A summary of the call so you and your brother can review before Friday’s follow-up, plus the audits closest in shape to what ES Group is running.
Captured from your own words so the audit picks up exactly where the call left off.
Real numbers come from the interviews — but based on what you described, these are the obvious places to dig.
No big build up front. The audit comes first, then you decide what to implement — one piece at a time.
Structured interviews with department leads — admin, field-tech, accounts. We map the full operation and find where AI saves time, where it’s risky, and where it doesn’t belong.
Every opportunity ranked by impact vs effort. You see exactly what’s cheap to build and high-impact — the quick wins to start with.
We build the highest-value, lowest-cost item first. It works, you measure the return, you decide what’s next. Never one big bill.
Most failed AI projects skip straight to the top before the two underneath are ready. The audit makes sure that doesn’t happen at ES Group.
Job records, technician notes, client account details, invoice history. We check the data state and clean what needs cleaning before AI touches it. Your own words: “rubbish in, rubbish out.” Exactly.
Your ERP has an API. The 50 client ERPs are the harder question. We confirm what talks to what — and where it doesn’t, AI fills the gap by reading and writing on a human’s behalf, no integration required.
Only once 1 and 2 are sound do the AI co-worker plugins go in — double-key elimination, note-to-invoice summarisation, smart document routing.
You don’t commit a cent to a build until the audit shows it works in your business and what it’s worth. The blueprint comes first — the build is your call.
If the audit doesn’t find a multiple of its own cost in recoverable waste, you get a full refund and keep everything we produced. Specifics on Friday.
Start with a quick win at a small build cost. See it working, measure the return, then decide what’s next. No $100K commitment that could become a tax problem if it doesn’t land.
Different industry from yours, but the same audit methodology — and Tom is the only client to date who’s come on camera by name. Useful as proof the process is real and people are happy with it.
Anonymised under NDA. Ranked by how closely each maps to ES Group’s reality — field technicians, ERP-to-ERP double-keying, and high-volume admin scaling with job count rather than job value. The #1 below is the audit Olly referenced on the call.
A complete sample — process map, findings, priority matrix and the full plan. Different industry, simulated data, but exactly the deliverable ES Group would receive.
You stay in control of spend at every step.
If you’re forwarding this on, these are the answers he’ll want before Friday.
On Friday I’ll walk you (and your brother, if he can join) through the short audit plan preview built specifically for ES Group — what the audit would target first, who we’d need to speak to, what it would prove, what the investment looks like, and the specifics of the guarantee.
If anything in here surfaces a question before then, just reply to my email — I’ll address it on the call or send something through in advance.