A structured 2-hour training session for your wider team. We show your staff how to use Copilot in their day-to-day role using practical real-world examples they can apply immediately.

No jargon. No theory. Just skills your team can use from the moment the session ends.

What you get: a 2-hour live training session via Microsoft Teams, practical prompts and examples tailored to your sector, and a follow-up prompt guide your team keeps.

You do not need someone to fix your technology. You need someone in your corner who understands your business, keeps you moving forward, and makes sure your Microsoft 365 investment is actually working for you every month.

The Success Plan is an ongoing advisory relationship. One focused call per month, a custom prompt library built for your business, a monthly workflow session to explore what is possible, and async support between sessions so you are never stuck waiting for answers.

What is included every month:

• 1 x 45 minute advisory call via Microsoft Teams

• Custom Copilot prompt library built for your role and sector

• Monthly workflow session exploring new possibilities in your tools

• Async Q&A support with a 24 hour response commitment

• Monthly progress summary so you always know what has moved forward

This retainer is right for you if:

• You want consistent progress rather than a one-off fix

• You have completed an audit or quick win session and want to keep the momentum

• You want a trusted advisor who knows your business, not a new consultant every time

Introductory pricing is available for the first 5 clients. After the initial 4-month period, ongoing support can be discussed and agreed separately.

A focused half-day session built around your actual workflows. We identify the repetitive tasks costing your team time every week and build the Power Automate flows to handle them automatically. You leave with working automations, not just a plan.

Your business has grown. Your processes have not kept up. You know there is inefficiency across your operations but you do not have the time or the internal resource to map it all out and figure out where technology can help.

The Scoped Business Review takes a structured look at how your business operates across key functions, identifies the highest-impact opportunities for Microsoft 365 and Copilot, and gives you a detailed roadmap for where to focus first.

This review is right for you if:

• You have between 20 and 50 staff and are on Microsoft 365 Business Standard or Premium

• You want a thorough review of your current operations and technology use

• You are planning for growth and want to build efficient processes now

• You need a business case or roadmap to bring to your leadership team

What you get:

• Up to 6 hours of structured advisory time

• A detailed Scoped Business Review document covering your key workflows

• Prioritised recommendations mapped to your business goals

• A clear implementation roadmap your team can follow

You have a team. They are all doing things slightly differently. Some have started using Copilot, most have not. You are not sure where AI fits in your business or whether it is even worth the time investment.

The AI Readiness Audit gives you a clear picture of where your business stands right now, what your team is actually capable of, and exactly where Microsoft 365 and Copilot can remove friction in your day-to-day operations.

This audit is right for you if:

• You have between 5 and 20 staff on Microsoft 365

• You want an honest assessment of your AI readiness, not a upsell

• You have heard about Copilot but are not sure it is worth it for your business

• You want a practical roadmap, not a generic report

What you get:

• Up to 4 hours of advisory time across your team and workflows

• A written AI Readiness Report with your findings and recommendations

• A prioritised action plan specific to your business and sector

• Clarity on which tools to use, in what order, and why

One-off session | 1.5 hours | Micro businesses up to 4 staff

You are using Microsoft 365 but you know you are not getting full value from it. You do not have hours to spend figuring it out. You just want someone to look at how you work and tell you where the quick wins are.

In 90 minutes we map your current setup, identify two or three changes that will save you real time immediately, and you leave with a clear list of actions you can take yourself that week.

This session is right for you if:

• You are a sole trader or micro business with up to 4 staff

• You are already on Microsoft 365 and not sure what you are missing

• You want practical advice, not a sales pitch

• You want results fast without a big commitment

What you get:

• 90 minute focused advisory session via Microsoft Teams

• A written summary of your quick wins and recommended next steps

• Priority actions you can act on immediately