AI and marketing for firms of 5 to 250 people
Take the copy-and-paste out of your team's week.
Quotes, the shared inbox, the weekly figures, first drafts of posts. Your staff set these up with AI in your own Google or Microsoft accounts while we guide them, two 90-minute sessions a week. They build it, so it keeps running after we've gone.
- Free written audit first
- Your accounts, your logins
- Stop after any week
Rather we ran your ads and search? We do that too.
- Load
- The work that fills your week
- Fulcrum
- Every step rehearsed before the call
- Effort
- Two sessions a week
Works in tools you probably use already
We're not a partner or reseller of any of them.
- Google Workspace
- Microsoft 365
- Claude
- ChatGPT
- Gemini
- Copilot
- Google Ads
- Meta Ads
- Google Analytics 4
- Tag Manager
- Search Console
- Looker Studio
- HubSpot
- Shopify
- WordPress
- Slack
- Notion
- Airtable
- Zapier
- Make
- n8n
Why AI hasn't saved you any time yet.
Usually it's one of these four.
- 01
Everyone has ChatGPT open. The work hasn't changed.
People paste text into a chat window, then copy the answer back into a spreadsheet by hand. Same job, one more step.
- 02
Someone built an automation. It broke when they left.
No one wrote it down, so no one else can fix it. Six months later it stops, and it's weeks before anyone notices.
- 03
The agency ran your ads. The know-how left with them.
You got a report every month for a year. When the contract ended, no one inside could say why anything worked.
- 04
The first workshop went on logins.
Two hours in, half the room is still waiting for access. That's why access is sorted before anyone joins a call.
For firms where the same jobs eat the same hours every week.
It suits teams of about 5 to 250 people on Google Workspace or Microsoft 365, and no one whose job is AI. You'll probably recognise one of these.
The owner who's still the bottleneck
Quotes, replies and the weekly figures all wait for you. You want the routine part off your desk without hiring for it.
A good first jobQuotes drafted from your own templates, ready for you to check
The operations or office manager
You hold the admin together with spreadsheets and copy and paste, and it all lands on you. Every new tool added a login and saved no one an hour.
A good first jobNew enquiries sorted and logged before anyone opens the inbox
The marketing team of one
You look after the website, the ads, the posts and the reports, with no time left to work out what's working. A team of one is fine: the sessions are with you.
A good first jobA Monday report that fills itself in from Google Analytics and your ad accounts
The business paying an agency
A report arrives every month and you're not sure what it bought. You'd like someone on your own staff to understand it.
A good first jobTracking checked, so you can see which spend brings in leads or sales
It fits when
- Someone does the same job by hand every week
- Whoever does that job can join two 90-minute sessions a week
- You want your own staff to understand and run what gets built
It doesn't fit when
- You need a custom app or software product written
- You want AI to replace staff
- Nobody can make two sessions a week for the next six weeks
Typical teamsAccountants and bookkeepers · Solicitors and consultancies · Recruiters · Online shops · B2B firms that quote · Training providers · Travel and hospitality · Charities
A Build Week, start to finish.
Every week follows the same pattern, so you always know what happens next.
- Week before
We rehearse
We run every step ourselves on our own test accounts, so we already know where it snags. You get a short checklist for adding us as a user. You never share passwords.
- Monday
Session one
Whoever does the work builds it on their own screen, in your accounts, while we guide them. About 90 minutes on Teams, Meet or Zoom.
- Tue to Wed
Between sessions
We fix anything that came up and prepare the next piece, down to the exact text to paste.
- Thursday
Session two
Another 90 minutes. The next piece gets built, and we check the first one still runs.
- Friday
The note
One page on what changed and what now runs by itself. The invoice for the week comes with it.
What we need from you, and what we do.
Your side
- Two 90-minute sessions a week, with whoever does the work
- Adding us as a user from a checklist, once
- Deciding what gets built next
Our side
- Rehearsing every step on our own accounts first
- Preparing each session, down to the words to paste
- Fixing whatever breaks between sessions
- Telling you when something isn't worth automating
The first six weeks.
Your audit decides the jobs, so they differ from one business to the next. The order stays the same: one job working first, then making it stick, then your team taking over. If ads are your biggest cost, checking the tracking comes first.
- Before
The audit
A one-page note with the first job, an estimate of the hours it would save, a six-week plan and the weekly price. You add us as a user from a checklist.
- Week 1
A first job
One small, repetitive job runs in your accounts on real work, with a person checking what it produces.
- Week 2
Make it stick
Week one's job is fixed where it snagged and written down. The second job is under way.
- Week 3
Widen out
A second area, often marketing: your weekly figures on one page, or first drafts of posts and pages.
- Week 4
Join it up
The pieces pass work to each other, so an enquiry reaches your CRM and the CRM feeds the report without anyone retyping.
- Week 5
Your team leads
Someone on your side builds a new piece while we watch and step in only when asked.
- Week 6
Review
A list of what runs, the hours it saves each week against the audit estimate, and what's left. You carry on, pause or stop.
What stays with you
It's in your accounts
Your Google or Microsoft workspace, your CRM, your ad accounts. We don't host anything you depend on.
It's written down
Each piece comes with a plain-English note on how it works and how to fix the usual problems.
A person signs it off
Nothing reaches a customer or changes in your accounts until someone on your team has agreed to it.
What six weeks could look like for you.
Four common kinds of business, and the plan we'd expect to write for each. Pick the one closest to yours.
Example 1 of 4
An accountancy practice, 12 people
Where they startClients send paperwork by email, WhatsApp and the odd envelope. Two people lose most of Monday chasing what's missing and answering the same handful of questions.
What should changeMonday goes back to client work, and nobody types the same reply twice.
Runs inside the practice's own Microsoft 365. Nothing reaches a client without a person sending it.
- Week 1
Client email sorted by client and job, with draft replies to the common questions. A person reads and sends each one.
- Week 2
Chasers for missing documents drafted from the job list every Monday morning, checked before they go.
- Week 3
The monthly client update drafted from the partners' notes, for a partner to edit.
- Weeks 4 to 6
A checklist that onboards new clients. In week five the team builds the year-end reminder on their own.
Example 2 of 4
An online shop, 6 people
Where they startSells through Shopify and spends on Meta and Google ads. Customer email piles up over the weekend, product pages are thin, and it's unclear which ads pay for themselves.
What should changeThey can see which campaigns earn more than they cost, and weekend email is dealt with by Monday lunchtime.
Runs in their Shopify, Google Workspace and ad accounts.
- Week 1
Tracking checked end to end, so Shopify, Google Analytics, Meta and Google roughly agree on sales.
- Week 2
Customer email sorted, with drafts for the usual order, delivery and returns questions.
- Week 3
Product descriptions rewritten a batch at a time, each one approved by a person before it goes live.
- Weeks 4 to 6
A daily check on ad spend that flags a campaign costing more than it earns. If they'd rather not run the ads themselves, we take them on.
Example 3 of 4
A B2B distributor, 40 people
Where they startSales staff copy quote requests from the shared inbox into the system by hand and dig through old quotes for part numbers. The typing alone adds a day.
What should changeThe typing part of a quote takes minutes, and nothing sits in the inbox because someone was off.
Reads from their shared inbox, CRM and price list export. Nothing is written back to the ERP.
- Week 1
Quote requests pulled from the shared inbox into one list, with the customer, items and quantities filled in.
- Week 2
First-draft quotes laid out from your templates, with prices taken from the price list export, never made up. A salesperson checks and sends each one.
- Week 3
The CRM updated from email, so follow-ups don't depend on someone remembering.
- Weeks 4 to 6
A Monday report on quotes sent, won and still waiting. In week five the sales team builds its own follow-up reminder.
Example 4 of 4
A training company with a marketing team of one
Where they startOne marketer looks after the website, social, email and ads. The Friday report takes half a day, and the blog was last updated in spring.
What should changeFriday goes back to planning, and new pages get written without starting from a blank page.
Runs in their Google Workspace, Google Analytics and ad accounts.
- Week 1
The Friday report fills itself in from Google Analytics, the ad accounts and the bookings export.
- Week 2
Course pages checked for what Google and AI assistants see, with fixes listed in order of value.
- Week 3
Blog posts and social drafts made from the trainers' own notes, for the marketer to edit.
- Weeks 4 to 6
A scheduled check reads competitors' course pages each morning and emails what changed. By week six the marketer builds the next piece alone.
Note These are illustrations, not client stories. Each shows the shape of a first plan for a common kind of business. Yours comes out of your audit.
When you'd rather we just ran it.
If you'd rather not run your ads and search yourselves, we run them for you. You keep admin on every account and pay a flat weekly fee, whatever you spend on ads. Every Friday you get a note on what we changed, what it cost and what it brought in.
- Google AdsSearch and Performance Max, judged on leads and sales
- Meta AdsFacebook and Instagram, with conversions checked end to end
- SEOTechnical fixes and the pages people search for
- AI searchShowing up when people ask ChatGPT, Gemini or Perplexity
- ChatGPT AdsNew in the UK. We'll tell you if a small test is worth it
- Tracking and analyticsGoogle Analytics, tags and conversions, checked so the other numbers hold up
- Landing pagesPages that turn paid clicks into enquiries or orders
- A marketing lead, part timeA plan, a budget and help hiring, until you have your own
Four ways to get AI into the business.
Compared on the four things that matter most to a small firm.
| Compared on | Hire someone | An agency | A freelancer | Leverloft Build Weeks |
|---|---|---|---|---|
| How you pay | A salary, plus the cost of hiring | A project fee or a monthly retainer | By the day or by the project | By the week, priced after the audit |
| First thing running | After hiring and onboarding | After a discovery phase, often weeks | Once they've learnt how you work | Week one |
| Who understands it after | One person, while they stay | The agency | The freelancer | Your team, with written notes |
| How you get out | A notice period | The contract term | When the project ends | Stop after any week |
Not sure which one fits? The free audit tells you, in writing, within three working days.
Get the free auditThe price comes with the audit.
Two businesses rarely need the same amount of building, so we price once we've looked. If the note isn't for you, ignore it. We won't chase.
A Build Week includes
- Two 90-minute sessions with your team
- All preparation and rehearsal
- Fixes between sessions
- The Friday note
- Your audit note gives one weekly price and the total for the six-week plan, before you agree to anything.
- The least you can spend is one week.
- Invoiced on Friday, for the week just done. A week without sessions isn't invoiced.
- A one-page agreement covering data and access. No minimum term and no notice period.
- Pause for your busy season and pick up where you left off.
- Channels we run for you are priced on their own, as a flat weekly fee whatever your ad spend.
The first-session promise
If nothing is working in your own accounts by the end of the first session, you don't pay for the first week.
We only run a few Build Weeks at once, so we'll agree a start date with you.
Questions to ask before you start.
How much does it cost?
It depends on how much there is to build, so we price it after the audit. The note gives one weekly price and the total for the six-week plan. Nothing is agreed until you say yes, and the least you can spend is one week.
Is this an agency?
Partly. If you want, we run your ads and search for you for a flat weekly fee, you keep admin on every account, and you can stop after any week. The AI side works differently: your team builds it with us and keeps it. There's no retainer and no monthly report deck.
Do we need technical people?
No. If your team can use a spreadsheet and email, they can do this. We handle the technical parts before each session, and the notes are written for whoever takes over.
Which AI tools will we need to pay for?
Often just what you already have. If a business plan for Copilot, ChatGPT, Gemini or Claude would help, the audit note says which one and what it costs, before anything is bought. We don't resell software.
What about our data?
The work runs in your accounts, under your logins. When AI reads your data, it goes to the provider you choose, such as Microsoft, Google, OpenAI or Anthropic, so we set things up on business plans whose current terms say your data isn't used to train their models. The audit note names each service that would touch your data. We rehearse on our own test accounts with made-up data.
Will you sign an NDA and a data processing agreement?
Yes. If we'll see personal data, we sign a data processing agreement before we start, as UK GDPR requires. We'll sign an NDA too, if you want one.
What access do you need?
We never ask for passwords. You add us as a user: staff on Shopify, a partner on Meta and Google, a guest in Microsoft 365 or Google Workspace. When we stop, you remove us in a couple of clicks.
Will it work with our other systems?
Often, if the system can export a report or has an API. We start by reading from it and only write back once you agree. The audit note says what we can and can't do with yours.
How long does it take?
Something is working by the end of the first session, and your first job runs on real work by the end of week one. A first plan covers about six weeks, and you can stop after any of them.
Who will we work with?
One senior person, the same one every session, who also writes your audit note. They've spent years running marketing and paid channels for international businesses and have set up this kind of automation themselves. You can talk to them on a call before you agree to anything.
What happens when we stop?
You keep everything. It's in your accounts, and the notes explain how each piece works and how to fix the usual problems, so someone new can pick it up. If you'd like us back, we price a single week on the same terms.
Do you only work with UK companies?
No. We're based in the UK and work in English. Sessions run online, so your team can be anywhere.
Start with a free audit.
Tell us what your team does by hand and where to look. Within three working days you'll get a one-page note: the first job we'd suggest, an estimate of the hours it would save each week, a six-week plan and the weekly price. If we need longer, we'll email to say so.
- 1
We read what you've told us, then look at your site, your ads and how enquiries reach you. If we need more, we email. A call is optional.
- 2
You get the note by email, written by the person who'd run your sessions. It's yours to keep.
- 3
If you go ahead, we agree a start date and rehearse the week before.