0115 647 1120 Book a Call
Core Services CRM Platform All Features Websites Scheduler By Industry View All Solutions Trades & Home Services Professional Services Health & Wellness Hospitality E-commerce Recruitment Packages Performers Event Platform Social Media HR System Quiz Funnels
Plans & Pricing Plan Picker Unlimited AI – £129/mo WhatsApp Add-on
Blog Training About Contact 0115 647 1120 Book a Call
DEEP DIVE // FROM £3,000 +VAT // WRITTEN REPORT // NOTLUCK
Nº 01 The Brief

Where AI fits.
Where it doesn't.

Two to four weeks. We interview your team, audit the tools they actually use, and play back a costed plan that points to where AI saves the most time, cuts the most cost, and lifts the customer experience the most. From £3,000 +VAT.

Book a Discovery Call See the process

Complimentary 30-minute discovery call to discuss your needs.

01
CONFIDENTIAL Nº 01 / 38

AI Deep Dive Report

Prepared for the leadership team

  • 01Executive summary
  • 02Interviews & themes
  • 03Tooling & data audit
  • 04Opportunity matrix
  • 05Governance & policy
  • 0630 / 60 / 90 day plan
  • 07Prototype shortlist
NOTLUCK CONFIDENTIAL
Why now The Three Wins

Time, money, and the customer experience you can't fake.

Every business we audit is sitting on the same three opportunities. The Deep Dive finds yours, names them, and prices the fix.

Save your team's week back

Email triage, meeting notes, status reports, research, first-draft proposals. The recurring work that eats your team's day is exactly the work AI takes off the plate fastest. We find the highest-leverage swaps and put hours back where they count.

Cut the tools you're paying for twice

Most businesses are paying for tools they don't need and missing tools they should have. Sales has four CRMs, marketing has two analytics suites, ops is on a free tier that breaks every Friday. We sort the stack and free up the budget for the tools that actually move the number.

Lift the customer experience

AI is the difference between a customer who churns silently and one who tells two friends. Faster responses, better answers, fewer dropped balls. We pinpoint the touchpoints AI can transform, from first reply to renewal conversation, and what it does to the numbers when it lands.

02
Nº 02 The Process

Three steps. Two to four weeks.

By the playback session you know which workflows to automate first, which tools to consolidate, and where the biggest wins for staff and customers actually live. Yours to act on, in-house, no dependency on us.

Nº 01

Discovery interviews

Group interviews and async questionnaires with the people doing the work. We ask what is burning time, where AI has been tried and abandoned, and what your team would build if they had it.

Nº 02

Tool & process audit

A sweep of every tool in active use. Where data lives, what is duplicated, what is manual that should not be, what is automated but failing silently, and which paid licences nobody else knows about.

Nº 03

Pattern playback

We present what we found, grouped into themes, with a friction-to-impact map and the highest-leverage opportunities ranked. You leave the playback with a costed plan and named owners.

03
Nº 03 Sound Familiar

Three lines we hear in nearly every Deep Dive.

If any of them land, you'd get value from the exercise.

  • “ We tried an AI tool last year. It did not work. We wrote AI off. (Turns out we had not given it the right brief.)
  • “ Two people on the team are doing serious work with AI. The rest of the company has no idea.
  • “ Staff are using personal AI accounts for client work. There is no policy and no approved-tool list.
04
Nº 04 Output Formats

What you walk away with.

Everything your team, your board, and the developers who come after you need to put real money behind AI. Three deliverables come as standard. Four further add-on reports can be specified upfront so we shape the questionnaire and research around them.

Always included Core deliverables

Nº 01

Written report

A deck-ready document covering interviews, themes, tooling audit, and recommendations. Yours to share internally.

Always included
Nº 02
APPROVED

Governance starter pack

Data classification, approved-tool whitelist, spend guardrails, and an AI-use policy template ready to adapt.

Always included
Nº 03
PROTOTYPE 01

Prototype shortlist

Three to five live workflow candidates, scoped and ready to build in a follow-on engagement.

Always included

Add-on reports Specified before interviews

Nº 04
QUICK WIN

Opportunity matrix

Every candidate use case, formally scored on impact and effort, with recommended sequence and named owner.

Add-on report
Nº 05
KEEP
CUT
ADD

Tooling shortlist

What to keep, consolidate, retire, introduce. Vendor comparison with current pricing and licence routes.

Add-on report
Nº 06
DATA? → RISK? → SHIP

Decision framework

The rule for how to evaluate the next AI tool, build, or experiment, so the team can act without us in the room.

Add-on report
Nº 07
306090

30 / 60 / 90 day plan

What ships in the first month, what gets stress-tested in the second, what scales in the third. Named owners, KPIs.

Add-on report
Add-ons must be ordered before the interview stage. Each one shapes the questionnaire and the research we put in. We can't bolt them on after the playback because the data won't be there. Pricing scoped on the discovery call.
05
Nº 05 Pricing

Two fixed-fee tiers. No day-rate gambling.

A full audit, a written report, a governance pack, and a prototype shortlist. Typically the difference between guessing at AI and putting real money behind it.

Single Team / Function
From £3,000 +VAT

For teams who want to know exactly which AI tools and workflows will save their function the most time, cost, and customer headaches.

  • Discovery interviews and tooling audit for one team
  • Written report covering interviews, themes, findings, and recommendations
  • AI governance starter pack: data classification and approved-tool list
  • Three to five prototype workflow ideas, scoped and ready to build
  • Live playback session with leadership
  • 30-day support window for follow-up questions
  • Add-on reports available, scoped on the discovery call
For Larger Engagements Multi-Team / Whole Business
From £8,000 +VAT

For leadership teams ready to put real money behind AI across the whole business and bring everyone with them.

  • Tailored discovery and audit across every function
  • Cross-functional written report with themes, findings, and recommendations
  • Governance framework signed off across the org
  • Cross-functional prototype shortlist with named sponsors
  • Live playback session with the leadership team
  • 30-day support window for follow-up questions
  • One add-on report included; further add-ons scoped on the call
Book a Discovery Call

Complimentary 30-minute discovery call to discuss your needs. Travel costed transparently outside the East Midlands.

Testimonials

What People Say About Working With Us

Real feedback from businesses we've audited and built with

K
Kasim Butt
“I really enjoyed it and found Bertie's talk genuinely useful. One of my biggest takeaways was the perspective on how to introduce AI to people who may not have much prior experience with it. Framing it in practical, everyday terms rather than technical ones felt like the right approach, especially in the charity sector. I also really liked the example linking AI and "laziness" - in the sense that using AI to remove repetitive or low-value tasks can actually free people up to focus on more meaningful, human-led work. That framing felt honest, relatable, and much easier for people to connect with. Overall, it was a great session and definitely gave me a few ideas to reflect on.”
J
Josh Davis
“I've learned so many new things about AI from organising this event itself - and enjoyed learning more about Bertie's career journey too. Looking forward to catching up more in the new year!”
N
Nottingham Charity Network Nottingham Charity Network
“Bertie's talk was a real highlight, and we were so glad to have him and NotLuck involved. We know many of those who joined us benefited from his practical insights on using AI and gained new perspectives. It's definitely a topic we'll be continuing to explore in the year ahead!”
S
Shelly Milliband
“Last night I had the pleasure of attending the Nottingham Charity Network event and what an inspiring evening it was. A huge thank you to the panel for sharing their insights, and especially to Bertie, whose talk truly opened my mind to new perspectives on AI. His ability to engage the room and make complex ideas feel accessible was brilliant. I left feeling energised, informed, and excited about the possibilities ahead for AI in the charity sector.”
06
Nº 06 Common Questions

Things people ask first.

How long does a Deep Dive take?

For a single team, expect a couple of weeks end to end: planning meeting in week one, questionnaire and group interview in week two, written report and playback session shortly after. Multi-team engagements run two to four weeks depending on cohort size.

Who needs to be in the room?

A sponsor at leadership level for the planning meeting and playback. The team itself for the group interview, ideally with at least one sceptic. We design the questionnaire to pull out perspectives that the loudest voices in the room might overshadow.

Can it be done remotely?

Yes. Most Deep Dives run on Zoom or Teams. We can also come on-site or host the planning and playback at our Nottingham office, whichever suits.

What if we already know what we want to build?

Then a Deep Dive is overkill, and we will tell you so on the discovery call. Skip straight to a Custom Training engagement or a Boot Camp Week.

What happens after the playback?

You own the report and every artefact in it. The 30-day support window covers questions and clarifications. From there you can run the rollout in-house, bring us back to build, or take the tooling and governance pack to whoever does the work.

Find the AI wins hiding in your business.

Thirty minutes, no deck. We'll figure out together where AI can hand your team time back, sharpen the tools that already work, and lift the customer experience the most. By the end, you'll know whether a Deep Dive is the right next step, and you'll walk away with a few wins you can act on either way.

Book a Discovery Call See training options