
Low-risk entry. Pay for value as you win.
All prices exclude VAT.
A New Service to Sell
Launch AI Readiness Assessments immediately. We act as your outsourced consultant: Pitch and deliver jointly, with revenue share (you keep 50–60%). Pay only when you close.
Your Firm’s OS
Powered by GoHighLevel (at pass-through cost). We build the system that runs your inbox, automatic follow-ups, and dashboard visibility.
Automated Admin
Stop chasing documents manually. We automate onboarding tracking and reminders. Custom setup quoted after discovery.
Your Clients Are Using AI Anyway — You Might As Well Guide Them
Small businesses are already using tools that automate scheduling and messages. But without guidance, they create chaos.
What clients actually need is what you already provide: Judgment, Accountability, and Trust.
We help you monetize this by offering a structured assessment that creates clarity and reduces risk.
Guaranteed ROI
Sell just 3 assessments/year at £3k–£5k each → £9k–£15k revenue. Our revenue share covers your costs—plus, if you don’t land a first client in 90 days, we provide free support.
Why Accountants Win
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Compliance-First
You already work in high-trust, regulated environments where details matter.
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Structured Process
Clients respect your ability to bring order to chaos and create clear workflows.
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Long-term Trust
You aren’t a flash-in-the-pan agency. You’re their trusted advisor for the long haul.
Sell the “AI Readiness Assessment” (Revenue Share)
We partner as outsourced consultants—no upfront commitment. Charge clients £3,000–£5,000; we take 40–50% for delivery support. Your employee joins for training.
Lead Journey Review
Audit where leads come from and where they drop off.
Top 5 Opportunities
Ranked by impact vs. effort (e.g., missed call recovery).
90-Day Roadmap
Day 0-14: Fix response speed. Day 15-45: Build follow-up.
Safe Adoption
Data handling rules and approval processes.
See Your Potential Returns
Assuming 50/50 revenue share with us for full delivery support.
(Your share of £12k total revenue)
Plus: Pass-through software costs are covered multiple times over.
The Ultimate Firm Toolbox
Powered by GoHighLevel. Access the full platform at pass-through cost (~£400–£450 + VAT/mo)—unlimited users/contacts. We handle complexity as your reliable partner.
Replace Your Fragmented Stack
Stop paying for 10 different tools. We combine them all into one dashboard.
Firm OS Pass-Through
COST ONLYYou get the “Ferrari” of automation tools. We charge you exactly what it costs us to license the software for you. No markup on the core platform.
- Full Feature Access
- Unlimited Users
- Unlimited Contacts
A Predictable Rollout
Quick working system, steady improvements. No endless meetings.
Week 1: Discovery
We map your current process, identify bottlenecks, and confirm what to launch first. (Requires 60-90 mins)
Week 2: Build Firm OS
We implement pipeline stages, enquiry capture, booking reminders, and your reporting dashboard.
Week 3: Compliance Automation
We set up onboarding workflows, document tracking, and automated chasing.
Week 4: Training & Launch
We train your team, launch the AI Readiness Assessment (with joint pitching support), and provide scripts/forms.
Low-Risk, Modular Approach
Start small—no big upfronts. Pay for value. All prices exclude VAT.
Usage costs (SMS/email/AI) passed through at cost (e.g., £100 low vol. – £500 high vol.).
Firm OS Software
GoHighLevel + Support
- Pass-through Cost
- Custom Setup Quoted
- Unlimited Users
AI Advisory
Revenue Share Model
- No Upfront Fees
- Joint Delivery
- Training Included
Compliance
Onboarding Automation
- One-Off Setup Fee
- Optional Support
- Doc Chasing
Social Media
Done-For-You Mgmt
- 8-20 Posts/Month
- All Platforms
- £300 Trial Option
Suggested Packages
Risk Reversal Guarantee
If Firm OS doesn’t save you 10+ hours/mo in the first 60 days, we refund your setup fees.
Quick Win Pilot: £999 + VAT for 30-day basics (Setup + Workflow + Trial Posts + AI Training).
Frequently Asked Questions
No upfront fees—only pay our share when you do. We’ll help pitch to your clients to ensure success.
We typically split fees 50/50 (or negotiate based on involvement); you keep the client relationship and billing.
Yes—start with a free discovery call, then we quote setups as needed. You can scale up to full advisory later.
No. All prices exclude VAT. Usage (SMS, Calls, Emails, AI) is charged separately based on what you consume.
Partner With Us: Low-Risk Collaboration
We limit partners to ensure quality. Start with a free discovery—no commitment. If you want streamlined operations and revenue-sharing AI advisory, let’s talk.
Prefer to talk first? Book a 15-minute intro call.
Social Media Management
Stay visible without lifting a finger.
We handle your presence so you look active, authoritative, and helpful. Native integrations for LinkedIn, Facebook, Instagram, TikTok, X (Twitter), YouTube, and more.