moat-testing--staging-xq4b1s4o.web.app
Filters

Service Packages

24/7 Workspace & User Management

Your team tools “just work” without hassle, new starters get access on day one, and leavers are offboarded securely.


package-timeline-icon
Initial setup ≤ 2 days (Cap: 8–16h); Ongoing support 2–8h/month.

You get: A fully managed workspace setup (Google Workspace or Microsoft 365) with ongoing monthly user management and support.


package-success-icon

When: You don’t have an IT person, and managing email, file access, and user accounts is eating up founder/office manager time.

AI Assistant Pilot

Save 2-4 hours per user per week on the targeted task; policy adopted by the team.


package-timeline-icon
≤ 2 weeks (Cap: 20–24h)

You get: A responsible AI usage policy and one working AI assistant for a single, high-impact task.


package-success-icon

When: Your team is bogged down by repetitive drafting, summarising, or answering common questions.

AI Chat Readiness Assessment

A clear go/no-go decision for an AI chat pilot, based on your data, security, and business needs.


package-timeline-icon
≤ 2 weeks (Cap: 16–20h)

You get: A feasibility report identifying the best use case for a pilot AI chatbot, with a clear plan.


package-success-icon

When: Your team constantly asks for data in your chat workspace, and you are curious if an AI chatbot could help.

Automated Invoice Processing

Reduced manual data entry time, enabling faster supplier payments and improved data accuracy.


package-timeline-icon
≤ 2 weeks (Cap: 16–20h)

You get: A hands-free workflow that extracts data from invoices and creates draft bills in your accounting software.


package-success-icon

When: Your team manually enters data from supplier invoices into your accounting system, causing delays and errors.

Automated Invoicing & Payments

Over 90% of invoices are issued automatically, reducing manual work and payment delays.


package-timeline-icon
≤ 2 weeks (Cap: 16–24h)

You get: An automated link between your sales and accounting systems that generates and sends invoices with payment links.


package-success-icon

When: You are manually creating invoices from your sales system, and chasing payments is slow.

Automated Payment Reconciliation

Reconciliation time reduced by hours; improved accuracy for a faster month-end close.


package-timeline-icon
≤ 2 weeks (Cap: 20–24h)

You get: An automated workflow matching payouts, fees, and refunds from one payment gateway to your accounting ledger.


package-success-icon

When: Your payment processor payouts do not match bank deposits, and manual reconciliation is slow and error-prone.

B2B Website Lead Funnel Audit

A clear, actionable plan to increase your website's visitor-to-lead conversion rate.


package-timeline-icon
≤ 2 weeks (Cap: 16–20h)

You get: A prioritised audit of your top 3 landing pages and a checklist of quick-win fixes to increase form submissions.


package-success-icon

When: Your website traffic is steady but enquiries are not, and you do not know why.

Booking System & Reminder Setup

Reduced no-show rate and administrative overhead from phone calls and paperwork.


package-timeline-icon
≤ 2 weeks (Cap: 16–20h)

You get: An online booking system with automated SMS/email reminders, deposit rules, and digital consent forms.


package-success-icon

When: Your team is tied up on the phone, no-shows are hurting revenue, and you need to take booking deposits.

CRM & Shared Inbox Foundation

All inbound leads and support queries are logged, with visible response times and pipeline tracking.


package-timeline-icon
≤ 2 weeks (Cap: 16–20h)

You get: A configured CRM with one sales pipeline and one shared support inbox.


package-success-icon

When: Leads and support emails fall through the cracks, there is no single customer queue, and founders are cc’d on everything.

CRM Contact De-duplication Sprint

Duplicate contact rate reduced; marketing campaign accuracy and sales team confidence increased.


package-timeline-icon
≤ 2 weeks (Cap: 16–20h)

You get: A clean, de-duplicated contact list in your primary CRM, with a simple process to keep it clean.


package-success-icon

When: Your CRM is full of duplicate contacts, leading to embarrassing outreach and inaccurate reporting.

E-commerce Funnel Diagnostic

A clear, prioritised action plan to fix the biggest leaks in your checkout process.


package-timeline-icon
≤ 2 weeks (Cap: 12–16h)

You get: A data-driven report identifying the top 3 conversion blockers in your e-commerce sales funnel.


package-success-icon

When: You have website traffic but high cart abandonment rates, and you are not sure where to focus your efforts.

FAQ & Lead Capture Bot Setup

Capture leads you are currently missing and reduce time spent on repetitive enquiries.


package-timeline-icon
≤ 2 weeks (Cap: 18–22h)

You get: A website chatbot to answer FAQs, capture lead details 24/7, and notify your team.


package-success-icon

When: Your website gets traffic but enquiries are missed out-of-hours, and your team spends too much time on basic questions.

Finance Automation Roadmap

Clear ROI and implementation plan for your first finance automation project.


package-timeline-icon
≤ 2 weeks (Cap: 16–20h)

You get: A prioritised roadmap of 2-3 high-impact automation opportunities for your finance back-office.


package-success-icon

When: Manual data entry from invoices, receipts, or bank statements is causing errors and delays at month-end.

GA4 Audit & Repair

Trustworthy conversion data and clear channel ROI attribution.


package-timeline-icon
≤ 2 weeks (Cap: 16–20h)

You get: A clean analytics property with fixed conversion tracking and clear attribution rules.


package-success-icon

When: Your ad spend is rising, but analytics data is a mess, with missing conversions and dominant 'direct/none' traffic.

Internal Knowledge Search Pilot

>80% answer coverage on the pilot topic; time-to-answer reduced by >50% for the pilot team.


package-timeline-icon
≤ 2 weeks (Cap: 20–24h)

You get: A secure, AI-powered search bot for one specific knowledge set, with answers and source links.


package-success-icon

When: Your team is constantly interrupted with routine questions that are answered in documents somewhere.

Inventory Data Health Check

A clear roadmap to >98% inventory accuracy and a clean data foundation for one product category.


package-timeline-icon
≤ 2 weeks (Cap: 16–20h)

You get: A clean product catalogue for one category, a stock flow map, and a prioritised action plan.


package-success-icon

When: Your warehouse, website, and POS show different stock levels, leading to oversells or lost sales.

Inventory Health Diagnostic

Clear visibility of stock value, turnover, and stock-out risks for key product lines.


package-timeline-icon
≤ 2 weeks (Cap: 20–24h)

You get: A live dashboard of your stock health, identifying your fastest/slowest movers and calculating initial reorder points.


package-success-icon

When: You suspect cash is tied up in slow-moving stock but lack clear data, or you suffer from surprise stock-outs.

KPI Dashboard Diagnostic

A clear, actionable plan to build a single source of truth, agreed upon by all stakeholders.


package-timeline-icon
≤ 2 weeks (Cap: 12–16h)

You get: A defined list of core KPIs, a data source audit, and a technical blueprint for your live management dashboard.


package-success-icon

When: Your key business numbers are scattered across accounting systems, spreadsheets, and other apps, making reporting slow and unreliable.

Legacy System Modernisation Blueprint

A clear roadmap and business case, enabling a confident decision on your modernisation project.


package-timeline-icon
≤ 2 weeks (Cap: 20–24h)

You get: A clear, actionable plan to replace your legacy tool with a modern, scalable solution, de-risking the full project.


package-success-icon

When: A critical business process is trapped in an old spreadsheet or Access database that is slow, risky, and hard to maintain.

Local SEO Jumpstart

Improved local search ranking, leading to more calls and website visits from local customers.


package-timeline-icon
≤ 2 weeks (Cap: 16–20h)

You get: Clean business listings, an optimised business profile on Google, and on-page SEO for your key service pages.


package-success-icon

When: You are invisible on online maps and your business details are inconsistent across the web.

New Starter Onboarding Automation

Reduced manual setup time per new starter; faster time-to-productivity for new hires.


package-timeline-icon
≤ 2 weeks (Cap: 16–24h)

You get: A day-one checklist, automated access provisioning for core tools, and a starter info pack template.


package-success-icon

When: New starters ask the same questions, and IT and HR are swamped with manual setup tasks for every new hire.

Onboarding & Offboarding Playbook

A clear, documented plan to reduce new starter time-to-access to <24 hours and ensure secure offboarding.


package-timeline-icon
≤ 2 weeks (Cap: 16–20h)

You get: Standardised playbooks for joiners and leavers, role-based access templates, and a practical automation roadmap.


package-success-icon

When: New hires are idle on day one waiting for access, and leavers retain system access for too long.

One-Page Scorecard Build

A single, trusted source of data delivered automatically every Monday morning, ready for review.


package-timeline-icon
≤ 2 weeks (Cap: 20–24h)

You get: An automated one-page scorecard with your top 5-7 KPIs, delivered to your inbox weekly.


package-success-icon

When: Your key business numbers are scattered across systems and your leadership meetings lack focus.

Ops Inbox Triage Pilot

Faster first-response times and fewer hours spent on manual email administration.


package-timeline-icon
≤ 2 weeks (Cap: 16–20h)

You get: An automated system to classify incoming emails, route them, and draft standard replies.


package-success-icon

When: Your shared customer inbox (e.g., info@, sales@) is a bottleneck, with manual sorting and repetitive replies.

Pilot AI Chatbot for Slack/Teams

Your team self-serving answers to common questions, proving the value of conversational AI.


package-timeline-icon
≤ 2 weeks (Cap: 20–24h)

You get: A chatbot in your chat workspace that answers 5–10 specific questions from a single, trusted data source.


package-success-icon

When: You have identified a clear use case and want a quick, low-risk pilot to test an AI Q&A bot.

Pilot Dashboard Build

Your first automated report delivered, saving hours per week and proving the business case.


package-timeline-icon
≤ 2 weeks (Cap: 20–24h)

You get: One automated dashboard in your BI tool, refreshing from your core data.


package-success-icon

When: You have a plan for one report and want to prove the value of automation before a larger investment.

Pilot Workflow Implementation

Your first process digitised, reducing errors and providing clear task visibility.


package-timeline-icon
≤ 2 weeks (Cap: 16–24h)

You get: One standard operating procedure (SOP) converted into a guided, clickable workflow with basic approvals and notifications.


package-success-icon

When: You have a clear plan for your first workflow and want to build it fast to prove its value.

Workflow Automation Audit

A data-backed business case for your first workflow automation project.


package-timeline-icon
≤ 1 week (Cap: 8–12h)

You get: A prioritised list of 1–3 automation opportunities with an ROI estimate and a clear implementation plan.


package-success-icon

When: You have standard operating procedures (SOPs), but work is inconsistent, error-prone, and lacks visibility.