Free 20-minute automation review. No obligation.

Stop wasting hours on repetitive admin.

We help UK small businesses automate the manual work that holds them back, using the tools they already have, at fixed prices, with most projects delivered in weeks.

Book a Free Assessment See Real Examples
Fixed-price projects UK based No long contracts Training included Most projects delivered in weeks
Dave Hall, founder of AI Elevation
Dave Hall Founder, AI Elevation 25+ years in business operations and process improvement
Works with Microsoft 365 Excel Outlook SharePoint WordPress Make OpenAI Claude Google Workspace
Sound Familiar?

Still losing hours to tasks that should not need a person?

For most small businesses, the biggest drain on productivity is not a lack of effort. It is the steady build-up of manual work that nobody has found the time to address.

  • Copying information from one system into another by hand, every single day
  • Sending the same follow-up emails, updates and confirmations again and again
  • Quotations and enquiry responses sitting in inboxes waiting for someone to act
  • Weekly reports assembled by hand from data spread across multiple spreadsheets
  • Customer onboarding that depends entirely on one person knowing all the right steps
  • Invoice follow-ups that rely on someone remembering to chase

AI Elevation turns these recurring tasks into practical automations, built inside the tools you already use, delivered in weeks and handed over with full training.

We work with: Manufacturers Engineering firms Professional services Field service businesses Teams buried in spreadsheets
How It Works

Five steps. No surprises.

Every project follows the same structure. You will always know what is involved, what it costs and when it will be done before any work starts.

1

Free Automation Review

A 20-minute call to understand your business and identify where automation would have the biggest impact on your team’s time.

Free, no commitment
2

Fixed-Price Proposal

A written proposal with a clear scope, fixed price and a realistic view of the time you can expect to save. What we quote is what you pay.

Typically 2–3 working days
3

Build and Testing

We build and test the automation inside your existing Microsoft 365 or Google Workspace environment. Nothing new for your team to install.

Most projects: 1–2 weeks
4

Training and Handover

We walk your team through how everything works so they can use it confidently from day one. Full documentation included.

Training always included
5

Ongoing Support

Support is included after every project. Optional monthly retainers are available if you want continued help as your needs evolve.

Support included
Field service manager reviewing an automated quotation workflow on screen
Real Result

Quotation time cut from two hours to under 60 seconds

A Midlands field service business was producing every customer quotation by hand in Excel. We built a Microsoft 365 workflow that generates accurate quotations at the point of enquiry, triggers follow-up emails automatically and gives managers a live view of the entire pipeline.

  • Quotation turnaround from around two hours to under 60 seconds
  • Customer follow-up now sent automatically, with no manual step required
  • Managers gained a real-time pipeline view, replacing a manual spreadsheet
  • Several hours of senior time recovered each week and reallocated to billable work

“We used to spend two hours on every quotation. Now it takes seconds and the follow-up goes out automatically.”

Operations Manager, Midlands field service business

Read the full case study
In Practice

What practical automation looks like

Examples of the workflows we build for UK small businesses. Each uses tools the business already has, with no new software to install.

Quote generation

Problem Quotations built manually in Excel, taking two or more hours each with no automated follow-up.
Automation Microsoft 365 workflow generates accurate quotes at the point of enquiry and sends them immediately.
Result Turnaround reduced from around two hours to under 60 seconds. Follow-up now automatic.

Lead qualification and response

Problem Enquiries via email and web forms sitting unread, with no consistent process for prioritising or responding.
Automation Enquiries are categorised and prioritised automatically. An initial response goes out and the relevant person is notified.
Result Faster response times and no enquiries missed when the team is busy elsewhere.

Follow-up email automation

Problem Sales follow-ups relying on one person remembering to chase at the right time after every conversation or quote sent.
Automation Timed follow-up sequences triggered automatically when a quote is sent or an enquiry received, with no manual step required.
Result Consistent follow-up regardless of workload, with fewer opportunities missed and less time spent chasing manually.

Reporting and dashboards

Problem Weekly or monthly reports assembled by hand from data held in multiple spreadsheets and disconnected systems.
Automation Reports generated automatically from live data and delivered to the right people by email on a set schedule.
Result Managers get the figures they need without waiting for someone to compile them. No manual effort required.

Invoice chasing and reminders

Problem Overdue invoices relying on one person to spot them and send a chase at the right time, with inconsistent results.
Automation Payment reminders sent automatically at defined intervals, with manager alerts for invoices overdue beyond a set threshold.
Result More consistent cash flow management and time saved on manual chasing, with fewer invoices slipping through.

Job and task status notifications

Problem Colleagues and customers chasing updates on job status, requiring staff to check and respond manually each time.
Automation Automatic status notifications sent to the relevant people when a job progresses, is completed or requires attention.
Result Fewer inbound status requests and a more professional experience for customers and colleagues alike.

Data entry between systems

Problem Staff copying the same information from one system into another by hand, every day, with inevitable errors.
Automation Data moves automatically between systems: from a form to a spreadsheet, from an email to a CRM, without any manual step.
Result Time recovered from repetitive entry, with fewer mistakes and data that is always up to date.

Document and template generation

Problem Standard documents such as contracts, proposals and job sheets are built manually each time by copying and editing a previous version.
Automation Documents generated automatically from templates, populated with the right data and delivered to the right person.
Result Consistent, accurate documents produced in seconds rather than minutes, with no version-control issues.

Spreadsheet reconciliation

Problem Spreadsheets updated manually at the end of each day or week, relying on someone remembering and finding the time.
Automation Scheduled workflows pull data from source systems and update the relevant spreadsheets automatically on a set timetable.
Result Spreadsheets stay current without manual effort, giving the team accurate data without the admin overhead.

Website content drafting

Problem Writing product descriptions, FAQs and page updates taking hours of time the team does not have.
Automation AI drafts content in the right tone for the business, ready for a quick review before publishing. No blank page to start from.
Result Content produced in a fraction of the time, with a consistent voice and no reliance on external copywriters for routine work.

Email newsletter drafts

Problem Monthly email updates to customers taking significant time to write, often delayed or skipped when the team is busy.
Automation A workflow pulls recent updates from your systems and AI drafts the newsletter, ready for a quick edit and send.
Result More consistent communication with customers, produced in a fraction of the time with less effort from the team.

Social media content assistance

Problem Social media presence inconsistent because nobody has the time or headspace to write posts regularly.
Automation AI generates draft posts from business updates, project completions or recent news, ready for approval before publishing.
Result A more consistent presence online with significantly less time spent writing posts from scratch each week.

Customer onboarding

Problem New customers requiring multiple manual steps: sending welcome packs, collecting information and chasing missing documents.
Automation A workflow sends welcome communications, collects required information and alerts staff only when action is genuinely needed.
Result A more consistent customer experience and significantly less manual work for the team handling new business.

Enquiry routing and initial response

Problem Customer enquiries sitting in a shared inbox, waiting for the right person to pick them up and respond.
Automation Enquiries routed to the right person automatically, with an acknowledgement sent to the customer immediately on receipt.
Result Faster acknowledgement and more consistent handling, with no enquiries falling through when the team is under pressure.

Internal knowledge and FAQ

Problem Staff repeatedly asking the same questions, or new team members heavily dependent on one experienced colleague for guidance.
Automation A simple AI-powered knowledge base built from existing documents gives staff instant answers without interrupting colleagues.
Result Less interruption for experienced staff and faster, more confident onboarding for new team members.
Pricing

Simple, transparent pricing

Most AI consultancies ask you to book a call before revealing costs. We do not. You will know roughly what a project costs before you commit any time.

Automation Review Free
Simple Automation From £300
Full Automation Project From £500
AI Training 1-to-1 From £125 /session
Team Workshop From £595 /session
View Full Pricing
Why AI Elevation

A different kind of AI consultancy

Most businesses that have tried AI consultancy have found it expensive, slow and long on promises. Here is what makes AI Elevation different.

Traditional AI consultancy

Long discovery phases before any work begins
Unclear pricing or open-ended day rates
Large project teams you rarely meet
Expensive ongoing retainers locked in from the start
Technical language that assumes you are the expert
Slow handover with little or no training for your team

AI Elevation

Free 20-minute assessment, then a clear written proposal
Fixed pricing agreed before any work starts
You work directly with Dave Hall throughout
Fast, practical builds from £300 with no lock-in
Plain English advice throughout every project
Full training and handover included as standard
No new software to learn

We build inside Microsoft 365 or Google Workspace. Your team works with the same tools they already use every day.

UK ICO-aligned data handling

Your data stays inside your own environment. All work is handled in line with UK ICO guidance on data privacy.

You work with Dave, not a team

No account managers or hand-offs. You deal directly with the person who actually builds and delivers the work.

No lock-in contracts

Every project is a one-off, fixed-price engagement. There is no obligation to continue once the work is delivered.

Dave Hall, founder of AI Elevation
Not a Faceless AI Agency

You work directly with someone who understands real businesses

Founder, AI Elevation

I have spent more than 25 years helping businesses improve efficiency, solve operational problems and make better use of the tools they already have. AI and automation are simply the latest way to achieve the same goal: helping good businesses get more done with less frustration.

When you work with AI Elevation, you deal directly with me from the first conversation to the final handover. No account managers, no hand-offs to a junior, no surprises on the invoice.

25+ years solving operational and business efficiency problems
Sales and operational background across multiple industries
Practical automation implementation, not theoretical advice
Plain English throughout, with no jargon and no assumption you are a developer
Fixed-price projects with no hidden costs
Microsoft 365 and Power Automate Make (formerly Integromat) OpenAI and Claude WordPress automation Excel and Google Sheets
Start Here

Curious what AI could save your business?

Book a free 20-minute automation review and receive a clear summary of where automation could help, what it might cost and whether it is worth doing for your business right now.

Book a Free Assessment

No pitch. No obligation. Just practical advice.

Dave Hall, founder of AI Elevation
Free 20-minute automation review. No obligation.

Stop wasting hours on repetitive admin.

We help UK small businesses automate the manual work that holds them back, using the tools they already have, at fixed prices, with most projects delivered in weeks.

Book your free review See real examples
Fixed-price projects UK based No long contracts Training included Most projects delivered in weeks
Dave Hall, founder of AI Elevation
Dave Hall Founder, AI Elevation 25+ years in business operations and process improvement
Works with Microsoft 365 Excel Outlook SharePoint WordPress Make OpenAI Claude Google Workspace
Sound familiar?

Still losing hours to tasks that should not need a person?

For most small businesses, the biggest drain on time is not a lack of effort. It is the steady build-up of manual work that nobody has ever had the time to sort out.

  • Copying information from one system into another by hand, every single day
  • Sending the same follow-up emails, updates and confirmations again and again
  • Quotations and enquiry responses sitting in inboxes waiting for someone to act
  • Weekly reports assembled by hand from data spread across multiple spreadsheets
  • Customer onboarding that depends entirely on one person knowing all the right steps
  • Invoice follow-ups that rely on someone remembering to chase

AI Elevation turns these recurring tasks into working automations, built inside the tools you already use, delivered in weeks and handed over with full training.

We work with: Manufacturers Engineering firms Professional services Field service businesses Teams buried in spreadsheets
How it works

Five steps. No surprises.

Every project follows the same structure. You will always know what is involved, what it costs and when it will be done before any work starts.

1

Free automation review

A 20-minute call to understand your business and identify where automation would have the biggest impact on your team’s time.

Free, no commitment
2

Fixed-price proposal

A written proposal with a clear scope, fixed price and a realistic view of the time you can expect to save. What we quote is what you pay.

Typically 2–3 working days
3

Build and testing

We build and test the automation inside your existing Microsoft 365 or Google Workspace environment. Nothing new for your team to install.

Most projects: 1–2 weeks
4

Training and handover

We walk your team through how everything works so they can use it confidently from day one. Full documentation included.

Training always included
5

Ongoing support

Support is included after every project. Optional monthly retainers are available if you want continued help as your needs evolve.

Support included
Field service manager reviewing an automated quotation workflow on screen
Real result

Quotation time cut from two hours to under a minute

A Midlands field service business was producing every customer quotation by hand in Excel. We built a Microsoft 365 workflow that generates accurate quotations at the point of enquiry, sends follow-up emails automatically and gives managers a live view of all open jobs.

  • Quotation turnaround from around two hours to under 60 seconds
  • Customer follow-up now sent automatically, with no manual step required
  • Managers have a live view of all current jobs, replacing a manual spreadsheet
  • Several hours of senior time recovered each week and put back into billable work

“We used to spend two hours on every quotation. Now it takes seconds and the follow-up goes out automatically.”

Operations Manager, Midlands field service business

Read the full case study
In practice

What this looks like in a real business

Examples of the work we do for UK small businesses. Each one uses tools the business already has, with nothing new to install.

Quote generation

Problem Quotations built manually in Excel, taking two or more hours each with no follow-up sent afterwards.
Automation A Microsoft 365 workflow generates accurate quotes at the point of enquiry and sends them straight away.
Result Turnaround cut from around two hours to under 60 seconds. Follow-up goes out automatically.

Sorting new enquiries

Problem Enquiries arriving by email and web form, sitting unread with no consistent process for deciding who deals with them or when.
Automation Enquiries are sorted and passed to the right person automatically. An initial response goes to the customer straight away.
Result Faster responses and no enquiries missed when the team is busy elsewhere.

Automated follow-up emails

Problem Follow-up emails relying on one person remembering to send them at the right time after every conversation or quote.
Automation Follow-up emails go out automatically when a quote is sent or an enquiry received. No manual step needed.
Result Consistent follow-up regardless of workload, with fewer opportunities missed and less time spent chasing manually.

Automated reports

Problem Weekly or monthly reports assembled by hand from data held in multiple spreadsheets and disconnected systems.
Automation Reports generated automatically from live data and emailed to the right people on a set schedule.
Result Managers get the figures they need without waiting for someone to pull them together. No manual effort required.

Invoice chasing

Problem Overdue invoices relying on one person to spot them and send a chase at the right time, with inconsistent results.
Automation Payment reminders sent automatically at set intervals, with alerts to the manager for invoices overdue beyond a defined point.
Result More consistent chasing and less time spent on it, with fewer invoices falling through the gaps.

Job status updates

Problem Colleagues and customers chasing updates on job progress, requiring staff to check and reply manually each time.
Automation Status updates sent to the relevant people automatically when a job moves forward, is completed or needs attention.
Result Fewer inbound chases and a more professional experience for customers and colleagues alike.

Moving data between systems

Problem Staff copying the same information from one system into another by hand, every day, with inevitable errors.
Automation Data moves automatically between systems: from a form to a spreadsheet, from an email to a customer database, without any manual step.
Result Time recovered from repetitive entry, with fewer mistakes and data that is always up to date.

Producing documents from templates

Problem Standard documents such as contracts, proposals and job sheets built manually each time by copying and editing a previous version.
Automation Documents produced automatically from a template, filled with the right data and sent to the right person.
Result Consistent, accurate documents in seconds rather than minutes, with no version-control problems.

Keeping spreadsheets current

Problem Spreadsheets updated manually at the end of each day or week, relying on someone remembering and finding the time.
Automation A scheduled workflow pulls data from your source systems and updates the relevant spreadsheets automatically.
Result Spreadsheets stay current without manual effort, giving the team accurate data without the admin overhead.

Drafting website content

Problem Writing product descriptions, FAQs and page updates taking more time than the team ever has available.
Automation AI writes a first draft in your business's voice, ready for a quick review before publishing. No blank page to start from.
Result Content produced in a fraction of the time, with a consistent voice and no need for an external copywriter for routine work.

Email newsletter drafts

Problem Monthly customer emails that never get written because nobody has the time to sit down and do them.
Automation A workflow pulls recent updates from your systems and AI writes a draft, ready for a quick edit and send.
Result More consistent contact with customers, produced in far less time and with less effort from the team.

Help with social media posts

Problem Social media ignored for weeks at a time because nobody can find the time or energy to write posts regularly.
Automation AI writes draft posts from business updates, completed jobs or recent news, ready to approve before publishing.
Result A more consistent presence online with less time spent writing posts from scratch each week.

Customer onboarding

Problem New customers requiring multiple manual steps: sending welcome information, collecting details and chasing missing documents.
Automation A workflow sends welcome information, collects what is needed and alerts staff only when their input is genuinely required.
Result A more consistent experience for new customers and less manual work for the team handling new business.

Routing and acknowledging enquiries

Problem Customer enquiries sitting in a shared inbox, waiting for the right person to pick them up.
Automation Enquiries passed to the right person automatically, with an acknowledgement sent to the customer immediately on receipt.
Result Faster acknowledgement and more consistent handling, with no enquiries lost when the team is under pressure.

Staff answers tool

Problem Staff repeatedly asking the same questions, or new team members dependent on one experienced colleague for guidance on everything.
Automation A simple tool built from your existing documents gives staff instant answers without needing to interrupt a colleague.
Result Fewer interruptions for experienced staff and faster, more confident starts for new team members.
Pricing

Honest pricing, published upfront

Most AI consultancies ask you to book a call before revealing costs. We do not. You will know roughly what a project costs before you commit any time.

Automation review Free
Simple automation From £300
Full automation project From £500
AI training, one-to-one From £125 /session
Team workshop From £595 /session
View full pricing
Why AI Elevation

What makes AI Elevation different

Most businesses that try AI consultancy find it expensive, slow and short on actual delivery. Here is how we work instead.

Typical AI consultancy

Long discovery phases before any work begins
Unclear pricing or open-ended day rates
Large project teams you rarely speak to
Expensive retainers locked in from the start
Technical language that assumes you are the expert
Poor handover with little or no training for your team

AI Elevation

Free 20-minute review, then a clear written proposal
Fixed price agreed before any work starts
You work directly with Dave Hall throughout
Practical work from £300 with no lock-in
Plain English throughout every project
Full training and handover included as standard
No new software to learn

We build inside Microsoft 365 or Google Workspace. Your team carries on with the same tools they use every day.

Your data stays in your own systems

All work is handled in line with UK data protection law. Your data does not leave your own environment.

You work with Dave, not a team

No account managers or hand-offs. You deal directly with the person who builds and delivers the work.

No lock-in contracts

Every project is a one-off, fixed-price piece of work. There is no obligation to continue once it is delivered.

Dave Hall, founder of AI Elevation
Not a faceless AI agency

You work directly with someone who understands real businesses

Dave Hall, founder of AI Elevation

I have spent more than 25 years helping businesses improve efficiency, solve operational problems and make better use of the tools they already have. AI and automation are simply the latest way to do the same thing: help good businesses get more done with less wasted effort.

When you work with AI Elevation, you deal directly with me from the first conversation to the final handover. No account managers, no hand-offs to a junior, no surprises on the invoice.

25+ years solving operational and efficiency problems in real businesses
Sales and operational background across multiple industries
Automation that gets built, tested and handed over to your team
Plain English throughout, with no jargon and no assumption you are technical
Fixed-price projects with no hidden costs
Microsoft 365 and Power Automate Make (formerly Integromat) OpenAI and Claude WordPress automation Excel and Google Sheets
Start here

Want to know what automation could do for your business?

Book a free 20-minute review and you will receive a plain-English summary of where automation could help, what it would cost and whether it is worth doing right now.

Book your free review

No sell. No obligation. Just an honest conversation.

Dave Hall, founder of AI Elevation