Designed to uncover hidden opportunities for efficiency, growth, and innovation through AI and automation.
IS THIS YOU?
CARLY MEYERS, CEO OF MADE FOR MORE AI
IS THIS YOU?
You're a business owner spending countless hours on repetitive tasks
Your team is bogged down by manual processes that could be automated
You know AI could revolutionise your business, but you're unsure where to start
You want to stay ahead of competitors who are already leveraging AI
You're tired of watching opportunities slip through the cracks due to inefficient systems
Don't worry, we can help!
Discovery & Interviews
Founders
Core Leadership Team
Heads of departments
This will help identify the disconnect between strategic goals and operational reality, where money, time, and energy are currently being lost.
Systems, Tools & Process Review
We’ll map:
Core business workflows (Acquisition, Delivery, Support)
Current software stack and manual workarounds
Marketing strategy (especially around the merger and SaaS launch)
Redundant or underperforming tools
AI Opportunity Matrix + Roadmap
Using the Audit Framework:
We’ll categorise solutions into:
Quick Wins (e.g. automated document workflows, AI admin assistants)
Big Swings (e.g. integrating AI into the SaaS product, CRM intelligence)
Nice-to-Haves
Deprioritised Ideas
You’ll receive a visual roadmap, phased over 6–12 months, with tools, implementation steps, and estimated ROI
A visual map of your current business systems
A prioritised automation and optimisation plan
Specific tools and AI solutions tailored to your needs
Full roadmap and ROI breakdown, so you can make confident decisions
A one-to-one presentation to walk through the report and answer any questions
Ready to get started?
Every day you delay implementing AI and automation solutions is:
20+ hours of team productivity lost to manual tasks
Thousands in potential revenue left uncaptured
Competitive advantage handed to faster-moving rivals
Growth opportunities missed due to operational bottlenecks
Service-based companies looking to scale
Organisations with established processes ready for optimisation
Forward-thinking leaders who want to leverage AI for growth
"This is EVERYTHING I have wanted in my business FINALLY coming to life"
PAUL AVINS
The Grown Up Business Coach
"Such a smart high functioning business woman. Very high standard. So refreshing. "
KEVIN
Physical Intelligence Institute
"In just weeks I have a clear 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.
KATE COATES
The Time to Act Is NOW!
Your competitors are already exploring AI solutions. Don't get left behind in the biggest technological transformation since the internet.
Limited spots available to ensure premium service delivery
Book a discovery call
Confirm your agreement
Schedule initial 1:1 deep-dive call
Book team interviews (remote, 30–45 mins each)
Delivery session within 10 business days
You’ll walk away with absolute clarity, confident next steps, and a practical, phased plan to integrate AI and automation where it makes the biggest difference.
With over 12 years of experience in the marketing industry, I specialise in helping business owners connect with the right audience through innovative and efficient strategies.
In recent years, I’ve developed a unique expertise in demystifying AI and automation, making it an exciting opportunity rather than an overwhelming challenge for business owners. My approach allows me to quickly identify how AI and automation can be leveraged to boost profits, enhance team productivity, and implement scalable systems that drive long-term success.
I stay at the forefront of cutting-edge AI trends, constantly researching and testing the latest advancements so you don’t have to. This enables you to focus on the aspects of your business you’re passionate about, while I help you unlock new levels of growth and efficiency.
$2.5 million Marketing Business
AI & Automation Software Founder
AI & Automation Agency Owner
STILL NOT SURE?
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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 £1500 audit fee can be fully redeemed against your service fee.
What is the refund policy if we aren't happy with the report?
Due to the nature of the project and the time involved in generating the report we are unable to offer a refund. However, we are happy to clarify any aspect of the report that you don't feel is covered in 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. 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."