You told us the problem is the pipeline. Your own answers describe a business that wins plenty of work and loses margin after it wins it:
Fixing what you keep is faster and cheaper than chasing more of what you win. Everything below sits on an AI Foundation: the business written down in a form AI can use, so the answers are yours rather than generic.
Drawn from your own answers. Each function is scored for how much it hurts, how repetitive the work is, and how much could go wrong if AI got it wrong.
| Function | Pain | Repetitive | AI Risk | What your answers show |
|---|---|---|---|---|
| Estimating & pricing | 5 | 4 | 2 | Two estimators, two spreadsheets, an eight per cent spread on the same package. |
| Finance & job costing | 5 | 4 | 3 | A job's real margin only appears at year-end. |
| Applications & retentions | 4 | 5 | 2 | Retentions chased late, sometimes a year late. |
| Sales & new business | 3 | 2 | 3 | Referral-only; three contractors bring in most of the work. |
| Shop floor | 2 | 3 | 4 | Not enough in the answers to size. Half an hour on the floor would fix that. |
What this document describes is the output of three jobs. Priced as hires, before employer costs:
| What the work actually is | The hire it would take | Cost of that hire |
|---|---|---|
| Consistent pricing and a first-pass take-off on every enquiry | Estimator | £40,000–£50,000 |
| Monthly job costing, margin and cash, read at owner level | Fractional Finance Director | £25,000–£40,000 |
| Applications, retentions and the paperwork around them | Commercial Assistant | £28,000–£35,000 |
| All three | £93,000–£125,000 a year |
The point is not that you would hire all three. It is that you could not justify hiring any of them, so the work stays with you and two estimators, and the margin leaks in the gaps.
The first step is a conversation. Whether this reads accurately, what we have got wrong, and which finding matters most from where you sit.
Two things are worth doing whatever you decide, because they cost nothing and don't need us: write the rate card, and put every retention date in the diary.
If you want to take it further, the AI Foundation is where it starts, then the estimating assistant and the monthly job-costing view, in that order.
Reynolds & Co is invented. The names, numbers and situation are illustrative, chosen to show a typical owner-run business: a sound operation with money leaking through processes nobody has had time to fix.
What is real is the format. Every Blueprint gives you a straight verdict, what we found ranked with its root cause, cost and our recommendation, what the work is worth, and the next steps. It is built entirely from your own answers, and it is yours to keep whether or not you go further.
Seven questions, about fifteen minutes. You get back a Blueprint like this one, built on your business.
Start the seven questions · rq@aigentic.co.uk