Bayside, Melbourne

Own the next move in your business.
Get a clear plan to make it happen.

Practical, independent advice on workflows, go-to-market strategy and AI β€” without the jargon or hidden agenda.

See the advisory services Book a 45-minute conversation

Three ways to get clarity

Every engagement gives you an honest assessment and clear, written next steps. Where technology is involved, I compare fixing what you have, subscribing to a service and owning it yourself. Any code we produce is yours: you control the source, the data and the hosting.

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10-to-1 Workflow Diagnostic

$750

Map one painful workflow and show how to reduce it from roughly 10 hours to 1 hour per week.

  • βœ“ 45-minute in-person discovery session
  • βœ“ Workflow map with the waste highlighted
  • βœ“ 3–5 page plain-English report
  • βœ“ Three structured options: Fix the process, Pragmatic recommendation, Own It
Book this diagnostic
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Go-to-Market Leadership Advisory

$750

Multiple virtual or in-person sessions to diagnose your current offer to market and provide written recommendations to engage prospective customers and convert opportunities into repeatable sales.

  • βœ“ Multiple advisory sessions
  • βœ“ Process and option evaluation
  • βœ“ Written proposal and recommendations
  • βœ“ Focused initial GTM plan
Start your GTM review
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Independent AI Advisory

$750

Work out where AI can create real value, where simpler automation is better and where doing nothing is the smartest option.

  • βœ“ AI, automation and API opportunities assessed
  • βœ“ Honest verdict based on value and effort
  • βœ“ Subscription and self-hosted options compared
  • βœ“ Hardware and software recommendations
  • βœ“ A practical build-it-yourself pathway
Review your AI options

The admin that should not exist.

Most small business owners are not short of tools. They are short of time because their workflows are broken.

  • β†’ An email comes in, but the answer lives in another system.
  • β†’ One job is co-ordinated across phone, text, spreadsheet and whiteboard.
  • β†’ The same data is copied into three places β€” quotes, jobs, invoices and calendars do not talk to each other.
  • β†’ They are told AI can fix everything, but no one explains what it is actually good for.

The real cost

10

hours per week lost to one broken workflow

That is the hidden cost before we design the fix.

Is this for you?

This is for local business owners who want straight answers, not another sales pitch.

The right fit

  • 5–50 staff in Bayside, Melbourne
  • Trades, professional services, logistics, retail
  • Stuck doing admin that could be automated
  • Uses email, spreadsheets and a few apps that do not talk
  • Wants to own the fix, not rent it forever

What you get

  • A plain-English map of one workflow
  • Three structured options: Fix the process, Pragmatic recommendation, Own It
  • A written plan you can act on or ignore
  • In-person, face-to-face and local
  • No jargon, no hidden subscription, no hard sell
  • Custom integrations or automations you own

Probably not for

  • Enterprise teams with dedicated IT
  • Businesses looking for the cheapest offshore quote
  • Anyone who wants an agency to "just do it"
  • People who want AI magic without understanding it

How every engagement works

Simple, repeatable and honest. No surprises.

1

Listen

We find the workflow that is eating the most time and map how it actually works today.

2

Size it

We translate the waste into hours and dollars so the decision is based on reality.

3

Give options

You get a written plan with three options: Fix the process, Pragmatic recommendation or Own It.

4

Build if it pays

Only if the numbers stack up, we build an integration, voice AI or custom tool you own.

Every plan comes with three options

I am not here to sell you a build. I am here to help you make the right decision β€” and show you that Own It is always on the table.

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1. Fix the process

Use the tools you already have, better. Configuration, tweaks and small process changes. Lowest cost, lowest risk.

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2. Pragmatic recommendation

The one lightweight AI or SaaS tool I would try first, based on a short market scan. Not a list β€” a β€œstart here” pick.

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3. Own It

Build or implement a custom/open-source solution. Pay once, control the IP, and hold all the leverage.

What we actually do

These are the practical fixes that come out of the diagnostics.

API integration

Connect the tools you already use β€” Xero, CRM, calendar, email, SMS, field app β€” so data flows once.

Workflow automation

Automate lead follow-up, invoice chasing, job scheduling and quote-to-invoice without paying for another monthly app.

Voice AI phone agents

For harder problems: voice agents that answer repetitive calls, take bookings or qualify leads.

Custom web apps

When no off-the-shelf tool fits, build one you own β€” no monthly licence and no lock-in.

IT health check

The friend stuff: Wi-Fi, passwords, updates, virus scan, open ports, backups and basic cyber hygiene.

Staff upskilling

Hands-on sessions so your team can run the new tools and automations without needing me forever.

Where are you losing the most time?

Pick the biggest pain and see what a realistic weekly saving could look like.

Jeremy Poon

Hi, I'm Jeremy.

I have spent 25+ years in B2B technology sales and leadership. I have seen businesses spend millions on technology that did not fit β€” and miss simple fixes that did.

I help business owners stop overspending on hype and make their next move with practical workflow improvements, experienced go-to-market advice, honest AI guidance and the kind of technology checks a good friend would do.

I love to own what I use, and I hate overpaying for subscriptions β€” whether it is my mobile phone plan, AI tools or any other technology. Small businesses are overspending because they are time poor: it is easier to pay than to take a proper look at the options. That is where I can help.

  • βœ“ No jargon. No hidden agenda.
  • βœ“ Local. You can meet me in person.
  • βœ“ You own whatever gets built.
  • βœ“ If it does not make sense, I will tell you not to spend the money.

Start with a 45-minute conversation

This is a virtual or in-person meeting in Bayside, Melbourne. You will walk away with a clear, written plan β€” even if the right answer is to do nothing.