Wayne Conrad Advisory · AI automation for SME service businesses

AI automation for your enquiries, onboarding, reporting and payment follow-up.

Fixed-scope AI workflow sprints for service businesses of 5 to 50 people, built inside the tools you already use. The aim: less of the routine work waits on you, with approval steps where they matter.

Routing panel · workflows running

Route 01Enquiry

  1. New enquiry arrives
  2. Enriched and scored
  3. Reply and quote drafted
  4. Project and onboarding start
  5. Done

Route 02Onboarding

  1. Client signs
  2. Accounts and folders created
  3. Welcome pack sent
  4. Kick-off booked
  5. Done

Route 03Reporting

  1. Week closes
  2. Figures pulled together
  3. Exceptions flagged
  4. Report sent
  5. Done

Route 04Payments

  1. Work marked complete
  2. Invoice raised
  3. Reminder scheduled
  4. Payment logged
  5. Done

Tap an empty Owner jack to set an approval step on that route.

Panel 01 · The pattern

Four workflows still run by hand

A manager standing between two desks, working on a laptop with one hand and writing in a notepad with the other, while colleagues work behind him
One person covering two desks.
  1. Payments: invoices go out late and reminders depend on someone remembering.

    The manual workflow: raise, send, chase.

    What the AI does

    Sends invoices when work completes, schedules reminders and drafts the overdue messages.

  2. Reporting: someone checks back-office work every evening.

    The manual workflow: check every item, then summarise.

    What the AI does

    Checks each item and reports only the exceptions.

  3. Enquiries: discounts and exceptions wait for a reply.

    The manual workflow: each one stalls until someone says yes.

    What the AI does

    Routes each one against written limits and asks for sign-off only above them.

  4. Continuity: nobody can say what happens when work stops for two weeks.

    The manual workflow: it lives in people's heads.

    What the AI does

    The workflows keep running, and anything needing sign-off reaches your phone.

Panel 02 · Manual work cost

What does the manual work cost you?

Pick where the work piles up, your team size, and what an hour costs. The result is an estimate based on the middle of each range. It starts empty, and you can email the result to yourself.

Your own estimate, not a benchmark.

Fill in all four fields to see your estimate.

This is an estimate based on the numbers you enter. It uses the middle of the team-size range. Results vary.

Book a 15-minute call

Panel 03 · Sprints

Three fixed-scope sprints. Prices shown up front.

Comparison of the three AI workflow sprints: time, from-price, who it is for, what you get and what happens after
AI cleanup sprint Single AI workflow sprint End-to-end AI ops engine
Time 3 to 5 days 7 to 10 days 14 to 21 days
From $1,500 $2,900 $8,500
For Automations that half work One slow pipeline, usually enquiries or onboarding Sales, delivery and finance still run through you
You get Failing flows repaired, duplicate tool subscriptions removed, a written map of every live automation, a priority list One workflow built and live in your CRM and inbox, approval steps where they matter, a handover with a recorded walkthrough and a one-page runbook Connected sales, delivery and finance on a shared data layer in your tools, an exceptions report, full handover
After 30 days of support 30 days of tuning 90 days of tuning
Typical monthly running cost Usually no new software About $40 to $150 a month About $150 to $500 a month

The price depends on the number of systems, integrations and monthly volume. I confirm it in writing before work starts. Running costs are paid to the tool vendors and are estimated on the pricing page.

Guarantee, short form

I guarantee the build, not your results. Acceptance criteria are agreed in writing before work starts and change only by written agreement. If the work misses them I fix it at no charge for up to 10 working days from your written notice, and if it still misses them I refund the fee you paid for that sprint. That is your only remedy for the work missing its criteria. It does not cover problems caused by your changes, late access or approvals, incorrect data, or changes by third-party software or services. Written notice, naming the criterion, is due within 14 days of handover.

AI Workflow Candidate Map
A free worksheet that ranks up to five manual workflows and shows which to automate first. Runs in your browser, nothing is sent.

Open the candidate map

Last updated: 18 October 2026

Panel 04 · How it works

What happens, in order

  1. Step 1

    Mapping

    A 2-hour session where I walk through the process as it really runs. You leave with the map whether or not anything gets built.

  2. Step 2

    Set-up

    Everything is provisioned in your own accounts. Credentials stay on your side.

  3. Step 3

    Build

    The workflow is built, tested against the written acceptance criteria, and shown to you.

  4. Step 4

    Handover

    A recorded walkthrough, a one-page runbook, and ownership transferred.

I fix the process before I automate it.

Automating an undecided approval just sends the same exception to you faster.

Panel 05 · Results

What I built for my own practice

My own practice, not a client

I run this practice with the same workflows I build for others: client reporting, onboarding, proposals, scheduling and invoicing run automatically, across three time zones. The 2-minute diagnostic on this site is one of them: AI writes your report from your answers and emails it to you, with no manual step.

I do not have a published client case yet, and I would rather say so than invent one. Instead, here are four typical situations owners bring me: enquiries, onboarding, cleanup and end to end. Each shows the workflow I would build, where a person approves, the sprint that fits and what I would not promise.

See the four scenarios

Panel 06 · Questions

Questions owners ask before they book

How much does an AI workflow sprint cost?

The three sprints start from $1,500, $2,900 and $8,500. The price depends on the number of systems and how much runs through them. I confirm it in writing before work starts.

Which tools do you work with?

HubSpot, Asana, Microsoft 365, Google Workspace, Slack, Make, n8n, Xero and Salesforce. If you use something else, ask on the free call.

Who owns what you build?

You do. It is built in your accounts and ownership transfers at final payment.

What happens after the sprint?

You have a tuning window of 30 days (90 days for the end-to-end AI ops engine) where I fix anything that does not meet the agreed criteria. After that you keep it as it is or ask me to continue.

Do I need to be technical?

No. I map the workflow, build it in your accounts and hand over a recorded walkthrough and a one-page runbook. You read a short report and approve anything above your limits.

Will this replace my staff?

It removes copy-and-paste coordination. Approvals and judgement stay with people.

Is my data safe?

I sign a data processing agreement before I see any client data. I use business or API accounts, which do not train on your content by default, and send tools only the fields a workflow needs. I name every tool that may handle your data in the written agreement before any data is shared. Access is through credentials you grant and can revoke. When the support window ends I remove my access and delete project copies, or earlier if you ask. Backups and records I am legally required to keep are the exception. I do not hold a SOC 2 or ISO 27001 certificate; the vendors I use publish their own. The sub-processors I use for this website are listed on the Trust page.

Do you work outside the USA, UK and Australia?

Yes, including Southeast Asia. I work remotely.

Last updated: 18 October 2026

Panel 07 · Start here
Wayne Conrad, founder of Wayne Conrad Advisory

See what AI can automate in your business.

I ran this problem for twenty-eight years. I started my first business in 1995, a second in 2017, and sold both in 2023. This practice runs on the same automation I now build for owners of 5 to 50 person businesses.