Merchants Virtual
Business AI Evaluation

Where your firm actually stands on AI

A short set of questions about your firm — your own figures, seen only by me — and a serious document back. Yours to keep whether or not we ever speak again.

At your stage, it matters to know where your firm stands on AI today. From your answers I will give you that picture — and a clear read on where it can lift your revenue. A plan that is yours to act on, with us or without us.

Enter your email and your firm's evaluation form will appear. The completed document comes back to the same address. Your answers come to me and no one else.

How your details are handled: merchantsvirtual.org/privacy

Part one — your firm
A few questions

Eight quick questions. Most are already filled in from public records — just confirm or adjust. Your answers come to me and no one else.

1. Your firm
A practice of your size and sector typically runs an annual fee book near £400,000. For you, is that:
2. The phone
When a call comes in during the working day, most often it is:
3. Your own time
A firm your size typically spends around 7 hours of a partner's week on work that isn't fee-earning — the phone, admin, following up payment. For you, is that:
4. Money owed
A firm your size usually has somewhere near £35,000 in invoices past their due date at any one time. For you, is that:
5. Where your week goes
Which of these takes the most of your time:
6. What you run on now
Tick whatever you use — it needn't be complete.
7. AI, so far
Where are you with it:
8. Two years out
If the firm were where you wanted it in two years, it would be:
Part two — the opportunity, on your numbers

Model the upside yourself

Move the sliders to your own figures. This is a conservative first estimate of the revenue a firm like yours can recover each year by tightening three things: enquiries captured, proposals followed through, and partner time returned to fee-earning work. Your full evaluation works it through properly.

New enquiries a week6
Average first-year fee per client£1,800
Proposals sent a month5
Partner hours a week on non-fee work8
Estimated annual revenue opportunity
£24,000 – £36,000
a year, recovered — on the conservative assumptions below
Enquiries captured
£0
Proposals converted
£0
Partner time returned
£0

Assumptions, kept deliberately conservative: 12% of enquiries currently go unanswered and a quarter of those recovered become clients; proposal conversion improves by 6 percentage points with systematic follow-up; 40% of non-fee hours are returned and half of that time is redeployed at a £110 charge-out rate. Your evaluation refines all of these against your real figures.

Your answers build your document and are used for nothing else.

Thank you — that's everything.

Your evaluation will be prepared and sent to your email shortly.