Book Your Free AI Audit Today

Here’s What to Expect From Your AI Audit

Step 1 – Book a Call
Fill in the contact form and we’ll schedule a short virtual meeting. This isn’t a sales pitch — it’s about understanding your business, your current processes, and where the bottlenecks are costing you time and money.

Step 2 – Deep-Dive Discovery
On the call, we’ll map out how your agency currently runs — from reporting and client comms to onboarding and delivery. This gives us a crystal-clear view of your strengths and where inefficiencies are draining hours each week.

Step 3 – The AI Audit
We’ll guide you through our 5-stage framework (the same process shown in the infographic). Together, we’ll pinpoint:

  • Where you’re already strong

  • What’s holding you back

  • Opportunities to automate repetitive admin

  • Potential risks and external threats to plan for

Step 4 – Tailored Roadmap
You won’t leave with vague ideas. You’ll leave with a practical action plan: quick wins you can apply immediately, plus a phased roadmap for longer-term AI improvements.

Step 5 – Real Outcomes
The result is a clear, optimised system that:

  • Saves 10+ hours a week across your team

  • Reduces errors in reporting and client delivery

  • Scales capacity without needing more headcount

  • Frees you to focus on growth, strategy, and your clients

Schedule a quick 30-minute call to discuss your needs and see how we can help. Your free AI audit comes next - tailored specifically for your business.

What our AI Audit Involves:

Why Book Now?

If you’re running an agency with 5–30 people, this is one of the fastest ways to reclaim time, reduce operational headaches, and position your business for growth. Most agencies spend months trying to patch together solutions — we shortcut that process and show you what’s possible in just one session.

Contact Us

We're here to help fintech companies get the most out of their resources.

Reach out to discuss your needs and goals.

Email: contact@copywisehub.com

Hours

Mon-Fri 9am-5:30pm