Our AI & Automation Audit reveals where your business is losing time, revenue, and team capacity — with a clear roadmap to fix it.
IS THIS YOU?

IS THIS YOU?
You’re spending hours every week on repetitive, manual processes
Your team wastes time on things that should be automated
You know AI could help — but don't know where to start
Your competitors are already using automation to scale faster
You’re watching money slip through the cracks while you’re buried in busywork
Don't worry, I'm here to help you fix it!
1: Leadership & Team Interviews
Complete analysis of your current business systems
Review of sales & marketing processes
Assessment of team & client onboarding
Evaluation of internal workflows
Identification of automation opportunities
2: Custom Implementation Report
Detailed report outlining specific AI solutions
Step-by-step automation recommendations
Priority implementation schedule
ROI projections for each solution
A visual map of proposed systems
3: 1-Hour Strategy Review Call
Walk-through of your customised report
Clear action steps for implementation
Questions answered and concerns addressed
Strategic guidance for moving forward
Ready to get started?

Every week you delay automation is costing you time, profit, and competitive edge:
Lose 20+ hours per week on tasks that could be automated
Leave thousands in revenue on the table - every month
Watch competitors move faster while you are buried in busywork
Miss critical growth opportunities due to broken workflows
Want to see exactly where your biggest time leaks are hiding?
That’s what the audit reveals — clearly and without the guesswork.

"This is EVERYTHING I have wanted in my business FINALLY coming to life"
PAUL AVINS
The Grown Up Business Coach


"In just weeks I have a clear marketing plan"
I would recommend Carly to anyone who wants to take the guesswork and stress out of online marketing and sales and learn from the best.

Your competitors are already automating saving time, cutting costs, and scaling faster. This audit reveals the bottlenecks holding you back — and the automations that can solve them.
Limited spots available to ensure premium service delivery

“The problem isn’t tools — it’s clarity.
I help Shopify merchants eliminate hidden
operational waste so they can scale without
burnout.”
For more than a decade, I’ve been obsessed with finding where systems break so people don’t have to. From QA engineering in fast‑moving tech teams to building real Shopify solutions, I’ve seen first‑hand how operational friction silently eats time, margins, and growth.
After helping brands buried in manual tasks — tasks that cost £50k‑£150k a year without anyone noticing. I realised the problem wasn’t tools. It was clarity. People don’t need a pile of disconnected tools. They need a clear roadmap for where AI and automation deliver the biggest impact.
That’s why I created the AI & Automation Audit — a practical, ROI‑focused process that maps out your bottlenecks and the precise automations that fix them. This isn’t theory. It’s what I use with merchants who want to spend their days leading their business — not managing small tasks.
I’ll analyse your workflows, uncover hidden inefficiencies, and build a tailored automation strategy so you can focus on what matters: driving growth, delighting customers, and scaling without burnout.
Lloyd Blake
Founder, Merchant Automations (UK)

How long will the report take to come through?
Typically we will be able to generate your report for you within 2 weeks of the initial audit call. However, for more complex cases it may take a week or so longer
Do we have to use you to implement the suggestions outlined in the report?
No, not at all. You are very welcome to take the report back to your team for them to implement. However, if you do decide to use our services your £2000 audit fee can be fully redeemed against your service fee.
What is the refund policy if we aren't happy with the report?
The audit is professional analysis rather than a refundable product.
Once the work begins, the value is delivered through the inspection itself.
I’m always happy to clarify findings or walk through any part of the analysis in more detail during the debrief call.
1. Executive Summary
- Brief overview of the business.
- Key findings and proposed areas of improvement.
- Expected impact of AI and automation solutions.
2. Current Business Analysis
- Operations: Analyse workflows, bottlenecks, and manual tasks.
- Marketing Strategies: Evaluate current campaigns, content creation processes, and customer targeting methods.
- Sales Processes: Review lead generation, nurturing, and conversion processes.
- Team Productivity: Assess team roles, task distribution, and time utilisation.
- Systems and Tools: Document existing software and processes in place.
3. AI and Automation Opportunities
- Operations:
- Streamlining workflows (e.g., task delegation, reporting automation).
- Reducing manual data entry and error-prone tasks.
- Marketing:
- Automating social media content creation, scheduling, and analytics.
- Implementing AI-driven customer segmentation and personalisation.
- Utilising tools for email marketing and ad optimisation.
- Sales:
- Automating lead scoring and follow-ups.
- Implementing chatbots for customer service and FAQs.
- Team Collaboration:
- AI-driven task prioritisation and project management tools.
- Automating internal communication workflows.
- System Integration:
- Connecting disparate tools for seamless data sharing.
4. Proposed Tools and Solutions
- Overview of recommended tools (e.g., CRM, AI-powered marketing platforms, automation software).
- Comparison of options (cost, functionality, ease of use).
5. Potential Impact Analysis
- Time savings for the team.
- Cost reductions through increased efficiency.
- Expected sales and profit growth.
- Metrics to monitor post-implementation.
6. AI Opportunity Matrix with 4 quadrants:
- Quick Wins
- Big Swings
- Nice-to-Haves
- Future Projects
6. Implementation Roadmap
- Phased approach to deploying solutions:
- Short-term (quick wins).
- Mid-term (more complex integrations).
- Long-term (scalable automation strategies).
- Timeline and milestones.
7. Training and Change Management
- Recommendations for team training.
- Strategies to encourage adoption of new systems.


Twice a year, we gather for powerful in-person events.
Two times a year, Platinum members step away from the screen and join forces in person for a time of strategic acceleration.
These aren't your run-of-the-mill industry get-togethers. Our Platinum events are engineered to serve as launchpads for explosive growth.
How do we do it?
Breaking bread together: Nothing stirs up creative energy like shared meals and relaxed conversation. The best strategies often originate over dinner and drinks.
Non-stop networking and brainstorming: We take collaboration to the next level, creating an environment for constant ideation and problem-solving throughout the week.
Dedicated workshops: Our high-powered workshops provide you with invaluable time to strategize and implement new tactics. This is your opportunity to work ON your business, rather than just IN it.
These catalyst events take place in spring and fall, aligning with the seasons of change. So why not change the trajectory of your SaaS journey?




"I used to be a total non-events person... But coming to Matt's events I realized that there's SO much value you can take from these things than if you didn't join.
Everything I listen to I'm like 💡 "I could use that for my own business!"
It's revealed aspects of my business that I didn't even know I needed to focus on. It's opened my eyes to what I should focus on more"

Introducing Graham Lightner: the wizard behind the curtain, the operational prodigy who keeps the cogs of HL Pro Tools turning seamlessly. He's not just Matt's right hand man—he's the backbone, the pulse, and the driving force behind the engine of success that is HL Pro Tools.
Graham has a knack for operations and team building. He sees the big picture, sure, but it's the nuts and bolts that truly light his fire. He revels in the intricate dance of systems and processes, choreographing them into a performance that's as seamless as it is impressive.
He's a firm believer in the power of people, of culture, of creating an environment where everyone feels valued and empowered. He knows that a team's success is built on more than just tasks and targets—it's built on trust, respect, and a shared vision of excellence.

Introducing Melanie Knueven, the brilliant mind behind streamlined operations and efficient project management at HL Pro Tools. As the Director of Operations, Melanie has a remarkable talent for creating standard operating procedures and processes that bring harmony to projects, teams, and tasks.
Melanie's expertise lies in her ability to transform chaos into order. With a keen eye for detail and a passion for optimization, she crafts SOPs that become the guiding light for the entire team. She firmly believes in the adage "what gets measured gets managed," ensuring that every aspect of the business is meticulously tracked and improved upon.
As a true advocate of efficiency, Melanie understands that smooth operations are the backbone of success. By implementing her well-crafted processes, she empowers others to work seamlessly and achieve their full potential. Melanie delivers exceptional results and drives businesses forward with precision and purpose.

"If you're in the SaaS space, if you're an entrepreneur, if you're a marketer... I think this is a great fit. A lot of actionable advice + a lot of super inspiring stories and use cases. It's been an amazing experience, top to bottom."