ILLUSTRATIVE SAMPLE. A real Shortlist report is tailored to your business and delivered within 48 hours of your call.
Shortlist Assessment · Sample

Where AI can save you time, and roughly how much.

A specific plan for one specific business, scoped to what you can actually run this week.

Prepared for
[ Client Name ]
Sector
B2B services
Headcount
12 staff
§ 01 · Executive Summary

The shape of the opportunity.

Pain

Hand-built reporting, lost meeting actions, and design context-switching are absorbing a full day a week.

Three repeating bottlenecks surfaced across the call. Each is small in isolation. Stacked together they're the difference between leadership doing leadership work and leadership doing admin.

Outcome

Four off-the-shelf tools, set up in four days, return roughly twenty-two operator hours a week.

Tool costs land at £147 per month combined. At your blended hourly rate, returned time compounds to roughly £4,800 of operator capacity per month from week one.

~22hrs
Operator hours reclaimed every week.
Primary focus: efficiency. Secondary: reducing leadership context-switching.
§ 02 · Impact vs Effort

The map of what to fix first.

Every issue surfaced in the call, plotted onto the two questions that actually matter: how much time does it take to fix, and how much time does it return per week. The focus is the top-left quadrant.

High Impact
Low Impact
Low Effort
High Effort
Quick Wins · Do Now
  • Weekly reporting automation
  • Inbox triage GPT
  • Meeting transcription
  • Proposal draft assistant
Strategic · Scope Later
  • CRM data hygiene rebuild
  • Lead-scoring model
  • Full pipeline analytics
Fill-ins · Maybe Later
  • Newsletter drafting
  • Internal wiki cleanup
Avoid · Low Return
  • AI receptionist phone tree
  • Image-gen for stock visuals
Quick Wins
High impact, low effort. The focus of this report.
Strategic
High impact, but needs a proper project to land.
Fill-ins
Low effort, low return. Park for slow weeks.
Avoid
Looks shiny. Doesn't actually return time.
§ 03 · Recommended Solutions

Four tools. Four wins.

Each one is named, priced, and mapped to a specific pain point you described on the call. Setup time and weekly time returned are estimated from comparable implementations.

1
Hand-built Monday reporting
Reporting dashboard tool

Pulls live from your analytics, ad accounts, and CRM, then outputs a single summary that refreshes overnight. The Monday rebuild becomes a Monday glance.

Cost£39/mo
Setup2 hrs
Saves5 hrs/wk
2
Inbox triage absorbing operator time
Custom GPT for inbox triage

Trained on your tone of voice and your top-fifty FAQ responses, plus a routing rule that flags anything genuinely new to a human. Lives inside ChatGPT, no separate login.

Cost£20/mo
Setup1 hr
Saves4 hrs/wk
3
Lost meeting actions and notes
Meeting transcription tool

Records, transcribes, and summarises every call. Action items land in your project tool of choice. No more "what did we agree on Wednesday."

Cost£24/mo
Setup30 min
Saves3 hrs/wk
4
Proposal drafting eating senior time
Proposal draft assistant

A second custom GPT, loaded with your standard proposal template, case studies, and rate card. Paste a brief in, get a near-final draft. Edit pass takes ten minutes instead of an hour.

Cost£0
Setup90 min
Saves4 hrs/wk
§ 04 · Implementation Plan

Your 4-day Quick Wins plan.

Each day is fifteen to thirty minutes of focused work. Each one ends with a working tool. By Friday afternoon, all four are live.

1
Day 1 · Tuesday
Stand up the reporting dashboard.
Tool: Reporting dashboard tool
~25 min
2
Day 2 · Wednesday
Deploy the inbox triage GPT.
Tool: Custom GPT (ChatGPT)
~20 min
3
Day 3 · Thursday
Switch on meeting transcription.
Tool: Meeting transcription tool
~15 min
4
Day 4 · Friday
Build the proposal draft assistant.
Tool: Custom GPT (ChatGPT)
~30 min
§ 05 · What Comes After

Three opportunities compounding on the Quick Wins.

None are urgent. All would meaningfully build on the four tools above. Flagged for your awareness, with no obligation.

01
Lead-scoring model

Your inbound is mixed quality and you currently triage by hand. A simple lead-scoring model fed by your CRM and forms would shift roughly fifteen hours a month off the BD lead.

02
Speed-to-lead automation

First response on a new enquiry averages four hours. A simple automation triggered the moment a form is submitted gets that to under two minutes, which materially shifts conversion.

03
CRM hygiene rebuild

Your CRM has roughly two thousand stale or duplicated records. Cleaning that up, then standing up enrichment for new entries, makes every other AI step downstream more useful.

§ 06 · Financial Impact

The number that justifies the exercise.

Time saved across the four tools, valued at the team's blended hourly rate, less monthly tool costs.

Weekly Time Returned
~22hrs

Across the leadership team, every week, starting week one.

Monthly Net ROI
£4,693

Operator capacity returned, minus tool costs, at a blended £55 / hour.

Total monthly tool cost: £147 across the four tools combined. Numbers are illustrative. Real reports use your actual rate, headcount, and current spend.
§ 07 · Your Next Steps

What happens from here.

1
Run the four-day plan.

Follow the plan exactly as outlined. Each step is short, named, and ends with a working tool. By Friday afternoon, all four are live and returning time.

2
Schedule the 30-minute review call.

We walk through the report together, validate what's landed, and decide together whether any of the heavier-lift opportunities are worth scoping. No upsell scripts.

Want one of these built for your business?

This is a sample. The real version is built around the call we have together, the bottlenecks you actually surface, and the rates and headcount of your actual team.

Book a 45-minute call →